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CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models other coming out today.

SCHG, VUG, and QQQ each take a different structural approach to large-cap growth, and those differences compound into a significant performance gap over ten years. One fund has a defensible claim as the best vehicle for the AI era, but the case involves real tradeoffs most investors overlook.

This data-software powerhouse is delivering leading growth, but the market is already charging a leading price for the privilege.

Revenue growth is accelerating despite a steep multiple.

Wall Street's most bullish voice on C3.ai sees 50% upside while the average analyst calls for losses from here, and founder Thomas Siebel just put millions of his own dollars on the line to prove them wrong.

Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side, the question is whether he is a contrarian genius or a cautionary tale in slow motion.

Palantir just delivered the most explosive quarter in its history, yet its stock sits nearly flat for the year. Something has to give, and the gap between where shares trade today and where the numbers say they could go tells a striking story.

Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.

Aug 14 () - Global equity funds attracted inflows for a 12th consecutive week through August 12, buoyed by optimism over a strong earnings ‌season and data showing weaker-than-expected U. payroll growth and easing inflation, ‌which tempered expectations of a Federal Reserve rate hike.

Investors are reaching for more risk — and getting paid for it.

GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.

AIP is changing how businesses operate -- and opening new opportunities for Palantir.

Before Peter Thiel became a billionaire investor, PayPal co-founder and one of Silicon Valley’s most influential contrarians, he was reportedly a socially awkward child who faced years of bullying. Peter Thiel’s Childhood Was Marked By Bullying According to journalist Max...

A 1987 crash looks unlikely, but a dollar-cost averaging strategy still is most investors' best bet.

In early August 2026, Palantir Technologies reported second-quarter results showing sales of US$1.94 billion and net income of US$1.06 billion, alongside stronger performance for the first half of the year and higher earnings per share than a year earlier. Management also raised full-year 2026 revenue guidance to between US$8.15–US$8.16 billion and reiterated expectations for GAAP profitability each quarter, underscoring confidence that demand for its AI platforms will support continued...

Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration has completed several key steps in its review of the company’s biologics license application for INO-3107, an investigational treatment for recurrent respiratory papillomatosis, or RRP, while the company continues prepara

Zeta Global's second quarter saw robust top-line growth, surpassing Wall Street’s revenue and profit expectations. Despite this, the market reacted negatively following the results. Management attributed the strong quarter to accelerated adoption of Zeta’s AI-powered Athena platform and deeper cross-industry partnerships, particularly with OpenAI, Palantir, and Snowflake. CEO David Steinberg emphasized that “Athena is fundamentally changing how customers interact with the Zeta platform,” highlig

I covered Michael Burry's first Palantir short thesis on June 4, when he called the stock a "sand castle" trading at 16 times intrinsic value. The stock dropped sharply the following day. Then Palantir reported one of the most extraordinary quarters in enterprise software history. On top of ...

The investor made famous by The Big Short is doubling down on his bets against some of the biggest names in AI.

"Big Short" investor Michael Burry thinks Palantir stock is worthless.

Palantir's newfound momentum seems sustainable, driven by accelerating growth and a solid revenue pipeline.

Palantir just posted a quarter that left investors speechless, but trading at 150 times earnings with rivals racing to close the gap, the real question is whether its agentic moat is wide enough to hold.

Archer Aviation's Boeing deal, defense partnerships and regulatory progress could accelerate its push into air taxis and autonomous aviation.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

The defense spending supercycle has only just begun.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

The “Big Short” investor is betting against AI-linked names while adding to his position in Molina Healthcare.