Palantir's Europe head warns the region is 'missing the boat' on AI just as it did with the internet
The Palantir UK chief said the U.S. is racing ahead on enterprise AI while Europe hesitates, and explained why he thinks the company faces intense political…
Why a longtime skeptic of Palantir’s stock is finally saying it’s time to buy
Palantir’s total addressable market could get a lot bigger, while its business model should sustain its lead against competitors, an analyst says…
Palantir’s stock is heading for its highest close of the year, in a dramatic comeback
Palantir’s last earnings report reignited investor enthusiasm, and now the company is basking in the glow of a realworld AI boom. Source：MarketWatch
Amazon, Palantir and 12 more top tech stock picks from UBS analysts
The AI datacenter buildout is still early, and UBS says investors can cash in through investments across the technology, media and telecommunications sectors.…
Why Palantir’s stock is suffering its worst slump since February
After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again. Source：MarketWatch
高盛：软件股开始兑现AI红利
高盛TMT交易专家Peter…
Palantir’s stock stages best week since 2024, showing it’s no longer an AI loser
Booming demand for Palantir’s AI solutions is restoring confidence in the company. Source：MarketWatch
Palantir is leaving its software peers behind in the AI race
The company’s focus on sovereign AI is resonating with customers, analysts say. Source：MarketWatch
Palantir’s stock gains as AI drives turbocharged growth
Companies are turning to Palantir for greater autonomy over their AI models and data, according to CEO Alex Karp. Source：MarketWatch
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今日热点导览 马斯克关注了DeepSeek的X账号 祥鹏航空回应航班误发过期方便面 OpenAI或将IPO推迟到明年 SpaceX首份财报即将发布 小米多款手机正式涨价 每月10万美元，特朗普“真实社交”售卖“优先访问权” TOP3大新闻 蔡崇信宣布离婚，不涉及出售阿里股份…
「大空头」Michael Burry最新持仓：加码做空美光与英伟达，增持Lululemon等多只个股
7 月 31 日，「大空头」原型人物 Michael Burry 今日通过其 Substack 账号披露个人最新持仓调整表示，已进一步加码对美光科技（MU）的空头仓位，建仓均价约 880 美元；同时继续增加对英伟达（NVDA）的空头敞口，并加码做空半导体 ETF SOXX，均价约为 506 美元。与此同时，Burry…
Why Palantir’s stock is missing out on a big software rally
Geopolitical and valuation concerns are weighing down Palantir shares, while other software stocks ride a wave of rotation out of semiconductors.…