Palantir Technologies Inc. (PLTR)
Palantir CEO Karp says AI is dangerous and 'either we win or China will win'
Palantir CEO Alex Karp told CNBC's Squawk on the Street on Thursday that the artificial intelligence arms race will end with the U.S. or China winning. "Our allies in the West, in Europe, are going to have to learn from us," Karp said.
Palantir: Don't Fool Yourself, The Euphoria Is Justified
Palantir's high valuation is justified by its sustained hypergrowth, with strong Q1 2025 results and raised revenue guidance signaling continued momentum. The company's impressive 39.3% YoY revenue growth and rising margins demonstrate operational excellence and resilience, outpacing even its own forecasts. Reduced marketing and R&D spending, alongside surging profitability, highlight PLTR's strengthening market position and efficiency gains.
Palantir: Bin The Valuation - This Is A Momentum Stock (Rating Upgrade)
I was dead wrong with Palantir in my three previous articles. With the broader markets on track to recover back to all-time highs prior to the tariff selloff, stocks with sky-high valuation ratios are thriving. Palantir's growth story remains intact. Q1 results show strong momentum in the US commercial segment, driven by large enterprises adopting the AIP platform.
Palantir: When The Bear Case Breaks, It Breaks Fast
Bears fixate on valuation multiples, ignoring that Palantir monetizes more like infrastructure than traditional seat-based SaaS. Bears misapply SaaS multiples to Palantir, ignoring its infrastructure-like margins, lock-in, and protocol economics. Slow onboarding isn't a weakness, it's a strategic moat that compounds data, automation, and monetization over time.
Why Is Palantir Technologies (PLTR) Up 22.3% Since Last Earnings Report?
Palantir Technologies (PLTR) reported earnings 30 days ago. What's next for the stock?
PLTY Vs. PLTW: Palantir Income 2 Ways
Owning Palantir is a wild ride, and so some investors have turned to covered call funds to help "smooth it out." There are major problems with this strategy, and I say this as a Palantir perma-bull. Palantir is too volatile for covered call funds like PLTY and PLTW to be suitable for most income investors.
Palantir's AIP Platform Sees Soaring Adoption Across Enterprises (Revised)
PLTR's AIP drives a 71% jump in U.S. commercial revenue as enterprises fast-track AI deployment at scale.
This Palantir Rival Rockets 58% As AI Cloud Boom Drives Massive Security Need
Cloudflare stock ranks second to Palantir in the enterprise software group and has gained 58% year to date.
Palantir Soars on Government Deals as Valuation Debate Lingers
Palantir Technologies Inc. NASDAQ: PLTR continues to make bullish headlines that positively impact the company's stock price. One of the most recent headlines was that Fannie Mae OTCMKTS: FNMA launched its AI-powered Crime Detection Unit and announced that Palantir would be a key technology partner.
New Contracts To Drive Palantir Stock?
Palantir Technologies (NASDAQ:PLTR) shares increased by approximately 7% during Friday's trading session after The New York Times revealed that the U.S. government is broadening its adoption of Palantir's main foundry tool throughout federal agencies. The company has witnessed more than $113 million in federal government expenditures since the new Trump administration took office, stemming from both existing contracts and new agreements with the Department of Homeland Security and the Pentagon.
Palantir's AIP Platform Sees Soaring Adoption Across Enterprises
PLTR's AIP drives a 71% jump in U.S. commercial revenue as enterprises fast-track AI deployment at scale.
Trump administration expands partnership with Palantir to collect data on Americans: report
The Trump administration has significantly expanded its partnership with Palantir Technologies Inc (NYSE:PLTR) to create a database compiling sensitive personal information on millions of Americans, according to a Wall Street Journal (WSJ) report. In March, Trump signed an executive order calling for the federal government to share data across agencies, raising concerns that this will be used for authoritarian surveillance practices.
