Michael Burry is becoming increasingly aggressive with his bearish tone about the AI rally.
The award to the data-management company, worth $448 million, is designed to make supply chains quicker and more efficient.
Palantir's 151% rally highlights its enterprise AI momentum, rising revenues and robust earnings outlook.
Palantir (NASDAQ:PLTR) has been one of the best AI stocks of the year, nearly tripling in value as its software continues to attract governments and businesses.
Palantir (PLTR) is fundamentally different from past consulting firms, with deep integration in U.S. government AI and defense infrastructure. PLTR's high valuation is justified by durable, multi-year government contracts, high switching costs, and a unique position in national security. AI adoption is driving structural productivity gains, and PLTR is positioned to dominate government spending in defense, cybersecurity, and critical infrastructure.
Dr. Michael Burry might have bearish positions on Nvidia (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and a lot of worrisome things to say about the AI trade (spoiler alert: he thinks it's in a bubble).
Ark Invest's Cathie Wood, who's a big investor in disruptive innovators, has been reducing her stake in AI data analytics firm Palantir (NASDAQ:PLTR) in recent weeks.
Palantir (NASDAQ: PLTR) remains one of the most closely followed artificial intelligence stocks heading into 2026 as investor focus turns to the company's commercial expansion and rising enterprise AI demand. With the stock already delivering triple-digit gains this year, the key question now is what the Palantir stock price prediction looks like for early next year.
Palantir Technologies stock has surged more than 2,000% since it launched its AI data mining solution. The stock looks extraordinarily expensive when measured using the most common valuation metrics.
UiPath (NYSE: PATH) and Palantir Technologies (Nasdaq: PLTR) both beat Q3 estimates, but the results reveal fundamentally different AI business models.
Artificial intelligence (AI) is arguably the most transformative technology since the internet reshaped the global economy. Amazon has developed artificial intelligence products that strengthen its market position in e-commerce, advertising, and cloud computing.
While Palantir (NASDAQ: PLTR) stock has had an impressive run in 2025, an artificial intelligence (AI) model suggests the rally may continue through year-end. By press time, the American software giant was trading at $181, marking a year-to-date gain of about 141%.