The two biggest positions in Scion Asset Management's last 13-F revealed that the legendary ‘Big Short' trader Michael Burry placed a massive bet against artificial intelligence (AI) at a time when Nvidia (NASDAQ: NVDA) stock and Palantir (NASDAQ: PLTR) shares appeared all but unstoppable.
Palantir Technologies Inc.'s AIP turns AI from token burn into governed ROI, positioning it to capture the shift from experimentation to measurable workflow value. Nvidia's sovereign AI blueprint puts PLTR above the GPU layer, where national AI capex can become recurring AIP/Foundry revenue if adoption converts. PLTR can outrun bears while growth holds, but the sunlight risk is trust, ROI proof, and sovereign lock-in scrutiny.
In the most recent trading session, Palantir Technologies Inc. (PLTR) closed at $132.07, indicating a -3.22% shift from the previous trading day.
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Palantir (NASDAQ: PLTR) both posted their eighth straight EPS beat this spring, but the businesses behind the numbers could not look more different.
Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Oracle (NYSE:ORCL) both just put out earnings that read like AI manifestos, but the businesses underneath could not be more different.
Palantir cofounder Joe Lonsdale voiced doubt about CEOs who cited "AI productivity" as the reason for layoffs. Many of these CEOs "over-hired or lowered the bar too much in the 2021-2023 wave," he wrote on X.
Britain is conducting a full review of its National Health Service contract with U.S. data analytics firm Palantir , amid growing political pressure for the government to use a break clause at the end of the initial term in early 2027.
Strong jobs data has delayed Fed rate-cut hopes. See why Palantir and another fast-growing stock, Zscaler, may stand out in a higher-for-longer market.
Rackspace is pivoting to high-margin, managed AI cloud services through partnerships with Palantir and AMD, targeting regulated industries. RXT's asset-light strategy avoids large capex, focusing on enterprise AI workloads and consulting revenues, supporting a path to GAAP profitability. Despite 2% YoY revenue growth and improved operating loss, RXT trades at a significant P/S discount vs. peers, suggesting rerating potential.
Palantir Technologies Inc (NASDAQ:PLTR) stock is up 0.9% to trade at $136.93, stabilizing after a 13.4% weekly loss.
PLTR's Rule of 40 surges from 64% to 145% in under two years as revenue growth and margins accelerated alongside AI demand.
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is the rare AI software story where the fundamentals are arguably running ahead of the stock.