News
Palantir Technologies has tumbled 37% from its all-time high, but the median analyst price target of $200 implies a 54% upside. Revenue surged 85% in Q1 2026 — can that justify a 93x forward P/E?
News
Palantir CEO Alex Karp says the enterprise AI sales model is "completely wrong," arguing token-based pricing forces companies to expose their IP for little return. Meanwhile, two wealth managers trimmed their TSMC positions.
News
Nvidia rolls out a revenue-sharing model for startups, swapping compute for future profits. Meanwhile, Palantir CEO Alex Karp says the generative AI sales model is “structurally broken,” warning enterprises are paying to expose their IP.