News
Palantir shares surged more than 5% ahead of Q2 earnings, but a Seeking Alpha downgrade to Sell over a 38.3x forward price-to-sales ratio underscores deepening market debate on valuation and AI spending sustainability.
News
Palantir (PLTR) tumbled nearly 5% in Tuesday trading as AI sector jitters resurfaced. A one-day rebound fizzled amid warnings of a $27 trillion AI bubble and $1.65 trillion in off-balance-sheet debt at Big Tech.
News
Palantir (PLTR) jumped over 2.5% after hours after teaming up with Nvidia on a national security AI alliance. The company also inked a seven-year strategic partnership with Zeta Global.
News
Palantir (PLTR) jumped 8.7% after announcing a strategic partnership with NVIDIA to deploy sovereign AI for US federal agencies. The deal, which targets sensitive government environments, is seen as a potential catalyst after PLTR dropped ~25% in June.
Deep Dive
PLTR has shed ~45% from its peak while revenue growth accelerated from 48% to 85%. This selloff killed the multiple, not the business — and the data shows why this may be the best entry point in two years.