Palantir is outpacing Microsoft's growth in its early years and is poised to make just as many (if not more) millionaires.The idea of a "millionaire-making stock" goes back a long time. The New York Times reported back in 2005 about 10,000 people who bought Microsoft (MSFT 1.44%) stock early, watched shares jump more than a hundredfold between 1986 and 1996, and became "Microsoft Millionaires." Today, almost 40 years after the company's initial public offering (IPO), the number of Microsoft Millionaires is ...

Core Viewpoint - The lawsuit filed by Palantir against Percepta AI is perceived by Percepta's executives as an attempt to stifle competition and prevent their growth in the AI sector [1][2]. Group 1: Lawsuit Details - Palantir's lawsuit, initiated in October in the Southern District of New York, accuses Percepta's co-founders of using stolen information to establish a competing business and attempting to recruit Palantir's employees [2]. - The lawsuit also claims that a Percepta employee, Joanna Cohen, misappropriated confidential documents after her resignation and transferred sensitive information to her personal device [2]. Group 2: Percepta's Defense - Percepta has denied any allegations of using Palantir's confidential information, labeling the lawsuit as "baseless" and asserting that thorough searches found no Palantir materials [3]. - Percepta's legal team argues that the screenshots taken by Cohen were intended to assist her in completing her tasks and that the materials in question are outdated and irrelevant to Percepta's operations [3].

Industry Outlook - The S&P 500 Information Technology Index has declined by -1.75% year to date and -2.53% over the past month, indicating a challenging outlook for tech stocks in 2026, although not all major sector names are affected [1] - There is a prevailing optimism around AI, but experts caution that 2026 will focus on the proof of AI's return on investment, particularly for hyperscalers that have been investing heavily [2] - The market is expected to be "fine" in 2026, with positive results but likely unable to match the significant tech gains seen in previous years [3] Company-Specific Insights - Palantir has shown a one-year performance of 162.95%, but its stock may be losing appeal as it trades at over 100 times its revenue, raising concerns about its valuation amidst slowing growth [5][6] - Apple has a one-year performance of 9.37%, but faces challenges such as a 3.6% year-over-year decline in sales from China and high operating expenses, leading to a bearish outlook with shares potentially sliding to around $200 in 2026 [9][10] - Salesforce has experienced a one-year performance decline of -18.03% and is facing enterprise spending pressures, with a notable slowdown in Sales Cloud growth to 8.4% year-over-year [11][14] Investment Strategy - Investors are advised to consider selling high-valued, long-duration AI stocks with weak cash flow, as these stocks may not withstand market corrections if AI adoption does not meet expectations [6][15] - The technology sector is expected to undergo a consolidation phase in 2026, with a focus on companies that demonstrate visible AI revenue, strong cash flow, and reasonable valuations [4][17] - High-quality businesses like Apple, Salesforce, and Palantir may struggle if growth slows, suggesting that trimming or selling some technology names could be a prudent strategy for investors [18]

Percepta, founded by two ex-Palantir employees, says Palantir's lawsuit hinges on overly broad interpretation of employment agreements. ...

Core Viewpoint - Palantir Technologies Inc. (NASDAQ:PLTR) has seen a significant increase in its stock price, rising by 173% over the past year, and is recognized for its potential in the generative AI space [2]. Group 1: Stock Performance and Analyst Coverage - Palantir's shares are among the top performers in the stock market, with a 173% increase over the past year [2]. - Truist initiated coverage on Palantir on January 6th, setting a price target of $223 per share and a Buy rating, highlighting the company's potential benefits from generative AI adoption [2]. - The firm has experienced robust operating margins and top-line growth due to its Artificial Intelligence Platform (AIP) [2]. Group 2: Management and Investor Sentiment - Jim Cramer expressed confidence in Palantir's management, noting the skepticism surrounding the company's high price-to-earnings ratio of 244 [3]. - Cramer emphasized the effectiveness of Palantir's team, particularly praising CEO Alex Karp and the transformative impact the company has had on its clients [3]. - The Truist report is recommended for those interested in understanding Palantir's stock performance and growth trajectory [3].

① 【三大期指普跌】截至发稿，道指期货跌0.12%、标普500指数期货跌0.11%、纳指期货跌0.17%。 ⑥ 【辉瑞正准备进军减肥药市场】当地时间1月12日，辉瑞公司CEO阿尔伯特·布尔拉表示，辉瑞正准备 进军减肥药消费市场，其市场规模有望与1998年推出治疗勃起功能障碍药物伟哥后蓬勃发展的业务规模 相媲美。布尔拉表示，即使在辉瑞公司于2025年9月首次宣布收购减肥药制造商Metsera时，辉瑞也没有 预料到目前由礼来公司和诺和诺德公司主导的减肥药市场会发展得如此迅速且规模如此之大。辉瑞预计 将于2028年推出减肥药产品。截至发稿，辉瑞上涨0.16%。 ⑦ 【花旗上调Palantir评级至"买入"】当地时间1月12日，花旗集团将其对Palantir的评级由"中性"上调 至"买入"，目标价上调至235美元，称该公司今年将迎来商业和政府业务的"超级周期"。截至发稿， Palantir下跌0.2%。 ⑧ 【芝商所贵金属合约保证金由"固定"改为"浮动"】当地时间1月12日，芝商所发布通知称，根据对市 场波动性的正常审查，为确保充足的抵押品覆盖，将改变黄金、白银、铂、钯合约的保证金设定方式， 由此前的按照固定金额收取 ...

Tyler Radke补充道："这一预测是基于我们对于不断加速的国防超级周期，以及可能出现的顺风因素 ——包括应对2025年政府停摆的滞后效应和国际(美国盟友)现代化进程——的看法。我们将密切关注'金 穹计划'和其他主要国防计划的公告，这些可能成为贯穿全年的潜在催化剂(尽管这些可能对2027年的数 据产生更大影响)。" 花旗此次上调对Palantir评级是基于这样一种观点：2026年很可能将是另一个重大正面预测修正的年 份。近期与企业首席信息官们及行业的沟通表明，企业的人工智能预算和使用案例正在加速增长。该行 还看到Palantir的政府业务面临重大顺风，这主要是由国防预算加速增长和现代化紧迫性所驱动的。 Tyler Radke表示，预计Palantir 2026财年政府业务增长率将达到51%，同比增长约800个基点，超过市场 普遍预期，甚至有可能达到70%或更高。 智通财经APP获悉，花旗集团将其对Palantir(PLTR.US)的评级由"中性"上调至"买入/高风险"，目标价上 调至235美元，称该公司今年将迎来商业和政府业务的"超级周期"。 花旗集团分析师Tyler Radke指出，过去几年，Palan ...

北京时间1月13日凌晨，美股周一收高，道指与标普500指数均创历史新高。投资者暂时忽略了美国司法 部对美联储主席杰罗姆·鲍威尔展开刑事调查的影响。美国总统特朗普要求将信用卡利率上限设定为 10%。 道指涨86.13点，涨幅为0.17%，报49590.20点；纳指涨62.56点，涨幅为0.26%，报23733.90点；标普500 指数涨10.99点，涨幅为0.16%，报6977.27点。 周一盘中，道指最高上涨至49633.35点，标普500指数最高上涨至6986.33点，二者均创盘中历史最高纪 录。 周一美股低开高走，受沃尔玛和部分科技股上涨推动，主要股指从当日最低水平反弹。道指一度下跌近 500点，标普500指数在盘中低点时下跌0.5%。 银行股周一普跌，花旗集团下跌3%，摩根大通和美国银行均下跌约2%，第一资本（Capital One）股价 下滑6%，此前特朗普表示，若经营信用卡业务的金融机构不响应其要求将信用卡利率上限设定为10% 并维持一年，将构成违法行为。 Sage公司首席投资策略师Rob Williams表示："从某种意义上说，这并没有那么重要。我认为这只是噪 音，甚至没有对利率造成太大影响……焦 ...

Key Takeaways Palantir's AIP-led growth is strong, but government reliance and lofty valuation are pressuring sentiment. BigBear.ai boosted its defense AI platform with the $250M Ask Sage acquisition. BBAI edged toward profitability and holds $456.6M in cash, supporting growth as government spending may rise. Artificial intelligence (AI)-focused defense stock Palantir Technologies Inc. (PLTR) posted strong revenue growth last year, with shares soaring 135%. However, potential risks and valuation concerns ar ...

Much of the narrative for Palantir Technologies Inc. ( PLTR ) revolves around the verbal bull-bear tug-of-war that pits some very compelling performance against an equally compelling counterbalance of challenging valuations.A freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work fo ...