Semiconductor stocks Nvidia and Broadcom have been popular with investors as the artificial intelligence spending boom has unfolded, but there are other ways to play the trend. In the third quarter, several hedge fund billionaires bought shares of Palantir Technologies (NASDAQ: PLTR), a software stock that has advanced 2,000% since January 2023. That list includes Ken Griffin and Cliff Asness, both of whom outperformed the S&P 500 over the past three years. Will AI create the world's first trillionaire?  ...

Core Insights - Palantir Technologies has seen a significant increase in its stock price, rising 1,666% over the last three years, but shares have recently retreated from all-time highs due to valuation concerns [1][2] - The company has integrated generative AI into its data analytics platform, which has contributed to its strong performance in 2024 and 2025 [1][5] Company Performance - Palantir's stock has shed 10% of its value year-to-date despite improving operational results [2] - The company's fourth-quarter earnings showed a 93% year-over-year revenue increase to $1.1 billion, with U.S. commercial client sales up 137% to $507 million [8] Market Position - Palantir's software is utilized in both private and public sectors, with applications in law enforcement, military targeting, and fraud detection [3][4][6] - The launch of the proprietary Artificial Intelligence Platform (AIP) has enhanced the company's operational momentum and market appeal [5][8] Competitive Landscape - Palantir faces competition from other data analytics companies like Microsoft and Snowflake, which are also adopting generative AI technologies [11] - The company's historical advantage in government contracting may not translate as effectively in the private sector, where political polarization could pose challenges [10] Valuation Concerns - Palantir's forward price-to-earnings (P/E) ratio stands at 158, significantly higher than the S&P 500 average of 22, indicating limited room for growth [12] - Current stock prices suggest that Palantir may not be a viable option for investors seeking millionaire-making potential at this time [13]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the worst AI stocks to invest in according to Reddit. On February 5, Cognizant Technology Solutions (NASDAQ:CTSH) announced a partnership with Palantir Technologies to accelerate AI-driven modernization across healthcare and enterprise operations. The collaboration will integrate Palantir Foundry and the Palantir AIP with Cognizant’s TriZetto healthcare business and business process operations to deliver secure, scalable AI transformations for clients acro ...

Core Viewpoint - Palantir Technologies Inc. has shown strong financial performance, but RBC Capital maintains a bearish outlook with an Underperform rating and a $50 price target despite the positive results [1][5]. Financial Performance - Palantir reported a significant revenue growth guidance of 61% for 2026, surpassing the consensus estimate of 41% [2]. - The fourth quarter revenue exceeded consensus by 5%, leading to an approximate 8% increase in shares after hours [2]. - Commercial revenue grew by 82% year-over-year, while government revenue increased by 60%, both exceeding market expectations [2]. Margins and Earnings - The adjusted operating margin for the fourth quarter was 57%, above the consensus of 52.3%, and adjusted EPS was $0.25, compared to the consensus of $0.23 [4]. - First-quarter revenue guidance is projected to be between $1,532 million and $1,536 million, indicating a 74% year-over-year increase and exceeding the consensus of approximately $1,326 million [4]. - The adjusted operating margin midpoint for the first quarter is estimated at 72%, significantly higher than the consensus of 48.3% [4]. Future Projections - For 2026, Palantir's revenue guidance is set between $7,182 million and $7,198 million, above the consensus of around $6,295 million [4]. - The US Commercial revenue guidance exceeds $3.14 billion, representing at least 115% year-over-year growth [4]. - Adjusted free cash flow guidance for 2026 is projected to be between $3.925 billion and $4.125 billion, above the consensus of approximately $2.8 billion [4].

Core Insights - The meme stock phenomenon began in 2021 with GameStop, driven by retail traders on Reddit's WallStreetBets forum, leading to significant price surges due to short squeezes [1] - Investments in meme stocks from 2016 or at their IPOs have resulted in varied outcomes, with some stocks yielding massive gains while others have led to substantial losses [2] Investment Performance - A $1,000 investment in various meme stocks a decade ago would yield different values today, highlighting the volatility and potential of these stocks [3] - Notable performance includes: - GameStop (GME): $3,532 (+253%) - AMC Entertainment Holdings (AMC): $11 (-98.9%) - Palantir Technologies (PLTR): $14,659 (+1,366%) - Carvana (CVNA): $29,712 (+2,871%) - Roku (ROKU): $6,033 (+503%) [4] Market Trends - Meme stocks continue to emerge, indicating a persistent trend driven by social media sentiment rather than traditional business fundamentals [5]

Core Insights - Retail investors have shown interest in five stocks this week, influenced by retail hype, earnings reports, AI discussions, and corporate news flow [1] Amazon.com (AMZN) - AMZN is perceived as a bargain by some retail investors, trading around $197 to $200 per share, with a 52-week range of $161.43 to $258.60 [7] - The stock has declined by 6.76% over the year and has risen just 0.17% in the last six months, indicating a weaker price trend in the short, medium, and long term, despite a solid quality ranking [7] Palantir Technologies (PLTR) - Retail investors are curious about the performance of PLTR, especially regarding Michael Burry's shorts, as the stock has slid 22.55% year-to-date [7] - Trading around $126 to $130 per share, with a 52-week range of $66.12 to $207.52, PLTR has returned 16.83% over the year but declined 27.59% in the last six months [7] - The stock shows a weaker price trend in the short, medium, and long terms, but has a solid growth score according to Benzinga's Edge Stock Rankings [7] Alphabet (GOOG) - Retail investors view owning GOOG shares as safe due to its substantial revenue, with the stock trading around $322 to $325 per share and a 52-week range of $142.66 to $350.15 [7] - GOOG has increased by 71.40% over the year and 68.26% over the last six months, maintaining a stronger price trend across all time frames and a solid quality score [7] Advanced Micro Devices (AMD) - Retail investors are puzzled by the decline of AMD, questioning the AI spending directed towards semiconductor manufacturers [7] - The stock is trading around $187 to $190 per share, with a 52-week range of $76.48 to $267.08, having gained 74.75% over the year and 18.01% over the last six months [7] - AMD shows a weaker price trend in the short and medium terms but a strong trend in the long term, with a poor value ranking [7] Market Context - The retail focus has combined meme-driven narratives with earnings outlooks and corporate news, occurring during a week of negative market action for the S&P 500, Dow Jones, and Nasdaq [8]

Retail investors talked up five hot stocks this week (Feb. 2 to Feb. 6) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.StrategyMost retail investors were mocking MSTR’s decline after the BTC sell-off and it earnings.The stock had a 52-week range of $104.16 to $457.22, trading around $105 to $107 per share, as of the publication of this article. It fell 67.13% over the year and declined by 72.10% over the last six months.MSTR had a weaker price trend in ...

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analyst expresses a beneficial long position in shares of NVDA, SOUN, and GOOG, indicating confidence in these stocks [2]. - The article is intended for informational purposes only and does not constitute professional investment advice [3]. - There is a clear distinction made between the opinions expressed in the article and those of Seeking Alpha as a whole, indicating that the views may not reflect the platform's official stance [4].

Palantir, the first of Ives’ picks that we’re looking at, is a tech company that has been in operation since 2003, focusing its efforts on data management and analytics, and artificial intelligence . Palantir was an early developer and user of AI, its data analytic platforms and tools have long been known for integrating AI into the mix.Ives doesn’t pull his punches, and based on that stance, he is recommending that investors buy into two big names in data analysis software: Palantir (NASDAQ:PLTR) and Snowf ...

Core Insights - The article does not provide specific investment advice or recommendations, emphasizing the importance of conducting due diligence before making investment decisions [1][2] Group 1 - The author has no current or planned stock or derivative positions in any mentioned companies, indicating a neutral stance [1] - The article reflects the author's personal opinions and is not influenced by compensation from any companies mentioned [1] - There is a clear distinction made between the author's views and those of Seeking Alpha as a whole, highlighting the independent nature of the analysis [2]