Geopolitical Tensions - The ongoing conflict between the US and China is viewed as a long-standing issue, rooted in historical philosophies that emphasize the need for a single hegemonic power [1][2] - The relationship is characterized by a stark contrast in perspectives, with the US having a positive view of its contributions to alleviating poverty in China, while simultaneously recognizing China's role in undermining American prosperity [2] Industrial and Economic Implications - China has heavily subsidized its industries, amounting to approximately 5% of its GDP annually, which raises concerns about fair competition in the global market [5] - The US is encouraged to leverage its asymmetric advantages, particularly in software and technology, to enhance productivity and re-industrialize its economy [7][8] Workforce and Productivity - There is a focus on empowering American workers through advanced technologies, aiming to significantly increase their productivity and capabilities [9][11] - The example of Panasonic Energy's battery factory illustrates the potential for high-tech industries to drive employment and economic growth in the US [10] Defense and Adaptability - The importance of adaptability in defense technology is emphasized, suggesting that the ability to quickly adjust to new challenges is crucial for success [17] - The geopolitical landscape is shifting, with implications for defense strategies and the role of companies like Palantir in supporting Western strengths amid rising tensions [19][21] Market Dynamics - Palantir's commercial business is reportedly growing at twice the rate of its government business, indicating a robust demand for its services in the private sector [22] - The company is positioned to thrive in an environment of conflict, as geopolitical tensions may drive demand for its analytical capabilities [21][23]

Geopolitical tensions with China are part of the new reality for American companies, Anduril Industries Inc. Chief Executive Officer Brian Schimpf said on Friday, shortly after new tariff threats by US President Donald Trump sent the markets skittering.“I think it’s going to be a long-run conflict with China, and that’s just something that we’ve got to be prepared for,” Schimpf said in an interview with Bloomberg Television.Anduril is the largest in a growing crop of defense technology startups aiming to mo ...

PLTR Technical AnalysisPalantir looks like it’s going to open somewhat flat, but it was trying to recover during the trading session on Thursday. So, it does make a certain amount of sense that some momentum might enter the market here. If we can break above the crucial $190 level, Palantir has a real shot at taking off to the upside and perhaps going to the $200 level. A pullback from here could open up the possibility of a test of the 50-day EMA, but as things stand right now, I don’t think any pullback e ...

Palantir Technologies Inc. (NASDAQ:PLTR) is back in focus after this I/O Fund analyst highlighted its soaring valuation alongside an impressive 93% year-over-year growth in its U.S. commercial business. Here’s a fresh perspective on the stock after the software company reported its first-ever quarter surpassing $1 billion in revenue, in August. PLTR Is Well Beyond Perfect 10, It’s A ‘Perfect 100’The central challenge is the company’s demanding valuation. Lead Tech Analyst at I/O Fund, Beth Kindig, notes Pal ...

Palantir's growth is incredible, but you must pay up for it.Palantir (PLTR 0.96%) has been one of the biggest success stories over the past few years. Investors have made a ton of money from this stock, as it's up around 130% in 2025 alone (at the time of this writing). If you increase the holding period, it's up 2,600% since the artificial intelligence (AI) arms race began in 2023. Investors don't have access to a time machine to go back and capture those returns, so we must consider what the stock could d ...

We recently published 16 Stocks Jim Cramer Mentioned In An Episode Where He Said OpenAI Could Beat All Big Tech Giants. Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer recently discussed. Palantir Technologies Inc. (NASDAQ:PLTR) is another stock that Cramer frequently comments on. He has often reminded viewers that he was the first to predict that the shares would cross the $100 level. In this episode, Cramer discussed a Reuters report that claimed that Palantir Technologies Inc. ...

编者荐语： 彼得·蒂尔是PayPal、Palantir Technologies和Founders Fund的联合创始人，Facebook首位外部投资者。2025年，其创立的Palantir与波音公司达成合作。 以下文章来源于泉成漫谈录 ，作者泉成漫谈录 泉成漫谈录 . 一个在思想的土地上耕种的农夫，一个在现实的丛林中狩猎的猎人。 作者 | 泉成漫谈录 导语：彼得·蒂尔在1987年联合创办了《斯坦福评论》，这份报纸不仅是一个思想和观点的平台，还成为了一个强大的硅谷人脉网络，连接了许多成功 的创业家和投资人，Craft Ventures的大卫·萨克斯、美国驻瑞典前大使肯·霍威利、Palantir的三位创始人都曾经为该报撰稿。 原标题： 从"模仿欲望"到"创造性垄断"：解密彼得·蒂尔的底层代码 故事始于上世纪80年代末的斯坦福大学，那片加州阳光下的校园不仅是学术殿堂，更是一座思想与政治狂热的熔炉。 图源：财富中文网 这次相遇并非通过一门标准课程，而是一个影响链条的结果。关键的中间人是罗伯特·哈默顿-凯利（Robert Hamerton-Kelly），时任斯坦福纪 念教堂的院长，一位深受基拉尔思想影响的神学家 。正 ...

Palantir Technologies TodayPLTRPalantir Technologies$182.70 -0.86 (-0.47%) 52-Week Range$40.36▼$190.00P/E Ratio609.30Price Target$140.22Add to WatchlistPalantir Technologies Inc. NASDAQ: PLTR is emerging as a surprising winner in America’s nuclear revival. In a five-year, $100 million deal announced earlier this year, The Nuclear Company selected Palantir’s Foundry platform to power its AI-driven Nuclear Operating System (NOS). The partnership could mark a pivotal expansion of Palantir’s influence beyond d ...

Key Points Each of these companies had a great September, for varying reasons. The continued growth and spread of artificial technology served as a tailwind for several. 10 stocks we like better than Robinhood Markets › In September, the S&P 500 index of 500 of America's biggest companies rose by 3.5%. That might not seem like a lot, but remember that it represents just one month's performance. Plenty of S&P 500 companies contributed to that rise, and some did far better than that during the month. ...

Palantir (NASDAQ:PLTR) stock has been the hottest name this year, overtaking even Nvidia (NASDAQ:NVDA) at one point, in terms of publicity. ...