This tech company's lucrative business model, capital return program, and attractive valuation create a stronger path to outperformance.After a powerful run-up in the share prices of many companies benefiting from artificial intelligence (AI), it is tempting to lump Meta Platforms (META 0.65%) and Palantir Technologies into the same bucket. But the two businesses and their prospects as potential investments differ significantly.In short, Meta's extreme profitability, disciplined capital returns, and much lo ...

The seemingly unstoppable AI stock could begin to feel the weight of its success.Palantir Technologies (PLTR 0.79%) has been one of Wall Street's biggest winners over the past few years.The stock has agonized potential investors who have tried to wait for pullbacks to buy in. It is up 2,600% since the start of 2023. While shares have experienced a few periods of decline (usually 15% to 30%) during that stretch, they have often been short-lived.Currently, the stock is down 7% from its high after a report of ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly the push for onshoring and increased U.S. LNG exports, positions this company favorably to capitalize on these trends [6][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act promptly [15]

Bank of America analyst Mariana Perez Mora recently raised her target price on Palantir to $215 per share, the highest forecast on Wall Street.Palantir Technologies (PLTR 0.79%) is one of the most popular artificial intelligence (AI) stocks on the market, especially among retail investors. Shares have advanced 140% year to date, after skyrocketing 340% last year. And the company recently got a big vote of confidence from a Wall Street analyst.Mariana Perez Mora, who covers aerospace and defense at Bank of A ...

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Palantir Technologies Inc. ("Palantir" or the "Company") (NASDAQ: PLTR). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether Palantir and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 9k+ Digital Media Outlets 270k+ Journalists Opted In Attorney advertising. Prior results ...

Fiduciary Alliance Sells 23,667 PLTR Shares Worth $3.8 MillionOn Oct. 8, 2025, Fiduciary Alliance LLC disclosed the sale of 23,667 shares of Palantir Technologies (PLTR 0.79%), an estimated $3.8 million trade based on average pricing for the quarter ended Sept. 30, 2025.What happenedAccording to a filing with the Securities and Exchange Commission dated Oct. 8, 2025, Fiduciary Alliance LLC reduced its position in Palantir by 23,667 shares in Q3. The shares sold were valued at an estimated $3.8 million. The ...

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Palantir Technologies Inc. ("Palantir†or the "Company†) (NASDAQ: PLTR) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON PALANTIR TECHNOLOGIES INC. (PLTR), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Ha. ...

The artificial intelligence revolution continues to drive demand far beyond the likes of Nvidia (NVDA), Palantir Technologies (PLTR) and Alphabet (GOOGL). AI infrastructure stocks like Quanta Services (PWR) and Emcor (EME) have also attracted big bets from Wall Street. Showing unabated demand for AI stocks, Quanta Services and Emcor joined Nvidia, Alphabet, Palantir on the latest monthly report on new buys by the best mutual funds, As Quanta trades near a buy point and Emcor remains in buy range, they also ...

This is why investors looking at Oracle might want to consider a couple of alternatives instead. There are two companies, in particular, that have performance potential that could help them grow faster than Oracle and even surpass Oracle's $801 billion market capitalization by 2030.Oracle's excessive dependence on a few massive contracts, such as its $300 billion deal with OpenAI, also exposes it to a high degree of counterparty risk. If OpenAI changes architectures or pivots away from Oracle Cloud, it coul ...

Core Insights - The largest tech companies are investing heavily in data centers to support the growing demand for artificial intelligence (AI), with Morgan Stanley estimating long-term efficiencies from AI could be worth $40 trillion [1][2] Group 1: Palantir Technologies - Palantir Technologies is benefiting from the increasing adoption of AI, with its platform integrating deeply into company operations to convert data into actionable insights [3] - The company has transitioned from a defense contractor to a successful player in the commercial market, exemplified by Citibank reducing customer onboarding time from days to seconds and Fannie Mae detecting mortgage fraud almost instantly [4] - Palantir signed a 10-year agreement with the U.S. Army worth up to $10 billion, nearly tripling its trailing-12-month revenue of $3.44 billion [5] - In Q2, Palantir reported a 48% year-over-year revenue increase, up from 39% in the previous quarter, with expectations of accelerating to 50% in Q3 [6] - The company has a high valuation with a price-to-sales multiple of 136, and it reported a profit margin of 33% in Q2, comparable to Microsoft [7] - CEO Alex Karp believes revenue can increase 10x with fewer employees, potentially achieving this within seven years, with a market cap projection of $1 trillion by 2028 [8] Group 2: Nvidia - Nvidia is a leading player in the AI boom, with its chips being essential for competitive data centers, offering a complete stack of solutions across processors, networking, and software [9] - The company's data center revenue grew 56% year-over-year, driven by demand from cloud service providers and AI model builders [10] - Nvidia's networking solutions, which accounted for 15% of its revenue last quarter, grew 98% year-over-year, showcasing its competitive advantage [11] - The launch of NVLink Fusion allows integration of custom chips from other semiconductor companies, expanding its addressable market [12] - Nvidia's CUDA software has doubled its developer base to 5.9 million over the last three years, solidifying its position in the GPU market [13] - Despite its stock performance, Nvidia is considered a solid investment with a forward price-to-earnings multiple of 30, indicating it may still be undervalued [14]