It is time for the light by jump and then the lightning round is over. Are you ready. Ski D light round by storm with Lester in Ohio.Lester. >> Good evening Mayor Jim. >> Hi Lester.How are you. >> I'm pretty good. Uh you say a lot of times that you want to help us make money.Here's your chance to help me. >> Okay. >> I've got a couple stocks.Palunteer and hood. I'm up. >> Let's just take Palunteer.Palunteer is a company that when it was at 50, I said it was going to go to 100. When it was 100, I said it was ...

Core Viewpoint - Palantir is facing pressure due to the U.S. Department of Defense and other federal agencies testing AI tools from Microsoft and OpenAI, which could undermine Palantir's position in government contracts by facilitating data migration from its platforms [1][2]. Group 1: Market Reaction - Investor sentiment has been cautious, with Palantir shares declining by 1.8% to $155.91, retreating from a recent high near $160 [2]. - The stock price prediction indicates potential volatility in the short term, with a possibility of dipping toward the $150 level if the new AI tools are perceived as a significant threat [4]. - Conversely, new contract wins or a strong company response could stabilize the stock in the $152 to $155 range, with a potential rebound to $158 if sentiment improves [5]. Group 2: Competitive Landscape - The effectiveness of the new AI tools in real-world applications will be crucial in determining whether agencies will shift to alternative platforms, which could reshape the competitive landscape for federal analytics contracts [6]. - While the current developments do not pose an existential threat, they challenge Palantir's core value proposition of being perceived as irreplaceable in government analytics [7]. Group 3: Future Outlook - Investor focus is shifting towards Palantir's upcoming earnings and contract announcements, which will be critical in assessing whether the company can maintain its competitive edge amid increasing AI-enabled disruption [9].

Group 1 - Palantir's stock price experienced a short-term decline, with an overall drop of 3.3% during the day [1] Group 2 - The U.S. Department of Defense is testing AI models provided by Microsoft and OpenAI [2]

The market expects Palantir Technologies Inc. (PLTR) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbe ...

Group 1 - Palantir has gained significant attention as a leading AI investment, with its stock price increasing by 97.93% over the past six months, closing at $158.80 on July 25 and reaching $160.99 in pre-market trading on July 28 [1] - Jim Cramer has expressed strong bullish sentiment towards Palantir, indicating plans to raise his price target to $200 as the stock continues to perform well [1] - Piper Sandler initiated coverage on Palantir with an Overweight rating and a price target of $170, highlighting its unique growth and margin model, with potential to achieve a $24 billion run-rate by 2032 [2] Group 2 - Despite the positive outlook, Piper Sandler cautioned that Palantir is a high-risk investment, trading at a high trailing P/E ratio of 336x, close to the Magnificent 7's average of 342x, indicating potential for significant volatility [3] - The contrasting views from Cramer and Piper Sandler illustrate the mixed sentiment surrounding Palantir, recognized as an AI leader with substantial market potential but also facing challenges related to its valuation and volatility [4]

Core Viewpoint - Palantir's stock has experienced significant growth, reaching historical highs despite substantial insider selling, which typically signals bearish sentiment in the market [1][4][10]. Insider Transactions - Over the past 12 months, Palantir insiders sold approximately $2.54 billion worth of stock, with only one insider purchasing shares totaling $1.16 million during the same period [1][3]. - Notable insider sales include Ryan Taylor's $9.2 million sale on July 15, Lauren Della Friedman Staal's $11.18 million sale on July 9, and Shyam Sankar's $35.48 million sale on June 10 [7]. Stock Performance - Despite the insider selling, Palantir's stock has surged 486% over the past year, closing at $158.80 [4][8]. - The company's market capitalization has reached $375 billion, placing it among the 20 most valuable U.S. companies [8]. Revenue Growth - Palantir reported a 45% year-over-year increase in U.S. government revenue, totaling $373 million, and a 39% increase in total revenue to $884 million in the most recent quarter [9]. Future Outlook - The stock is building momentum towards the psychological milestone of $200, with the next earnings report scheduled for August 4, which could act as a catalyst for further growth [9].

Core Viewpoint - The rise of artificial intelligence (AI) is transforming technology and business operations, with Palantir Technologies positioned as a key player in providing data-driven solutions to companies looking to adopt AI [2][3][15]. Company Performance - Palantir's stock has experienced significant growth, gaining 421% over the past year and 1,890% since the AI trend gained momentum in late 2022 [3]. - In the first quarter, Palantir's revenue increased by 39% year over year, with adjusted earnings per share (EPS) rising by 63% [9]. - U.S. commercial revenue, which includes the Artificial Intelligence Platform (AIP), surged by 71%, and the customer count in this segment grew by 65% [9]. - The remaining deal value (RDV) for the U.S. commercial segment soared by 127%, indicating strong future growth potential [9]. Market Position and Strategy - Palantir has established itself as a leader in AI solutions, initially focusing on government contracts before expanding into corporate America [6][7]. - The company offers a platform that integrates various business software systems, providing actionable insights and custom solutions through its AIP [7][8]. - Palantir collaborates closely with business executives to implement AI solutions, enhancing operational efficiency [8]. Analyst Sentiment - Despite the company's strong performance, analysts have mixed views on the stock, with only 16 out of 25 recommending a hold or sell, indicating concerns over its high valuation [11][12]. - Palantir's current valuation stands at 255 times forward earnings and 90 times forward sales, which many consider excessive [11]. Long-term Outlook - The potential for AI software is projected to be substantial, with estimates suggesting a market worth $13 trillion by 2030 [18]. - Industry experts believe that Palantir is well-positioned to benefit from the ongoing adoption of AI as companies seek to improve efficiency [15]. - The company is expected to continue its growth trajectory over the next decade, despite potential short-term volatility [13][22].

Core Viewpoint - The article discusses the recent surge in AI-related stocks and highlights that not all of them are good investment opportunities after significant price increases, with analysts expressing concerns about potential declines in certain stocks [1][2]. Group 1: Palantir Technologies - Palantir Technologies has experienced a remarkable stock price increase of 2,290% since the beginning of 2023, leading to a market capitalization exceeding $350 billion [5]. - Analysts are skeptical about the sustainability of Palantir's high valuation, with the lowest price target set at $40, indicating a potential downside of 74% from its current price [6]. - Despite strong revenue growth, including a 71% increase in U.S. commercial revenue in the first quarter, analysts believe the stock's valuation is unjustifiable, trading at 228 times forward earnings and 78 times revenue expectations [7][10]. Group 2: CrowdStrike - CrowdStrike's stock has risen 352% since the start of 2023, reaching a market cap of nearly $120 billion, driven by its Falcon security platform [11]. - Analysts have downgraded CrowdStrike's stock ratings, with the lowest price target suggesting a 26% decline from its current price [12]. - The stock trades at a price-to-sales ratio of 22 times revenue expectations and 135 times earnings estimates, making it one of the highest-priced stocks in the S&P 500 by these metrics [16].

Core Viewpoint - Palantir Technologies has significantly outperformed the broader market, with a stock increase of over 1,300% in the last three years and a 97% rise in 2023 alone, raising questions about the sustainability of these gains [2][3]. Group 1: Company Performance and Growth - The launch of the Palantir Artificial Intelligence Platform (AIP) in April 2023 has been a pivotal moment for the company, transitioning it from a cash-burning enterprise to one with accelerating revenue and positive net income [5][7]. - Palantir's customer base has expanded dramatically, growing from 367 customers at the end of 2022 to 769 by the end of Q1 2023, with commercial customers more than doubling [8]. - AIP is seen as a transformative tool that allows Palantir to extend its reach beyond federal contracts, positioning it as a more versatile software platform in the private sector [9]. Group 2: Market Sentiment and Investor Activity - Notable hedge fund activity shows mixed sentiments; while some investors like Stanley Druckenmiller and Cathie Wood have reduced their positions, others like Ken Griffin and Israel Englander have increased theirs [13][14]. - The elevated buying activity among institutional investors suggests Palantir remains a favored stock, but this could also reflect complex trading strategies rather than long-term accumulation [18]. - Palantir's stock has become increasingly expensive, trading at levels higher than during previous market bubbles, indicating potential valuation concerns [19]. Group 3: Future Outlook - The upcoming second-quarter earnings report is anticipated to be a significant indicator of investor sentiment, with expectations rising and potential for stock volatility even with strong results [20]. - Given the current dynamics of institutional buying and selling, along with the high valuation, there are concerns about a possible correction in Palantir's stock price by the end of the year [21].

Group 1: AI Spending and Market Trends - Businesses are increasingly investing in artificial intelligence (AI), with hyperscalers building new data centers and integrating AI into operations to enhance productivity and market reach [1] - Palantir Technologies (PLTR) shares have risen 93% since April, while Taiwan Semiconductor Manufacturing (TSM) shares are up 67% in the same period [2] Group 2: Company Analysis - Palantir Technologies - Palantir has benefited significantly from AI advancements, with its software aiding in data analysis for government and enterprise clients [6] - The company has a median price target of $110 per share, indicating a potential downside of 26% from current prices [7] - Palantir's U.S. commercial revenue grew 71% year-over-year in Q1, contributing to an overall revenue growth of 39% [8] - The adjusted operating margin for Palantir reached 44% in the most recent quarter, showcasing strong operating leverage [9] - Despite closing 139 deals over $1 million in Q1, management's revised outlook disappointed investors, reflecting high expectations already priced into the stock [10] - Palantir shares trade at approximately 90 times expected revenue and have a forward P/E ratio above 200, making it the most expensive stock in the S&P 500 [11] Group 3: Company Analysis - Taiwan Semiconductor Manufacturing - TSMC is the largest chip manufacturer globally, controlling about two-thirds of chip manufacturing spending, with growth driven by demand for AI chips [12] - The company's market share is bolstered by its leading technology, attracting major clients like Nvidia and Apple [13] - TSMC's upcoming 2-nanometer technology is expected to command premium prices, with strong demand anticipated [14] - The company raised its full-year revenue growth outlook to 30%, driven by higher-than-expected demand for high-end chips [15] - TSMC's gross margins were reported at 58.6% last quarter, with expectations to maintain high margins due to premium pricing for next-generation processes [15] - TSMC stock trades at 24 times forward earnings, which may still be considered a bargain given its strong revenue growth and high gross margins [16]