Cast Of Thousands / Shutterstock.com Quick Read Palantir Technologies (PLTR) shares are up 117% year-to-date but down over 20% from October highs near $208. Palantir’s Q3 revenue hit $1.18B with U.S. commercial revenue exploding 121% to $306M. The company secured a $10B U.S. Army contract for data software over 10 years. Some investors get rich while others struggle because they never learned there are two completely different strategies to building wealth. Don’t make the same mistake, learn about ...

Palantir Technologies (NYSE:PLTR) has ridden the artificial intelligence (AI) wave to new heights in 2025, with shares climbing over 117% year-to-date amid explosive revenue growth and major government contracts. ...

Palantir Technologies (PLTR) has emerged as a defining force in the artificial intelligence (AI) revolution, building powerful data integration platforms like Foundry and Gotham that make AI actionable for governments and large corporations. Its flagship Artificial Intelligence Platform (AIP), which infuses generative AI into private enterprise data, has been primarily driving its explosive growth lately. However, after a year of spectacular growth of more than 150%, PLTR stock has witnessed a sharp plunge ...

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Core Viewpoint - The article discusses potential shorting opportunities in the tech sector, particularly focusing on AI-related stocks, as concerns grow over their high valuations and sustainability of growth driven by AI spending [2][4]. Company Summaries Super Micro Computer (SMCI) - Super Micro Computer has experienced significant stock volatility, rising from approximately $4 per share in 2022 to over $120 per share in 2024, but is now trading around $35 per share after a recent decline [5][6]. - The company faces margin compression due to rising costs and intense competition, leading to stagnant stock performance year-to-date compared to other AI stocks [6]. - Investors are advised to consider shorting SMCI if there are material spikes in its stock price, as its market share generation may be declining [6]. Palantir (PLTR) - Palantir's stock is currently trading at over 200 times earnings, raising significant valuation concerns, especially highlighted by investor Michael Burry [3][8]. - Despite reporting high revenue growth and adjusted operating margins, the sustainability of Palantir's growth is questioned, particularly with potential reductions in U.S. government spending under a Republican administration [8]. - The stock is viewed as a sell due to its inflated valuation and concerns about future growth prospects [8]. Oracle (ORCL) - Oracle's stock has tripled in value over the past five years, driven by substantial revenue and earnings growth [10]. - However, there are doubts about the profitability of Oracle's AI deals, particularly with companies like OpenAI, as these partnerships have yet to yield expected cash flows [10]. - The article suggests that Oracle's valuation may be overstated based on its AI initiatives, and the company may be better valued based solely on its core software business [9][10].

Last week, shares of Palantir Technologies Inc. (NASDAQ:PLTR) gained 7.53% over past five trading sessions after losing 6.47% the five prior. ...

Palantir's valuation still hasn't reached reasonable levels.Palantir (PLTR +1.61%) has been one of the top stocks to own in 2025, as it has more than doubled. However, it's down about 20% from its all-time highs as the market has shown a bit of disdain toward high-flying artificial intelligence (AI) stocks. The primary question to answer: Is this pullback warranted, or is it a buying opportunity?I think there's one warning signal that's fairly obvious that investors must take note of, and it could save them ...

Core Insights - U.S. stock futures indicate a cautious start to December as investors balance rising Treasury yields with hopes for a Federal Reserve interest rate cut [1][2] Premarket Trading Activity and Futures Movements - U.S. stock futures are predominantly negative, with S&P 500 futures down approximately 0.5% to 0.7%, Nasdaq 100 futures down around 0.6% to 0.7%, and Dow Jones futures falling between 0.3% and 0.6% [2] - Last week, major indexes saw notable gains: S&P 500 surged 3.7%, Nasdaq Composite rose 4.9%, and Dow increased by 3.2% [2] - November was mixed, with S&P 500 and Dow ending flat, while Nasdaq Composite fell 1.5% due to concerns over AI firm valuations [2] - The U.S. 10-year Treasury yield is near 4.04%, contributing to cautious market sentiment [2] Current Performance of Major Market Indexes - Premarket activity suggests major indexes may open lower, reflecting profit-taking after last week's rally [3] - Historically, December is a strong month for the S&P 500, typically rising over 1% since 1950, which may provide underlying support [3] Upcoming Market Events - The week of December 1st includes significant economic data releases, such as S&P Global Manufacturing PMI Final and ISM Manufacturing Index for November [4] - Key reports later in the week include construction spending, balance of trade, initial jobless claims, and factory orders, with the PCE price index being particularly crucial [4] Federal Reserve Insights - Markets are pricing in an over 85% chance of a 25-basis-point rate cut at the upcoming FOMC meeting on December 10th, making this week's economic data critical [5] Major Stock News and Corporate Announcements - Notable companies reporting earnings this week include Salesforce, Snowflake, CrowdStrike, Marvell Technology, and Hewlett Packard Enterprise [6] - Tesla experienced a significant drop in November car registrations in France (58%) and Denmark (49%) [7] - Nvidia, Oracle, and Palantir Technologies faced double-digit losses in November, while Alphabet rose nearly 14% due to excitement over its Gemini AI model [7] Global Developments - Samsung Electronics partnered with Turkish Airlines for a baggage tracking service [8] - Dynamic Cables Limited shares surged after receiving approval for manufacturing conductors in India [8] - Fujitsu launched a global initiative aimed at fostering innovation in the sports sector using advanced technologies [8] Commodity Market Movements - WTI crude oil futures are trending higher near $59.71 per barrel, while gold prices increased to nearly $4,253 per ounce, and silver reached a record high [9]

Palantir Technologies Inc. (NASDAQ:PLTR) is among the top 10 stocks to buy from Cathie Wood’s stock portfolio. ARK Investment held around $736 million of Palantir stock at third-quarter-end, representing about 4.4% of its disclosed portfolio. Its stake, measured in terms of the number of shares, has only marginally decreased to 4.04 million from 4.08 million at the end of Q2. As of market close on November 27, analysts hold a cautious outlook on Palantir Technologies Inc. (NASDAQ:PLTR), with nearly 80% o ...

Core Viewpoint - Palantir Technologies has experienced significant year-to-date gains, but its stock price has recently pulled back approximately 20% from its all-time high, indicating a potential shift in investor sentiment [1]. Group 1: Investor Behavior - Despite the recent decline in Palantir's stock price, many billionaire investors have not sold their shares, primarily because they do not own the stock in the first place [2][4]. - Notable hedge funds, including those managed by Bill Ackman, Warren Buffett, and others, have not reported any sales of Palantir stock in their recent filings [3][4]. - A few billionaires do hold stakes in Palantir, but their portfolios are extensive, making it likely they own shares due to the company's substantial market capitalization of approximately $390 billion [5]. Group 2: Valuation Concerns - Palantir's forward price-to-earnings ratio is nearly 164, and it trades at 63 times projected 2026 sales, which is considered excessively high by value investors [8]. - Billionaire investors with a value investing background are generally hesitant to invest in stocks with such high valuations, as seen with Ackman and Buffett [8]. - Some hedge fund managers, despite being open to growth stocks, may not believe that Palantir's growth justifies its high price, indicating a lack of confidence in the sustainability of its growth [9]. Group 3: Growth Projections - Wall Street analysts predict Palantir's revenue will grow by approximately 54% in 2025, but this growth rate is expected to decline to 40.5% the following year, suggesting a potential slowdown [10]. - There are two prevailing views regarding Palantir: one sees it as overvalued despite its growth, while the other considers it unique and not subject to traditional valuation metrics [11]. - Comparisons with Nvidia highlight Palantir's high valuation, as Nvidia's forward earnings multiple is significantly lower at 23.5, and its sales multiple is less than one-third of Palantir's [12].