As AI-connected company valuations continue to inflate, Palantir Technologies, Inc. (NASDAQ:PLTR) CEO Alex Karp positioned his company as the sober adult in the room. During Palantir's earnings call on Monday, Karp took direct aim at the industry trend of circular AI investments—a practice where tech giants invest in startups so those startups can spend that capital back on the investor's own cloud services or hardware.PLTR stock is moving. See the chart and price action here. Critique of Round-TrippingKarp ...

MicroStrategy (MSTR) shares tanked in the second half of January, reinforcing investor skepticism in the company’s ability to remain an outperformer over the long-term. The recent selloff has pushed MSTR market capitalization below its net asset value (NAV) again, meaning its stock is now trading at a discount to the market value of its massive Bitcoin (BTCUSD) holdings. At the time of writing, MicroStrategy stock is down an alarming 68% versus its 52-week high. More News from Barchart www.barchart.com ...

RT Dumpelstiltskin (@0xMentalIllness)No one is going to fix housing, this is America we don’t build our way out of problems we just financial engineer them (which leads to more asset appreciation). Boomers have to lose net worth and there’s no way they support that in any fashion ...

Jensen Hong is seemingly doing everything right. I mean, short of gifting President Trump a golden GPU, he is ma he is, you know, courting the president in terms of echoing some of the sentiment that the administration has regarding uh manufacturing in in America, etc., and then also making all these partnerships, which seems to be the way to put market cap onto your company these days. Inc, a partnership and and the rest will follow.>> Well, he even referred to it as a virtuous cycle. Um and so at what is ...

Financial engineering that offers exposure to hot private companies meets a need, but the risks can be substantial, says Aaron Brown (via @opinion) https://t.co/YpTU36Gbhp ...