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 ...

1193:02:47,286 --> 1193:02:50,485 All [Music] right, welcome back to this week's edition of the Tech Corner. I'm George Sillis, senior markets contributor here with the Schwab network. On this week's Tech Corner, we're going to be covering Palenter Incorporated.Just a note, we actually talked about Palunteer Incorporated back in February this year. If you wish to watch that original video, please click the link above. Now, Palunteer Technologies is a software company specializing in building and deploying p ...

– NOT FOR DISSEMINATION IN THE UNITED STATES OR THROUGH U.S. NEWSWIRE SERVICES – Vancouver, BC & Austin, Texas, Oct. 02, 2025 (GLOBE NEWSWIRE) -- Humanoid Global Holdings Corp. (“Humanoid Global” or the “Company”) (CSE:ROBO, FWB:0XM1, OTCQB:RBOHF), a publicly traded investment issuer focused on building and accelerating a portfolio of pioneering companies in the humanoid robotics and embodied AI sector, is pleased to announce that it has committed to an indirect strategic investment of US$ 64,500 into Apptr ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容 编译自 IEEE 。 五年前，埃里克·阿吉拉尔 (Eric Aguilar)受够了。 他曾在特斯拉和Google X 从事激光雷达和其他传感器的研发多年，但这些技术似乎总是过于昂贵， 更重要的是，不太可靠。激光雷达传感器经常出现故障，而且似乎是随机故障，所以他必须更换它 们。他还开发了复杂的校准方法和维护程序，以确保它们能够正常运转，让汽车能够正常行驶。 因此，当他走投无路时，他发明了一种更强大的技术——他称之为"有史以来最强大的微型机器"。 阿吉拉尔和他在初创公司Omnitron Sensors 的团队开发了一项新的微机电系统 ( MEMS ) 技术，他 声称这项技术能够比任何其他技术在单位面积上产生更大的力。通过为微镜提供更高水平的功率，该 技 术 能 够 精 确 控 制 激 光 雷 达 的 激 光 束 ， 即 使 在 恶 劣 天 气 以 及 道 路 颠 簸 的 环 境 下 也 能 保 持 稳 定 。 Omnitron 目前正在改进这项技术，以降低人工智能数据中心的功耗。 激光雷达是一种利用激光确定物体距离的扫描和探测系统，自动驾驶汽车通常用 ...

Key Points Bank of America analyst Mariana Perez Mora sees additional upside in Palantir stock. The company's impressive momentum across government agencies and large corporate enterprises is the crux of the bull thesis. Bears argue that Palantir's premium valuation is unsustainable. 10 stocks we like better than Palantir Technologies › Over the last three years, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most polarizing artificial intelligence (AI) stocks on Wall Street. S ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Stocks to Buy According to Goldman Sachs. On September 18, Palantir Technologies Inc. (NASDAQ:PLTR) received a military AI contract from the U.K. government worth £750 million. The U.K.’s Defence Secretary John Healey signed a deal with Palantir expected to be around £750 million. Palantir’s AI technology will enable British forces commanders to efficiently identify targets on the battlefield. Palantir’s technology will be integrated into t ...

正文 01 引言 本篇报告为《人形机器人系列深度报告》第四篇，详细解读海外人形机器人产业化发展历程，梳 理拆解多元化技术路线探索，分析研判海外科技巨头、头部初创 公司技术布局与商业化路径 。我们认为，当前人形机器人产业化奇点已至，看好海外机器人产业链长期增量空间。 摘要 海外人形机器人产业化加速，迈向量产新纪元。 海外人形机器人产业历经萌芽探索、集成发展、高动态发展及智能化发展四大阶段，技术路线呈现仿生模拟与功 能学习双轨并行格局。日本侧重形态仿生与服务应用，而美国引领功能学习与复杂环境操作产业化。欧洲多国则多元化创新。竞争格局上，科技巨头通过全栈布 局、内生发展及外延拓展三线并进，美国凭借AI积累强势领跑，初创公司数量与中国持平，近10年融资额达13.7亿美元居全球首位。发展趋势凸显大模型深度赋 能，Figure AI的Helix VLA模型突破跨场景泛化，Physical Intelligence的Hi Robot分层架构提升指令跟随准确率40%，端到端模型加速执行效率质变；应用落 地聚焦工业制造、物流仓储及家庭服务三大场景，产业化拐点已至，建议关注强客户卡位与量产能力的汽配供应链企业。 ► 引言：大模型 ...

Core Viewpoint - Salesforce CEO Marc Benioff's comments about Palantir's high valuation and pricing may inadvertently validate the strength of Palantir's business model and pricing power [1][2][16] Group 1: Benioff's Remarks - Benioff highlighted Palantir's high revenue multiple and expensive software suite, suggesting a competitive edge rather than a critique [4][5] - His comments included a reference to a recent Army deal won by Salesforce, contrasting it with Palantir's own $10 billion deal with the U.S. Army over the next decade [6][7] Group 2: Palantir's Business Model - Palantir's model focuses on multi-year subscriptions with government and large enterprises, leading to significant revenue visibility and predictability [8][9] - The company benefits from high gross margin expansion over time due to low incremental costs after initial deployment [10] Group 3: Competitive Dynamics - Palantir's software is deeply integrated into customer operations, creating a strong stickiness factor that makes switching to competitors impractical [11] - The competitive landscape may drive both Palantir and Salesforce to enhance product development, fostering innovation that benefits customers and potentially increases valuations [14] Group 4: Implications for Investors - Benioff's remarks serve as an endorsement of Palantir's unique market position, reinforcing the narrative that its software is indispensable and worth the investment [15][16]

Core Insights - Palantir aims to redefine global order by leveraging data to influence national security, military strategy, and financial systems [1] - The company's core competency lies in its unparalleled big data processing and analytical capabilities, integrating vast and chaotic data streams into actionable insights [2][3] - Palantir operates as both a traditional tech company and a covert intelligence agency, serving a diverse clientele from government agencies to major corporations [4] Company Structure and Culture - Palantir's organizational structure is unique, lacking traditional titles and hierarchies, instead designating all employees as "Forward Deployed Engineers" [7][8] - The company rejects conventional corporate hierarchies and focuses on a flat structure that empowers engineers to make decisions directly [14][19] - This approach fosters a culture of rapid response and innovation, allowing engineers to address client needs without bureaucratic delays [19][25] Operational Model - Palantir's operational philosophy emphasizes action over deliberation, encouraging engineers to engage directly with clients to solve complex problems [25][26] - The company has transitioned from a highly customized service model to a more modular and platform-based approach, creating reusable components from successful client solutions [35][36] - Palantir's products are not merely software; they involve collaborative implementation and optimization, akin to a joint operation rather than a standard SaaS model [41][44] Market Position and Strategy - Palantir focuses on high-value, long-term clients, particularly in government and defense sectors, establishing a strong customer lock-in effect [44][47] - The company has achieved significant growth, with a 43% increase in customer count and a shift from predominantly government clients to a more balanced commercial client base [48] - Palantir's long-term strategy mirrors that of other successful companies, prioritizing market presence and customer relationships over immediate profitability [50][51] Corporate Philosophy and Values - Palantir positions itself as a defender of Western values, selectively choosing clients and markets based on its political stance [53][55] - The company's culture is described as rigorous and mission-driven, contrasting sharply with the more relaxed environments of typical Silicon Valley firms [56][59] - Employees are expected to embody a strong commitment to the company's mission, often working under high-pressure conditions [60][61]

Core Insights - Lake Street Private Wealth has increased its stake in Palantir Technologies, acquiring an additional 47,089 shares, bringing its total to 54,798 shares valued at approximately $8.6 million as of August 21, 2025 [2][5] - Palantir's stock has surged 380% over the past year, significantly outperforming the S&P 500 by 365 percentage points [3] - The company reported a 31.0% compound annual growth rate (CAGR) in revenue over the past five years [3] Company Overview - Palantir Technologies has a market capitalization of $370.5 billion and reported a trailing twelve-month (TTM) revenue of $3.44 billion with a net income of $763.29 million [5] - The company specializes in data analytics and artificial intelligence platforms, serving both public and commercial sectors globally [6] - Key offerings include software platforms such as Gotham, Foundry, Apollo, and the Artificial Intelligence Platform (AIP) [8] Financial Performance - As of August 21, 2025, Palantir's stock is valued at a forward price/earnings ratio of 240 and a trailing EV/EBITDA ratio of 610.3 [4] - The operating profit margin has increased to 16.5% in the second quarter of 2025, indicating a turnaround in profitability [13] - Quarterly revenue exceeded $1 billion for the first time in Q2 2025, doubling in just 10 quarters [9] Customer Segments - The U.S. Government remains Palantir's largest customer, contributing nearly 43% of total revenue in Q2 2025 [11] - The U.S. Commercial segment is the fastest-growing area, with a year-on-year growth rate of 93% [11] - Enterprises across various industries are increasingly recognizing the operational benefits of deploying AI alongside Palantir's offerings [12] Market Outlook - Future growth is expected to be driven primarily by commercial enterprises, as demand for AI-based solutions continues to rise [12] - The company's profitability is expected to improve further as more customers adopt its systems, leading to lower overall unit costs [9][13]