Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks on Jim Cramer’s recent game plan. Cramer noted that he expects a really good result from the company, as he said: After the close, a company that once had an electric stock, Palantir Technologies, the software consulting company run by Alex Karp, is going to report. Now, look, I am expecting a terrific quarter here. I am not concerned about the action. I think the stock is going to reignite. Karp’s a fighter. He can come back from this. Anyway, ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his thoughts on. When a caller asked if Cramer still likes the company, he stated: Yes, I like Palantir. Now, Palantir’s trading right now with the cohort that is ServiceNow and Salesforce. By the way, those are great companies. But I think that right, look, everything I hear when you hire them, business does better. And that’s why I liked it, not momentum. So I can’t back away from it right here. If anything, I would say a gr ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its stock performance relative to the market index [6]. Core Views - The company has shown a robust growth in new contracts, with a total of 3.17 billion yuan signed in 2025, reflecting an 11.6% year-on-year increase. The municipal projects have doubled, contributing significantly to this growth [1]. - The company’s backlog stands at 10.16 billion yuan, which is 1.7 times its expected revenue for 2024, suggesting a stable outlook for its core infrastructure business [1]. - The company is actively expanding into new business areas, particularly in robotics, with significant developments in partnerships and product launches, indicating a strategic shift towards technology integration [5][6]. Summary by Relevant Sections New Contracts and Revenue Growth - In Q4 2025, the company signed contracts worth 489 million yuan, with contributions from rail transit, municipal, and construction projects [1]. - The total new contracts for 2025 reached 3.17 billion yuan, with municipal projects alone accounting for 1.78 billion yuan, marking a 100% increase year-on-year [1]. Financial Performance and Projections - The company is projected to achieve a net profit attributable to shareholders of 286.59 million yuan in 2025, with a modest growth of 1.3% [6]. - Revenue is expected to grow from 5.92 billion yuan in 2024 to 6.41 billion yuan in 2025, reflecting an 8.2% increase [7]. Robotics and New Business Ventures - The company has invested in Matrix Intelligence, enhancing its capabilities in robotics, with new products like the MATRIX-3 humanoid robot showcasing advanced features [5]. - The strategic investment in Mirror Technology aims to leverage robotics for industrial applications, indicating a strong alignment with the company's core business [5].

TrendForce集邦咨询指出，要跨越续航五至八小时的门槛，可采取"换电策略"，如Agility Robotics(敏捷机器人)的Digit、Apptronik的Apollo通过热插拔技 术，换电池时无须重启，以实现理论上的24小时不间断工作。另一方式是通过高能量密度电池技术提升电池容量，如Xpeng(小鹏) IRON、GAC GoMate、 Engineai T800等机器人选择搭载固态电池，续航大幅提升至四小时以上。 目前人形机器人电池产品的开发，尚面临两大挑战：第一，由于关节设计、构型选择、AI边缘算力等机器人的核心技术尚在快速迭代，电池的定制化开 发面临较大不确定性，如电池的安装空间、功耗需求皆会受机器人不同的技术构型影响。第二，由于人形机器人尚在商用化初期，产业的首要目标是寻找 可大规模商用化的场景，续航力改善属次要任务，因此，尚无法刺激相关电池技术达成关键突破。 尽管如此，人形机器人对高能量密度、高倍率放电、高安全型电池的需求，正好可作为固态电池的"试验场"，以发挥其能量密度优势。随着固态电池技术 突破与成本下降，将有助人形机器人打破动力瓶颈。 TrendForce集邦咨询预计，2026年全球人 ...

Investment Rating - The report does not explicitly provide an investment rating for the data intelligence service industry Core Insights - The data intelligence service industry is experiencing explosive growth driven by the integration of data as a core production factor and artificial intelligence technology, reshaping global industrial competition [6][7] - The industry is characterized by a high degree of knowledge and technology density, multi-modal development, and tight industrial collaboration, indicating a significant transformation in traditional data and AI sectors [23][30] - The report emphasizes the importance of data quality and governance as critical factors for the success of AI applications, highlighting that without high-quality data, effective AI solutions cannot be achieved [19][22] Summary by Sections Overview of the Data Intelligence Service Industry - The data intelligence service industry is defined as a new type of industry driven by the deep integration of AI and data engineering technologies, focusing on creating a new supply system for intelligent capabilities [13][16] - The industry is recognized as a key variable in the development of AI and data sectors, receiving significant attention from major global economies [13][20] Key Elements of the Data Intelligence Service Industry - The report identifies eight core elements that support the prosperity of the data intelligence service ecosystem, including technology, resources, products, infrastructure, platforms, models, tools, and talent [36][39] Data Intelligence Service Industry Chain - The industry chain consists of four layers: foundational, technical, application, and support, which together create a complete collaborative ecosystem for innovation and value transformation [50][54] - The foundational layer includes computing facilities, data infrastructure, and data governance services, which provide essential resources for downstream innovation and application [55][56] Global Development Trends - The United States holds a dominant position in the global data intelligence service industry, driven by disruptive technologies and active private capital [33] - The European Union adopts a differentiated competitive strategy, focusing on strict regulatory frameworks and industrial depth to shape global standards [34] - China is rapidly emerging as a highland for data intelligence applications, leveraging its vast data resources and market scale to explore new paths for data factorization [35] Importance of Data Intelligence Services - Data intelligence services extend the value chain of the data industry, transforming raw data into high-quality datasets for AI applications, thus enhancing the efficiency and circulation of data elements [27][28] - The industry creates diverse employment opportunities, contributing to social stability and economic development [31]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s great. I would not leave Palantir. I know it’s momentum. It’s not going away. Photo by Yiorgos Ntrahas on U ...

Core Viewpoint - Palantir Technologies has emerged as a significant player in the AI sector, with its stock performance reflecting a remarkable increase of over 2,400% in the last three years, positioning it among the most valuable technology companies globally [3][10]. Company Performance - Palantir's stock has been upgraded by Citigroup analyst Tyler Radke, with a new price target of $235, indicating a potential upside of 34% from the current price [3]. - The company has reported $3.6 billion in remaining performance obligations (RPOs), which is a 199% year-over-year increase in the U.S. commercial segment, highlighting strong future revenue potential [7]. Business Model and Growth Drivers - Palantir's business model is bolstered by multiyear contracts, which help secure customer loyalty and predict future growth through RPOs [6]. - The U.S. government, particularly the Department of Defense, is expected to drive significant growth in Palantir's public sector business, with forecasts suggesting at least 51% growth by 2026, potentially reaching 70% [8]. Market Position and Valuation - Palantir's market capitalization has surged to over $400 billion, surpassing the combined market cap of Salesforce and Adobe [10]. - The company's price-to-sales ratio stands at 115, indicating a premium valuation compared to its high-growth peers, which raises concerns about sustainability [13][16]. Strategic Partnerships - Palantir has secured several significant contracts, including a $10 billion enterprise service agreement with the U.S. Army and a $795 million expansion of its Maven Smart System agreement [11]. - The company is also collaborating with NATO allies to deploy its MSS platform, further enhancing its market presence [11].

Core Viewpoint - Baidu is planning to spin off its AI chip subsidiary Kunlun Chip for an IPO in Hong Kong, aiming to unlock value and address its valuation challenges in the market [1][3]. Group 1: Reasons for Anticipation - The capital market is buzzing with excitement over Baidu's decision to spin off Kunlun Chip, especially as other tech giants have struggled with similar moves [3]. - Baidu's CEO, Li Yanhong, is taking a contrarian approach by leveraging Kunlun Chip, which contrasts with the conservative strategies of other tech companies [3]. Group 2: Valuation Concerns - Shareholders are primarily focused on valuation, as Baidu's market perception has been hindered by its reliance on search advertising, despite significant investments in AI [5][7]. - The "diversification discount" phenomenon is evident, where Baidu's valuable AI chip technology is undervalued due to its association with the company's traditional business model [7]. Group 3: Market Positioning - Kunlun Chip is positioned as a strong player in the domestic AI chip market, but its association with Baidu limits its market valuation to 8-10 times PE, compared to higher valuations for competitors [9]. - By becoming an independent entity, Kunlun Chip could transform into a neutral supplier, enhancing its attractiveness in a market facing a shortage of domestic computing power [9]. Group 4: Strategic Implications - The spin-off is seen as a "precise weight-loss surgery" for Baidu, shedding financial burdens while retaining control and potential for value appreciation [11]. - The potential future spin-off of Baidu's autonomous driving unit, Apollo, is anticipated, as it has been a significant financial drain and needs to scale independently to attract talent and investment [13][15].

Core Viewpoint - Palantir Technologies is outperforming Microsoft in its early years and has the potential to create a significant number of millionaires, similar to Microsoft's historical performance [1][5][14]. Company Performance - Palantir's stock has increased by 1,770% since its IPO in 2020, significantly surpassing the S&P 500's 17% return over the last year, with a gain of 160% [4]. - The company reported a total revenue growth of 63% year-over-year, with commercial revenue growth of 121% and U.S. government revenue growth of 52% [11]. - Palantir had 911 customers at the end of the third quarter, marking a 45% increase from the previous year [11]. - The company closed 204 deals of at least $1 million in the third quarter, with 91 deals worth at least $5 million and 53 worth at least $10 million [12]. Financial Health - Palantir has a gross margin of 80.81% and a GAAP operating margin of 33% [4][11]. - The company is debt-free and holds $6.4 billion in cash, cash equivalents, and U.S. Treasury securities [12]. Product Offerings - Palantir's key products include the Gotham AI platform, which integrates military hardware for operational command, and the Artificial Intelligence Platform (AIP), which allows users to customize large language models [9][10]. - Other products include Apollo for software management and Foundry for business data management [15]. Market Comparison - Palantir's early growth metrics are significantly better than those of Microsoft shortly after its IPO, indicating a strong potential for similar or greater success in creating wealth for investors [13][14].

Palantir Technologies (PLTR), one of the hottest names in artificial intelligence (AI), has been flat for a while, down more than 2% over the past month. The stock surged 135% in 2025 and 340% in 2024, driven by surging demand for its AI software and record revenue growth. Palantir develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, helping organizations analyze complex data. The stock has soared nearly 3,000% over the past ...