L INTELLIGENCE 10 July 2025 India Strategy AI vs. Human: Assessing AI products from 150+ startups — disruption playbook Venugopal Garre +65 6326 7643 venugopal.garre@bernsteinsg.com Nikhil Arela +91 226 842 1482 nikhil.arela@bernsteinsg.com Bernstein's AI vs. Human forum will bring together startups, industry leaders, venture cap and consultants in Mumbai later this year. In the lead-up, we are digging deeper into the opportunities emerging from AI. In the report, we present a perspective from our evaluatio ...

Group 1 - Palantir Technologies has experienced significant stock performance, rising nearly 700% in 2024 and 80% in 2025, driven by the booming AI sector [1][2] - The current valuation of Palantir is approximately $320 billion, requiring more than a tripling of its stock price to reach a $1 trillion market capitalization [2] - Palantir's growth is notable across multiple sectors, with a strong focus on AI-powered data analytics solutions [4] Group 2 - In Q1, Palantir's government revenue was $487 million, while commercial revenue was $397 million, with government revenue increasing by 45% year over year [5] - U.S. commercial revenue rose 71% year over year in Q1, indicating a disparity in global AI adoption, particularly in Europe [6] - The stock's valuation is concerning, trading at nearly 110 times sales, which is significantly higher than the typical range for software companies [11] Group 3 - For Palantir to achieve a more reasonable valuation of 30 times sales, it would require a 363% revenue growth from current levels [12] - The high expectations already reflected in the stock price suggest that any misstep could lead to a significant decline in stock value [13]

TORONTO, July 03, 2025 (GLOBE NEWSWIRE) -- Lumine Group Inc. (“Lumine Group” or “the Company”) (TSXV: LMN), a global buy-and-hold forever acquirer of communications and media software businesses, today announced that it has completed the purchase of Datafusion Systems (“Datafusion”). Headquartered in Dubai, UAE, and backed by over 30 years of expertise, Datafusion provides critical secure communication and intelligence solutions for telecom operators, law enforcement and government agencies. This acquisitio ...