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AI Meets Nuclear: Palantir's Role in Energy Expansion
MarketBeat· 2025-10-09 16:26
Palantir Technologies TodayPLTRPalantir Technologies$182.70 -0.86 (-0.47%) 52-Week Range$40.36▼$190.00P/E Ratio609.30Price Target$140.22Add to WatchlistPalantir Technologies Inc. NASDAQ: PLTR is emerging as a surprising winner in America’s nuclear revival. In a five-year, $100 million deal announced earlier this year, The Nuclear Company selected Palantir’s Foundry platform to power its AI-driven Nuclear Operating System (NOS). The partnership could mark a pivotal expansion of Palantir’s influence beyond d ...
Fiduciary Alliance Sells 23,000 Palantir Shares Worth About $3.8 Million
The Motley Fool· 2025-10-08 19:28
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 ...
Are C3.ai's High-Profile Partners Enough to Offset Missteps?
ZACKS· 2025-10-07 16:21
Key Takeaways C3.ai's Q1 fiscal 2026 revenues fell 19% year over year amid softer license demand and leadership shifts.About 90% of business stems from alliances with Microsoft Azure, AWS, Google Cloud and McKinsey QuantumBlack.New and expanded deals with Nucor, Qemetica and HII highlight growing enterprise adoption of AI's platform.C3.ai, Inc. (AI) stumbled at the start of fiscal 2026, with the first quarter’s revenues declining year over year by 19%, reflecting softer demand for demonstration licenses and ...
4 Stocks That Combine Strong Momentum With Great Fundamentals
Benzinga· 2025-10-06 17:42
In the world of investing, two schools of thought have long competed for supremacy: technical analysts who follow price trends and fundamental analysts who scrutinize company financials.Each school swears by its method and looks down on the other.But the real opportunity lies in combining both approaches.Historically, stocks with both strong price momentum and robust fundamental growth have generated exceptional returns.How To Trade When The Data Goes DarkWhen official reports are delayed, most traders are ...
Billionaire Stanley Druckenmiller Sold His Fund's Stakes in Nvidia and Palantir, and Has Piled Into These 2 Phenomenal Stocks for 4 Straight Quarters
The Motley Fool· 2025-10-06 07:06
Duquesne Family Office's billionaire boss bid adieu to Wall Street's hottest AI stocks in favor of another trillion-dollar company and a long-awaited turnaround story in the healthcare sector.For a lot of investors, earnings season is the highlight of every quarter. It's the roughly six-week period where most S&P 500 components report their operating results and give investors an inside look at how "healthy" corporate America really is.But earnings season is far from the only important event each quarter fo ...
Tech Corner: Palantir's Place in the A.I. Trade
Youtube· 2025-10-04 17:00
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 ...
Nebius Vs. Palantir: The AI Infrastructure War At 100x Sales
Benzinga· 2025-10-02 17:40
Core Viewpoint - The competition between Nebius Group NV and Palantir Technologies Inc highlights the contrasting approaches to capturing value in the AI sector, with Nebius focusing on infrastructure and Palantir on applications [1][4]. Infrastructure vs. Applications - Nebius aims to be a leading infrastructure provider for AI by building extensive GPU farms, expanding data center capacity, and securing energy supplies [2]. - In contrast, Palantir positions itself as the "AI operating system" for enterprises and governments, integrating AI into various workflows [4]. Market Dynamics - Nebius is capitalizing on the high demand for GPUs, particularly as major tech companies seek to secure computing power [3][6]. - Palantir must demonstrate the effectiveness and necessity of its AI solutions across different industries to maintain its market position [6]. Valuation Metrics - Nebius has a price-to-sales ratio of 105.1, while Palantir's ratio is even higher at 135.8, indicating that both companies are valued for significant future growth [5]. - The market perceives different risks for each company, with Nebius potentially benefiting from immediate GPU demand and Palantir needing to prove the sustainability of its AI deployments [6]. Investor Considerations - The AI race is characterized by the competition for enduring value at different layers of the technology stack, with Nebius focusing on infrastructure and Palantir on being the central AI brain for enterprises [7]. - Both companies are priced for perfection at around 100x sales, suggesting that any execution missteps could have significant consequences [7].
Palantir (PLTR) and Hadean To Deploy AI Simulation Technology For UK Defense
Yahoo Finance· 2025-10-01 18:21
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best smart city stocks. On September 10, Palantir partnered with Hadean, a UK defense technology firm, to introduce battlefield simulation and command software for the British military through PLTR’s Foundry platform. In November 2024, Hadean finalized a £20 million Enterprise Agreement Lite with the UK Ministry of Defence to supply AI-based digital wargaming and command software. The tools enable military officers to rehearse and strategize war opera ...
Will M&A Acceleration Transform BigBear.ai Into a Scaled AI Leader?
ZACKS· 2025-10-01 14:16
Core Insights - BigBear.ai Holdings, Inc. (BBAI) is focusing on mergers and acquisitions (M&A) to enhance its AI capabilities, as organic growth is insufficient to capitalize on the increasing demand in defense, security, and logistics sectors [1][4][10] Financial Performance - In Q2 2025, BBAI's revenue decreased by 18% year-over-year to $32.5 million, with adjusted EBITDA falling to negative $8.5 million [1][10] - The company ended the second quarter with a record cash position of $391 million and a net positive cash position of $250 million, providing significant resources for acquisitions [3][10] Strategic Initiatives - The recently passed One Big Beautiful Bill (OB3) allocates substantial funding—$170 billion to the Department of Homeland Security, $150 billion to the Department of Defense, and $29 billion for shipbuilding—targeting areas where BBAI has expertise [2] - Management emphasizes that M&A will be crucial for capturing opportunities presented by OB3, aiming to identify targets that can enhance scale and introduce new AI capabilities [2][5] Competitive Landscape - Competitors like Palantir Technologies (PLTR) and C3.ai are also expanding their AI offerings, with Palantir focusing on long-term partnerships and C3.ai leveraging a broader commercial approach [6][7][8] - BBAI must demonstrate that its M&A strategy can create sustainable differentiation compared to the organic growth strategies of its competitors [9]
AI Hype or Reality Check? PLTR Traders Brace for Impact
Etftrends· 2025-10-01 14:04
Bullish Case: Positioned at the Core of AI Spending For bulls, Palantir's pitch is straightforward: it has already built the infrastructure needed for enterprises and governments to put AI to work. Direxion's Daily PLTR Bull 2X Shares (Ticker: PLTU)Â seeks daily investment results, before fees and expenses, of 200% of the performance of Palantir Technologies Inc. common stock. Few companies embody the market's enthusiasm—and its anxiety—around artificial intelligence as sharply as Palantir Technologies Inc. ...