Palantir
3 articles on this topic, newest first.
Gas Prices, Not Politics, Are Deciding This Midterm Market Story
Forecasts of a Republican defeat are not exaggerated. The House has tilted clearly toward Democrats, the Senate has moved from a toss-up to a slight Democratic edge, and Trump's net approval is the lowest of either term.
The Real AI Question Isn't Bubble Risk. It's Whether Profits Keep Up With Capex
Rather than take Tom Lee and Dan Ives' latest bullish calls at face value, we separated what the data actually confirms from what is still a forecast. The size of the AI buildout matters less now than how fast it turns into profit.
Nvidia and Palantir Put AI Inside the Supply Chain - The Real Shift Is That It's Learning Judgment
A single Vera Rubin rack holds 1.3 million parts. The real breakthrough in Nvidia and Palantir's new supply chain AI isn't automating that complexity, it's capturing the judgment calls that used to live only in planners' heads.
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