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Palantir

2 articles on this topic, newest first.

The Real AI Rally Question Isn't a Bubble, It's Whether Profits Catch Up to Capex

Rather than taking the latest bullish calls from Tom Lee and Dan Ives at face value, we separated what's confirmed by data from what's still forecast. The conclusion is simple: what matters now isn't the size of the AI buildout, but how fast it monetizes.

Investing

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.

Tech