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Top 6 palantir technologies News Today

#1
More Thoughts On The Latest 'Big Short' & Other Matters
#1 out of 6
business1d ago

More Thoughts On The Latest 'Big Short' & Other Matters

https://www.yardeniquicktakes.com/more-thoughts-on-the-latest-big-short-other-matters/
Yardeniquicktakes.com
  • Market chatter grows as Michael Burry reportedly shorts Palantir, intensifying scrutiny of AI stock bets.
  • Palantir’s forward P/E is cited at 212.9, highlighting extreme valuation concerns for the stock.
  • Nvidia’s forward P/E is noted at 32.7, suggesting a comparatively lower yet still high multiple.
  • Burry’s stance is described as a major short on Palantir rather than a broader AI bubble bet.
  • The market drifted lower as investors weighed potential tariff-related bond implications discussed by the Supreme Court.
  • The post is billed as content for paying subscribers, indicating a monetized access model for deeper insights.
  • The piece frames the discussion around valuations versus market excitement for AI-driven profits.
  • Yardeni positions Palantir and Nvidia within a broader context of Magnificent-7 valuations.
  • The analysis links investor behavior in AI equities to valuation metrics and macro signals.
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#2
Palantir Just Exposed Nvidia's Biggest Weakness, Which Should Be on Full Display on Nov. 19 | The Motley Fool
#2 out of 6
business1d ago

Palantir Just Exposed Nvidia's Biggest Weakness, Which Should Be on Full Display on Nov. 19 | The Motley Fool

https://www.fool.com/investing/2025/11/06/palantir-exposed-nvidia-biggest-weakness-on-nov-19/
Fool.com
  • Palantir’s Q3 results topped revenue expectations but its stock still fell about 8% after the report.
  • The Fool argues Palantir’s weakness is its valuation, with a price-to-sales ratio well above historical norms.
  • Nvidia remains a core AI leader, with CUDA and its backlogged GPUs, but faces questions on sustaining high multiple.
  • The article cites a PwC report forecasting a massive AI addressable market by 2030 to contextualize valuations.
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#3
CEOs are making it clear: Get in line or get out
#3 out of 638.2K est. views
business20h ago

CEOs are making it clear: Get in line or get out

https://mrf.lu/1Dq6
Mrf.lu
  • Latest trend shows CEOs demanding loyalty on AI use, remote work, and DEI from employees.
  • Palantir’s Alex Karp described as 'the first company to be completely anti-woke' on an earnings call.
  • AT&T’s Stankey said the traditional 'employment deal' based on tenure is dead.
  • CEOs link AI onboarding and remote-work policies to business strategy and efficiency.
  • Some leaders defend their stance by citing market-based culture shifts and layoffs.
  • Experts say the pendulum will swing back as the economy changes and layoffs continue.
  • Some leaders previously supported DEI and diversity but now shift messaging amid political polarization.
  • Executives argue employees can find roles elsewhere if they disagree with policies.
  • Rhetoric includes mentions of policy alignment with political stances and views on Israel and immigration.
  • The article notes a shift in leadership tone across tech firms like GitHub, Coinbase, and Shopify.
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#4
Futures: Musk Pay Deal OK'd After Indexes Break Key Levels
#4 out of 6
business17h ago

Futures: Musk Pay Deal OK'd After Indexes Break Key Levels

https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-palantir-tumble-tesla-shareholders-vote-elon-musk-pay/
Investors.com
  • Dow Jones futures slipped higher overnight after a volatile trading session on Tuesday.
  • Tesla shareholders approved Elon Musk's large pay package, lifting attention on the stock.
  • Investors monitored AI stock performance and broader market signals as trading resumed.
  • Several AI and tech names, like Nvidia and Tesla, drove recent market moves amid investor caution.
  • Investors awaited further earnings results and macro data to gauge market direction.
  • Palantir, Valero Energy, MongoDB and other names remained in focus on key trading levels.
  • The market backdrop included expectations of leadership signals influencing market leaders.
  • The report noted ongoing coverage and analysis from IBD on market leadership.
  • A broader focus remained on Magnificent Seven stocks amid mixed momentum across indices.
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#5
Palantir CEO Alex Karp blasts Ivy League grads supporting socialist Mamdani
#5 out of 655.6K est. views
politics8h ago

Palantir CEO Alex Karp blasts Ivy League grads supporting socialist Mamdani

https://www.foxbusiness.com/politics/palantir-chief-executive-alex-karp-ivy-league
Foxbusiness.com
  • Palantir CEO Alex Karp criticised Ivy League grads as less valuable than oil workers in a public discussion tied to New York City’s mayoral race.
  • Karp argued that practical skills, like drilling for oil and gas, can be more valuable than elite degrees in some regions.
  • Karp voiced the view on The Axios Show, highlighting a tension between education value and practical expertise.
  • The article connects Mamdani’s election with a broader debate about education and economic value in New York.
  • Palantir's public stance on governance and technology ethics is noted alongside Karp's remarks.
  • The piece mentions Mamdani as New York City’s first socialist mayor in nearly a century, reflecting the political context.
  • Karp’s remarks were made in the context of broader discussions about border policy and fentanyl safety concerns.
  • The Fox Business article compiles multiple related topics including government policy and industry leadership.
  • The report frames Karp as voicing a counterpoint to views held by some Ivy League graduates and their political influence.
  • The piece emphasizes a broader narrative about the value of trades and skilled labor in the American economy.
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#6
The Big 'AI' Short
#6 out of 6
business6h ago

The Big 'AI' Short

https://seekingalpha.com/article/4840129-the-big-ai-short
Seekingalpha.com
  • A major short position around AI equities emerged, signaling investor caution amid rapid AI stock momentum.
  • Investors reportedly bet against certain AI-growth stocks as valuations stretched from rapid AI hype.
  • The move reflects concerns over sustainability of AI-driven gains and funding flows into the sector.
  • Analysts weigh how this affects AI names, from startups to established players, and potential re-risking.
  • Market watchers expect volatility to persist as investors reassess AI growth narratives.
  • The piece places the event within a broader context of AI hype cycles and capital shifts.
  • Readers are shown to consider both historical patterns and current market incentives shaping AI stock bets.
  • The article notes potential implications for funding flows into AI startups and larger tech firms.
  • Overall, the piece suggests a cautious stance as markets evaluate AI growth narratives.
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