Amazon may invest in Anthropic again, Palantir's unique AI strategy, Meta's plans for nuclear-powered data center stung by ...
Real-time index price for TSX 60 Index (TXSX), along with buy or sell indicators, analysis, charts, historical performance, news and more ...
Another attendee reported achieving more in one day with AIP than a hyperscaler had in four months. Such eye-popping ...
On its conference call with analysts, Palantir management called out the LLMs as becoming increasingly "commoditized" while making the case for Palantir's value-added software platform as the true AI ...
Such eye-popping productivity gains should accrue to Palantir's top line. Still, I felt the portion of that growth accruing to Palantir was not enough to justify its stock price. In the first ...
As it stands, PLTR's valuation, as I discussed in my last article, is downright eye-watering: A forward P/S of 45 is bonkers and even if Palantir managed to maintain a profit margin of ...
However, investors should definitely keep an eye on developments in the industry and look for clues that the dynamic may be changing. Palantir is clearly one of the only real AI software winners ...
During the June-ended quarter, Citadel's hedge fund made a number of eye-opening moves in Wall Street's hottest ... its 13F ...