I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of PLTR either ...

The YieldMax PLTR Option Income Strategy ETF (NYSEARCA: PLTY ) sells covered calls on synthetic Palantir ( PLTR ) stock. Assets under management are up around 50% since my previous article. That's impressive since the ETF is payingBram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on special situat ...

BigBear.ai has big problems scaling its AI business.There's little doubt that Palantir Technologies (PLTR -0.19%) is one of the most significant stock market stories of the decade, so far. The data mining company unveiled its Artificial Intelligence Platform (AIP) in 2023 and since has been climbing fast.Palantir jumped 340% in 2024, making it the best-performing stock in the S&P 500, and its 118% gain so far this year puts it at a close second to Seagate Technology for 2025. An investment in Palantir of ju ...

公司股票表现与估值 - Palantir和特斯拉是Robinhood平台上持有最广泛的10只股票之一 深受年轻投资者欢迎 [1] - 两家公司过去三年内部人士净卖出股票总额达127亿美元 其中Palantir内部人士净卖出54亿美元 特斯拉内部人士净卖出73亿美元 [2][6] - Palantir股票估值达204倍2026年预期收益 为标普500指数中第二昂贵 特斯拉估值达160倍2026年预期收益 为标普500指数中第三昂贵 [2][12] Palantir业务发展 - 公司2023年4月推出AIP人工智能平台 帮助客户将生成式AI集成到应用程序和工作流程中 [5] - 自AIP推出后客户数量增长超过一倍 收入增长连续八个季度加速 [6] - 人工智能平台销售额预计以每年38%的速度增长至2033年 公司凭借独特软件架构在AI需求中处于理想位置 [7] 特斯拉业务转型 - 特斯拉已将其全球电动汽车销售领导地位让给中国汽车制造商比亚迪 汽车销售连续三个季度下滑 [9] - 投资论点更侧重于自动驾驶和机器人技术 目前正在德克萨斯州和加利福尼亚州测试机器人出租车 并获准在内华达州开始测试 [10] - 人形机器人Optimus明年将扩大生产 五年内达到年产量100万台 [10] 技术竞争优势 - 特斯拉机器人出租车仅依靠计算机视觉技术 成本远低于Alphabet Waymo使用的传感器阵列 [11] - 纯视觉方案比Waymo的精细地图方案更具可扩展性 马斯克表示"只要能在美国几个城市基本运行 就能在美国任何地方运行" [12] - 公司CTO表示20年的技术积累构建了独特的护城河和巨大领先优势 [7] 市场机遇与挑战 - 特斯拉在自动驾驶和机器人领域存在数万亿美元机会 但目前这些产品收入贡献可忽略不计 [12] - 公司CEO表示若成功执行这些机会 特斯拉将成为世界上最有价值的公司 [10] - 需求恶化源于品牌形象受损和产品阵容老化 竞争对手不断推出新车型使特斯拉产品吸引力下降 [9]

The high-flying stock is up more than 2,000% in the last three years.There are two types of stock splits -- and in my view, two types of companies that perform stock splits. First is the reverse stock split, in which a company consolidates shares of stock to raise the price. In a 1-for-10 stock split, someone who has 10 shares of a stock suddenly has one share, and the value is now 10 times what the share price was pre-split. That way, the investment's total value doesn't change.Those are the kind of splits ...

Palantir Technologies TodayPLTRPalantir Technologies$170.14 -1.29 (-0.75%) 52-Week Range$35.56▼$190.00P/E Ratio567.20Price Target$136.61Add to WatchlistPalantir Technologies Inc. NASDAQ: PLTR stock is down more than 3% in the 30 days ending September 12. That's not a huge drop, compared to the drop of over 30% that occurred earlier this year. However, it may give some Palantir bulls some pause, as PLTR stock is dropping at a time when the broader market is hitting new all-time highs. Not all the news is ba ...

Key Takeaways Palantir's Q2 commercial revenues surged 93% year over year, with contract bookings up 222%.US commercial now makes up 31% of total revenues, rising from 23% a year earlier.Top client average revenues grew 30%, boosting profitability and long-term sustainability.Palantir Technologies Inc. (PLTR) is no longer just a government-focused software powerhouse, it is rapidly transforming into a dominant force in the U.S. commercial sector. The second-quarter 2025 results highlight this shift, with co ...

股价表现 - Palantir Technologies Inc 股价在过去五个交易日上涨8.14% [1] - 此前五个交易日期间股价涨幅达3.11% [1]

A Wall Street analyst is projecting that Palantir (NASDAQ: PLTR) stock may see a minor pullback, citing concerns about the company’s elevated valuation.Gregg Moskowitz of Mizuho, in a note to investors on September 15, reiterated a ‘Neutral’ rating on Palantir while maintaining a price target of $165. This suggests a potential downside of about 3.8% from the stock’s current level of $171.PLTR one-week stock price chart. Source: FinboldThe update comes after Moskowitz attended a recent product demo, where Pa ...

大数据行业定义与范围 - 大数据涵盖结构化、非结构化和半结构化数据 涉及数据处理、存储、分析以及数据挖掘、转换、可视化和预测分析工具的开发[1] 全球大数据市场规模预测 - 2024年全球大数据市场规模达1996.3亿美元 预计2025年增长至2244.6亿美元 2033年将达5734.7亿美元 年复合增长率12.44%[2] - 另据预测 2024年市场规模为2202亿美元 2028年将达4012亿美元 年复合增长率12.7%[2] - 大数据分析市场2024年规模为2771.4亿美元 预计2025年达3037.1亿美元 2033年突破10452.6亿美元 年复合增长率13.7%[3] 重点公司季度表现与推荐 - 推荐五家大数据公司：英伟达、Palantir、微软、IBM和F5 均获Zacks2（买入）评级[4] - 这些公司年内价格表现已通过图表展示[6] 英伟达(NVIDIA)业务动态 - 第二季度财报表现强劲 但中国H20芯片销售因美国政府决策陷入停滞 中国当局鼓励使用本土AI芯片[7] - 第三季度销售指引为540亿美元±2% 若恢复对华H20销售可额外增加20-50亿美元收入[8] - Blackwell GPU在云提供商中创销售纪录 第二季度环比增长17%[9] - 计划2025年下半年推出Blackwell Ultra 2026年发货Vera Rubin 并公布2027年Rubin Next和2028年Feynman AI芯片路线图[11] - 预计本十年末AI基础设施支出达3-4万亿美元[11] - 当前财年（2026年1月结束）预计收入和盈利增长率分别为56.3%和48.5% 过去30天年度盈利共识预期上调4.2%[12] Palantir Technologies业务进展 - 第二季度营收首次突破10亿美元 超出所有预期[13] - 商业业务加速增长 2023年推出人工智能平台（AIP）整合开源与商业大语言模型[14][15] - 全年营收指引从38.9-39亿美元上调至41.42-41.50亿美元[16] - 当前财年预计收入和盈利增长率分别为45.6%和58.5% 过去60天年度盈利共识预期上调12.1%[16] 微软(Microsoft)业绩表现 - 受益于AI业务增长和Copilot采用率提升 Azure云基础设施加速扩张[17] - 第四季度财报全面超预期 体现其在云和AI市场主导地位[18] - Azure全球云市场份额约20-24% 年收入超750亿美元且增长34% 全球基础设施覆盖70个区域超400个数据中心[19][20] - 当前财年（2026年6月结束）预计收入和盈利增长率分别为14%和12.5% 过去30天年度盈利共识预期微调0.1%[21][22] IBM战略布局 - 混合云和AI解决方案需求健康增长 收购Hakkoda增强数据专业能力[23] - 长期增长动力来自数据分析、云计算和安全领域 企业云工作负载因生成式AI部署显著扩大[24] - watsonx平台包含三款产品：AI开发工作室watsonx.ai、数据存储平台watsonx.data和治理工具包watsonx.governance[25] - 当前财年预计收入和盈利增长率分别为6.4%和7.7% 过去30天年度盈利共识预期微调0.1%[26] F5公司市场定位 - 软件增长强劲 受公共云和安全产品需求推动 多云环境应用安全需求增长带来利好[27] - 过去五年收购六家企业以增强网络安全能力并扩大市场份额[28] - 在应用网络市场具独特优势 专注于第4-7层内容交换 为数据中心提供定制化解决方案[29] - 下财年（2026年9月结束）预计收入和盈利增长率分别为3.9%和4% 过去30天年度盈利共识预期上调0.4%[30] 行业增长驱动因素 - AI驱动需求推动英伟达、微软和Palantir业绩增长[10] - IBM和F5受益于混合云、安全及多云解决方案的广泛采用[10]