Palantir Technologies(PLTR)

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Palantir Technologies (PLTR) and Hadean Announce Partnership
Yahoo Finance· 2025-09-12 10:50
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Stocks to Invest in for the Next 5 Years. On September 10, Palantir Technologies Inc. (NASDAQ:PLTR) and Hadean announced a partnership. Hadean’s leading-edge wargaming, command & control, and battlefield training products will be deployed on the company’s Foundry software. Hadean remains at the forefront of the UK’s defence tech ecosystem. This partnership reflects a further significant step in Palantir Technologies Inc. (NASDAQ:PLTR)’s relationsh ...
Is BigBear.ai the Next Palantir Technologies?
The Motley Fool· 2025-09-12 09:45
BigBear.ai is pursuing government business like Palantir initially did.Palantir Technologies (PLTR -1.39%) has been one of the top-performing stocks over the past few years, rising a jaw-dropping 2,500% since the start of 2023. Palantir started its artificial intelligence-driven data analysis business by catering to government clients, then expanded into the commercial sector after establishing a solid foothold.One company that's looking to follow in Palantir's footsteps is BigBear.ai (BBAI 3.07%). BigBear. ...
Is Palantir Stock in a Bubble? History Tells Us a Clear Answer.
The Motley Fool· 2025-09-12 09:15
Palantir's unprecedented rise places it in uncharted territory.Palantir Technologies (PLTR -1.43%) stock has been one of the top-performing stocks in the market over the past few years. The stock has delivered impressive returns, with it rising 2,280% since 2023, 792% since 2024, and 117% this year. Those kinds of results should be accompanied by massive business growth, which Palantir has also delivered.However, its business hasn't grown significantly, and a massive amount of future growth is already price ...
Stock Market Today: Tesla Hits New Buy Point As Alibaba, Blackstone Break Out (Live Coverage)
Investors· 2025-09-11 20:29
市场指数与期货表现 - 道琼斯工业平均指数期货上涨0.2% [1] - 标准普尔500指数期货同步上涨0.2% [1] - 主要股指在CPI数据发布前整体走强 [1] 个股表现与动向 - 英伟达(NVDA)成为早盘赢家 [1] - Palantir Technologies(PLTR)股价表现突出 [1] - 特斯拉(TSLA)位列今日市场涨幅前列 [1] - 甲骨文公司触发英伟达和GE Vernova买入信号 [4] - 量子计算领域受关注 英伟达加大初创企业投资力度 [4] 人工智能与科技板块 - 人工智能股票面临"证明实力"考验 营收能力成为关键指标 [4] - Palantir和NVent等9只股票被纳入IBD最佳股票名单 [4] - 云计算板块出现反弹行情 [4] - 机器人出租车竞争加剧 亚马逊Zoox在拉斯维加斯启动服务 [4] 经济数据与政策影响 - 消费者价格指数报告即将发布 可能影响美联储利率决策 [1][2] - CPI数据将改变美联储下周会议对未来降息的预测 [1][2] - 经济数据发布后市场可能出现方向性变化 [4]
Can Palantir Stock Hit $200 in 2025 or Is the Best Already Priced In?
Yahoo Finance· 2025-09-11 17:40
Palantir (PLTR) stock has rallied quite significantly over the past couple of years, rising more than 2,000% since 2022. This stellar growth in its share price reflects significant demand for its artificial intelligence (AI) product suite, particularly its Artificial Intelligence Platform (AIP), which is leading explosive growth. This rapid rise, however, has driven Palantir’s valuation significantly higher. Palantir currently trades at a price-sales ratio of 134.42x and a forward price-earnings multiple ...
Palantir And SOMPO Expand Partnership In Multi-Year Agreement
Yahoo Finance· 2025-09-11 15:05
Palantir Technologies Inc. (NASDAQ:PLTR) is among the 10 Best Space Exploration Stocks to Buy Now. Palantir Technologies Inc. (NASDAQ:PLTR) has announced a multi-year extension of its cooperation with SOMPO Holdings, Inc. via its joint venture, Palantir Technologies Japan KK. The firm’s Foundry platform is actively being used by more than 8,000 SOMPO employees in Japan across various companies. Critical functions, including fraud detection, claims triage, and monitoring, are supported by Foundry, which als ...
Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally
Benzinga· 2025-09-11 14:07
Wall Street's AI fever just crowned a new star. Palantir Technologies Inc PLTR, once a niche data analytics shop, now flaunts a $396 billion market cap on just $3.3 billion in recurring revenue. Its sky-high 93x ARR multiple makes Nvidia Corp's NVDA surge look modest and dwarfs peers like Salesforce Inc CRM and Adobe Inc ADBE, noted a chart posted on X. Track PLTR stock here.But this market worship feels eerily familiar: Cisco Systems Inc CSCO once wore the same crown at the height of the dot-com boom – bef ...
US Stock Market Navigates CPI Release Amid AI-Driven Optimism and Apple’s Retreat
Stock Market News· 2025-09-11 10:07
The U.S. stock market is poised for a pivotal day on Thursday, September 11, 2025, with investors keenly awaiting the release of the August Consumer Price Index (CPI) report. This crucial economic data point is expected to heavily influence expectations regarding the Federal Reserve's next move on interest rates, particularly after a surprisingly soft wholesale inflation report yesterday. Premarket trading activity indicates a cautious but generally positive sentiment, with major index futures showing sligh ...
Move Over Palantir. This Artificial Intelligence (AI) Stock Just Took Over as the S&P 500's Best Performer in 2025.
The Motley Fool· 2025-09-11 08:50
AI驱动趋势对股票表现的影响 - AI热潮推动多只股票大幅上涨 Palantir Technologies自2023年初以来累计上涨2500% 其中2025年单年涨幅达1207% [2] - Seagate Technology成为2025年标普500指数中表现最佳的股票 年内涨幅达1214% 超越Palantir的同期表现 [3][7] - Western Digital作为Seagate主要竞争对手 同样受益于AI大趋势 成为今年表现最佳的股票之一 [9] 数据中心存储需求增长 - 大型科技公司正在投入数千亿美元建设数据中心和配备服务器 AI训练具有极高数据密集性特征 [5] - 近线存储需求激增 这种存储方式虽需数秒访问时间 但能低成本保存大语言模型所需的海量数据 [6] - Seagate上季度向数据中心客户出货137艾字节容量 环比增长14% 同比增长52% [8] 公司财务表现与技术优势 - Seagate2025财年收入增长39% 毛利率从234%扩大至352% 第四季度毛利率达到374% [8] - Seagate在热辅助磁记录技术方面取得领先 预计2026财年下半年量产40TB硬盘 比Western Digital早约六个月 [13] - 两家公司均通过提高单机存储容量实现毛利率扩张 但行业存在产能限制 [9] 行业前景与市场竞争 - 数据中心存储需求预计从2024年130亿美元增长至2028年230亿美元 [10] - 硬盘驱动器具有商品化特征 买家决策主要基于每TB价格 技术竞争推动新产品快速迭代 [11] - Seagate当前远期市盈率185倍 Western Digital约为14倍 两者均高于历史估值水平 [14][16] 行业周期性特征 - 存储行业具有强周期性特征 利润率扩张主要发生在需求高峰周期 [12] - 周期性股票在需求上升期通常呈现更具吸引力的盈利倍数 但需求消退时盈利可能大幅下滑 [15] - 当前估值水平可能已反映周期高点 需等待更好买入时机 [16]
Prediction: This Defense Stock Will Be the Next Major Investment Made by the Trump Administration (Hint: It's Not Lockheed, Boeing, or RTX)
The Motley Fool· 2025-09-11 07:01
The Trump administration has made a number of equity investments in U.S. companies this year.This time last year, Donald Trump was on the campaign trail. Central pillars of his economic platform involved reviving U.S. manufacturing, expanding domestic energy production, and rebuilding infrastructure.At first glance, these promises sound like generic campaign rhetoric. But beneath the surface, Trump's economic playbook carried some sophisticated strategies.Since taking office, the president has gone beyond s ...