Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equities strongly rebounded in the second quarter following a turbulent first quarter. The fund’s Institutional Class shares returned 19.52% in the quarter, compared to a 23.18% return for the MSCI World Information Technology Index-Net. In addition, you can check the fund’s top 5 holdings for it ...

Key Points Investing in a stock simply because it has been rising in value is a dangerous game. Stock prices can get out of hand and rise to absurd valuations, but that doesn't mean they'll stay there. These stocks are among the most expensive ones on the market today. 10 stocks we like better than Palantir Technologies › Stocks that are soaring in value can sometimes seem like they can do no wrong. The chart suggests that the uptrend should continue. After all, what's going to stop the stock no ...

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Palantir has been growing rapidly with no signs of slowing down.Palantir Technologies (PLTR -1.60%) has been one of the market's top-performing stocks over the past few years. It's up over 135% so far in 2025, leading investors to wonder if it's too late to buy shares now. Picking a stock winner over a month or two can be a difficult job, so I prefer to focus on a longer time frame. By focusing on a three to five-year time frame, you can let business results affect the stock more than market sentiment.Three ...

This high-flying AI stock has the potential to deliver more upside in the coming decade thanks to the terrific opportunity in AI softwarePalantir Technologies (PLTR -1.60%) is one of the leading players in the artificial intelligence (AI) software platforms market, a niche that has been growing at an incredible pace recently thanks to the productivity gains that AI is bringing to organizations across the globe.Various third-party estimates suggest that Palantir's AI and machine learning software platform is ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks on Market Radar. On Sep 23, BofA Securities analyst Mariana Perez Mora raised the price target on the stock to $215.00 (from $180.00) while maintaining a Buy rating. The firm also reiterated Palantir’s position on US 1 List. BofA believes that Palantir’s “secret sauce” lies in its Ontology architecture and FDEs (forward deployed engineers) go-to-market strategy. BofA isnt the only in this view, with other notable firms such as Goldman Sachs ...

行业前景 - 人工智能基础设施、软件和服务支出预计在2024年至2030年间增长550% [1] 对冲基金持仓变动 - Citadel Advisors增持610万股英伟达 持仓增长超900% 该股现为其第二大持仓 同时新建仓61100股Palantir [6] - D E Shaw & Co增持2840万股英伟达 持仓增长超200% 该股现为其第二大持仓 另增持760万股Palantir 持仓接近翻倍 该股现为其第六大持仓 [6] - Citadel和D E Shaw是历史上按成立以来净收益计算最盈利的两家对冲基金 [2] 英伟达公司分析 - 公司以图形处理器（GPU）闻名 其发明的芯片革新了计算机图形领域 [4] - GPU在数据中心加速人工智能工作负载中至关重要 英伟达GPU被视为行业黄金标准 [4] - 在AI加速器市场占据超过80%份额 凭借两大竞争优势保持主导地位 [4] - CUDA软件平台包含代码库、预训练模型和框架 简化跨多种应用场景的AI开发 包括生成式AI、预测分析系统、自动驾驶和人形机器人 [5] - 通过结合CPU、互连技术和网络设备提供机架级数据中心解决方案 实现比竞争对手更低的总拥有成本 [6] - 华尔街预计未来三年每股收益年增长率为36% 与AI支出增长预期一致 [7] - 当前市盈率为51倍 该估值水平被认为合理 [7] Palantir公司分析 - 为商业和政府部门开发数据分析与人工智能软件 [8] - 核心数据分析平台帮助企业管理复杂信息以支持决策 相邻AI平台使企业能够将大语言模型集成到工作流和应用中 [8] - 投资主题聚焦于帮助客户实现AI操作化 独特能力体现在从原型到生产的转化过程 [9] - 被IDC评为决策智能软件领导者 被Dresner Advisory Services列为AI、数据科学和机器学习平台领导者 被Forrester Research评为AI/ML平台领导者 [9] - 当前市销率达134倍 为标普500指数中最高估值水平 是第二高估值公司AppLovin（41倍市销率）的三倍多 [10]

The artificial intelligence revolution is running full steam ahead. Nearly three years after OpenAI's ChatGPT shocked the world by becoming the fastest app to reach 1 million users, almost every business in every industry is knee-deep in crunching, training and running AI apps. The R&D pace is feverish and the dollars spent on AI projects are eye-popping, totaling hundreds of billions annually. Unsurprisingly, companies like Palantir, which are front-and-center in helping AI become reality, are seeing sal ...

Palantir  (PLTR) has a knack for doing exactly what its skeptics say it couldn’t pull off. It has efficiently scaled AI from battlefields to boardrooms, turning momentum into hard numbers. Case in point is its bombastic second-quarter earnings print, where its revenues jumped 48% year-over-year to nearly $1 billion, led by a 93% jump in U.S. commercial sales to $306 million. On top of that, its management bumped full-year guidance to $4.14-$4.15 billion and forecasted third-quarter sales of $1.083-$1.08 ...

Key Takeaways Palantir topped $1B in Q2 revenue with 48% growth and expanded adjusted operating margins to 46%.BigBear.ai is betting on OB3 defense funding and now holds a net cash position of $391M for growth moves.PLTR secured a 10-year, $10B U.S. Army deal and posted $2.3B in Q2 contract bookings, up 140% year over year.Artificial intelligence, or AI, is reshaping the defense and national security landscape, creating investment opportunities in companies that blend advanced software with mission-critical ...