Palantir Smashes Estimates — U.S. Government & Commercial Demand Ignite Record Quarter
Palantir beat Q1 estimates with $1.63B revenue, strong US govt & AI growth, big profit jump, and raised full-year outlook.
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Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.
Maven Goes Official: Palantir’s AI Now Permanent Part of U.S. Military
Deputy SecDef Steve Feinberg orders Palantir's Maven AI system as a program of record, securing long-term funding and integration across U.S. forces by September 2026.
Palantir Boosts Defense and Security with New Partnerships at AIPCon 9
Palantir unveiled key defense-focused partnerships and a sovereign AI blueprint with Nvidia at its AIPCon 9 event, highlighting AI's role in national security, aerospace, and energy.
Middle East Conflict Hits Travel Stocks Hard, Boosts Defense and Oil
Escalating US-Israel-Iran conflict sparks market turmoil: airlines and cruises drop 5-7% on fuel fears, while defense firms like Lockheed soar amid rising geopolitical tensions. Oil jumps sharply.
Mizuho Goes Bullish: Upgrades Palantir to Outperform, Sees 'Spectacular' Growth Ahead
Mizuho upgrades Palantir stock to Outperform with a $195 price target, calling its growth unmatched in software after a sharp valuation drop early in 2026 makes the risk/reward very appealing.