Palantir, S&P 500 and Straight Session
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Wall Street, NVIDIA and Palantir
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Two hedge fund managers with a track record for market beating returns sold Nvidia and bought Palantir in the second quarter.
As Palantir drops 15%, tech bull Dan Ives calls the selloff a healthy buying opportunity and sees massive long-term upside for the AI leader.
Palantir Technologies Inc. (NYSE:PLTR) deepened its partnership with Fujitsu Ltd. (OTC:FJTSY) through a new licensing deal signed Aug. 5, 2025, granting Fujitsu the rights to offer the Palantir Artificial Intelligence Platform (AIP) in Japan.
Tyler Radke, Citi senior equity research analyst, joins 'Squawk Box' to discuss Palantir's stock performance, who their top competitors are, and more.
While Palantir might be Wall Street's AI sweet heart, these three stocks offer investors plenty of upside at better multiples.
A mammoth estimated addressable market for artificial intelligence (AI) of $15.7 trillion by 2030 has sent Industry-leading AI stocks skyrocketing higher. Executives and board members for Nvidia, Palantir,
AI software firm Palantir saw strong quarterly revenue, but its price-to-earnings ratio could be a warning sign for investors.
One argument for why Figma could be more likely to be a millionaire-maker than Palantir is that it's much smaller. Figma's market cap of around $40 billion is only a fraction of Palantir's market cap of roughly $440 billion. Generally speaking, smaller companies have more room to grow than larger companies do.