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17.11.25 - 17:42
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Lower The Steaks, Raise The Stakes (ZeroHedge)
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Lower The Steaks, Raise The Stakes
By Benjamin Picton, Senior Market Strategist at Rabobank
US stocks closed mixed on Friday to cap off a week where concerns over valuations caused substantial wobbles. The NASDAQ was in the red for the week while the Dow Jones and S&P500 managed to eke out minor gains. Markets have seemingly begun to pay attention to the heroic P/E multiples that many AI-adjacent names are trading on, with more questions being raised about the ability of AI hype to be converted into tangible profits for shareholders.
Scion Capital's Michael Burry (of Big Short fame) made headlines last week by shutting down his hedge fund, telling investors that “my estimation of value in securities is not now, and has not been for some time, in sync with the markets”. Burry had been critical of tech darlings Palantir and NVIDIA, disclosing on X that he had spent $9.2m buying up puts against Palantir stock as he questioned the economics of the AI boom and suggested that some accounting p...
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17.11.25 - 17:06
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Stagwell, Palantir Forge AI Ad Alliance (Bloomberg)
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Stagwell is teaming up with Palantir — and CEO Mark Penn says it could be the “holy grail” of marketing. The two companies are building an AI platform that can find, target, and execute campaigns with machine precision — and Penn says it's already driving results. But he insists that AI won't replace creativity, it'll supercharge it. He joined Bloomberg Open Interest to talk about the deal and what the future of advertising looks like in the age of AI. (Source: Bloomberg)...
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17.11.25 - 15:48
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Palantir Technologies (NASDAQ: PLTR) Price Prediction and Forecast 2025-2030 for November 17 (24/7 Wall St.)
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Last week, shares of Palantir Technologies Inc. (NASDAQ:PLTR) lost 5.48% over past five trading sessions after losing 6.55% the five prior. Despite the past few weeks' AI-fueled sell-off, the stock is up more than 131% in 2025. Over the past year, PLTR is up more than 184%, and since going public on Oct. 2, 2020, ... Palantir Technologies (NASDAQ: PLTR) Price Prediction and Forecast 2025-2030 for November 17
The post Palantir Technologies (NASDAQ: PLTR) Price Prediction and Forecast 2025-2030 for November 17 appeared first on 24/7 Wall St.....
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17.11.25 - 15:36
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Die Nvidia-Bombe (Der Aktionaer)
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Am Wochenende wurde bekannt, dass der Star-Investor Peter Thiel neuerdings extrem kritisch gegenüber Nvidia eingestellt ist. Demnach soll der Mitgründer von Palantir Technologies im dritten Quartal 2025 seine Position in Nvidia (= rund 538.000 Anteilscheine) komplett aufgelöst haben....
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