Market Analysis
Palantir at a Crossroads: PLTR Growth Narrative vs. Bubble Risk
Palantir’s $372.6 billion valuation rests on a price-to-earnings ratio over 15 times higher than Amazon’s.
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Market Analysis
Palantir Unbound: The Tension Between Fundamentals and FOMO
Michael Burry’s sizable put options on PLTR suggest cautious skepticism, even as the stock’s memetic narrative fuels speculative buying.
Market Analysis
Palantir Stock Surges as US Gov. Expands Data Partnership Under Trump
Palantir Technologies stock has surged over 140% since Trump's election victory.
Market Analysis
Boeing’s Stock Gains as Trump Cheers “Largest Order of Jets” in Company’s History
Boeing scored a historic win with Qatar Airways ordering 160 jets allegedly worth $200 billion.
Market Analysis
Tesla’s $400M Gov Deal Remains Uncertain as Musk Denies Reports
The Trump administration's potential $400 million investment in armored electric vehicles has sparked speculation, with initial reports suggesting Tesla's involvement.
Market Analysis
China Responds to US Chip Ban By Restricting Export of Critical Materials
Reacting to the US export controls on computer chips, China responds in kind.
Policy
How New AI Restrictions May Throw a Wrench in Nvidia’s Plans
In a new global AI race, the US is trying to keep a competitive edge through export controls.