Why Palantir’s stock is suffering its worst slump since February
After a strong postearnings rally in August, Palantir’s rich valuation multiple is under pressure once again. Source：MarketWatch
高盛：软件股开始兑现AI红利
高盛TMT交易专家Peter…
Palantir’s stock stages best week since 2024, showing it’s no longer an AI loser
Booming demand for Palantir’s AI solutions is restoring confidence in the company. Source：MarketWatch
Palantir is leaving its software peers behind in the AI race
The company’s focus on sovereign AI is resonating with customers, analysts say. Source：MarketWatch
Palantir’s stock gains as AI drives turbocharged growth
Companies are turning to Palantir for greater autonomy over their AI models and data, according to CEO Alex Karp. Source：MarketWatch
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今日热点导览 马斯克关注了DeepSeek的X账号 祥鹏航空回应航班误发过期方便面 OpenAI或将IPO推迟到明年 SpaceX首份财报即将发布 小米多款手机正式涨价 每月10万美元，特朗普“真实社交”售卖“优先访问权” TOP3大新闻 蔡崇信宣布离婚，不涉及出售阿里股份…
「大空头」Michael Burry最新持仓：加码做空美光与英伟达，增持Lululemon等多只个股
7 月 31 日，「大空头」原型人物 Michael Burry 今日通过其 Substack 账号披露个人最新持仓调整表示，已进一步加码对美光科技（MU）的空头仓位，建仓均价约 880 美元；同时继续增加对英伟达（NVDA）的空头敞口，并加码做空半导体 ETF SOXX，均价约为 506 美元。与此同时，Burry…
Why Palantir’s stock is missing out on a big software rally
Geopolitical and valuation concerns are weighing down Palantir shares, while other software stocks ride a wave of rotation out of semiconductors.…
8点1氪丨李斌现身长鑫科技答谢晚宴；瑞幸打赢“泰国瑞幸”，获赔近2000万；澳门政府发布美素佳儿奶粉铅超标事件最新检测结果
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氪星晚报｜美国大型企业告别裁员潮重启招聘；英伟达、微软、IBM等数十家企业成立新联盟，旨在共同保障AI安全；《光伏行业成本核算模型通则》发布，引导行业有序竞争
大公司： 汇丰控股将在新加坡设全球人工智能卓越中心，并招聘超100名AI专家…
As defense spending surges, these stocks could make you the most money
Palantir tops a screen of defense companies for growth through 2028, but most of the expected best growers are smallcap stocks. Source：MarketWatch
SpaceX's Nasdaq 100 inclusion comes with a historical warning
The largest IPO ever enters the Nasdaq 100. Previous additions like Palantir and Strategy saw volatility after the index inclusion rather than the start of new…