PLTR Ticker Curator

• Daniel Sparks praises Palantir's accelerating growth and diversification but stays sidelined, citing still-elevated valuation
• Stock trades at 85x...

• Midwest Trust Co added 11,141 shares, lifting its PLTR stake 21.5% to 63,010 shares worth $9.2M
• Insiders sold 1.1M shares valued at $150M in the...

Palantir's AI platform fuels explosive commercial expansion, yet the stock lags as Wall Street demands proof of sustained momentum.

• Long-term...

Jim Cramer's ultimatum for Palantir to publicly disavow its 'Satanic' NFT video before market close breaks his two-year bull case, warning that brand-safety concerns could freeze nine-figure enterprise pipelines despite 84.7% revenue growth.

Stock Performance

• 🔥 PLTR Worst Year Track: Palantir stock has fallen more than 23% since the end of Q1 after JPMorgan Chase sold 14 million...

• Karp attacks OpenAI and Anthropic, claiming token models deliver no value while risking customer IP and data
• Enterprises show token fatigue,...

Bull case from DA Davidson: upgraded to buy with $175 target for 30% upside, citing AI orchestration edge and strong metrics.

• US commercial revenue...

Palantir CEO Alex Karp called token-based AI models from OpenAI and Anthropic 'completely wrong,' arguing enterprises lose IP and gain no value. The...

Alex Karp calls out OpenAI and Anthropic's token model for delivering poor enterprise ROI and stripping IP ownership, pushing instead for full control...

Sovran Advisors LLC more than tripled its Palantir position in Q1 with a 258.8% increase, adding 32,836 shares to reach 45,522 shares worth $6.33...

Zeta Global's shift to an AI infrastructure platform highlights Palantir's Foundry as a core enterprise solution, with integration completing in 30-40 days and at least one joint customer expected this quarter.

Citi analysts highlight Palantir as a beaten-down tech stock ready for rebound ahead of earnings, naming it alongside Figma and Microsoft as a top...

Palantir's AI platform is embedding into customer operations, supporting a path to $400 billion market cap by end of 2027.

• Bullish drivers: AIP...

• Sovereign AI moat deepens as Palantir integrates Nvidia Nemotron models with AIP, Foundry, and Apollo for air-gapped U.S. government systems
  -...

Alex Karp warns enterprises are livid over paying for AI tokens that create no value while surrendering data and workflows to model providers....

Palantir would need $42B annual revenue and 61% FCF margins by 2030 to support its current valuation. Strong growth is offset by scalability constraints and a technical downtrend, leaving the stock a hold.

• First Horizon Corp cut its Palantir position by 33% in Q1, selling 4,167 shares and retaining 8,464 worth $1.24 million.
• The move arrives...

Mike Novogratz praised Alex Karp's CNBC interview as among the most honest discussions on AI, calling it an indictment of the industry's data-driven...

New Structured Products

• 🔥 JPMorgan PLTR-Linked Notes: JPMorgan priced trigger autocallable yield notes linked to Palantir Class A common stock...

• Explosive FCF growth: Cash-based free cash flow rose from $697M in 2023 to $2.10B in 2025, with margins expanding from 31% to 47%.
• Q1 2026...