行业资源需求评估 - Palantir联合创始人Joe Lonsdale认为人工智能行业高管低估了实现其宏伟目标所需的资源量[1] - 行业高管可能因担心惊吓投资者而轻描淡写其真实需求[2] - 实际对人工智能领域的投资需求可能比当前估计的更大[3] 资本投入周期与规模 - 行业可能形成一个每3至6个月就需要寻求更多资本和能源的持续循环[2] - 包括Meta、微软和谷歌在内的科技巨头正在大幅增加对数据中心、GPU和AI基础设施的支出[3] - 这些公司在9月季度的合并资本支出环比增长23%，同比增长85%，达到近800亿美元[3] 市场观点分歧 - 高盛、摩根大通和Wedbush等机构分析师认为当前AI投资水平可持续，可能释放8万亿美元机会[4] - 另一方面，Allianz首席经济顾问Mohamed El-Erian警告部分AI相关投资将“以眼泪收场”，并将此繁荣定性为“理性泡沫”[5] - El-Erian认为AI是类似电力的变革性技术，但当前市场狂热正将弱势公司与“有限数量的赢家”一同推高[5] 市场表现 - 截至今年迄今，Dan Ives的Wedbush AI Revolution ETF（IVES）上涨35.42%[5] - Cathie Wood的ARK Innovation ETF（ARKK）同期上涨50.61%[5]

A D.A. Davidson analyst "would not be surprised†if Palantir splits its stock, given that it caters heavily to retail investors and has seen a strong rally. ...

Hey everyone and welcome to earnings cheat sheet for Friday, October 31st. It's Alexis Garcia and Ed Carson here and we'll be taking a look at some key upcoming earnings reports to help you prepare for the week ahead. So, Ed, uh, a little bit of a spooky week here, a little spooky theme, but, uh, we had major earnings come in from a lot of mega caps this week, but we have a lot of big names also ahead.So, what do you have on tap for us today. >> Yeah, you feel like after all that candy, you can just have a ...

Palantir Technologies Inc. (NASDAQ:PLTR) has filed a lawsuit against two former employees, alleging they carried out a scheme of deceit and theft to support the creation of a rival AI firm.Former Employees Launch ‘Copycat’ FirmThe lawsuit was filed on Thursday in the Southern District of New York. The defendants, Radha Jain and Joanna Cohen, are alleged to have violated their non-competition agreements by working on a “copycat” business, Percepta, owned by venture-capital firm General Catalyst.Palantir also ...

On Thursday, Cathie Wood-led Ark Invest made significant trades involving Palantir Technologies Inc. (NASDAQ:PLTR), Advanced Micro Devices Inc. (NASDAQ:AMD) , Pacific Biosciences of California Inc. (NASDAQ:PACB), and DoorDash Inc. (NASDAQ:DASH).The Palantir TradeARK Space Exploration & Innovation ETF (BATS:ARKX) executed a sale of 19,954 shares of Palantir on Thursday. The transaction, valued at approximately $3.9 million based on the closing price of $194.55, comes amid the Alex Karp-led company’s expandin ...

CEO of Palantir Technologies Alex Karp attends the Pennsylvania Energy and Innovation Summit on the campus of Carnegie Mellon University in Pittsburgh, Pennsylvania on July 15, 2025.Palantir's head of global communications said Wednesday that the company's political shift toward the Trump administration is "concerning.""I think it's going to be challenging, as a lot of the company is moving pro-Trum-, you know, is moving in a certain direction," communications chief Lisa Gordon said in an interview at The I ...

Palantir Technologies has its claws out for a new startup on the block. On Thursday, the defense tech and data giant sued two former employees who now work at Percepta, a startup building software to help integrate AI into large companies, governments, and healthcare systems. General Catalyst, a venture capital firm with IPO ambitions that recently bought a hospital chain, launched the company in early October.In a Federal lawsuit, Palantir claims the two ex-engineers "exploited their prior access of Palan ...

Key Takeaways PLTR's AIP platform drove 93% YoY U.S. commercial revenue growth and a 222% surge in contract value.ACN's $3B GenAI investment tripled AI revenues and nearly doubled bookings to $5.9 billion.Both stocks rate a Hold, but ACN's steadier growth and valuation make it the more balanced AI pick.Both are major players in the enterprise technology and AI space, with Palantir Technologies (PLTR) focusing on advanced data and AI-driven software platforms and Accenture plc (ACN) operating as a global IT ...

The data-analysis firm alleged that two former employees violated their non-competition agreements after leaving the company and working on a "copycat†business. ...

By Daniel Wiessner (Reuters) -Palantir Technologies on Thursday sued two of its former senior engineers, accusing them of using the software company's secret information to launch a "copycat" firm, Percepta AI. The lawsuit in Manhattan federal court claims that Radha Jain and Joanna Cohen were "entrusted with Palantir’s crown jewels," including its source code and customer information, and breached agreements they signed with the company to safeguard that information. Palantir said that just like its ow ...