Michael Burry’s Scion Asset Management disclosed bearish wagers on Nvidia Corp. and Palantir Technologies Inc. just days after the hedge fund manager posted a cryptic warning to retail investors about market exuberance. Burry, who rose to fame for his 2008 bet against the US housing market, bought put options — that profit from price declines — on Nvidia and Palantir, according to 13F regulatory filings released on Monday. He also disclosed call options on Halliburton Co. and Pfizer Inc., the filings show ...

股价表现与市场反应 - 公司股价周二下跌7%，主要由于华尔街分析师对其高估值的担忧以及投资者Michael Burry披露做空头寸 [1] - 尽管公司业绩超预期且上调全年指引，但股价反应平淡，原因在于市场此前已有高预期以及年内股价已大幅上涨175% [2] 公司业绩与财务表现 - 公司最新季度业绩实现营收和利润超预期，并提供了强于预期的业绩指引 [1] - 公司营收连续第二个季度超过10亿美元，并因此上调了全年业绩展望 [1] 管理层评论与市场争议 - 公司首席执行官Alex Karp强烈批评做空者，称其行为是“市场操纵” [1] - 管理层认为做空行为是针对“世界上伟大企业”的不当行为，并强调公司交付了有史以来最佳业绩 [1]

CONCLUDED Stock Market News From Nov. 4, 2025: Nasdaq Falls as Big Tech Leads Market Lower Last Updated: Updated 9 hours ago Tech Stocks Are Tumbling at the Open By Connor Smith Stocks fell sharply to start the day on Tuesday as Wall Street sold highflying technology stocks in the wake of Palantir Technologies' latest earnings report. The Dow Jones Industrial Average was down 210 points, or 0.5%, after opening lower. The S&P 500 was down 0.7%. The Nasdaq Composite was down 0.8%. All three pared some of thei ...

Palanteer reporting third quarter results above expectations in a big way. The company issued better than expected fourth quarter guidance. Uh shares down in the pre-market this morning.We'll talk about that as well. But joining us right now is somebody we've been talking about frankly all morning. Alex Karp is with us.Uh Palunteer CEO Alex, it is so good to see you uh this morning. Uh we had your biographer on the broadcast uh before and and and we're speaking about you now in third person, but now we're n ...

美股市场表现 - 美国股市周二下跌 由人工智能相关股票领跌[1] - 科技股在经历长达一年的上涨后 投资者重新评估过高的估值[1] 行业与公司动态 - 人工智能相关公司如Palantir出现亏损[1] - 科技股长达一年的涨势导致估值紧张[1]

个股表现 - Palantir股价下跌7.7% [1] - 英伟达股价下跌2.0% [1] - 特斯拉股价下跌3.0% [1] - 优步股价下跌7.3% [1] - Beyond Meat股价续跌9.4% [1] - Sarepta Therapeutics股价暴跌36% [1] 股价异动原因 - Palantir和英伟达遭电影《大空头》原型人物迈克尔-伯里做空 [1] - 特斯拉因碰撞后车门无法开启导致五人不幸遇难而在美国被起诉 [1] - 优步第三季度调整后EBITDA低于市场预期 [1] - Beyond Meat推迟发布第三季度财报 [1] - Sarepta Therapeutics针对杜氏肌营养不良症的两种基因靶向疗法在后期临床试验中未能达到主要研究目标 [1]

公司业绩表现 - Palantir Technologies Inc 在9月季度提交了非常强劲的业绩报告 [1] 业务增长动力 - 商业板块以及整体客户获取势头持续强劲 [1] - 企业软件制造商从中受益 [1]

财务业绩表现 - 第三季度营收达到11.8亿美元 超出分析师预期的10.9亿美元 [1] - 第三季度调整后每股收益为0.21美元 超出分析师预期的0.17美元 [1] - 公司股价在财报公布当日上涨3.4% 收盘报207.18美元 [3] 未来业绩指引 - 第四季度营收指引区间为13.27亿至13.31亿美元 显著高于市场预期的11.9亿美元 [2] - 第四季度营收指引创下公司历史上最高的连续季度增长纪录 同比增长率达61% [2] - 公司上调2025年全年营收指引至43.96亿至44亿美元 高于此前指引的41.4亿至41.5亿美元及分析师预期的41.7亿美元 [3] 分析师观点调整 - 美国银行证券分析师维持买入评级 并将目标价从215美元上调至255美元 [5] - 瑞穗证券分析师维持中性评级 并将目标价从165美元上调至205美元 [5] - Piper Sandler分析师维持超配评级 并将目标价从201美元上调至225美元 [5]

This is breaking news. Please refresh for updates.Palantir CEO Alex Karp ranted against short-sellers, calling out specifically Michael Burry after a filing revealed the investor of "The Big Short" fame had bets against the AI software company, as well as Nvidia, at the end of the last quarter."The two companies he's shorting are the ones making all the money, which is super weird," Karp told CNBC's "Squawk Box." "The idea that chips and ontology is what you want to short is bats--- crazy.""He's actually pu ...

Palantir Technologies Inc. ( PLTR ) reported another stellar quarter Monday after the bell, but the market wasn’t impressed. It seems Palantir’s valuation is taking center stage, while investors overlook its potential and unmatched growth.I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boo ...