Key Points Palantir stock has delivered market-crushing returns over the last five years. The launch of the company's Artificial Intelligence Platform (AIP) helped kickstart incredible growth. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) had its initial public offering (IPO) on Sept. 30, 2020. Since then, it has taken investors on a wild ride. While the company's valuation has frequently seen volatile swings and its business has seen periods where growth ...

Palantir Technologies (PLTR) stock is in the spotlight as it heads into its third-quarter earnings release on Monday, Nov. 3. The data analytics and enterprise AI software company has seen its stock soar in recent months, gaining 25% over the past quarter and recently hitting a new all-time high of $199.85. This impressive rally adds to an already remarkable year for Palantir. The stock has surged 162.49% year-to-date, and over the past 12 months, its value has skyrocketed by more than 354.38%, driven by ...

Palantir is expected to report earnings for the third quarter on Nov. 3.Earnings season has arrived, and as usual, growth investors have their eyes on all things related to artificial intelligence (AI). On Nov. 3, data analytics specialist Palantir Technologies (PLTR +0.22%) will publish financial and operating results for the third quarter.It's been almost exactly three years since OpenAI commercially launched ChatGPT, igniting the AI revolution as we know it. In that time frame, shares of Palantir have go ...

This enterprise software stock is poised to accelerate revenue growth through the end of the decade.As generative artificial intelligence (AI) becomes more and more capable, businesses are looking for opportunities to integrate those capabilities into their operations. That typically requires an investment in software and a learning curve for workers.Palantir Technologies (PLTR +0.22%) has managed to make integrating AI into businesses much easier over the last few years through its Artificial Intelligence ...

Key Points Palantir has been one of the unmistakable beneficiaries of the rapid advancements in artificial intelligence (AI). The company has delivered accelerating growth for eight consecutive quarters thanks to demand for its real-time AI solutions. Its valuation may discourage some investors, but the road ahead is long. 10 stocks we like better than Palantir Technologies › The advent of artificial intelligence (AI) in early 2023 sparked a paradigm shift that is still reverberating across the t ...

合作核心内容 - Palantir Technologies Inc (PLTR) 与 Lumen Technologies Inc (LUMN) 宣布一项具有“开创性”的、价值数百万美元的合作关系，旨在将PLTR的人工智能平台(AIP)嵌入LUMN的网络基础设施中 [1] - 该合作旨在疏通美国的“数据超级高速公路”，并加速企业采用人工智能 [1] - 公司高管称此项合作可将数据处理速度提升“200倍”，并逐步降低成本，将固定资产转变为现代化基础设施 [2] - LUMN首席执行官将合作提供的联合解决方案称为企业的“圣杯” [2] 合作战略意义与目标 - LUMN将作为“零号客户”率先使用PLTR的平台来彻底改革自身运营，然后再向客户提供该解决方案 [3] - 合作目标包括帮助LUMN从其数千个内部应用程序中“释放数据”，以实现两大目标：从业务中“削减大量成本”和“加速其转型” [4] - LUMN首席执行官确认，公司正朝着公开承诺的削减10亿美元成本的目标迈进，PLTR是实现该目标的“关键部分” [4] - 两家公司均将此次合作定位为对美国竞争力和国家安全至关重要，以弥补当前基础设施与AI经济发展需求之间的“巨大差距” [5] 公司股价表现 - PLTR股价在周一盘前交易中上涨1.81%，年内涨幅高达310.56%，年初至今上涨145.55%，表现远超标普500指数15.73%的年内涨幅 [6] - LUMN股价在周一盘前交易中上涨2.84%，年内上涨26.21%，年初至今上涨44.21%，同样跑赢标普500指数 [7] - 根据相关排名，两家公司在短期、中期和长期均保持较强的价格趋势 [6][7]

人工智能行业前景 - 全球人工智能市场规模在2024年估计为2792.2亿美元，预计到2033年将达到3.49万亿美元，复合年增长率高达31.5% [2] - 人工智能技术正改变生活和工作方式，被企业用于简化供应链、改善生产，其面向客户的应用包括语音助手、聊天机器人、AI驱动的广告和内容推荐以及自动驾驶汽车 [1] Palantir Technologies (PLTR) 分析 - 公司是一家数据挖掘公司，利用人工智能从数百甚至数千个来源收集信息以提供实时洞察，其客户最初主要为军事和情报机构 [5] - 2024年公司推出人工智能平台后股价大幅上涨，该平台通过整合生成式AI和大型语言模型，使其对政府机构和商业企业更具功能性 [7] - 第二季度营收首次超过10亿美元，同比增长48%，其中美国政府业务收入4.26亿美元（同比增长53%），商业合同收入3.06亿美元（同比增长93%），当期完成了157笔价值至少100万美元的交易 [9] - 公司当前远期市盈率为217，市销率为137，估值被认为不可持续 [10] - 公司股价在过去三年上涨了2100% [10] Advanced Micro Devices (AMD) 分析 - 公司是一家半导体公司，其中央处理器对数据中心运行较轻处理任务至关重要，同时公司也生产图形处理器 [11] - 公司在10月与OpenAI达成一项大规模协议，将向其出售高达6吉瓦的GPU计算能力，涉及多代AMD GPU，作为协议的一部分，OpenAI获得可购买1.6亿股AMD股票的认股权证，这将使其持有公司10%的股份 [12] - 第二季度营收为76.8亿美元，同比增长32%，毛利润30.6亿美元（增长7%），净利润8.72亿美元（较2024年第二季度增长229%），每股收益从去年的0.16美元升至本季度的0.54美元 [14] - 公司股价今年以来上涨97%，其中大部分涨幅发生在与OpenAI宣布合作之后 [15] - 公司当前市盈率为101，但远期市盈率为28.5，市销率为9.3 [16] 公司比较与结论 - 尽管Palantir在人工智能领域表现出色，但其估值过高，增长放缓可能导致投资者获利了结 [10][16] - Advanced Micro Devices 因其与OpenAI的重大合作、强劲的财务业绩以及相对合理的估值指标，被视为更可靠的选择 [12][14][16]

Key Points AIP adoption propels U.S. commercial revenue up 93%, $1B run rate, and soaring TCV. Profitability and 94% Rule of 40 score underpin premium valuation despite bubble claims. Expanding enterprise AI market positions Palantir to capture significant commercial growth ahead. 10 stocks we like better than Palantir Technologies › Cathie Wood, founder and CEO of Ark Invest, is known for her investments in emerging and transformative technologies such as AI, fintech, and electric vehicles. Some ...

合作概述 - Palantir与Lumen Technologies达成一项多年期、价值数百万美元的战略合作伙伴关系[1] - 据报告此次合作价值超过2亿美元[1] - 合作旨在利用Palantir的人工智能软件为Lumen构建企业AI服务能力[1] 合作内容与技术整合 - Lumen将把Palantir的Foundry和人工智能平台（AIP）与自身的边缘计算、宽带基础设施及其他数字服务相结合[2] - 此次合作基于双方自9月开始的初步整合，当时Lumen已将Palantir的技术用于其运营、财务和技术职能部门[3] - Palantir的技术平台被证明能以比传统数据湖迁移更快、更便宜的方式解锁Lumen的数据[4] 对Lumen的战略意义 - 合作是Lumen从传统电信供应商向现代科技基础设施提供商转型战略的一部分[3] - Lumen利用Palantir技术是实现其2025年3.5亿美元成本削减目标的重大贡献因素[3] - Lumen已承诺到2027年削减10亿美元开支，并且目前进度已超前于计划[3] - Lumen首席执行官表示，通过将AI引入现实运营，旨在帮助企业重塑其运营、竞争和发展方式[8] 对Palantir的业务影响 - 此次合作是Palantir今年达成的第19项合作伙伴关系，延续了其向各类公司和政府机构销售AI产品与服务的策略[5] - 合作领域涵盖航空、医疗保健、电信、合同管理、数据管理、国防等多个行业[5]

Key Points It will likely take years before Amazon's new services have a meaningful impact on its bottom line. Despite compelling AI tailwinds, Palantir's valuation has risen to such a degree that it looks unsustainable. Broadcom could emerge as a rising star as AI infrastructure spending grows in coming years. 10 stocks we like better than Broadcom › Over the past three years, Nvidia has evolved from a niche chip designer into the most valuable company in the world, propelled by the unprecedente ...