Palantir trades near $134, considered fully valued due to high valuation multiples despite strong growth in U.S. commercial markets. NVIDIA, at around $220, shows a more attractive setup with robust revenue growth, strong free cash flow, and partnerships driving AI demand. Palantir faces risks from high stock-based compensation and government contract concentration, while NVIDIA's outlook excludes China Data Center revenue and faces supply and policy risks. Investors are split on Palantir, while NVIDIA enjoys broad analyst buy support and multi-year growth visibility. The verdict: Palantir's price reflects aggressive growth expectations, while NVIDIA's valuation aligns well with fundamentals.
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Palantir reported an 85% increase in revenue while keeping operating expenses to a 32% rise, resulting in 60% adjusted operating margins and 57% free cash flow margins. The company's earnings and free cash flow are growing faster than sales due to st...
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Tech investor Chamath Palihapitiya warned that the rising costs of artificial intelligence (AI) usage might negatively impact some companies' earnings. He highlighted that many CEOs and CFOs are unaware of the extent of AI-related spending, which cou...
