Palantir Technologies' AIP Bootcamp model significantly increased U.S. commercial revenue by 133% year over year in Q1 2026, driven by expanded customer deployments rather than just contract renewals. The company's U.S. government revenue also rose 84% as Palantir became integral to defense and AI infrastructure across allied nations. Despite this strong growth and a robust financial position with nearly $8 billion in cash, Palantir's high stock valuation at over 41 times forward sales suggests limited tolerance for execution errors going forward.
A Nikkei study reveals that five major U.S. tech companies hold $1.65 trillion in hidden debt, far exceeding their reported liabilities. This debt has grown eightfold in four years, driven by heavy investments in artificial intelligence. Meta and Ora...
The REX AI Equity Premium Income ETF (AIPI) offers a high 36.5% distribution yield paid weekly by combining AI stock exposure with covered-call options. However, the fund caps upside gains by selling call options, causing it to underperform the Nasda...
TappAlpha launched the TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF (TMGN), combining ten major US tech and growth stocks with a daily covered-call options strategy to generate monthly income. The fund includes big names like NVIDIA, Micro...
Ryan Beiermeister has joined venture capital firm Founders Fund as a partner. She previously served as VP of Product Policy at OpenAI but left after opposing a controversial ChatGPT feature called “adult mode.” Beiermeister is known for her strategic...
