Palantir Technologies Inc.

The iconic shortstop believes Alex Karp's company will repeat the fate of the dot-com era stars, losing its capitalization and falling victim to a takeover bid

'Ephemeral illusion': why is Burry expecting a 66% collapse in Palantir shares?

Mizuho analyst Gregg Moskowitz upgraded shares of military and civilian AI developer Palantir from neutral to a buy recommendation, Barron's <a href="https://www.barrons.com/articles/palantir-stock-price-upgrade-buy-ai-1e7fd03b?mod=RTA">writes</a>. He also set the target price at $195, which implies a 44% upside potential relative to the last close on February 18.

"Unique in its category": Mizuho saw 44% upside potential for Palantir stock

Alphabet Inc.

Meta Platforms, Inc.

Microsoft Corporation

Amazon.com, Inc.

Cathie Wood's flagship fund <a href="https://oninvest.com/article/glavnoe-k-utru-nvidia-vysla-iz-kapitala-arm-fond-keti-vud-v-zataznom-spade">is experiencing the</a> longest decline in its history, having lost more than 50% over the past five years. But Wood, famed for her optimistic vision of disruptive innovation, isn't giving up. In a new video podcast, she <a href="https://youtu.be/HiX6AxmF500?si=-TsKaIMQR-_E8vxX">revealed</a> that she doesn't share the market's fears about the AI sector. And while more conservative investors are reducing their positions in tech companies, the head of ARK Invest is using volatility to center her portfolio around the most promising assets.

"It's only 1996 on the market now": how does Cathie Wood invest in the "software apocalypse"?

Netflix, Inc.

Tesla, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

The iconic shortstop examined Palantir's business model and concluded that the $375 billion market valuation was out of step with financial and technological realities

A naked king in an AI world: why Michael Burry doesn't believe in Palantir

NVIDIA Corporation

Caterpillar Inc.

Broadcom Inc.

Oracle Corporation

The bull market is not dead, but aging, according to investment firm Bellwether Wealth

The Dow Jones broke the 50,000-point mark for the first time. The market rebounded after the sell-off

Snowflake Inc.

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

The Walt Disney Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: news will support buyers

Military and civilian AI developer Palantir beat Wall Street expectations for fourth-quarter revenue and earnings, and gave a strong outlook for 2026. The software, which can organize large amounts of data, is in demand by businesses and the U.S. government, CNBC<a href="https://www.cnbc.com/2026/02/02/palantir-pltr-q4-2025-earnings.html"> writes</a>. Shares of Palantir jumped 7% in evening trading after the earnings release.

Palantir reported increased demand from military and commercial customers. Shares jumped

Over the last five trading sessions, Palantir securities have fallen in price by more than 10%

Palantir is among the 15 worst performing stocks in the S&amp;P 500 this year. What to expect from the company's report?

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

A portion of Palantir's customers are reconsidering long-term involvement in the company's ecosystem, says RBC