Palantir Technologies Inc.

Citi Research raised its recommendation on the data analytics software maker's shares to "buy" - they are expected to grow even more despite a 135% gain last year

Palantir 'broke' all valuation models: Citi analyst expects them to grow by another 31%

NVIDIA Corporation

Michael Burry, who predicted the 2008 crisis and is now betting on Nvidia's falling stock price, has for the first time detailed <a href="https://post.substack.com/p/the-ai-revolution-is-here-will-the">his</a> reasons for being skeptical of AI. In correspondence with Anthropic co-founder Jack Clark and podcaster Dwarkesh Patel, the investor described his vision of the sector's capitalization, spoke out about the hyper-scaler payback trap and shared his thoughts on a possible AI apocalypse. Oninvest publishes excerpts from Burry's remarks.

Buffett's escalator: the Big Short investor on the bubble, the Nvidia problem and the AI apocalypse

Over the past year, Palantir shares have gained 135%.

"Best-in-class AI stock": Truist sees Palantir's growth potential at 28%

Micron Technology, Inc.

Robinhood Markets, Inc.

Warner Bros. Discovery, Inc.

Sandisk Corporation

The leader of the American stock market brought investors more than 500% over the year. 

Sandisk, Palantir, and Lululemon: The Best and Worst Stocks in the S&amp;P 500 in 2025 

From a proclamation by Palantir head Alex Karp to the story of the 1929 stock market crash and an exploration of AI's impact on everyday life, journalist and author Maxim Semeliak has selected five of the most notable books published in 2025.

Palantir chapter manifesto, a novel about a stock market crash, life with AI: the best books of 2025 

Tesla, Inc.

Apple Inc.

Alphabet Inc.

Nebius Group N.V.

Microsoft Corporation

Amazon.com, Inc.

CrowdStrike Holdings, Inc.

Palo Alto Networks, Inc.

Oracle Corporation

Analytics firm Wedbush <a href="https://seekingalpha.com/news/4533386-apple-google-potential-ai-partnership-tech-stocks-gaining-among-wedbushs-top-10-tech-predictions-for-2026">has published its top 10 predictions</a> for the tech sector for 2026. Among them are the growth of Palantir, the partnership between Apple and Google in the field of AI, the takeover of Nebius by bigtech and the successful launch of robotaxis by Tesla, SeekingAlpha <a href="https://seekingalpha.com/news/4533386-apple-google-potential-ai-partnership-tech-stocks-gaining-among-wedbushs-top-10-tech-predictions-for-2026">writes</a>.

Nebius takeover, Palantir growth and robotaxis: Wedbush's top 10 tech predictions for 2026

Alex Karp, CEO and founder of Palantir Technologies, recorded a New Year's address to investors. Shares of the company, which develops AI for military and civilian applications, have soared more than 130% this year. In its latest quarterly report, Palantir <a href="https://oninvest.com/article/u-palantir-byl-lucsij-kvartal-v-istorii-cto-bespokoit-uoll-strit">reported </a>the best financial performance in its history - mainly due to revenue growth from government contracts. Karp recorded his message while skiing and compared the company's success to the result of hard training. Here's what he said:

'It's like we've overcome gravity': Palantir chief recorded a New Year's Eve address

Cisco Systems, Inc.

Legendary investor Michael Burry, who predicted the 2008 mortgage crisis and was the hero of the book and movie "The Downgrade," <a href="https://oninvest.com/article/rynok-zdet-neskol-ko-trudnyh-let-glavnoe-iz-interv-u-b-urri-avtoru-the-big-short">says</a> there is a bubble in the market that is "eerily" reminiscent of the dot-com bubble. In his recent posts on social networks X and SubStack, he predicts that the current leaders of the AI race will repeat the fate of the investor favorites of the 1990s, whose fame faded after the collapse of the bubble. Oninvest looked at three of his key analogies to see what lessons Burry believes history has in store for today's investors.

Lessons from history: will Nvidia, Palantir and OpenAI repeat the fate of the stars of the dot-com bubble?

The legendary investor, in an interview with the author of the book that made Burry famous, explains the logic behind his investment decisions and gives a pessimistic outlook

"The market is in for a tough few years": highlights from Burry's interview with The Big Short author

Investor warns that companies giving away their own shares to employees directly harms shareholders

Burry criticizes companies for being generous to employees. Tesla and Palantir are under his attack

ARK Invest experts are sure that the market is trying in vain to apply the logic of dotcoms to AI

Cathie Wood: talk of an AI bubble is misleading investors

Investor Michael Burry, famous for betting against the mortgage market before the 2008 crisis, has sharply stepped up his criticism of Nvidia and revealed new details of his bets against AI companies. In a fresh letter on the chipmaker, he said he sees serious risks in the rapid obsolescence of hardware - while confirming that he holds put options on the downfall of not only Nvidia but also another Wall Street AI darling.