Palantir Technologies Inc.
PLTR · Technology
$179.92
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Michael Burry Says Palantir's Books Look More Like a Consultant's Than a Software Company's
Michael Burry, the investor behind 'The Big Short,' argues that Palantir Technologies' financial profile resembles a consulting firm rather than a software company, citing faster-growing accounts receivable than revenue, concentrated customer payments, and deferred revenue ratios similar to Accenture. Burry holds put options betting against the stock and suggests it could fall from its current $420 billion valuation to below $100 billion, though the company reported strong 93% year-over-year revenue growth.
Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.
Peter Thiel's investment fund deployed over $418 million across eight stocks, with Amazon becoming his top position at 28% of his portfolio after purchasing 495,000 shares. Thiel also invested in several energy companies. Amazon benefits from AI as a user, developer, and seller of the technology, with its AI chips and AI products generating over $25 billion in annual run rates, while the company trades at 20x forward earnings.
Founder-Led Companies That Are Redefining Technology and Growth
The article examines founder-led companies, which represent about 11% of large-cap U.S. companies but comprise nearly 15% of the S&P 500's market capitalization. Founder-led businesses have historically delivered stronger returns (25% annually over the past decade vs. 14% for the S&P 500). Five companies highlighted as appealing founder-run stocks are NVIDIA, Amazon, Palantir Technologies, Dell Technologies, and Fortinet, all positioned to benefit from AI infrastructure demand, cloud expansion, and cybersecurity growth.
Spotify (SPOT) Up 16% Since Last Earnings Report: Can It Continue?
Spotify reported Q2 2026 earnings with 300 million premium subscribers and 777 million MAUs, beating guidance on user metrics. However, EPS missed consensus estimates, and subsequent estimate revisions have trended downward by 12.06%. The stock received a Zacks Rank #3 (Hold) rating despite strong growth fundamentals, suggesting in-line returns ahead.
Why Figma Stock Climbed 13% in August
Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.