Palantir Technologies Azioni (NASDAQ: PLTR)

Ultime notizie per Palantir Technologies (NASDAQ:PLTR) Azioni

PALANTIR TECHNOLOGIES INC-A

Palantir Technologies

Palantir is an analytical software company that focuses on leveraging data to create efficiencies in its clients' organizations. The firm serves commercial and government clients via its Foundry and Gotham platforms, respectively. Palantir works only with entities in Western-allied nations and reserves the right not to work with anyone that is antithetical to Western values. The Denver-based company was founded in 2003 and went public in 2020.

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&#34;Pharma Bro&#34; vede Palantir come la prossima Google

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Palantir Technologies Inc. - Class A Common Stock

Palantir Technologies Inc

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Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;is weighing an <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">advanced gigafab in</a> the United Arab Emirates.
The contract chipmaker is exploring a complex of six factories (similar to its Arizona fab), subject to regulatory approval from the Trump administration, given the Gulf nation&#8217;s ties to China and Iran&#8217;s influence in the region.
Taiwan Semiconductor held meetings with&nbsp;Steve Witkoff, the U.S. special representative to the Middle East, and MGX officials, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Friday, citing unnamed sources familiar with the matter.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories" rel="noreferrer noopener">To Serve Exploding AI Chip Demand, Taiwan Semiconductor Plans 9 Advanced Factories</a>
Taiwan Semiconductor accounts for the majority share of advanced chips designed by the likes of&nbsp;Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;and&nbsp;Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) components that serve as the brains of electronic devices and are essential for training artificial-intelligence models.
Taiwan Semiconductor executives visited the UAE in 2024, aspiring for potential geographical diversification amid support from the Biden administration subject to stringent conditions. However, the talks failed to fructify.
After Trump assumed charge, the UAE sought a Taiwan Semiconductor fab and vied for easier access to Nvidia chips for AI data centers.
In March, the UAE announced a <a target="_blank" href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure" rel="noreferrer noopener">$1.4 trillion commitment</a> to invest in the U.S.
Wedbush&nbsp;analyst Daniel Ives hailed Saudi Arabia as a <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says" rel="noreferrer noopener">significant area of</a> penetration for the AI revolution after President Trump&#8217;s key trip to the Middle East. Ives noted that the market opportunity in Saudi Arabia could add another $1 trillion to the broader global AI market in the coming years, posing tailwind for Nvidia, Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>),&nbsp;Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>),&nbsp;Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
Price Action: TSM shares&nbsp;are trading lower by 0.94% to $191.50 premarket at&nbsp;last check Monday.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/05/45653729/taiwan-semiconductor-and-intel-weigh-benefits-of-asmls-pricey-chipmaking-equipment" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor And Intel Weigh Benefits Of ASML&#8217;s Pricey Chipmaking Equipment</a></li>
</ul>
Image by Jack Hong via Shutterstock

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Taiwan Semiconductor Eyes UAE Gigafab, Seeks Crucial US Green Light

Former hedge fund manager Martin Shkreli expressed bullish views on Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) while cautioning investors about the stock&#8217;s inherent volatility during an interview with popular PLTR investor Amit Kukreja.
What Happened: Shkreli, popularly known as "Pharma Bro," provided a <a href="https://www.youtube.com/watch?v=4FtuFqCsCyE">detailed</a> analysis of Palantir's enterprise artificial intelligence implementation strategy, explaining how the company helps Fortune 500 businesses automate complex processes using large language models. 
&#8220;What Palantir does is they take LLM and go to businesses that don&#8217;t understand how to implement them across enterprises,&#8221; Shkreli said in conversation with Kukreja.
Shkreli projected the company could achieve $16 billion in free cash flow within five years, potentially justifying a trillion-dollar valuation. He emphasized Palantir&#8217;s 60% free cash flow margins and compared the investment opportunity to Google&#8216;s early public offering. 
&#8220;There&#8217;s no reason they can&#8217;t be a $10 trillion company,&#8221; Shkreli said, citing the company&#8217;s total addressable market spanning all Fortune 500 inefficiencies. 
Palantir&#8217;s current market cap stands at $310 billion, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>. 
However, he warned investors about execution risks, noting &#8220;one bad quarter and it&#8217;s down 50%.&#8221; Shkreli characterized the stock as requiring &#8220;execution to perfection&#8221; from management.
See Also: <a href="https://www.benzinga.com/cannabis/25/06/45715071/michael-saylor-asks-joe-rogan-for-a-chat-lets-talk-about-bitcoin">Michael Saylor Asks Joe Rogan For A Chat: &#8216;Let&#8217;s Talk About Bitcoin&#8217;</a>
Why It Matters: Shkreli&#8217;s analysis comes amid strong market performance for Palantir. The company <a href="https://www.benzinga.com/25/05/45233062/palantir-analysts-boost-their-forecasts-after-q1-results">reported first-quarter revenue</a> of $883.86 million. 
Wedbush Securities analyst Dan Ives projects the stock could reach above $400 per share, calling Palantir the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">&#8220;Messi of AI&#8221;</a> and predicting a trillion-dollar market cap within two to three years.
Palantir raised full-year 2025 revenue guidance to $3.89-3.90 billion from prior guidance of $3.74-3.76 billion. The company now expects adjusted free cash flow between $1.6-1.8 billion, up from <a href="https://www.benzinga.com/markets/equities/25/02/43485885/pharma-bro-martin-shkreli-defends-palantirs-valuation-amid-24-surge-says-ai-firms-cash-flow-justifies-expensive-price">previous guidance of $1.5-1.7 billion</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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'Pharma Bro' Martin Shkreli Sees $10 Trillion Potential In Palantir, But Cautions: 'One Bad Quarter And It's Down 50%'

The Trump administration has reportedly been discreetly working with&nbsp;Palantir Technologies Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) to gather personal data of American citizens from various federal agencies, sparking concerns over privacy and potential misuse of personal data.
What Happened: President Trump&#8217;s March executive order for federal data sharing is being implemented through Palantir&#8217;s product, Foundry. Although Trump has not publicly discussed this initiative, this platform is already in use by several federal agencies, including the Department of Health and Human Services as well as the Social Security Administration, <a href="https://www.nytimes.com/2025/05/30/technology/trump-palantir-data-americans.html">reported</a> The New York Times on Friday.
Foundry&#8217;s capabilities in data organization and analysis could potentially enable the merging of information from various agencies, thereby creating detailed profiles of American citizens. The Trump administration has attempted to access extensive citizen data from government databases, including bank details, student debt, medical claims, and disability status.
Palantir did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment.
Palantir&#8217;s selection as a primary vendor for this project was reportedly influenced by the Department of Government Efficiency (DOGE), which was being overseen by&nbsp;Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO, Elon Musk.&nbsp;
Critics, including Democratic lawmakers and privacy advocates, fear that such data could be exploited for political purposes, such as policing immigrants and targeting critics.
Some Palantir employees fear the company&#8217;s association with Trump&#8217;s agenda and potential data breaches, prompting 13 former staffers to sign a letter urging it to cut ties with the administration.
SEE ALSO:&nbsp;<a href="https://benzinga.com/cannabis/25/06/45713694/mypillow-guy-mike-lindell-reportedly-plans-to-testify-at-his-defamation-trial-i-have-nothing-to-hide-i-a" target="_blank" rel="noreferrer noopener">MyPillow Guy Mike Lindell Reportedly Plans To Testify At His Defamation Trial: &#8216;I Have Nothing To Hide. I Am A Former Crack Addict&#8217;</a>
Why It Matters: The Trump administration&#8217;s collaboration with Palantir comes on the heels of several significant developments for the company. In late May, the Department of Defense (DoD) awarded Palantir a $795 million <a href="https://www.benzinga.com/25/05/45572000/palantir-stock-is-trading-higher-thursday-whats-going-on">modification to a contract</a> for its Maven Smart System software licenses, which likely contributed to a surge in the company&#8217;s stock price.
Earlier that month, Palantir announced a <a href="https://www.benzinga.com/markets/equities/25/05/45536259/palantir-partners-with-sap-to-fuse-ontology-foundry-and-enterprise-dataceo-alex-karp-calls-it-extremely-valuable">strategic partnership</a> with enterprise software giant&nbsp;SAP SE&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>), integrating its data platforms with SAP&#8217;s enterprise solutions, a move that CEO&nbsp;Alex Karp&nbsp;described as &#8220;extremely valuable.&#8221;
Benzinga's Edge Rankings place Palantir in the 97th percentile for quality and the 3rd percentile for value, reflecting its mixed performance. Check the detailed report <a href="https://www.benzinga.com/quote/PLTR">here</a>.&nbsp;
The shares of Palantir climbed 7.73% to close at 131.78 on Friday. On a year-to-date basis, it surged 75.26%.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump Administration Silently Employs Palantir To Gather Personal Data Of Each American, Raising Privacy, Data Misuse Concerns: Report

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) Co-Founder Joe Lonsdale delivered sharp criticism of America&#8217;s healthcare system during the Reagan National Economic Forum, calling for artificial intelligence adoption and regulatory reform to combat rising costs and China&#8217;s growing biotechnology dominance.
What Happened: Speaking on CNBC, Lonsdale outlined a two-pronged crisis threatening U.S. healthcare leadership. On the biotechnology front, China has captured 30% of the global biotech market in just five years, leveraging regulatory speed advantages to undercut American innovation. 
&#8220;They take a company we started a year or two ago, go after the same target, get through their regulators faster and then sell it back to our pharma companies,&#8221; Lonsdale said, citing the FDA&#8217;s decade-long approval timelines as a critical competitive disadvantage.
The venture capitalist emphasized that China&#8217;s biotechnology surge combines legitimate innovation with intellectual property theft. This dynamic discourages U.S. investment in certain therapeutic areas where regulatory delays create vulnerability to foreign competition.
See Also: <a href="https://www.benzinga.com/markets/market-summary/25/06/45713715/dow-futures-slip-over-100-points-after-trump-announces-doubling-steel-tariffs-nikkei-down" target="_blank" rel="noreferrer noopener">Dow Futures Slip Over 100 Points After Trump Announces Doubling Steel Tariffs, Nikkei Down</a>
Why It Matters: Healthcare services represent the second battleground, with Lonsdale describing city-based hospital systems as &#8220;effectively cartels&#8221; that block competition through state-level legislation. These barriers prevent new provider networks and limit patient data portability, driving up costs across the healthcare economy.
Current healthcare inflation threatens national fiscal stability, with unfunded Medicare and Medicaid obligations. &#8220;If that keeps going up 6-7% a year, no one&#8217;s going to get healthcare except for maybe the rich,&#8221; Lonsdale warned, noting healthcare&#8217;s resistance to broader deflationary trends.
Lonsdale praised Elon Musk&#8217;s Department of Government Efficiency (DOGE) efforts, noting the program cut approximately $150-160 billion annually before Musk&#8217;s departure. He calculated that this represents $3 trillion in equity value based on the government&#8217;s cost of capital. 
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: PeopleImages.com &#8211; Yuri A On Shutterstock.com

Health Care

Joe Lonsdale Slams Healthcare 'Cartels:' Urges AI, Regulatory Reform To Slash Costs, Reclaim Biotech From China

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
In May, U.S. stocks recorded their strongest monthly rally since November 2023, driven by easing trade tensions and robust tech earnings. The S&amp;P 500 rose 6.2%, and the Nasdaq Composite surged 9.6%, returning both indices to positive territory for the year. The "Magnificent Seven" tech giants led the charge, with Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock climbing 24% after reporting a 70% year-over-year revenue increase.
Despite the tech sector's dominance, investors anticipate a broader market rally, citing improving earnings in sectors like industrials, consumer staples, and financials. Analysts expect the earnings growth gap between the Magnificent Seven and the rest of the S&amp;P 500 to narrow in 2025.
However, uncertainties remain. A U.S. court ruling declared President Donald Trump's recent tariffs illegal, though the decision was promptly appealed. Analysts warn that renewed tariffs, particularly on chips and pharmaceuticals, could threaten the sustainability of recent market gains.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">"Tech analyst expects Palantir stock to rise above $400 as AI revolution kicks into gear"</a>, by Adam Eckert, reports that Wedbush analyst Dan Ives predicts Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) will surpass $400 per share and reach a $1 trillion market cap within a few years, citing its leadership in AI and calling it the "Messi of AI."
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">"Nvidia stock has ‘significant upside' as AI ‘godfather' Jensen Huang delivers another ‘robust quarter'"</a>, by Chris Katje, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose after the company beat Q1 estimates and analysts projected a market cap of up to $5 trillion, citing surging demand for its Blackwell AI chips and growth in AI infrastructure despite China export restrictions.
<a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">"Ulta Beauty stock climbs after better-than-expected Q1 report, raised fiscal 2025 outlook"</a>, by Erica Kollmann, reports that Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares surged over 11% after the company exceeded Q1 earnings and revenue expectations, posting $6.70 EPS and $2.85 billion in sales, and raised its fiscal 2025 guidance amid strong demand for skincare and fragrance products.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/05/45683235/uipath-stock-surges-on-q1-earnings-beat-raised-guidance-this-was-a-milestone-quarter">UiPath Stock Surges On Q1 Earnings Beat, Raised Guidance: ‘This Was A Milestone Quarter'</a>
<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45648350/why-is-gsk-partner-spero-therapeutics-stock-skyrocketing-on-wednesday">Why Is GSK Partner Spero Therapeutics Stock Skyrocketing On Wednesday?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">"Marvell Technology stock slips after Q1 results: Details"</a>, by Erica Kollmann, reports that Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares fell over 3% after the company posted Q1 adjusted earnings of 62 cents per share on $1.9 billion in revenue—both slightly above analyst estimates—but investors showed muted enthusiasm despite strong AI-driven data center demand and a raised Q2 revenue forecast of $2 billion.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45692578/regeneron-sanofi-stock-falls-after-uneven-smokers-lung-drug-data">"Regeneron, Sanofi stock falls after uneven smoker's lung drug data"</a>, by Vandana Singh, reports that Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) and Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) shares declined after their experimental COPD drug, itepekimab, showed a 27% reduction in exacerbations in one Phase 3 trial but failed to meet the primary endpoint in a second trial, raising concerns about its efficacy.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45645056/gold-etf-bleeds-money-at-fastest-pace-in-3-years-is-the-safe-haven-trade-over">"Gold ETF bleeds money at fastest pace in 3 years — is the safe-haven trade over?"</a>, by Piero Cingari, reports that the SPDR Gold Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) experienced $2.1 billion in outflows in May — its worst since July 2022 — as easing U.S.-China tensions and a surging S&amp;P 500 shifted investor appetite toward riskier assets, though Goldman Sachs still forecasts gold reaching $3,700 per ounce by year-end, driven by central bank demand and long-term macro risks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/stock-split/25/05/45679654/mullen-automotive-stock-is-tumbling-thursday-whats-driving-the-action">Mullen Automotive Stock Is Tumbling Thursday: What's Driving The Action?</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45655674/rocket-pharmas-gene-therapy-future-clouded-by-regulatory-uncertainty">Rocket Pharma's Gene Therapy Future Clouded By Regulatory Uncertainty</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45624650/why-is-neuropace-stock-falling-after-epilepsy-treatment-study-data">Why Is NeuroPace Stock Falling After Epilepsy Treatment Study Data?</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

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ULTA

Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May

Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) stock surged on Friday amid reports indicating the Trump administration has <a target="_blank" href="https://www.benzinga.com/topic/palantir" rel="noreferrer noopener">expanded the company's</a> work across the federal government in recent months.
Palantir is also discussing buying its technology with the Social Security Administration and the Internal Revenue Service (IRS), the New York Times <a target="_blank" href="https://www.nytimes.com/2025/05/30/technology/trump-palantir-data-americans.html" rel="noreferrer noopener">reported</a> on Friday, citing six government officials and Palantir employees familiar with the matter.
According to the report, Palantir has secured more than $113 million in contracts (new and additional funds from existing) since Trump took office. This does not include the $795 million DoD contract awarfed last week.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear" rel="noreferrer noopener">Tech Analyst Expects Palantir Stock To Rise Above $400 As AI Revolution Kicks Into Gear</a>
In March, President Trump signed an executive order directing federal agencies to enhance data sharing, effectively introducing Palantir's key platform, Foundry, to at least four agencies, including DHS and the Department of Health and Human Services.
The Trump administration&nbsp;has also pursued access to various data points on citizens and others through government databases and bank accounts, the report said.
Palantir's government contracts span the Defense Department and Centers for Disease Control and Prevention.
Palantir stock has 75% year-to-date and 504% in the last 12 months.
Palantir is in discussions for a permanent contract with the IRS after joining them in April to organize data, the New York Times cited government officials familiar with the matter.
Palantir also recently began helping Immigration and Customs Enforcement's enforcement and removal operations team under a $30 million deal they inked in April, the New York Times cited Palantir employees and DHS officials familiar with the matter.
Palantir also discussed organizing the Social Security Administration and the Department of Education's data, the New York Times reported, citing Palantir employees and officials in those agencies.
Price Action: PLTR stock is up 3.51% at $126.80 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/asia/25/05/45692725/alibaba-and-baidu-turn-to-chinese-ai-chips-as-us-sanctions-squeeze-nvidia-supply" target="_blank" rel="noreferrer noopener">Alibaba And Baidu Turn To Chinese AI Chips As US Sanctions Squeeze Nvidia Supply</a></li>
</ul>
Photo via Shutterstock

Palantir Stock Gains As Trump Expands Company's Role in US Government Agencies

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$135.00</td>
<td>$25.5K</td>
<td>63.7K</td>
<td>165.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$124.00</td>
<td>$35.1K</td>
<td>2.9K</td>
<td>28.7K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$235.00</td>
<td>$25.2K</td>
<td>2.3K</td>
<td>6.1K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$450.00</td>
<td>$142.3K</td>
<td>2.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$600.00</td>
<td>$95.3K</td>
<td>5.4K</td>
<td>150</td>
</tr>
<tr>
<td>FICO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$1440.00</td>
<td>$104.1K</td>
<td>9</td>
<td>3</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, is expiring today. Parties traded 300 contract(s) at a $135.00 strike. This particular put needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $25.5K, with a price of $85.0 per contract. There were 63798 open contracts at this strike prior to today, and today 165117 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bullish, is expiring today. Parties traded 585 contract(s) at a $124.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $35.1K, with a price of $60.0 per contract. There were 2969 open contracts at this strike prior to today, and today 28728 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a put option sweep that happens to be bullish, is expiring today. Parties traded 200 contract(s) at a $235.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.2K, with a price of $126.0 per contract. There were 2314 open contracts at this strike prior to today, and today 6190 contract(s) were bought and sold. 
• For APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we notice a call option sweep that happens to be bullish, expiring in 21 day(s) on June 20, 2025. This event was a transfer of 219 contract(s) at a $450.00 strike. This particular call needed to be split into 45 different trades to become filled. The total cost received by the writing party (or parties) was $142.3K, with a price of $650.0 per contract. There were 2267 open contracts at this strike prior to today, and today 1076 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option trade with bearish sentiment. It expires in 112 day(s) on September 19, 2025. Parties traded 75 contract(s) at a $600.00 strike. The total cost received by the writing party (or parties) was $95.3K, with a price of $1271.0 per contract. There were 5440 open contracts at this strike prior to today, and today 150 contract(s) were bought and sold. 
• Regarding FICO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>), we observe a call option trade with bearish sentiment. It expires in 77 day(s) on August 15, 2025. Parties traded 3 contract(s) at a $1440.00 strike. The total cost received by the writing party (or parties) was $104.1K, with a price of $34730.0 per contract. There were 9 open contracts at this strike prior to today, and today 3 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AVGO

FICO

MSTR

6 Information Technology Stocks Whale Activity In Today's Session

U.S. consumer sentiment stayed at 3-year lows in May 2025, while short-term inflation expectations surged to their highest level since 1981, according to the final report released <a href="https://www.benzinga.com/news/econ-s">by the University of Michigan. </a>
The Consumer Sentiment Index for May 2025 came in at 52.2 points, upwardly revised from a preliminary 50.8 but unchanged from April, the survey showed. 
This ends four months of continuous declines, though the index remains at its lowest since November 2022 and 24.5% lower than it was a year ago.
The Current Economic Conditions Index dropped 1.5% month-on-month to 58.9, again the lowest since November 2022, while the Index of Consumer Expectations improved slightly to 47.9, up 1.3% from April.
Joanne Hsu, director of the Surveys of Consumers, said that while sentiment had initially dropped in early May, it &#8220;turned a corner&#8221; later in the month. 
Hsu attributed this to the temporary suspension of some tariffs on Chinese imports, which may have improved business expectations. 
Yet, the expert said these improvements were &#8220;offset by declines in current personal finances stemming from stagnating incomes throughout May.&#8221;
<h3 class="wp-block-heading">Inflation Fears Surge To 44-Year High</h3>
Short-term inflation expectations jumped to 6.6%, up from 6.5% in April, reaching the highest level since November 1981. This reflects mounting anxiety among consumers despite relatively tame recent inflation data.
Notably, the gap between one-year inflation expectations and April's Personal Consumption Expenditures index—up just 2.1% year-over-year—stands at a historic 4.5 percentage points.
This marks the widest spread ever recorded, highlighting a severe disconnect between how Americans feel and what official data shows.
Meanwhile, long-run inflation expectations slipped to 4.2% in May from 4.4% in April, ending a rare four-month streak of increases.
<h3 class="wp-block-heading">Chart: Are US Consumers Disconnected From Inflation Reality?</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="535" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30104144/image-416-1024x535.png" alt="" class="wp-image-933293" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30104144/image-416-1024x535.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30104144/image-416-300x157.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30104144/image-416-768x401.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30104144/image-416-1536x803.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30104144/image-416-2048x1070.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h3 class="wp-block-heading">Markets Shake Off Weak Data</h3>
Despite weak sentiment and inflation worries, markets rebound during New York morning trading. 
The S&amp;P 500 – tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) –&nbsp;regained the 5,900-point level, while the Nasdaq 100 held flat near record highs at 21,360.
Shares of Palantir Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) jumped 4.6%, leading tech gains. 
Meanwhile, bond markets reacted by pricing in slower economic momentum. The 30-year U.S. Treasury yield dropped to 4.91%, down sharply from last week's peak of 5.15%. The U.S. dollar also slipped. 
Read Next:
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<li><a href="https://www.benzinga.com/cannabis/25/05/45693219/feds-favorite-inflation-gauge-slows-but-trumps-china-accusation-flips-market-mood">Fed&#8217;s Favorite Inflation Gauge Slows, But Trump&#8217;s China Accusation Flips Market Mood </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Econ #s

Consumer Sentiment Stuck At 3-Year Lows As Inflation Fears Hit 44-Year High

<a href="https://www.nytimes.com/2025/05/30/technology/trump-palantir-data-americans.html">https://www.nytimes.com/2025/05/30/technology/trump-palantir-data-americans.html</a>

General

'Trump Taps Palantir to Compile Data on Americans'- New York Times

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$140.00</td>
<td>$34.4K</td>
<td>9.5K</td>
<td>146.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/30/25</td>
<td>$200.00</td>
<td>$31.0K</td>
<td>9.8K</td>
<td>47.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$400.00</td>
<td>$40.0K</td>
<td>7.1K</td>
<td>6.7K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$130.00</td>
<td>$85.9K</td>
<td>14.8K</td>
<td>3.5K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$250.00</td>
<td>$42.2K</td>
<td>7.8K</td>
<td>2.5K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$22.00</td>
<td>$154.0K</td>
<td>7.7K</td>
<td>2.1K</td>
</tr>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$125.00</td>
<td>$149.2K</td>
<td>3.8K</td>
<td>1.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$480.00</td>
<td>$42.7K</td>
<td>5.6K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$30.00</td>
<td>$25.6K</td>
<td>24.5K</td>
<td>1.0K</td>
</tr>
<tr>
<td>SNPS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$400.00</td>
<td>$47.3K</td>
<td>751</td>
<td>960</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on May 30, 2025. This event was a transfer of 210 contract(s) at a $140.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $34.4K, with a price of $164.0 per contract. There were 9547 open contracts at this strike prior to today, and today 146163 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on May 30, 2025. This event was a transfer of 186 contract(s) at a $200.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $167.0 per contract. There were 9895 open contracts at this strike prior to today, and today 47301 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on June 6, 2025. Parties traded 99 contract(s) at a $400.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $40.0K, with a price of $405.0 per contract. There were 7130 open contracts at this strike prior to today, and today 6744 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option sweep with bullish sentiment. It expires in 22 day(s) on June 20, 2025. Parties traded 207 contract(s) at a $130.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $85.9K, with a price of $415.0 per contract. There were 14815 open contracts at this strike prior to today, and today 3593 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a call option sweep with bullish sentiment. It expires in 8 day(s) on June 6, 2025. Parties traded 60 contract(s) at a $250.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $42.2K, with a price of $700.0 per contract. There were 7860 open contracts at this strike prior to today, and today 2555 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option trade with bearish sentiment. It expires in 113 day(s) on September 19, 2025. Parties traded 1000 contract(s) at a $22.00 strike. The total cost received by the writing party (or parties) was $154.0K, with a price of $154.0 per contract. There were 7785 open contracts at this strike prior to today, and today 2149 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a put option sweep that happens to be bullish, expiring in 78 day(s) on August 15, 2025. This event was a transfer of 93 contract(s) at a $125.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $149.2K, with a price of $1605.0 per contract. There were 3835 open contracts at this strike prior to today, and today 1924 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bearish, expiring in 22 day(s) on June 20, 2025. This event was a transfer of 287 contract(s) at a $480.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $42.7K, with a price of $149.0 per contract. There were 5689 open contracts at this strike prior to today, and today 1258 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bearish, expiring in 204 day(s) on December 19, 2025. This event was a transfer of 200 contract(s) at a $30.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $25.6K, with a price of $128.0 per contract. There were 24500 open contracts at this strike prior to today, and today 1060 contract(s) were bought and sold. 
• Regarding SNPS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>), we observe a put option sweep with bullish sentiment. It expires in 22 day(s) on June 20, 2025. Parties traded 86 contract(s) at a $400.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $47.3K, with a price of $550.0 per contract. There were 751 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

INTC

MARA

SNPS

10 Information Technology Stocks With Whale Alerts In Today's Session

Analyst Ratings

Live On CNBC, Bryn Talkington Announces Trimmed Palantir Technologies

Easily one of the most dominant enterprises in recent memory is Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>). A big data analytics specialist, Palantir has been a massive beneficiary of the boom in artificial intelligence. Since the start of this year, PLTR stock has gained nearly 64% of equity value, easily leapfrogging the Nasdaq Composite index, which is down 1% during the same period. Still, valuation concerns impose a dark cloud over PLTR's prospects.
On the business front, it's difficult to argue against Palantir's dominance, especially in the realm of the defense industry. Recently, PLTR stock popped higher thanks to the Department of Defense awarding the underlying company a<a href="https://www.benzinga.com/25/05/45572000/palantir-stock-is-trading-higher-thursday-whats-going-on"> $795 million modification</a> to a contract for its Maven Smart System software licenses.
Initially, the deal was announced last year as a $480 million fixed, firm-price contract. However, with the modification, the terms of the agreement bring the total contract value up to nearly $1.28 billion. Fundamentally, the upgrade demonstrates the core influence that Palantir has achieved in its primary market.
In addition, Palantir is making significant inroads into the commercial sector. Notably, the company's Artificial Intelligence Platform (AIP) is gaining traction, allowing it to partner with major corporations. Indeed, Wedbush analyst Dan Ives believes that PLTR stock will command a<a href="https://www.benzinga.com/25/05/45232694/palantir-stock-shows-momentum-with-q1-results-ai-opportunity-analyst-says-generation-tech-name-worth-1-trillion-in-future"> trillion-dollar market capitalization</a> over the next three years.
Still, not everyone is convinced about Palantir's stratospheric run. One of the most notable criticisms centers on<a href="https://www.macrotrends.net/stocks/charts/PLTR/palantir-technologies/pe-ratio"> valuation</a>. As of this moment, PLTR stock trades at over 538-times trailing-12-month earnings. About a year ago, this metric was around 149 times – which was still a lofty figure. The anxiety, then, is that early investors will head for the exits.
This isn't just an empty sentiment. This year, the predominant transaction type among<a href="https://www.benzinga.com/quote/PLTR/insider-trades"> insider activity</a> for PLTR stock was sell orders, either for the equity or its options. To be fair, insiders sell stock for a variety of reasons, many of them mundane. Nevertheless, it's not the most encouraging sign when insiders – the folks that know the business the best – head for the exits.
The Direxion ETFs: While the trajectory of PLTR stock this year has been largely one-sided, there's more than enough room for skepticism – and that suits financial services provider Direxion perfectly. Thanks to its PLTR-focused bull and bear exchange-traded funds, traders can easily speculate on the tech specialist's fortunes (or misfortunes).
For the optimists, they may consider the Direxion Daily PLTR Bull 2X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTU#NASDAQ">PLTU</a>), which seeks the daily investment results, before fees and expenses, of 200% of the performance of PLTR stock. Conversely, the pessimists may be intrigued by the Direxion Daily PLTR Bear 1X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTD#NASDAQ">PLTD</a>), which tracks 100% of the inverse performance of the namesake equity.
Primarily, the main functionality of these specialized ETFs is to offer convenient mechanisms for speculation. Typically, those interested in utilizing leverage or engaging in short positions must trade options. While derivative financial instruments offer incredible flexibility, they're also complex vehicles with unique risk-reward profiles. With Direxion ETFs, the units can be bought and sold much like any other public security, thus easing the learning curve.
Still, there are serious risks to consider. First, both leveraged and inverse ETFs tend to be more volatile than standard bread-and-butter funds. Second, PLTU and PLTD were designed for exposure lasting no longer than one day. Holding onto these funds for longer than the recommended period may lead to value decay due to the daily compounding effect.
The PLTU ETF: Since the start of this year, the Direxion Daily PLTR Bull 2X Shares nearly doubled in value thanks to the robust performance of PLTR stock.
<ul class="wp-block-list">
<li>Currently, technical momentum in the PLTU ETF is robust, with the bull fund above both its 50-day moving average (DMA) and its 20-day exponential moving average (EMA).</li>
<li>One concern to note is that May's rising price action has been met with declining volume. Ideally, rising volume should confirm rising price, thus warranting caution.</li>
</ul>
<figure class="wp-block-image"><img loading="lazy" decoding="async" width="1037" height="618" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382.png" alt="" class="wp-image-931425" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382.png 1037w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382-300x184.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382-1024x628.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382-768x471.png 768w" sizes="(max-width: 1037px) 100vw, 1037px" /></figure>
The PLTD ETF: Predictably, the year-to-date performance of the Direxion Daily PLTR Bear 1X Shares has been poor, with the bear fund losing more than 54%.
<ul class="wp-block-list">
<li>In a picture of contrasts, the PLTD ETF is conspicuously below both its 50 DMA and its 20 EMA, reflecting deep pessimism.</li>
<li>At the same time, the inverse fund is attempting to develop a baseline at the $10.50 level. If so, a quick reversal toward the $11 mark isn't out of the question.</li>
</ul>
<figure class="wp-block-image"><img loading="lazy" decoding="async" width="1036" height="635" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382.png" alt="" class="wp-image-931426" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382.png 1036w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382-300x184.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382-1024x628.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29075921/image-382-768x471.png 768w" sizes="(max-width: 1036px) 100vw, 1036px" /></figure>
Featured image by <a href="https://pixabay.com/users/thedigitalartist-202249/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=7186533">Pete Linforth</a> from <a href="https://pixabay.com/illustrations/big-data-data-information-binary-7186533/">Pixabay</a>.

Short Ideas

Technicals

ETFs

PLTD

PLTU

Productivity Clashes With Premium Valuations For Direxion's PLTR-Focused Bull And Bear Funds

Telegram CEO Pavel Durov revealed a partnership with Elon Musk&#8216;s xAI, which will see the integration of the Grok AI chatbot into the messaging platform.
What Happened: Durov disclosed on Wednesday that xAI, a startup by Musk, will pay Telegram $300 million for the integration of its Grok AI chatbot, <a href="https://www.cnbc.com/2025/05/28/elon-musk-xai-telegram-grok.html">CNBC</a> reported. This partnership, according to Durov, will significantly bolster Telegram&#8217;s financial standing.
As part of the agreement, Telegram will also receive 50% of the revenue generated from xAI subscriptions sold on its platform. The implementation of the Grok AI technology is expected to be available to Telegram users this summer.
Despite the announcement, Musk later stated on X that &#8220;No deal has been signed,&#8221; to which Durov responded, &#8220;True. Agreed in principle, but formalities are pending.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">No deal has been signed
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1927839555828220165?ref_src=twsrc%5Etfw">May 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">True. Agreed in principle, but formalities are pending.
&mdash; Pavel Durov (@durov) <a href="https://twitter.com/durov/status/1927848037126140042?ref_src=twsrc%5Etfw">May 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
This development follows the March merger of Musk&#8217;s xAI with X, which valued the AI company at $80 billion and the social media platform at $33 billion.
Meanwhile, Telegram, the Dubai-based messaging platform, recently crossed one billion monthly users and plans to raise at least $1.5 billion through a bond issuance. The app enjoys significant popularity in countries like Russia and Ukraine, where it is extensively used by government officials and military personnel. 
SEE ALSO: <a href="https://benzinga.com/25/05/45659590/bernie-sanders-says-trump-just-announced-hes-reduced-drug-prices-by-85-dares-you-to-go-to-the-pharmacy-and-tell-t" target="_blank" rel="noreferrer noopener">Bernie Sanders Says, &#8216;Trump Just Announced He&#8217;s Reduced Drug Prices By 85%,&#8217; Dares You To Go To The Pharmacy And &#8216;Tell Them Trump Sent You&#8217;</a>
Why It Matters: The integration of the Grok AI chatbot into Telegram is a significant move in the AI industry. This development follows Musk&#8217;s <a href="https://www.benzinga.com/general/social-media/25/02/43535256/palantir-adds-elon-musks-ai-chatbot-grok-to-aip">addition </a>of Grok to Palantir&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) AIP platform in February, further solidifying the chatbot&#8217;s presence in the tech industry.
Meanwhile, the use of Musk&#8217;s AI technology in government agencies, as <a href="https://www.benzinga.com/25/05/45599514/elon-musks-grok-ai-is-quietly-being-deployed-across-us-government-agencies-experts-warn-it-could-breach-privacy-laws-and-create-serious-conflicts-of-interest-report">reported </a>in May, has raised concerns about potential breaches of privacy laws and conflicts of interest. On the other hand, Rep. Marjorie Taylor Greene (R-Ga.) has criticized Elon Musk's AI chatbot, Grok, alleging that it spreads "fake news and propaganda."
<ul class="wp-block-list">
<li>READ MORE: <a href="https://benzinga.com/25/05/45661076/peter-schiff-challenges-jd-vances-bitcoins-safe-haven-assertion-urges-him-to-implement-policies-that-reduce-the-n" target="_blank" rel="noreferrer noopener">JD Vance Said Bitcoin Created Wealth, Peter Schiff Says It Did No Such Thing: &#8216;What Has Happened Is A Massive Transfer Of &#8230;&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Elon Musk Says No Deal 'Signed' After Telegram's Pavel Durov Announces $300 Million Partnership With xAI: 'Agreed In Principle, But...'

Federal National Mortgage Association (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>), aka Fannie Mae, shares were trading up 2.09% to $10.77 Wednesday afternoon following an announcement and a statement from President Donald Trump.
What to Know: Shares gained Wednesday after Trump said he was working on taking the housing giants (including Freddie Mac) public, while clarifying that the U.S. Government would retain its implicit guarantees.
Trump, in a Truth Social <a href="https://truthsocial.com/@realDonaldTrump/posts/114582141732207441">post</a> late Tuesday, expressed his intent to &#8220;TAKE THESE AMAZING COMPANIES PUBLIC&#8221; and emphasized his continued oversight as president.
Separately, Fannie Mae announced the <a href="https://www.fanniemae.com/newsroom/fannie-mae-news/fannie-mae-launches-ai-fraud-detection-technology-partnership-palantir">launch</a> of its AI-powered Crime Detection Unit in partnership with Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>). This collaboration is set to enhance Fannie Mae&#8217;s fraud detection capabilities using leading AI-enabled financial crimes data science. 
The company believes this new platform will detect and prevent mortgage fraud with unprecedented speed and precision, ultimately saving the U.S. housing market millions in future losses. 
Fannie Mae Chairman William J. Pulte <a href="https://www.fanniemae.com/newsroom/fannie-mae-news/fannie-mae-launches-ai-fraud-detection-technology-partnership-palantir">stated</a>, &#8220;In partnership with Palantir, Fannie Mae's Crime Detection Unit will increase safety and soundness by rooting out bad actors in our housing system.&#8221; Palantir's CEO Alex Karp called the partnership a &#8220;revolution in how we combat mortgage fraud in this country.&#8221;
Read Also: <a href="https://www.benzinga.com/news/25/05/45648088/coreweave-crwv-stock-pulls-back-from-all-time-high-whats-driving-the-volatility">CoreWeave Stock Pulls Back From All-Time High: What&#8217;s Driving The Volatility?</a>
<h1 class="wp-block-heading">How To Buy FNMA Stock</h1>
Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument.
For example, for Federal National Mortgage, it is in the Financials sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, FNMA has a 52-week high of $11.91 and a 52-week low of $1.02.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45654518/federal-reserve-minutes-flag-tariff-driven-inflation-eye-us-market-volatility-as-economic-risk">Federal Reserve Minutes Flag Tariff-Driven Inflation, Eye US Market Volatility As Economic Risk</a></li>
</ul>
Photo: Shutterstock

FNMA

Fannie Mae Stock Jumps On Trump Privatization, Palantir Technologies AI Fraud Unit

Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) stock has soared nearly 500% over the past year driven by its positioning in the AI space. One analyst believes the stock has a lot more runway ahead with the AI revolution still <a href="https://www.benzinga.com/government/regulations/25/05/45403100/bullish-for-nvidia-tesla-palantir-microsoft-alphabet-amazon-ai-revolution-is-coming-to-the-saudi-kingdom-says-wedbushs-dan-ives">in its early stages</a>.
What To Know: Wedbush&#8217;s Dan Ives famously calls Palantir the &#8220;Messi of AI&#8221; because he expects the company to be one of the biggest beneficiaries of the AI boom. He&#8217;s been right so far, and he&#8217;s not pulling back on his bullish stance in the slightest.
Wednesday on CNBC&#8217;s &#8220;Squawk On The Street,&#8221; Ives predicted that Palantir stock will more than triple in the coming years and trade above $400 per share.
&#8220;That&#8217;s why it&#8217;s the &#8216;Messi of AI.&#8217; I believe we&#8217;re talking about a trillion-dollar market cap for Palantir in the next few years, and I think when you look at what [Alex] Karp and Palantir are doing, they, along with Nvidia, will be leading the AI revolution,&#8221; Ives said.
The other massive beneficiary of AI has been NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which is scheduled to report earnings after the market close on Wednesday. Ives expects the results to act as a &#8220;bright green light&#8221; for tech investors as demand continues to easily outweigh supply. 
There&#8217;s only one chip in the world fueling the AI revolution and that&#8217;s Nvidia&#8217;s, Ives said, adding that AI is driving the fourth Industrial Revolution. He expects Nvidia&#8217;s quarterly report to be the catalyst that kicks off a run to new highs for tech.
Check This Out: <a href="https://www.benzinga.com/25/05/45644145/nvidia-stock-is-bullish-ahead-of-q1-earnings-but-will-h20-chip-woes-dampen-the-party">Nvidia Bullish Ahead Of Q1 Earnings, But Will H20 Chip Woes Dampen The Party?</a>
Many analysts disagree with Ives on Nvidia and Palantir, especially Palantir, given its massive surge over the past year and its becoming one of the best-performing names in the S&amp;P 500.
Ives told CNBC that many analysts hated Palantir when it hit $25, despised it when it hit $50 and $100, but the deals keep coming in and the company is doing it without a traditional sales team. 
&#8220;I believe it&#8217;s a trillion dollar market cap in the next two to three years, and I think look, haters hate on this one, but I think they continue to underestimate the pure success that they&#8217;re seeing,&#8221; Ives said. 
&#8220;Karp, he&#8217;s playing chess, others are playing checkers. And I think you are starting to realize more and more in government, enterprise, and that&#8217;s why you cannot talk AI revolution without saying Palantir.&#8221;
In order for Palantir to reach a $1 trillion market cap valuation, the stock would need to climb to $427.35 per share. Palantir had a market cap of $291.19 billion as of Tuesday&#8217;s close. 
PLTR Price Action: <a href="http://benzinga.com/quote/PLTR">Palantir shares</a> were up 1.15% at $124.81 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. 
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45636050/palantir-partners-with-bain-company-to-accelerate-global-enterprise-ai-adoption">Palantir Partners With Bain &amp; Company To Accelerate Global Enterprise AI Adoption</a></li>
</ul>
Photo: slyellow/Shutterstock.

Tech Analyst Expects Palantir Stock To Rise Above $400 As AI Revolution  Kicks Into Gear

Fannie Mae's Crime Detection Unit Will Boost Safety and Soundness and Save Millions by Preventing Future Fraud Losses in U.S. Mortgage Market
WASHINGTON, May 28, 2025 /PRNewswire/ -- Fannie Mae (OTCQB:<a class="ticker" href="https://www.benzinga.com/stock/FNMA#OTCQB">FNMA</a>)&nbsp;announced the launch today of its AI-powered Crime Detection Unit in partnership with leading AI software company Palantir. The new partnership will expand Fannie Mae's fraud detection capabilities with leading AI-enabled financial crimes data science and investigations technology. This foundation will power Fannie Mae's Crime Detection Unit, a new platform that the company believes will help detect and prevent mortgage fraud with speed and precision never before seen in the U.S. housing market. Fannie Mae's Crime Detection Unit's capabilities will save the U.S. housing market millions in future fraud losses.
Palantir designs and deploys artificial intelligence and machine learning technology used by government agencies and commercial clients. The company's technology provides expansive monitoring for anomalous transactions, activities, and behaviors to help companies detect suspicious activity and trigger investigative action.

Contracts

Fannie Mae Launches AI-Powered Crime Detection Unit In Partnership With Palantir To Enhance Mortgage Fraud Prevention

Rumors

Watching Palantir Technologies; Traders Circulate Investor Business Daily's SwingTrader Picks Stock

President Donald Trump once again revived his long-simmering &#8220;Golden Dome&#8221; missile defense idea, this time bringing Canada into the fold, but with a provocative condition.
What Happened: On Tuesday, in a post on Truth Social, Trump claimed that Canada was eager to join the United States&#8217; proposed multi-layer missile defense system, the &#8220;Golden Dome.&#8221; 
In a rather provocative post, Trump says, &#8220;I told Canada, which very much wants to be part of our fabulous Golden Dome System, that it will cost $61 billion if they remain a separate, but unequal, Nation,&#8221; while adding that the country can get it for free or &#8220;ZERO dollars&#8221; if they become &#8220;our cherished 51st state.&#8221;
See Also: <a href="https://www.benzinga.com/media/25/05/45635747/sundar-pichai-says-no-one-at-google-can-change-trumps-search-ranking-not-even-him">Sundar Pichai Says No One At Google Can Change Trump&#8217;s Search Ranking — Not Even Him</a>
Trump further claims that Canada is considering the offer, marking the latest escalation between Washington and Ottawa since the new administration came into power in January.
Trump&#8217;s post comes amid King Charles III&#8217;s visit to Canada to open the new session of the country&#8217;s parliament and deliver the traditional Throne speech. 
This marks the first time since 1977 that a British Monarch has given this speech, as opposed to the Governor General, who is the monarch&#8217;s representative in the country, according <a href="https://www.bbc.com/news/live/c3v53xg30k9t">to</a> the BBC.
During the speech, the King made a pointed reference to the country&#8217;s national anthem, saying that &#8220;The true north is, indeed, strong and free,&#8221; following which lawmakers rose to their feet in a prolonged ovation, seen as a rebuttal to Trump&#8217;s claims in recent months, while reaffirming the country&#8217;s sovereignty. 
The King arrived on the invitation of Canadian Prime Minister Mark Carney, who said that the visit &#8220;clearly underscores the sovereignty of our country,&#8221; and that it is a &#8220;historic honour that matches the weight of our times.&#8221;
Why It Matters: Experts say that Trump&#8217;s $175 billion &#8220;Golden Dome&#8221; idea could <a href="https://www.benzinga.com/general/space/25/05/45584539/donald-trumps-175-billion-golden-dome-could-trigger-a-new-space-arms-race-expert-warns-its-opening-a-pandoras-box">spark a new space race</a>. &#8220;I think it's opening a Pandora's box. We haven't truly thought about the long-term consequences for doing so,&#8221; they say.
The idea itself has garnered criticism from across the globe, even from the <a href="https://www.benzinga.com/25/05/45611605/kim-jong-uns-regime-slams-trumps-golden-dome-missile-defense-project-as-nuclear-war-scenario">likes of North Korea</a>, which termed it as being a &#8220;very dangerous threatening initiative.&#8221;
Defense stocks, however, have witnessed a rally on this news, with contractors such as L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>), Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), and RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) being considered among those that are <a href="https://www.benzinga.com/trading-ideas/25/05/45594018/3-defense-stocks-that-will-shine-under-trumps-golden-dome">most likely to gain</a> from this project.
Goldman Sachs analyst&nbsp;Noah Poponak reiterated the firm&#8217;s &#8220;Buy&#8221; rating on L3Harris, saying that <a href="https://www.benzinga.com/government/regulations/25/05/45574763/goldman-sachs-defense-stock-golden-dome">the dome initiative</a> could bring in &#8220;billions of dollars in incremental revenue.&#8221;
Space-tech company, Rocketlab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>), is another player that is well-positioned to make the most of these tailwinds, especially since its <a href="https://www.benzinga.com/general/space/25/05/45633311/rocket-lab-stock-surges-on-geost-acquisition-strengthening-companys-positioning-for-golden-dome">recent acquisition</a> of payload manufacturing company, Geost.
Besides this, a month ago, <a href="https://www.benzinga.com/25/04/44861620/spacex-palantir-frontrunners-in-bid-that-could-build-donald-trumps-golden-dome-report">it was reported</a> that SpaceX, Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), and defense startup Anduril Industries were frontrunners for the project. 
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">Stock / ETF</td>
<td class="has-text-align-center" data-align="center">Year-To-Date Performance </td>
<td class="has-text-align-center" data-align="center">Month-To-Date Performance</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td class="has-text-align-center" data-align="center">+19.55%</td>
<td class="has-text-align-center" data-align="center">+13.32%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td class="has-text-align-center" data-align="center">-1.12%</td>
<td class="has-text-align-center" data-align="center">+0.12%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td class="has-text-align-center" data-align="center">+15.67%</td>
<td class="has-text-align-center" data-align="center">+7.52%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Rocketlab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>)</td>
<td class="has-text-align-center" data-align="center">+15.22%</td>
<td class="has-text-align-center" data-align="center">+26.86%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)</td>
<td class="has-text-align-center" data-align="center">+64.09%</td>
<td class="has-text-align-center" data-align="center">+7.61%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Ark Space Exploration &amp; Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKX#BATS">ARKX</a>)</td>
<td class="has-text-align-center" data-align="center">+9.06%</td>
<td class="has-text-align-center" data-align="center">+13.56%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">iShares US Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>)</td>
<td class="has-text-align-center" data-align="center">+21.00%</td>
<td class="has-text-align-center" data-align="center">+12.56%</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="139" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28003648/Screenshot-2025-05-28-at-10.06.35-AM-1024x139.png" alt="" class="wp-image-929234" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28003648/Screenshot-2025-05-28-at-10.06.35-AM-1024x139.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28003648/Screenshot-2025-05-28-at-10.06.35-AM-300x41.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28003648/Screenshot-2025-05-28-at-10.06.35-AM-768x104.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28003648/Screenshot-2025-05-28-at-10.06.35-AM-1536x209.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28003648/Screenshot-2025-05-28-at-10.06.35-AM.png 1620w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, L3Harris scores poorly across key ranking factors, but has a favorable price trend in the short, medium, and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> to see how it compares with Lockheed Martin, RTX, and other peers and competitors.
Photo Courtesy: Harvepino on Shutterstock.com
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Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) announced Tuesday a global partnership with management consulting giant Bain &amp; Company to deliver enterprise artificial intelligence (AI) transformations for clients worldwide, marking another strategic expansion for the data analytics firm.
What Happened: The collaboration pairs Palantir&#8217;s AI Operating Systems with Bain&#8217;s industry expertise across sectors and business transformation capabilities. According to the companies, clients can expect &#8220;tangible impact in weeks&#8221; through enhanced speed and efficiency in AI-driven productivity gains.
&#8220;At Bain, we are helping clients lead in the era of AI — not just with strategy, but with implementation that drives measurable results,&#8221; said Chuck Whitten, partner and global head of Bain&#8217;s digital practices. &#8220;This partnership with Palantir brings together our deep industry expertise and transformation experience along with their cutting-edge platforms to unlock end-to-end AI impact.&#8221;
Sameer Kirtane, Head of Commercial Sales at Palantir, emphasized the transformative nature of their technology. &#8220;Organizations that adopt our AI Operating Systems fundamentally change their unit economics, often requiring organizing around our technologies,&#8221; Kirtane said. &#8220;We believe Bain can help our customers accelerate their pace of adoption and as a result, lead their respective industries.&#8221;
See Also: <a href="https://www.benzinga.com/25/05/45635479/wed-have-had-a-recession-kevin-hassett-says-gop-tax-bill-prevented-300-billion-revenue-hitaverted-major-economic-catastrophe">Trump Economic Advisor Kevin Hassett Says &#8216;We&#8217;d Have Had A Recession&#8217; But Passing Of &#8216;One Big Beautiful Bill&#8217; Helped Avoid The Downturn</a>
Why It Matters: Bain&#8217;s AI, Insights, and Solutions practice includes more than 1,500 specialists in AI, data analytics, architecture, and engineering. The multidisciplinary team combines algorithmic, technical, and business expertise for machine learning implementation, business insight delivery, and technology architecture solutions.
The partnership represents Palantir&#8217;s latest commercial sector expansion <a href="https://www.benzinga.com/markets/equities/25/05/45536259/palantir-partners-with-sap-to-fuse-ontology-foundry-and-enterprise-dataceo-alex-karp-calls-it-extremely-valuable">following recent collaborations </a>with SAP SE and Divergent Technologies. Palantir shares have surged 480% over the past year, though the stock carries premium valuation metrics with price-to-sales ratios between 80-105x and forward P/E multiples exceeding 300x.
The announcement comes as Palantir continues positioning itself in enterprise AI markets while maintaining its traditional government contracting business, including <a href="https://www.benzinga.com/general/space/25/05/45584539/donald-trumps-175-billion-golden-dome-could-trigger-a-new-space-arms-race-expert-warns-its-opening-a-pandoras-box">involvement in potential projects</a> related to the President Donald Trump administration&#8217;s Golden Dome missile defense initiative.
Price Action: Palantir Technologies Inc. closed at $123.38 on Monday, up 0.055%. In after-hours trading, it inched up to $123.40. Year to date, the stock has surged 64.09%.
Palantir stock shows strong momentum and growth according to Benzinga Edge Stock Rankings. However, the stock performs poorly on valuation metrics while experiencing a positive price trend across short- to long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Here is the full stock breakdown</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28001654/Screenshot-2025-05-28-at-9.46.47%E2%80%AFAM.png" alt="" class="wp-image-929231" style="width:533px;height:auto" /></a></figure>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: slyellow / Shutterstock.com

Palantir Partners With Bain & Company To Accelerate Global Enterprise AI Adoption

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