来源：环球市场播报 第9名谷歌A类股收高0.43%，成交47.62亿美元。谷歌与苹果公司正将音乐类生成式人工智能功能引入 其核心消费者应用，此举凸显了先进的AI工具在步入主流使用。 谷歌周三在博客文章中表示，Gemini人工智能助手现可基于用户上传的文本、照片或视频，利用Google DeepMind最新的Lyria 3模型生成30秒的音乐曲目。该功能可生成定制歌词或纯音乐音频，将向18岁以 上用户开放，并支持多种语言。谷歌表示，新功能将在Gemini桌面版率先推出，并将在未来几天登陆移 动应用。 谷歌还表示，其广受欢迎的图像生成模型Nano Banana将为音乐作品生成定制封面，在用户分享曲目链 接时添加视觉效果。 第10名Palantir收高1.77%，成交81.6亿美元。随着南佛罗里达州打造科技中心的努力日益增强，该公司 已将其总部从丹佛迁至迈阿密。此前，该公司已从帕洛阿尔托迁出，并且其政府和国防合同仍在持续扩 展中。 周三美股成交额第1名英伟达收高1.63%，成交301.82亿美元。据报道，英伟达和Meta Platforms宣布达 成一项多年期协议，将为Meta的美国AI数据中心扩张提供"数百万块" ...

When a company moves its headquarters, it's making a statement — whether leadership spells it out or not. That's the case with Palantir's surprise announcement Tuesday that it has relocated its home base to Florida from Colorado.The defense-tech contractor disclosed the change in a one-sentence press release citing a new address just outside Miami. Palantir, led by cofounder and CEO Alex Karp, didn't provide a reason or say what it means for employees. The lack of details has left many observers speculati ...

Core Viewpoint - The article highlights the recent rise in stock futures as investors are purchasing technology shares following a recent selloff, indicating a potential recovery in the tech sector [1]. Group 1: Company Movements - Nvidia, Meta, Palo Alto, Apple, Sandisk, Palantir, and Cadence Design Systems are identified as key movers in the stock market, reflecting significant investor interest in these companies [1]. - The article suggests that the tech sector is experiencing a rebound as investors take advantage of lower prices after a recent decline [1].

Core Viewpoint - Palantir Technologies Inc. shares are experiencing a rally, particularly after reaching the $130 support level, indicating potential for further upside in the stock price [1] Market Dynamics - Historical support levels can re-establish themselves, as seen with Palantir's $130 level, where previous sellers may have regretted their decisions and are now placing buy orders, reinforcing this support [2] - Price levels that were once support can turn into resistance, exemplified by the $150 level for Palantir, where remorseful buyers may sell if the price returns to this level, creating a potential ceiling for the stock [3][4] - The emotional factors of remorse and regret among traders play a significant role in market dynamics, influencing both support and resistance levels [4]

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) are climbing Wednesday. As you can see, they staged a reversal after reaching the $130 level.This is why Palantir is our Stock of the Day. There is a good chance there is more upside to this rally.The chart of Palantir illustrates two important market dynamics that successful traders understand.The first is that in the market, a price level that had been support in the past can become support again. This is what happened with the $130 level for Palantir.A l ...

Core Viewpoint - A federal judge has granted Palantir Technologies a temporary injunction against former employees soliciting its staff for a competing AI firm, Percepta AI, amid allegations of using confidential information to create a similar software product [1]. Group 1: Legal Proceedings - The ruling by U.S. District Judge Paul Oetken prevents former Palantir vice president Hirsh Jain and senior engineer Radha Jain from soliciting Palantir employees for Percepta AI, which they launched last year [1]. - The judge also barred Joanna Cohen, a former Palantir engineer now with Percepta, from breaching her confidentiality agreement with Palantir [1]. - Palantir's lawsuit, filed in October, claims that Percepta's services are designed to enhance efficiency for businesses and government agencies using existing data, similar to Palantir's AI-powered software [1]. Group 2: Company Background - Percepta AI is backed by venture capital firm General Catalyst and was publicly unveiled in October [1]. - The defendants, including Hirsh Jain, who managed Palantir's healthcare portfolio, and Radha Jain, who contributed to the flagship software, left Palantir in August 2024 to establish Percepta [1]. - Percepta has reportedly hired at least 10 former Palantir employees shortly after its founding, with nearly half of its workforce being ex-Palantir staff [1]. Group 3: Agreements and Allegations - Palantir asserts that the defendants signed agreements prohibiting them from competing for one year after leaving, soliciting Palantir customers or employees for two years, and using any confidential information outside their employment [1]. - The lawsuit accuses the defendants of breaching these agreements and seeks to enforce compliance [1].

Burry even dug up an old Buzzfeed News story from where the NYPD, who had been with Palantir for five years, “wanted out,” but were “not cooperating with the extraction of analysis and other data that the NYPD had generated while using Palantir.” Burry goes on to iterate the article's takeaways: Palantir lost $4 billion over two decades due to low-value government contracts swallowed up by the massive costs of deploying manual engineers to "heavy lift" data for clients, the core of his argument.On Wednesday ...

Core Viewpoint - The software sector is undergoing a significant reevaluation as the market adjusts to the evolving AI economy, with a notable selloff in software stocks, particularly in the IGV index, which dropped 25% from 117 to 62 in three months [1][4]. Group 1: Software Market Dynamics - The current market sentiment reflects uncertainty about the future of software companies, leading to a revaluation of their business models, particularly those that do not own their data [2][4]. - Many software stocks are experiencing a decline in valuation metrics, with free cash flow multiples dropping from 30 times to 10 times as investors reassess their long-term viability [4][10]. - The software industry is expected to see an increase in spending over the next five years, but the distribution of that spending will be uneven, favoring a select few companies [10][11]. Group 2: Key Players in the AI Stack - Palantir is identified as a leader in the orchestration layer of the AI stack, providing essential services that connect powerful AI models with valuable enterprise data [6][15]. - In the security layer, companies like CrowdStrike, Rubrik, and Palo Alto are positioned to benefit from the increasing demand for AI-driven security solutions [7][22]. - Cloudflare dominates the connectivity layer, controlling 20% of internet traffic, which is crucial for AI models that require proximity to data sources for efficient inference [8][22]. Group 3: Future Outlook and Trends - The rapid pace of AI development is reshaping the software landscape, with many companies struggling to adapt and prove their relevance in the new AI economy [12][21]. - Cybersecurity is highlighted as a fragmented market that may eventually become commoditized, necessitating a strong platform narrative from companies [19][20]. - The competitive landscape for AI security is intense, with companies like CrowdStrike and Rubrik positioned as key players, while Zscaler's future performance remains to be seen [22][23].

(Bloomberg) -- Palantir Technologies Inc. surprised everyone on Tuesday by announcing it had relocated its headquarters from Denver to Miami in a brief social media post.The firm has offered few details beyond its post on X, which read: “We have moved our headquarters to Miami, Florida.” Back in Colorado, aides to the governor and Denver’s mayor offices said they had no advance notice. In Florida, boosters of the region’s insipid tech scene cheered the news as another validation of efforts to make its sunsh ...

Palantir Technologies Inc. (PLTR) stock may have hit a bottom after several tranches of large and unusual volume in out-of-the-money PLTR put options have traded today. Palantir's strong free cash flow and FCF margins imply a higher price target. PLTR is up today to $139.66 per share, after hitting a recent trough of $129.13 on Feb. 12. That was after the company released its Q4 and 2025 results on Feb. 2. More News from Barchart PLTR stock - last 6 months - Barchart - Feb. 18, 2026 So, has the post-ea ...