Palantir Technologies Inc (Derivatives) (PLTR) news

Social Buzz: Wallstreetbets Stocks Mostly Higher Pre-Bell Friday; SpaceX, Nebius Group to Advance

06:34 AM EDT, 10/09/2026 (MT Newswires) -- The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before Friday's opening bell. SpaceX (SPCX) rose by 4% in pre-bell activity, following a 4.2% fall from Thursday's session. SpaceX agreed to acquire a nationwide portfolio of licenses covering up to 14 megahertz of paired spectrum in the 800 MHz band to expand Starlink Mobile's coverage in the US. Nebius Group (NBIS) was 2.8% higher in premarket activity, after closing Thursday with a 7.4% decline. Micron Technology (MU) was up 1.9% premarket, swinging from a 4.8% decline at Thursday's close. Sandisk (SNDK) rose by 1.8% in pre-bell hours, after a 4.9% fall from Thursday's session. Applied Digital (APLD) advanced by 1.2% pre-bell, following a 0.2% increase from the previous session. Microsoft (MSFT) was 1% higher in premarket activity, swinging from a 1.4% decline at Thursday's close. Palantir Technologies (PLTR) was up 0.6% pre-bell, after a 2.4% increase from the previous session. AST SpaceMobile (ASTS) fell by 2.8% hours before the market open, after a 6.1% decline from the previous session.

Tech, Media & Telecom Roundup: Market Talk

The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0629 GMT - Semiconductor companies are set to voice confidence during the upcoming earnings season despite concerns over the sustainability of AI infrastructure spending, Bernstein analysts say in a research note. AI investments are now so massive and are approaching major and hard limits that can't be simply explained by supply and demand, they say. Rising borrowing costs, increasing safety and environmental concerns as well as regulatory guardrails could trigger a deceleration in semiconductor demand. However, signals from the upstream semiconductor supply chain continue to point to unabated AI demand and continued shortage, they say. Bernstein still holds a positive view on the upcoming earnings results and outlooks offered as some of the concerns above have been priced in the recent correction. (sherry.qin@wsj.com) 0305 GMT - Taiwan Semiconductor Manufacturing Co.'s revenue is likely to be driven by continued growth in AI demand and resilient high-end smatphone demand, Bernstein says. TSMC's 3Q revenue at 1.49 trillion New Taiwan dollars, calculated based on its monthly revenue, is 3% above the market consensus, Bernstein analysts say. The firm expects TSMC's revenue in U.S. dollar terms to increase 41% this year. Investors will be focusing on TSMC's 2-nanometer production increase, potential further expansion in the U.S. and its 2027 outlook when the chip maker announces its full 3Q earnings Thursday, the analysts say. Bernstein sees an upside risk to its current projection that TSMC's revenue will grow 30% annually in 2027 and 2028. Shares are 1.35% lower at NT$2,550.00. (sherry.qin@wsj.com) 0214 GMT - Selected mobile stocks, particularly those offering attractive dividend yields, could recover over the next 12 months as uncertainty over the companies' financial impact from their stakes in Malaysia's state-backed 5G infrastructure firm Digital Nasional eases, Mayban

Palantir Bucks the Selloff and Nears Its Previous High: Can Goldman’s Upgrade Fuel Further Gains?

Goldman Sachs upgrades Palantir (PLTR.US) to "Buy" with a price target of $230, optimistic about AI growth continuing through 2027.

Goldman Sachs has upgraded enterprise software company Palantir from "Neutral" to "Buy," citing the company's recent underperformance in stock price and increased valuation attractiveness.

Goldman Sachs upgrades Palantir (PLTR.US) to "Buy" with a target price of $230, optimistic about AI growth continuing until 2027.

According to Zhitong Finance APP, Goldman Sachs has upgraded the rating of enterprise software company Palantir (PLTR.US) from "Neutral" to "Buy", citing the company's recent underperformance in stock price and increased valuation appeal.

Cognizant Technology Solutions Corp. Stock Rises 5.2%, Outperforms Peers

This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of Cognizant Technology Solutions Corp. advanced 5.2% to $60.01 on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones Industrial Average rising 0.1% to 51,231.64 and the S&P 500 Index falling 0.5% to 7,765.36. The stock's rise snapped a four-day losing streak. Cognizant Technology Solutions Corp. closed 31.0% below its 52-week high of $87.03, which the company reached on January 14th. The stock outperformed some of its peers, as Cadence Design Systems Inc. fell 2.0% to $348.84, Palantir Technologies Inc. rose 2.4% to $198.78, and Leidos Holdings Inc. rose 4.99% to $119.22. Trading volume totaled 9.9 million, compared to the 50-day average of 7.5 million. Data source: Dow Jones Market Data, FactSet (END) Dow Jones Newswires October 08, 2026 16:34 ET (20:34 GMT)

Palantir Upgraded on Growth of Bespoke AI Software Market -- Market Talk

1325 ET - Palantir is positioned to benefit as the growth of the market for bespoke software and sovereign AI outpaces that of the market for packaged software, according to Goldman Sachs in a note. Palantir is expanding its vertical model deeper into financials services, semiconductors, and neoclouds, analysts Gabriela Borges and Maura Hager say, while enterprises are increasingly looking to build AI tools that capitalize on their existing operating moats and aren't reliant on frontier models. They also say Palantir has a head start in using AI agents as forward-deployed engineers, and that the company has an opportunity to expand its work with the U.S. government. Goldman upgrades Palantir to buy from neutral. Palantir is up 1.6%. (elias.schisgall@wsj.com) (END) Dow Jones Newswires October 08, 2026 13:25 ET (17:25 GMT)

BUZZ - Goldman Sachs turns bullish, Palantir shares rise

On October 8th, Palantir Technologies (stock code: PLTR.O), a data analytics software provider, saw its shares rise by 3.7% to $201.26 in early trading Thursday, after Goldman Sachs upgraded its rating from “Neutral” to “Buy.” The firm set a target price of $230, representing approximately an 18% upside from the previous trading day’s closing price. Goldman Sachs stated that, based on recent discussions with industry experts, its main conclusion is that the stock is expected to enter a new phase of outperformance before 2027. The bank noted that with PLTR shifting towards sovereign AI, customized applications, and its new verticalization strategy, its total addressable market “may be on the verge of another step-change in depth.” Goldman Sachs also mentioned that, given the stock’s underperformance in 2026, its enterprise value/free cash flow (EV/FCF) multiple is currently lower than that of peer growth companies. With Thursday’s rally, PLTR’s share price has increased about 13% this year, lagging behind the Nasdaq .IXIC index’s 18% gain; the current price is about 3% lower than the all-time intraday high of $207.52 set on November 3, 2025. According to LSEG data, among the 33 brokers covering the stock, 24 rate it as “Strong Buy” or “Buy,” 7 as “Hold,” and 2 as “Sell” or “Strong Sell.” The median target price is $212.50, up from $195 three months ago. (For the convenience of non-English speakers, Reuters provides automated translations of its reports into several other languages. Automated translation may be inaccurate or may not capture the needed context, and Reuters does not guarantee the accuracy of automated translation. Automated translation is provided solely for readers’ convenience. Reuters accepts no liability for any damage or loss resulting from use of the automated translation function.)

PALANTIR TECHNOLOGIES INC. : GOLDMAN SACHS RAISES TO BUY FROM NEUTRAL

PALANTIR TECHNOLOGIES INC. : GOLDMAN SACHS RAISES TO BUY FROM NEUTRAL

US Stocks Market Movement: Palantir surged on October 8 as Goldman Sachs upgraded its rating, sovereign AI demand increased, and enterprise AI software gained attention.

Goldman Sachs Upgrades Palantir Technologies to Buy, Price Target is $230

06:57 AM EDT, 10/08/2026 (MT Newswires) -- Palantir Technologies (PLTR) has an average rating of overweight and mean price target of $203.69, according to analysts polled by FactSet. (MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)

Zeta Global, Palantir advance strategic partnership integrating Foundry with customer intelligence platform

Zeta Global expanded a strategic partnership with Palantir to link Palantir Foundry with Zeta’s customer intelligence platform. Integration targets a shared data foundation combining operational intelligence with customer intelligence to speed decisions while preserving data sovereignty. Palantir CEO Alex Karp will appear with Zeta CEO David Steinberg at Zeta Live 2026 on Oct. 8 in New York. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Zeta Global Holdings Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 202610071605BIZWIRE_USPR_____20261007_BW511332) on October 07, 2026, and is solely responsible for the information contained therein.

PALANTIR TECHNOLOGIES INC. : YORKVILLE IVES INITIATES COVERAGE WITH AN OUTPERFORM RATING; TARGET PRICE AT $250.00

PALANTIR TECHNOLOGIES INC. : YORKVILLE IVES INITIATES COVERAGE WITH AN OUTPERFORM RATING; TARGET PRICE AT $250.00

Hyundai Motor Securities prices KRW 500 billion equity-linked securities offering

Hyundai Motor Securities filed to offer KRW 500 billion of Equity-Linked Securities (ELS), Series 2741, principal non-guaranteed. Deal references Palantir Technologies common stock (PLTR UW) and Micron Technology common stock (MU UW) under a StepDown structure. Subscription period set for Oct. 14-21, 2026; issuance and payment date set for Oct. 22, 2026. Maturity set for Oct. 25, 2029; early redemption conditions linked to 65%-75% of initial reference levels. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Hyundai Motor Securities Co. Ltd. published the original content used to generate this news brief via DART, the regulatory disclosure system operated by the South Korea Financial Supervisory Service (FSS) (Ref. ID: 20261007000243), on October 07, 2026, and is solely responsible for the information contained therein.

Is the Stock Market in Denial? Michael Burry Points to 2000 and 2008

Palantir director Lauren Elaina Friedman Stat sells 1,337 common shares for $253,958.15

Palantir: Director Lauren Elaina Friedman Stat sold 1,337 Class A common shares on Oct. 1, 2026 at USD 189.95. Direct holdings fell to 51,428 shares following the sale. Reported indirect holdings included 43,794 shares held by spouse. Additional 7,335 shares were held indirectly via a child’s 2025 gift trust. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Palantir Technologies Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001840244-26-000018), on October 05, 2026, and is solely responsible for the information contained therein.

Zeta Global Sees Partnership, Athena Momentum, RBC Says

10:55 AM EDT, 10/05/2026 (MT Newswires) -- Zeta Global (ZETA) remains positive on the momentum and long-term impact of strategic partnerships and traction with its Athena AI agent, while RBC Capital Markets sees the company increasingly moving toward a software peer group. The investment firm said in a Sunday ntoe that based on conversations with Zeta's management, the company is most optimistic about partnerships with Palantir (PLTR), followed by OpenAI and Snowflake. RBC said the partnerships have helped Zeta's management get into more C-level conversations with larger enterprises. Athena is gaining adoption among Zeta's customers and is serving as an organic cross-sell opportunity, helping create pathways to additional use cases, according to the note. RBC maintained an outperform rating on the stock and increased its price target to $40 from $31. Shares of Zeta Global were up 1.2% in Monday trading. Price: 33.03, Change: +0.40, Percent Change: +1.23

Cognizant Technology Solutions Corp. Stock Falls 3.9%, Underperforms Peers

Palantir Technologies, Armada Partner on Sovereign Data Infrastructure Offering

Palantir Technologies: Gives Enterprises and Governments a Path to Run and Adapt Open-Weight Models on Infrastructure They Fully Control >PLTR

Palantir Technologies: Partnership to Deliver Sovereign AI on Infrastructure Manufactured in U.S. and Allied Nations >PLTR

Palantir Technologies: Partnership Combines Armada's Galleon Modular Data Centers, the Armada Platform, Sovereign AI Grid With Palantir's Sovereign AI Operating System >PLTR

Palantir partners with Armada to deliver sovereign AI infrastructure via modular data centers

Cognizant Technology Solutions Corp. Stock Climbs 6.0%, Outperforms Market

Accenture Tops Fiscal Fourth-Quarter Views; Forecasts Annual Growth in Fiscal 2027

Surf Air Mobility Adds 3rd OperatorOS Customer, Names Former Palantir Head of Asia as SurfOS President

"Big short" Michael Burry: The AI bubble may burst "earlier than expected," replacing short positions with put options to increase leverage

Michael Burry suggested that the AI bubble could burst as early as next summer and has replaced all his short positions on Micron, Nebius, SOXX semiconductor ETF, and Palantir with put options to obtain lower cost and higher leveraged short exposure. He believes the AI boom is built on the unproven assumption of "sustained capital expenditure," and once revenues disappoint, capital will quickly flee.

Burry Sees AI Bubble Bursting Sooner, Shifts to Put Options

Palantir CEO Karp to attend Trump White House tech executive meeting

Microsoft's AI Gains Can Push the Stock Higher. That's Good News for Software Peers. -- Barrons.com