The AI Trade Just Cracked. Here’s the Price at Which I’d Start Buying Nvidia.

Nvidia stock plummeted following CEO Jensen Huang's resignation amid personal scandals. The stock fell below $150 from a record high of $243 in October 2026. Despite current turmoil and succession risks, the analyst sees the sell-off as a buying opportunity at $155-160 per share, citing an attractive forward P/E ratio of 9.7-10.1x based on fiscal 2028 earnings estimates. The broader AI sector faces headwinds as investors question hyperscaler returns on AI infrastructure investments.

11/13/2026, 5:12 AM • The Motley Fool

These 6 Data Software Stocks Help Companies Put AI to Work

Six data software companies—Snowflake, Datadog, MongoDB, Cloudflare, Elastic, and Palantir—are benefiting from AI adoption with revenue growth ranging from 15% to 96%. While AI is driving acceleration for most, each company shows different results: Snowflake's product revenue accelerated to 37%, MongoDB reached highest growth in years at 30%, Cloudflare grew 39%, and Palantir surged 96% with commercial revenue exceeding government revenue for the first time. However, Datadog faces headwinds as its largest customer cut usage, and Elastic's growth is slowing. Valuation concerns persist, with Cloudflare and Snowflake trading at premium multiples.

11/13/2026, 3:13 AM • The Motley Fool

Palantir Grew Revenue 96%. The Stock Fell 5%. Here's What I'm Doing.

Despite Palantir reporting impressive 96% revenue growth and strong 49% profit margins, the stock fell over 10% post-earnings. The author remains cautious, citing an excessive valuation of 100x current earnings and 67x forward earnings compared to competitors like Nvidia (11x) and Alphabet (19x). The author would only consider buying at 30-40x forward earnings, suggesting better opportunities exist in other AI stocks.

11/12/2026, 3:55 AM • The Motley Fool

monday.com vs. Palantir Technologies: Which Technology Stock Is a Better Buy for 2027?

The article compares monday.com and Palantir Technologies as investment options for 2027. monday.com offers a flexible work management platform with 26.7% revenue growth and improving profitability, while Palantir dominates enterprise AI and government sectors with 56.2% revenue growth and 36.3% net margins. Despite Palantir's significantly higher valuation (P/E of 118.32 vs. 26.29), the analyst recommends Palantir for 2027 due to its strong government ties, commercial revenue growth of 148% year-over-year, and successful AI platform adoption.

11/11/2026, 11:28 PM • The Motley Fool

Crypto-Style Perpetual Futures Will Soon Be Available For Individual Stocks. Here's What Investors Need to Know.

The CFTC has approved single-stock perpetual futures (perps) for U.S. trading, offering a simpler alternative to traditional options with built-in leverage and no expiration dates. Kalshi launched the first regulated single-stock perps in early November, while other platforms like TradeXYZ and Charles Schwab are positioning to enter the market. However, legal challenges from Wall Street trade groups could delay broader adoption by major brokerages.

11/11/2026, 12:55 PM • The Motley Fool

2026 GovTech Breakthrough Awards Program Recognizes the World's Most Innovative Government Technology Companies

GovTech Breakthrough announced the inaugural 2026 GovTech Breakthrough Awards, recognizing innovative government technology companies across categories including cloud, cybersecurity, digital identity, citizen experience, public safety, defense, and AI. The program drew hundreds of nominations from over 15 countries, reflecting a decisive shift in 2026 toward production-scale modernization as federal, state, and local agencies retire legacy systems and adopt secure cloud environments, zero trust architectures, and AI-driven solutions.

11/11/2026, 10:00 AM • GlobeNewswire

2 Safe AI Stocks to Buy in the Next Market Crash. And No, It's Not Palantir.

The article recommends Amazon and Alphabet as safer AI investment opportunities during market downturns compared to pure-play AI companies like Palantir. Both companies have established, profitable businesses (AWS for Amazon; Search, YouTube, and Google Cloud for Alphabet) that provide stability alongside their AI investments. However, both face risks from massive capital expenditures ($220B for Amazon, $51.4B quarterly for Alphabet) and investors should monitor whether these investments generate adequate returns.

11/11/2026, 4:26 AM • The Motley Fool

Zeta Global: 3 Key Takeaways for Long-Term Investors

Zeta Global raised its full-year 2026 revenue guidance to $1.855 billion after Q3 revenue of $493 million (46% YoY growth). The company is benefiting from enterprise clients replacing legacy marketing software with AI-native tools. A strategic partnership with Palantir is expected to generate over $100 million in incremental annual revenue by expanding into enterprise intelligence beyond marketing.

11/10/2026, 11:36 PM • The Motley Fool

Bill Ackman and Warren Buffett Both Have the Same Warning About the Stock Market

Billionaire investors Bill Ackman and Warren Buffett have issued similar warnings about the stock market, comparing it to a casino due to excessive risk-taking and unjustifiably high valuations. Both investors highlight the difficulty in finding reasonably priced stocks, with Ackman noting stocks trade at nonsensical prices and Buffett emphasizing the prevalence of gambling over value investing. Despite the S&P 500's strong 10% gain this year, elevated valuations pose risks of significant pullbacks.

11/10/2026, 7:49 AM • The Motley Fool

As Democrats Take Over Congress, Is Palantir Stock at Risk?

Palantir Technologies faces potential headwinds as Democrats take control of Congress, which may not approve President Trump's proposed $1.5 trillion 2027 defense budget. While the company's commercial revenue is accelerating dramatically (up 148% YoY), its government contracts could stagnate if defense spending remains flat. However, commercial revenue now exceeds government revenue for the first time, potentially offsetting political risks.

11/10/2026, 4:22 AM • The Motley Fool

These 3 Stocks Just Fell After Strong Earnings. Here’s the One I’d Buy Right Now

Shopify, Datadog, and Palantir all reported better-than-expected earnings but saw their stocks decline anyway. The selling was driven by forward-looking concerns: Shopify's GMV growth slowed, Datadog's guidance showed an unusual revenue pause, and Palantir's bookings growth disappointed. Of the three, Shopify presents the most attractive buying opportunity due to its smaller miss and improved valuation.

11/09/2026, 8:51 AM • The Motley Fool

Nvidia, Palantir, and Tesla Are Sending Shockwaves Through Wall Street With This $53 Billion Warning

Insiders at AI powerhouses Nvidia, Palantir, and Tesla have collectively sold over $52.7 billion more stock than they've purchased over the past five years, with minimal insider buying activity. This pattern historically precedes bubble-bursting events in game-changing technologies, raising concerns about potential AI market overvaluation despite the sector's strong growth prospects.

11/09/2026, 7:06 AM • The Motley Fool

Palantir Stock Just Fell 8 Days in a Row. History Says What Followed Its Only 2 Longer Losing Streaks.

Palantir Technologies stock fell 22% over eight consecutive trading sessions through November 5, 2026. Historical analysis of the company's two longer losing streaks (10 days in 2021 and 9 days in 2023) shows mixed long-term outcomes, with one-year returns ranging from -60% to +224%. Despite the recent decline, the author suggests the stock may be worth considering at current levels below his $172 buy price target, though he recommends building positions slowly given the stock's volatility.

11/07/2026, 2:36 PM • The Motley Fool

Palantir Stock Investors Just Got Great News From a Wall Street Analyst (Hint: The Stock Could Soar)

JPMorgan Chase analyst Brian Essex initiated coverage of Palantir Technologies with a buy rating and $262 price target, implying 63% upside from the current $160 share price. Essex argues that despite Palantir's expensive 53x sales valuation (highest in S&P 500), the company's rapid revenue growth, AI platform leadership, and strong fundamentals justify the premium. Palantir has delivered 13 consecutive quarters of accelerating revenue growth, with Q3 revenue up 96% and full-year 2026 guidance raised to 156% growth.

11/07/2026, 4:48 AM • The Motley Fool

Prediction: $5,000 Invested in Palantir Will Be Worth This Much by 2031

Despite Palantir's impressive 92% year-over-year revenue growth and real productivity gains for clients, analyst Will Healy predicts a $5,000 investment today will be worth approximately the same by 2031. The stock's elevated 55 price-to-sales ratio has already priced in future growth, and as revenue growth decelerates from current levels to an estimated 31% annually, valuation compression will likely pressure the stock price over the next five years.

11/06/2026, 7:33 AM • The Motley Fool