Peter Thiel Was an Early Outside Investor in Facebook and Co-Founded Both PayPal and Palantir Before Building a Hedge Fund Now Concentrated in Power and Energy Stocks. Here's What That Track Record Says About Following His Contrarian Bets.

Peter Thiel, known for successful tech investments including Facebook and PayPal, is now shifting his hedge fund portfolio toward power and energy stocks, betting on a projected 60% increase in electricity demand between 2025-2045 driven by AI and electric vehicles. However, the article cautions that investors should conduct their own research rather than blindly following famous investors, as even successful ones make mistakes.

10/04/2026, 10:15 PM • The Motley Fool

Breakfast News: The 20-Year Stock Challenge

Motley Fool analysts present their favorite long-term 'Inevitable' stocks—companies with durable competitive advantages suitable for 20-year holds. Four picks are featured: AerCap (aircraft leasing scale advantage), Microsoft (diversified services and AI leadership), Alphabet (AI integration in search and cloud growth), and Palantir (irreplaceable operational data platform). Part 2 coming later this month.

10/03/2026, 7:30 AM • The Motley Fool

Salesforce vs. Palantir: Which AI Software Stock Is a Better Buy in 2026?

Salesforce and Palantir present contrasting investment profiles in the AI software market. Salesforce offers better valuation with a forward P/E of 14.4x and strong free cash flow of $14.4 billion, but faces increased debt from a $25 billion share buyback. Palantir boasts faster growth (56.2% revenue increase) and zero debt, but trades at a premium 85.5x forward P/E with limited margin for error if growth slows.

10/02/2026, 11:25 AM • The Motley Fool

Where Will Palantir Stock Be in 5 Years?

Palantir Technologies has surged 60% in three months, driven by its AI platform (AIP) success. The company is growing faster than the broader AI software platforms market, which is projected to expand from $110B (2025) to $497B-$811B (2030). With projected 2026 revenue of $8.16B (82% growth), Palantir could reach $85.5B in revenue by 2031 at 60% annual growth, potentially delivering 90% upside if valued at 10x sales.

10/01/2026, 2:31 PM • The Motley Fool

Michael Burry Buys Put Options on Nvidia, Micron, and Palantir as "The Big Short" Investor Predicts a 1987-Style Market Crash

Michael Burry, famous for predicting the 2008 housing crisis, is now betting against AI stocks by purchasing put options on Nvidia, Micron, and Palantir. He warns of an impending 1987-style market crash driven by AI euphoria and unsustainable leverage. However, the article argues that unlike the dot-com bubble, these companies have real revenue and profitability, and Burry's bearish track record since 2008 suggests caution in following his predictions.

09/30/2026, 1:30 PM • The Motley Fool

I've Changed My Mind on Nebius Stock. The AI Supercycle Has Room for More Than Just Hyperscalers.

Nebius Group is positioning itself as a key AI infrastructure provider beyond hyperscalers, signing major contracts including a $27 billion potential deal with Meta and a $2 billion investment from Nvidia. The company is expanding capacity in the U.S. and U.K., and shifting focus toward inference, agentic AI, and enterprise applications as the AI supercycle evolves.

09/30/2026, 10:16 AM • The Motley Fool

I've Covered Palantir for 5 Years. Here's How to Know if the Artificial Intelligence (AI) Stock Is Overvalued.

After five years covering Palantir, analyst Adam Spatacco argues the company shouldn't be valued using traditional SaaS metrics like P/S or P/E ratios. Palantir's unique ontology platform and AI capabilities differentiate it from commoditized competitors. With 93% YoY revenue growth, 157% net dollar retention, and $6.24B in remaining deal value, Palantir demonstrates platform business characteristics. While conventionally expensive, the stock may represent a generational opportunity for long-term investors despite its high valuation.

09/29/2026, 3:27 PM • The Motley Fool

The Big Short’s Michael Burry Delivers His Bluntest Warning Yet Regarding AI Stocks. Should You Listen?

Michael Burry, famous for predicting the 2008 housing crash, has intensified his bearish stance on AI stocks, warning that 'the bubble in AI may burst sooner than later.' He has shifted from short positions to put options with shorter timeframes on several AI-related stocks and semiconductors, betting on a near-term decline. While acknowledging Burry's track record, the article suggests long-term investors should remain focused on AI's fundamental growth story and potential buying opportunities if a crash occurs.

09/29/2026, 1:05 PM • The Motley Fool

Is Palantir a Millionaire-Maker Stock After Its Rally?

Palantir Technologies has surged over 60% in three months, driven by strong demand for its AI Platform (AIP) among commercial customers. The company increased full-year revenue guidance to over $8 billion with 82% growth, while U.S. commercial revenue is projected to exceed $3.4 billion with 134% growth. However, the article cautions that while Palantir could be a valuable portfolio addition for long-term investors, a single stock is unlikely to make someone a millionaire on its own.

09/27/2026, 4:02 AM • The Motley Fool

Prediction: You'll Wish You Bought These 4 Stocks Sooner

An investment analyst highlights four stocks—AMD, Palantir Technologies, Shopify, and Zeta Global—that he believes investors may regret not purchasing earlier. The video presentation suggests these companies represent potential wealth-building opportunities in the current market.

09/25/2026, 3:15 PM • The Motley Fool

American Shipyards Are Backlogged and Washington Is Buying Software

The U.S. Navy awarded a $448 million contract in December 2025 to accelerate AI and autonomy adoption across the submarine industrial base, treating shipyard capacity constraints as a data problem. Pilot results showed dramatic efficiency gains: submarine schedule planning reduced from 160 hours to under 10 minutes at General Dynamics Electric Boat, and material review times cut from weeks to under one hour at Portsmouth Naval Shipyard. The initiative aims to extract more output from existing yards rather than build new capacity, with potential expansion to surface shipbuilding.

09/23/2026, 8:56 AM • GlobeNewswire

Sandisk Stock Is Up 695% in 2026 and This Market Indicator Predicted It. Here’s What It Says About 2027.

Sandisk has surged 695% in 2026 as the best-performing S&P 500 stock, driven by AI infrastructure demand for memory chips. Historical data shows the top-performing S&P 500 stock in a given year typically gains a median of 91% the following year, suggesting potential strength in 2027. However, investors should be cautious as Sandisk's gains are tied to a cyclical memory chip shortage rather than competitive advantages, and rapid supply resolution could cause sharp declines.

09/23/2026, 5:07 AM • The Motley Fool

Could Palantir Be the Next Stock Added to the Dow Jones?

While Palantir Technologies meets all stated criteria for Dow Jones inclusion—including S&P 500 membership, U.S. headquarters, and appropriate stock price—the article argues inclusion is unlikely in the near term. The company faces stiff competition from better-established Magnificent Seven stocks and former Dow components, and its relative youth (only 6 years post-IPO) may require a longer track record before serious consideration.

09/23/2026, 5:05 AM • The Motley Fool

Should You Forget Palantir and Buy These 3 Quantum Computing Stocks Instead?

The article suggests investors consider quantum computing stocks as alternatives to Palantir, which trades at a steep premium (82x forward earnings). Three quantum computing stocks are highlighted: Alphabet, with its advanced Google Quantum AI unit and cheaper valuation (23x forward earnings); IonQ, a pure-play quantum computing company with 287% YoY revenue growth but unprofitable; and D-Wave Quantum, the only dual-platform quantum computing company with analyst enthusiasm despite slower revenue growth.

09/23/2026, 3:02 AM • The Motley Fool

Could Planet Labs Be the Next Palantir?

An analyst draws parallels between Planet Labs and Palantir, noting similarities in how both companies started with government contracts and expanded into enterprise solutions. Planet Labs stock has declined 67% from its high, while the article explores the company's growth trajectory powered by government contracts.

09/22/2026, 7:29 PM • The Motley Fool