Why You Should Avoid Palantir and Buy These 2 Defense Stocks Instead

The article argues that while Palantir is a prominent defense tech company, investors should consider RTX and Northrop Grumman instead. RTX and Northrop offer more direct exposure to the defense spending boom through mission-critical hardware and long-term contracts with massive backlogs ($289B and $104.7B respectively), compared to Palantir's software-focused approach which carries a lofty valuation with limited margin for error.

09/20/2026, 8:22 AM • The Motley Fool

Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis?

Cathie Wood's Ark Innovation ETF sold shares of Palantir and AMD while investing $3.35 million in Archer Aviation, signaling growing confidence in the eVTOL aircraft maker. The moves appear to be profit-taking on the larger positions while increasing exposure to the high-risk, high-reward aviation technology sector, particularly following Archer's Boeing partnership deal.

09/19/2026, 4:05 PM • The Motley Fool

2 Game-Changing AI Stocks That Can Plunge 48% and 54%, According to Select Wall Street Analysts

Despite widespread bullish sentiment on AI stocks, select Wall Street analysts have issued bearish outlooks on two major AI players. SpaceX faces a potential 48% downside due to concerns about its AI segment's unsustainable spending, steep losses, and expiring compute deals with major clients. Palantir Technologies could plunge 54% according to one analyst, primarily due to its extremely elevated valuation with a P/S ratio of 72, which historically hasn't been sustainable for innovative companies.

09/18/2026, 7:06 AM • The Motley Fool

The Big Short’s Michael Burry Predicts a Possible 1987-Style Drop and is Betting Against AI Giants Nvidia and Palantir. Should You Follow?

Michael Burry, famous for predicting the 2008 housing crisis, has placed significant short bets against AI stocks including Nvidia and Palantir, predicting a potential 1987-style market crash. While Burry warns of near-term headwinds and questions the sustainability of AI valuations, the article suggests long-term investors may still find opportunities in quality AI stocks despite current market concerns.

09/16/2026, 5:10 AM • The Motley Fool

Prediction: This Will Be SpaceX’s Stock Price by June 2027 (Hint: It Implies a Big Move)

Despite Wall Street analysts predicting 48% upside with a median target of $212/share, the article argues SpaceX stock will decline 22% to $112 by June 2027. The prediction is based on historical performance of large IPOs, which saw a median 17% decline in their first year. SpaceX's 91x sales valuation is deemed unsustainably expensive, even for a high-growth company.

09/16/2026, 4:12 AM • The Motley Fool

Michael Burry Just Said 7 Words Dismissing AI After Slowdown Fears: "There Is Nothing AI to Slow Down." Should Investors Trust His Nvidia and Palantir Shorts?

Michael Burry, famous for predicting the 2008 financial crisis, has dismissed AI slowdown concerns, claiming there is nothing AI to slow down and that major AI companies' calls for development slowdowns are self-serving. He maintains short positions in Nvidia and Palantir, though he recently sold his Nvidia puts. Despite Burry's skepticism, Wall Street remains broadly bullish on both companies, and AI continues to demonstrate value to users.

09/16/2026, 1:35 AM • The Motley Fool

Better Buy: Palantir Stock vs. Microsoft Stock

The article compares Palantir and Microsoft as investment options, noting that despite being much smaller by revenue, Palantir generates profit margins comparable to Microsoft. The comparison is framed within the context of rising AI effectiveness driving enterprise implementation demand.

09/15/2026, 10:04 PM • The Motley Fool

2 Popular AI Stocks to Sell Before They Fall 53% and 58%, According to Wall Street Analysts

Wall Street analysts warn that Palantir Technologies and Space Exploration Technologies (SpaceX) are significantly overvalued despite strong recent performance. Jefferies analyst Brent Thill has a sell rating on Palantir with a 53% downside target, citing concerns about underinvestment and an extreme valuation of 68x sales. Morningstar analyst Nicolas Owens similarly rates SpaceX a sell with a 58% downside target, warning the stock is priced for perfection at 94x sales while the company burns cash rapidly.

09/15/2026, 4:04 AM • The Motley Fool

Oklo Has Massive Potential Due to Artificial Intelligence, but the Stock Is Sinking. Here's What I'd Do

Oklo, a small energy company positioned to power AI data centers, has lost roughly half its value in 2026 after soaring 238% last year. While the company has significant long-term potential in the AI boom, it faces substantial risks including years before profitability, intensifying losses (now $153M annually), and execution uncertainty. The analyst recommends putting Oklo on a watch list rather than buying now, suggesting investors wait for more encouraging financial results before investing.

09/14/2026, 5:12 PM • The Motley Fool

Where Will Nebius Stock Be in 3 Years?

Nebius Group, an AI cloud infrastructure company, has secured over $40 billion in customer commitments and achieved 454% revenue growth in Q2 2026. However, the analyst projects a wide valuation range of $125-$835 per share by 2029, depending on per-megawatt pricing trends. The company faces significant shareholder dilution from convertible notes and massive capital expenditures ($8.1 billion in H1 2026), leading the analyst to remain on the sidelines until pricing stability is confirmed.

09/10/2026, 8:07 AM • The Motley Fool

Why CoreWeave Stock Soared 12% Today

CoreWeave shares gained 12% today despite no company-specific news, benefiting from a broader rally in the AI infrastructure sector. The gains were driven by Nebius's partnership announcement with Palantir, Department of Commerce investments in quantum computing companies, and Intel's processor price increase announcement. CoreWeave remains a volatile, high-risk stock with rapid revenue growth but massive losses due to heavy capital expenditures and debt servicing.

09/08/2026, 4:31 PM • The Motley Fool

Why Nebius Stock Jumped Today

Nebius Group announced a partnership with Palantir to deliver sovereign AI infrastructure services. The deal positions Nebius as Palantir's preferred sovereign AI infrastructure partner, expanding Nebius beyond its hyperscaler customer base into government and enterprise markets. Nebius stock rose 7.61% on the news despite broader market decline.

09/08/2026, 3:25 PM • The Motley Fool

Nvidia, Palantir, and Meta Platforms Are Rattling Wall Street With This $18.6 Billion Warning

Insiders at three major AI companies—Nvidia, Palantir, and Meta—have collectively sold $18.6 billion more stock than they've purchased over the past five years, with insider buying being almost nonexistent. While insider selling can be attributed to tax obligations, the lack of insider buying raises concerns about potential AI bubble risks, as historical patterns show investors often overestimate adoption rates of breakthrough technologies.

09/08/2026, 5:06 AM • The Motley Fool

Palantir Stock Could Make a Dramatic Move Over the Next Year (Hint: It Implies a Big Move)

Palantir Technologies has surged 39% since its Q2 earnings report, driven by stronger-than-expected results and improved guidance. The company's Q2 revenue jumped 93% year-over-year to $1.94 billion, with non-GAAP EPS up 156%. Strong demand for its AI Platform (AIP) and a robust revenue pipeline (RDV of $13.1 billion) suggest sustainable growth. With analysts expecting 114% earnings growth in 2026, the stock could potentially reach $255, implying 46% upside, though it may perform even better if it continues to outperform expectations.

09/07/2026, 9:23 AM • The Motley Fool

Michael Burry Says Palantir's Books Look More Like a Consultant's Than a Software Company's

Michael Burry, the investor behind 'The Big Short,' argues that Palantir Technologies' financial profile resembles a consulting firm rather than a software company, citing faster-growing accounts receivable than revenue, concentrated customer payments, and deferred revenue ratios similar to Accenture. Burry holds put options betting against the stock and suggests it could fall from its current $420 billion valuation to below $100 billion, though the company reported strong 93% year-over-year revenue growth.

09/05/2026, 11:26 PM • The Motley Fool