Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.

Peter Thiel's investment fund deployed over $418 million across eight stocks, with Amazon becoming his top position at 28% of his portfolio after purchasing 495,000 shares. Thiel also invested in several energy companies. Amazon benefits from AI as a user, developer, and seller of the technology, with its AI chips and AI products generating over $25 billion in annual run rates, while the company trades at 20x forward earnings.

09/05/2026, 6:05 AM • The Motley Fool

Why Figma Stock Climbed 13% in August

Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.

09/02/2026, 9:15 PM • The Motley Fool

Insider Waves Goodbye to More Than 48,000 Shares of Defense Stock Worth $4.8 Million

Mercury Systems CEO William L. Ballhaus sold 48,812 shares worth $4.8 million in a non-discretionary tax withholding transaction. The CEO retains 236,666 total shares valued at $22.3 million. While the company shows strong revenue growth and backlog, concerns include margin compression, valuation stretched at 5.0x price-to-sales ratio, and inflation pressures from legacy fixed-price contracts.

09/02/2026, 11:15 AM • The Motley Fool

Choosing the Better Space ETF: Tema's NASA Focused on Space Innovators or First Trust's MISL Targeting Aerospace and Defense

The Tema Space Innovators ETF (NASA) offers focused exposure to high-growth space companies but carries higher volatility (51% max drawdown) and fees (0.75%), while First Trust Indxx Aerospace & Defense ETF (MISL) provides broader diversification with lower costs (0.6%), stability, and dividend yield. NASA suits aggressive investors seeking outsized returns, while MISL appeals to conservative income-oriented investors preferring lower risk.

09/01/2026, 3:13 PM • The Motley Fool

Prediction: This Will Be Palantir's Stock Price in a Year (Hint: It Implies a Big Move)

Palantir Technologies has delivered exceptional financial results with 93% revenue growth and a Rule of 40 score of 155% in Q2 2026. Despite trading sideways this year, Wall Street analysts project the stock could reach $222 per share within a year if earnings growth continues at current rates. The company's ontology-based platform and AI orchestration capabilities position it well for sustained growth, though it trades at a rich 154x adjusted earnings multiple.

09/01/2026, 5:12 AM • The Motley Fool

Is it Too Late to Buy ServiceNow Stock?

ServiceNow stock has rallied recently as the management team has addressed investor concerns. The article examines whether it's still a good time to invest in ServiceNow, which is positioning itself to defend against AI-related threats in the enterprise software market.

08/31/2026, 8:19 PM • The Motley Fool

AI Deception Tools Market to Expand at 28.75% CAGR, Reaching USD 8.57 Billion by 2035 | SNS Insider

The global AI Deception Tools Market is projected to expand from $0.69 billion in 2025 to $8.57 billion by 2035, growing at a CAGR of 28.75%. North America leads the market, with the U.S. expected to grow from $0.20B to $2.45B. Cybersecurity dominates by application (48% share), while Machine Learning leads by technology. The market is driven by rising cyberattacks, increased adoption of AI-based threat detection, and growing demand across BFSI, government, and defense sectors.

08/28/2026, 8:00 AM • GlobeNewswire

2 Premier Artificial Intelligence (AI) Stocks That Can Plunge Up to 63%, According to Select Wall Street Analysts

Select Wall Street analysts warn that two prominent AI stocks face significant downside risk. Palantir Technologies has a 54% downside target due to unsustainable valuation multiples (P/S ratio of 72), while Tesla faces a 63% decline potential due to shrinking vehicle margins, aggressive valuation (198x P/E), and CEO Elon Musk's history of unfulfilled promises.

08/28/2026, 7:06 AM • The Motley Fool

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

08/27/2026, 3:31 PM • The Motley Fool

Peter Thiel Has Steadily Sold Down His Palantir Stake for Years Yet Remains Its Largest Individual Shareholder. Here's What His Selling Pattern Signals for Investors.

Peter Thiel sold 2 million Palantir shares in March 2024, netting approximately $280 million, but still retains roughly 3% ownership (98 million shares). While the sale could signal concerns about valuation multiples (P/E of 151, P/S of 74), the author argues it likely reflects personal reasons rather than fundamental issues. Palantir's strong financial performance—89% revenue growth to $3.57 billion and 256% profit growth in H1 2026—and its valuable AI platform support a bullish long-term outlook despite elevated valuations.

08/25/2026, 10:15 PM • The Motley Fool

Cathie Wood's Biggest Buy Last Week Was SpaceX. She Sold Almost Exactly That Much Palantir the Same Day.

Cathie Wood's ARK Investment Management bought $27.5 million worth of SpaceX shares on Friday while simultaneously selling $27.2 million of Palantir shares the same day. The trades reflect a relative valuation call: SpaceX trades near its IPO price despite strong growth, while Palantir trades at 154x earnings despite similar revenue growth rates. Both companies remain significant holdings in ARK's funds, but the trades suggest Wood prefers SpaceX's valuation at current levels.

08/25/2026, 4:27 PM • The Motley Fool

Palantir Lost an $875 Million Contract. Is the Stock Still a Buy?

Palantir lost a significant $875 million FAA contract, raising concerns about competition and valuation. However, the company's explosive commercial growth and improving earnings suggest a more nuanced investment picture. Despite the setback and expensive valuation, rapid business growth may justify current stock prices.

08/25/2026, 3:15 PM • The Motley Fool

Palantir's Maven Is Now an Official Pentagon Program of Record. Here's What Guaranteed Budget Dollars Are Worth.

Palantir Technologies' Maven Smart System, an AI-powered military platform, has been designated as an official Pentagon program of record. The designation supports a $2.3 billion budget request over five years to expand Maven across all military branches. Maven analyzes battlefield data from satellites, drones, and sensors to identify and target threats, and is now the primary AI operating system for the U.S. military. This status ensures long-term funding and revenue stability for Palantir, which already generates 42% of its revenue from U.S. government contracts.

08/25/2026, 11:21 AM • The Motley Fool

Is This $7 Stock Your Ticket to Becoming a Millionaire?

SoundHound AI stock has declined from its 2025 peak of $24 to $7 per share but shows strong business fundamentals with 45% YoY revenue growth and major deals with healthcare providers. The company's AI-powered audio recognition and integration software could potentially deliver 100x returns if it achieves widespread adoption in customer service automation across healthcare, insurance, and financial sectors, though significant competitive risks remain.

08/23/2026, 12:24 PM • The Motley Fool

Has Wall Street Entered the "Show Me" Phase of AI?

Wall Street's sentiment toward AI stocks is shifting from rewarding spending announcements to demanding tangible results. Microsoft and Amazon received positive reactions for demonstrating strong cloud growth and positive free cash flow despite massive AI investments. Palantir also gained on strong commercial AI software demand. However, Alphabet, Meta, and Tesla faced investor skepticism due to concerns about negative free cash flow, unclear ROI timelines, and ambitious but unproven AI initiatives.

08/22/2026, 7:21 PM • The Motley Fool