Billionaire Philippe Laffont Dumped AI Titan Nvidia for the 11th Time in 12 Quarters. What Does He Know That Wall Street Doesn't?

Billionaire Philippe Laffont of Coatue Management has reduced his Nvidia position by 87% over three years, selling in 11 of the last 12 quarters. While profit-taking from Nvidia's 700% surge explains some selling, concerns about competitive pressures from major customers developing their own chips, potential AI bubble risks, and elevated valuations may also be driving the exits.

05/20/2026, 1:06 PM • The Motley Fool

Is Palantir Stock a Buy?

Palantir Technologies presents a mixed investment case. While the company demonstrates exceptional fundamentals with 85% year-over-year growth, 53% net income margins, and strong performance in both commercial (95% growth) and government (76% growth) segments, its stock trades at a premium valuation of 151x trailing earnings and 92x forward earnings. Down 35% from all-time highs, the investment decision hinges on whether Palantir can sustain its growth trajectory long enough to justify its current valuation, with cheaper AI alternatives available in the market.

05/20/2026, 7:09 AM • The Motley Fool

Is Amazon Starting an Nvidia-Style Run?

Amazon stock has surged over 30% since late March, driven by strong AI demand in its AWS cloud business. The article suggests Amazon could experience an Nvidia-style run due to its growing chip business (Graviton and Trainium), potential future stand-alone chips business, reasonable valuation at 30x forward earnings, and investor rotation into new AI stocks.

05/18/2026, 5:02 AM • The Motley Fool

Where Could Palantir Be in 10 Years? The Bull and Bear Cases.

Palantir Technologies presents a high-variance 10-year investment thesis with strong current growth (71% revenue guidance for 2026) driven by government contracts and commercial AI products. The bull case hinges on the ontology layer becoming an enterprise AI standard and sustained commercial growth, while the bear case warns of government contract volatility, geographic concentration, and valuation compression risks from competition.

05/17/2026, 2:30 PM • The Motley Fool

Consumer Tech News (May 11-15): Trump–Xi Talk Fails to Deliver Chip Deal, Elon Musk vs. OpenAI Trail & More

Global semiconductor stocks retreated after Trump and Xi's summit failed to announce major chip agreements or breakthroughs on NVIDIA's China business. Key developments include Taiwan Semiconductor's $31.28B capital spending approval for AI chip manufacturing, Meta offering free WhatsApp access to competing AI developers to resolve EU antitrust concerns, Trump Mobile delivering delayed $499 smartphones, and the Elon Musk vs. OpenAI trial concluding with closing arguments. Notable earnings included strong results from Applied Materials, Cisco, and Tower Semiconductor, while Alibaba reported mixed results and Birkenstock faced margin pressures.

05/17/2026, 9:20 AM • Benzinga

Should Investors Buy AMD Stock Instead of Palantir Stock?

The article compares two popular AI stocks, AMD and Palantir, to help investors decide which is the better investment. Both are described as excellent companies, but the analysis suggests only one can be the winner in this comparison.

05/16/2026, 8:20 PM • The Motley Fool

Prediction: This Could Be Palantir's Stock Price By the End of 2027

Palantir Technologies could see its stock price reach $408 by end of 2027 if it maintains current growth trajectory, according to analyst projections. The company's AI platform adoption is accelerating in both government and commercial sectors, with Q1 2026 showing 85% year-over-year revenue growth and 11 consecutive quarters of accelerating revenue. However, the analysis acknowledges risks including inevitable growth deceleration, potential margin pressure, and economic downturns.

05/15/2026, 3:02 AM • The Motley Fool

Why Ondas Stock Surged Today

Ondas Holdings stock surged 26.52% after reporting exceptional Q1 2026 results with revenue jumping over 1,000% year-over-year to $50.1 million, driven by strong counter-drone system sales. The defense technology company has acquired Mistral and World View Enterprises, partnered with Palantir Technologies on an AI-powered intelligence platform, and projects full-year revenue growth of 670% to $390 million. However, the company remains unprofitable with widening EBITDA losses, though management expects profitability by Q1 2028.

05/14/2026, 11:30 PM • The Motley Fool

Stock Market Today, May 14: U.S. Indexes Move Higher as Cisco Pops and AI-Chipmaker Cerebras Debuts

U.S. stock indexes reached record highs on May 14, 2026, driven by strong AI sector performance. Cisco Systems surged over 10% following an earnings beat and announcement of growing AI infrastructure orders ($5B to $9B). Newly public Cerebras Systems nearly doubled from its IPO price, while Nvidia gained 4% amid reports of potential China chip sales approval. Broadcom also climbed 5% to a 52-week high, though some software stocks like Palantir experienced profit-taking.

05/14/2026, 5:04 PM • The Motley Fool

Palantir vs. BigBear.ai: What Do Their Quarterly Revenue Trends Tell Investors?

Palantir Technologies demonstrates consistent quarter-over-quarter revenue growth with eight straight quarters of increases, reaching $1.6 billion in Q1 2026 with an 85% year-over-year increase. In contrast, BigBear.ai shows volatile and declining revenue trends, with Q1 2026 revenue of $34.4 million representing a 1% year-over-year decline. The diverging financial paths highlight Palantir's success in capturing AI market demand versus BigBear.ai's struggle to grow despite operating in the high-demand AI sector.

05/14/2026, 10:14 AM • The Motley Fool

Meet the AI Stock Crushing Palantir, Nvidia, and Alphabet Right Now

Advanced Micro Devices (AMD) has surged 115% year-to-date in 2026, significantly outperforming other AI stocks. The company reported strong Q1 earnings with 38% revenue growth and 57% data center segment growth, driven by accelerating demand for EPYC CPUs used in AI inference and agentic systems. CEO Lisa Su doubled the company's CPU market growth forecast to over 35% annualized through 2030, signaling a structural shift in the business. Despite trading at 35x 2027 earnings, AMD's PEG ratio of 0.69 suggests the stock remains undervalued relative to its 51% expected annualized earnings growth.

05/13/2026, 5:22 AM • The Motley Fool

Palantir, Trump And Ukraine: Zelenskyy Signals Deeper Defense Tech Ties

Ukrainian President Zelenskyy met with Palantir CEO Alex Karp to discuss deeper cooperation in defense technology. Palantir's software has been deployed on Ukrainian battlefields since 2022 for intelligence, targeting, and data analysis. The meeting positions Palantir as a key player in Western defense technology amid Trump's administration focus on military spending and Ukraine policy. Ukraine's Defense Minister noted the partnership has provided technological advantages including AI reconnaissance tools and a platform for training AI models with over 100 participating companies.

05/12/2026, 4:09 PM • Benzinga

Will Cerebras Soar After Its IPO This Week? History Offers a Compelling Answer.

Cerebras, an AI chip company, is launching its IPO on May 14, 2026, with a valuation exceeding $48 billion. The company differentiates itself with larger chips than Nvidia's and has secured major deals with OpenAI and Amazon Web Services. However, historical data shows IPO stocks typically underperform in their first year after launch, suggesting investors may find better buying opportunities on price dips rather than rushing in at launch.

05/12/2026, 2:10 PM • The Motley Fool

Massive News for Palantir Stock Investors

Following a strong quarterly performance, analyst Parkev Tatevosian upgraded his fair value calculation for Palantir Technologies, suggesting significant developments with major consequences for shareholders.

05/12/2026, 6:30 AM • The Motley Fool

Palantir Revenue Growth No Longer Enough to Defend Premium Multiple

Palantir's exceptional Q1 fundamentals—84.71% revenue growth, 306.73% net income growth, and 145% net dollar retention—are being overshadowed by valuation compression. Despite blowout earnings and strong commercial/government segment performance, the market is punishing the stock for not justifying its 151.42 P/E multiple, with the company down 2.58% Monday as investors shift focus from growth metrics to valuation sustainability.

05/11/2026, 3:55 PM • Investing