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Palantir’s Unprecedented Valuation Challenges Traditional AI Investment Logic

The post Palantir’s Unprecedented Valuation Challenges Traditional AI Investment Logic appeared first on StartupHub.ai.

Jefferies Equity Analyst Brent Thill, in a recent CNBC “Closing Bell Overtime” segment with Sara Eisen and Jon Fortt, dissected Palantir Technologies’ Q3 results, presenting a stark dichotomy between the company’s “rock solid” fundamentals and its “like anything we’ve ever seen” valuation. Despite Palantir’s impressive operational performance, Thill maintained a “Sell” rating and a $60 […]

The post Palantir’s Unprecedented Valuation Challenges Traditional AI Investment Logic appeared first on StartupHub.ai.

Moody’s Analytics’ Mark Zandi: Biggest risk to economy is correction in stocks focused on AI

The post Moody’s Analytics’ Mark Zandi: Biggest risk to economy is correction in stocks focused on AI appeared first on StartupHub.ai.

Zandi delineated two primary channels through which the AI phenomenon is currently fueling economic expansion. Firstly, he underscored the “wealth effects generated by the surge in equity prices,” explaining that this newfound affluence translates directly into increased consumer spending. The aggregate valuation of publicly traded stock has surged by an impressive $10-11 trillion over the […]

The post Moody’s Analytics’ Mark Zandi: Biggest risk to economy is correction in stocks focused on AI appeared first on StartupHub.ai.

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