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Palantir

BN Daybreak: Tony Leon on ANC ‘life support’; Moeng on Mashaba; Palantir’s 96%; Nasdaq correction Palantir

BN Daybreak: Tony Leon on ANC ‘life support’; Moeng on Mashaba; Palantir’s 96%; Nasdaq correction

Published on :  06 Nov 2026, 3:53 am Former DA leader Tony Leon tells Alec Hogg the ANC is electorally on life support after this week's local elections, and that thousands of councillors now out of work could make the fight over its next leader very ugly. Solly Moeng says…
bubmag
November 6, 2026
Hiding inside Palantir’s skyrocketing quarter is a foreboding signal Palantir

Hiding inside Palantir’s skyrocketing quarter is a foreboding signal

The data analysis company Palantir delivered such a huge third-quarter earnings report on Monday that its press release even bragged that the numbers were “crushing consensus expectations.” Yet retail investors were lukewarm on the company on Tuesday, with the stock trading slightly down. That’s because Palantir’s enterprise sales, its big…
bubmag
November 3, 2026
Palantir’s Commercial AI Business Overtakes US Government Revenue Palantir

Palantir’s Commercial AI Business Overtakes US Government Revenue

Palantir’s US commercial revenue reached $984 million in Q3 2026, overtaking US government revenue of $953 million for the first time. Total quarterly revenue jumped 96% year-on-year to $2.31 billion, above Wall Street estimates. US commercial revenue rose 148%, making enterprise AI the fastest-growing part of Palantir’s business. Yet US…
bubmag
November 3, 2026
Global Stock Markets Enter a Packed Week as Tech Stocks Fall and Hedge Funds Cut Exposure Palantir

Global Stock Markets Enter a Packed Week as Tech Stocks Fall and Hedge Funds Cut Exposure

TLDR: Markets price roughly an 80% chance of another Fed rate hike in December, according to Bull Theory.  The U.S. October jobs report is forecast at 60K, after 29K in September, with unemployment at 4.2%. Apple, Palantir, AMD, Qualcomm, Arm, and Cloudflare are among the companies reporting earnings. Control of…
bubmag
November 1, 2026
The Week Ahead: Apple and Palantir Earnings, Jobs Report, Bitcoin and Binance Hack Update Palantir

The Week Ahead: Apple and Palantir Earnings, Jobs Report, Bitcoin and Binance Hack Update

TLDR Big Tech lost more than $1 trillion last week as investors questioned heavy AI spending. Alphabet had its worst single-day drop on record, and Intel fell nearly 29%. Binance reported a security breach involving an estimated $6.3 billion in digital assets. Apple, Palantir and AMD report earnings early in…
bubmag
November 1, 2026
Palantir CTO tells Stratechery he doesn’t regret working with Anthropic Palantir

Palantir CTO tells Stratechery he doesn’t regret working with Anthropic

Shyam Sankar, then president of Palantir Technologies, at the World Economic Forum Annual Meeting in Davos, Switzerland, January 2020. Palantir was caught in Anthropic’s clash with the US Department of War, its chief technology officer, Shyam Sankar, told Ben Thompson for Stratechery, in an interview published on Thursday. Thompson noted…
bubmag
November 1, 2026
Top Stocks to Watch This Week: Apple, Palantir, AMD, Shopify and Uber Earnings Palantir

Top Stocks to Watch This Week: Apple, Palantir, AMD, Shopify and Uber Earnings

TLDR Apple, Palantir, AMD, Shopify and Uber report earnings between November 2 and November 6. The Nasdaq Composite fell 5.3% in October, its biggest monthly loss since March 2025. Apple reports Monday, with new CEO John Ternus facing investor questions. AMD reports Tuesday after its data center revenue doubled last…
bubmag
November 1, 2026
Australians’ biometric data could be handed to Palantir under still-vague deal with US Palantir

Australians’ biometric data could be handed to Palantir under still-vague deal with US

The Albanese government and its officials continue to resist attempts to clarify what personal data will be given to the US government under an Enhanced Border Security Partnership that is being secretly negotiated with the Trump administration. Greens leader David Shoebridge devoted an extended period of the appearance of the…
bubmag
October 28, 2026