Palantir Technologies Inc.

• PLTR Stock Price 24h change: +0.34%. From 165.33 USD to 165.90 USD. The slight recovery followed a period of sharp sell-offs as investors balanced extreme valuation concerns against ongoing commercial expansion efforts, such as the HD Hyundai partnership.
• From a technical perspective, the stock presents a "bearish momentum with oversold caution": PLTR is currently trading below its 20-day ($166.92) and 50-day ($172.51) moving averages, signaling a short-term downtrend. However, the RSI (14) has dipped near 38-40, approaching oversold territory, which may prompt a temporary technical bounce or stabilization near the $165 support level.
• Palantir CEO Alex Karp, speaking at the World Economic Forum in Davos, dismissed "AI bubble" concerns, arguing that the technology is already delivering real-world outcomes in sectors like healthcare and defense.
• iA Global Asset Management increased its stake in Palantir by 25.4%, now holding shares worth approximately $63.76 million, signaling continued institutional interest despite a high P/E ratio exceeding 300.
• RBC Capital analysts maintain a cautious outlook with a low price target of $50, warning that the stock’s current premium requires "near-perfect execution" to justify its valuation in a volatile market.
• The Software-as-a-Service (SaaS) sector faced pressure as new generative AI tools from competitors like Anthropic triggered double-digit declines in major names like Salesforce and Adobe due to fears of market displacement.
• TSMC reported record Q4 2025 results and projected capital expenditures of up to $56 billion for 2026, reinforcing that the underlying hardware demand for the global AI revolution remains robust.

• PLTR Stock Price 24h change: -1.90%. From 168.53 USD to 165.33 USD.
• Palantir's decline followed a sharp early January selloff as investors reassess high valuation risk (P/E ~394) and significant insider selling, combined with market-wide rotation from tech to value sectors.
• From a technical perspective, the stock presents a "Strong Sell" signal: price is trading below the 150-day and 200-day SMAs (around $169-$181), with an RSI of 37.9 and a negative MACD (-2.79) confirming bearish momentum and wanning upside before Feb 2 earnings.
• Palantir expanded its strategic partnership with South Korea’s HD Hyundai in a deal reportedly worth "hundreds of millions," aiming to deploy its AI platform group-wide across shipbuilding and robotics.
• U.K.-based Sovereign AI selected Accenture and Palantir to help build and scale next-generation sovereign AI data centers throughout Europe.
• Citigroup recently upgraded Palantir from "Neutral" to "Buy" with a price target increase to $235, citing positive commercial growth indicators despite near-term valuation debates.
• The software sector faces pressure as Anthropic's new AI tool, capable of turning screenshots into spreadsheets, triggered double-digit declines in major SaaS peers like Salesforce and Adobe.
• Industry reports indicate a global PC RAM shortage driven by high-bandwidth memory demand for AI servers, which is expected to push hardware costs higher through spring 2026.