Palantir's stock is down. Michael Burry said Wednesday that Anthropic's rapid rise is a threat to Palantir as enterprise AI ...

Billionaire Michael Burry said Anthropic is "eating Palantir’s lunch" in a recently deleted social media post. Anthropic was ...

Anthropic's launch of managed agents led to a plunge in Fastly’s stock. So should you buy the dip in FSLY, which has ...

Is the software sector really getting disrupted?

Palantir's AI monetization, demand for its services, and differentiated ecosystem set it apart from other LLM providers.

The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude ...

Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) shares are down 7% Thursday, sliding from $140.76 to $131 as ...

Palantir (PLTR) stock: why shares are down YTD, what Q4 growth and 2026 guidance signal, plus valuation and key risks—read ...

We don't have enough money coming into the stock market to handle the three big IPOs that are headed our way. Certainly, we ...

CoreWeave (CRWV) stock rises 4% on Anthropic cloud deal announcement, one day after revealing $21B Meta contract expansion. CRWV now serves 9 of top 10 AI firms.

Burry cites Anthropic's meteoric $30 billion revenue climb as proof that "brains" will eat "infrastructure" in the AI arms ...