Palantir Reports $2.9 Billion Revenue While Nvidia Faces Bearish Bets

The artificial intelligence sector continues to experience significant activity, marked by varied financial performances, strategic expansions, and investor sentiment shifts. Palantir, a major player with a $424 billion market cap, demonstrates robust growth, with its revenue climbing 27% annually from 2020 to 2024, reaching $2.9 billion, and achieving profitability in 2024 through its Gotham and Foundry platforms. In contrast, UiPath, valued at $8 billion and a leader in Robotic Process Automation, saw its revenue grow to $1.4 billion with a 24% annual increase from 2021 to 2025, though its growth slowed to 9% in fiscal 2025 due to market conditions and increased competition from generative AI. UiPath is actively implementing cost-cutting measures to enhance profitability.

Key Takeaways

  • Palantir, with a $424 billion market cap, reported $2.9 billion in revenue with 27% annual growth from 2020-2024, achieving profitability in 2024.
  • UiPath, valued at $8 billion, saw its revenue reach $1.4 billion with 24% annual growth from 2021-2025, but growth slowed to 9% in fiscal 2025.
  • Hedge fund manager Michael Burry placed bearish bets against Nvidia (1 million put options) and Palantir (5 million put options) in Q3, causing initial stock price drops.
  • Arm Holdings plc reported strong Q2 earnings with US$1.14 billion in revenue and is acquiring AI networking chipmaker DreamBig Semiconductor for US$265 million.
  • Hewlett Packard Enterprise (HPE) is expanding its AI and supercomputing initiatives through partnerships with the U.S. Department of Energy, Oak Ridge National Laboratory, and Los Alamos National Laboratory.
  • SoundSafe.ai, incorporated in 2024, is developing AI technologies to protect copyrighted audio from deepfakes and an AI-powered physical security alert system, currently in trial with law enforcement.
  • BigBear.ai secured new deals with DHS and the US military, while Pony AI's stock slid nearly 25% over the past month, reflecting a significant drop in investor confidence.
  • China's Q3 earnings show a substantial AI boom, with AI-related industries experiencing significant growth and major tech companies planning $63 billion in AI infrastructure spending in 2025.
  • DeepSnitch AI's crypto presale has reached $505,000, offering an analytics suite with five autonomous AI agents to provide valuable insights for traders.

SoundSafe AI secures digital audio and physical spaces

SoundSafe.ai, an AI security company in Galena, is developing two main technologies. One system protects copyrighted audio from AI deepfakes by embedding invisible data for authenticity. The other is an AI-powered physical security alert system that enhances existing cameras and audio to detect threats faster. Founders Johnny Stevenson and Hamad Dada are trialing this system with the Jo Daviess County sheriff's department and Illinois State police. The company, incorporated in 2024, seeks seed funding to further develop its innovative solutions.

SoundSafe AI secures digital audio and physical spaces

SoundSafe.ai, an AI security company based in Galena, is preparing for its first seed funding round. The company, founded by Johnny Stevenson and Hamad Dada, offers two key AI technologies. One protects copyrighted audio from deepfakes by embedding unique data, and the other is an AI-powered physical security alert system. This system, currently in trial with the Jo Daviess County sheriff's department and Illinois State police, aims to reduce response times to threats. SoundSafe.ai, incorporated in 2024, also plans to develop hardware and drone-based threat detection software.

BigBear.ai and Pony AI stocks compared

This article compares two AI stocks, BigBear.ai and Pony AI, for investors. BigBear.ai focuses on government and defense contracts, using its AI modules Observe, Orient, and Dominate for data analysis. Its revenue grew 2% in 2024, and it remains unprofitable, but it secured new deals with DHS and the US military. Pony AI operates robotaxis and driverless logistics vehicles, partnering with companies like Toyota. While its revenue rose 4% in 2024, its capital-intensive business keeps it unprofitable. Both stocks are considered expensive, with BigBear.ai showing stabilization and Pony AI facing scaling challenges.

Palantir and UiPath AI stocks compared

This article compares two artificial intelligence stocks, Palantir and UiPath. Palantir, with a $424 billion market cap, offers Gotham for government and Foundry for commercial clients, helping them analyze data and make decisions. Its revenue grew 27% annually from 2020 to 2024, reaching $2.9 billion, and it became profitable in 2024. UiPath, valued at $8 billion, is the largest Robotic Process Automation company, automating tasks for businesses. Its revenue grew 24% annually from 2021 to 2025, reaching $1.4 billion, but growth slowed to 9% in fiscal 2025 due to market conditions and competition from generative AI. While Palantir shows strong growth, UiPath is working towards profitability by cutting costs.

Michael Burry bets against Nvidia and Palantir AI stocks

Michael Burry, a well-known hedge fund manager from Scion Asset Management, placed bearish bets against AI stocks Nvidia and Palantir in the third quarter. He bought 1 million put options for Nvidia and 5 million for Palantir, signaling his expectation of their stock prices falling. Following this news, Nvidia shares dropped 7.1% and Palantir shares fell 11.2% this week. However, both stocks stabilized on Friday, with Nvidia up 0.04% and Palantir up 1.6%. Experts suggest the "Burry effect" might be ending, advising investors to maintain their own investment strategies.

Arm boosts AI strategy with strong earnings and acquisition

Arm Holdings plc reported strong second-quarter earnings, with revenue reaching US$1.14 billion and net income at US$238 million. This growth was largely due to high demand for its AI and data center products. Arm also announced it will acquire DreamBig Semiconductor, an AI networking chipmaker, for US$265 million. This acquisition, along with new AI partnerships, shows Arm's clear focus on expanding its AI solutions, especially for data centers. These strategic moves aim to strengthen Arm's position as a major player in the rapidly growing AI market.

HPE expands AI and supercomputing with government partners

Hewlett Packard Enterprise, or HPE, announced significant AI and supercomputing partnerships in late October 2025. HPE is working with major organizations like the U.S. Department of Energy, Oak Ridge National Laboratory, and Los Alamos National Laboratory. These collaborations aim to provide advanced AI and infrastructure solutions for critical government and business needs. HPE's focus on secure and sustainable AI and high-performance computing positions it as a key player in this growing market. Investors should note HPE's market leadership and strong revenue potential from these strategic alignments.

China AI boom boosts tech earnings

China's third-quarter earnings season shows that artificial intelligence is driving significant growth in certain sectors. Mainland China A shares saw a 12% earnings increase, with AI-related industries like media, electronics, and computers reporting rises of 57%, 41%, and 34% respectively. Hardware manufacturers for AI infrastructure in mainland China and internet companies with AI cloud services in Hong Kong benefited most. Despite overall market struggles due to trade talks and other events, major Chinese tech companies like Alibaba and China Unicom plan to increase capital spending on AI infrastructure to $63 billion in 2025. Analysts recommend companies like Xiaomi, Innolight, and Luxshare as key beneficiaries of this AI trend.

DeepSnitch AI crypto presale reaches $505K

The crypto market experienced a downturn after an October 10 crash, causing significant losses for digital asset treasury companies like Strategy and Evernorth. However, the market is showing signs of recovery, with many major coins trading positively on November 7. Amidst this, DeepSnitch AI's presale has surged to $505,000 in its second stage. DeepSnitch AI is an innovative project that offers traders an analytics suite powered by five autonomous AI agents. These agents convert raw blockchain data into valuable insights, helping traders spot sentiment shifts, whale movements, and potential risks. Early investors can buy DSNT tokens at $0.02200 and gain early access to the first AI agent, plus earn daily staking rewards.

Pony AI stock slides 25 percent in one month

Pony AI, a company known for its autonomous vehicle technology, has seen its share price drop significantly. Over the past month, the company's stock, PONY, slid by nearly 25 percent. This decline has led investors to re-evaluate Pony AI's growth potential and overall risk. The 30-day return for Pony AI currently stands at a negative 30.8 percent, reflecting a sharp change in investor confidence.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

AI AI Agents AI Infrastructure AI Market AI Networking Chips AI Security AI Stocks AI Strategy Acquisition Alibaba Arm Holdings Audio Protection Autonomous Vehicles BigBear.ai Blockchain Analytics Capital Spending China AI Market China Unicom Cloud Services Commercial Clients Crypto Data Analysis Data Centers DeepSnitch AI Deepfakes Drone Technology Generative AI Government Contracts Government Partnerships Hardware Hedge Funds High-Performance Computing HPE Innolight Investment Investment Risk Law Enforcement Luxshare Michael Burry Nvidia Palantir Physical Security Pony AI Profitability Risk Detection Robotic Process Automation Secure AI Seed Funding Sentiment Analysis SoundSafe AI Staking Rewards Stock Market Supercomputing Sustainable AI Tech Earnings Threat Detection UiPath Xiaomi

Comments

Loading...