Latest news with #AIP
Yahoo
2 days ago
- Business
- Yahoo
Even $200 in These Stocks Could Mint a Fortune
With explosive U.S. commercial growth and an 83% Rule of 40 score, Palantir Technologies is positioned to grow even more in the coming years. SoundHound is well positioned to become a dominant force in the conversational AI space. 10 stocks we like better than Palantir Technologies › After a strong market rebound since April, some of the market's most attractive artificial intelligence (AI) stocks are no longer cheap. However, that doesn't mean that they have no upside potential. In fact, for long-term investors who can tolerate short-term volatility and premium valuations, there are still a few attractive picks that can help them build wealth, especially as AI adoption has accelerated across all walks of business and life. You also would not need boatloads of cash to build this fortune. Even with $200 to invest today (which is not required for paying bills or contingencies), picking a stake in Palantir Technologies (NASDAQ: PLTR) and SoundHound AI (NASDAQ: SOUN) can prove to be quite brilliant. Here's why. Data analytics giant Palantir has delivered an impressive financial performance in its recent first-quarter fiscal 2025 results (ending March 31), and the growth trajectory is likely to remain strong in the long run. The company's revenues jumped 39% year over year to $884 million. The growth rate is nearly double the 21% top-line growth rate achieved in the same quarter of the previous year, indicating that the company is on an accelerated growth trajectory. The U.S. commercial business has emerged as a significant growth catalyst, with year-over-year growth of 71%, crossing the $1 billion annual run rate threshold in the first quarter. Palantir also posted a Rule of 40 score of 83%, a two-percentage-point increase compared to the previous quarter. It is a critical metric for evaluating the performance of software-as-a-service (SaaS) and other high-growth technology companies, stating that the combination of revenue growth and profit margins should be at least 40%. With Palantir operating at approximately double the cutoff, it underscores the quality growth of this AI giant. The company also generated $370 million in free cash flow, demonstrating that it has sufficient funds to support its growth initiatives. Palantir differentiates itself from other AI players with its "Warp Speed" manufacturing operating system, built atop the Artificial Intelligence Platform (AIP), to streamline various industrial operations. Furthermore, instead of focusing on building newer and more advanced AI models, which eventually lose their competitive advantage, the company has developed a solid ontological framework that helps it relate the assets and relationships within an organization to its digital counterparts. This data advantage is leading to huge switching costs for customers, as replacing it becomes not only expensive but also disruptive for the overall business. Palantir trades at 208.3 times forward earnings, which is very expensive. However, profitable and practically debt-free AI companies with accelerating top-line growth and a huge $5.4 billion cash balance are not easy to come by. Hence, the stock is a smart buy for long-term investors who are ready to ride some volatility, even at elevated valuation levels. Amidst multiple AI stocks with unproven technologies, SoundHound AI (NASDAQ: SOUN) stands out with its voice AI platform, which is already seeing strong traction in the enterprise world. This is evident considering that the company's revenues soared a dramatic 151% year over year in the first quarter of fiscal 2025 to $29.1 million. Additionally, the company has also built a $1.2 billion backlog of cumulative subscriptions and bookings. This implies that the company has impressive revenue visibility for several more years to come. SoundHound is leveraging its multimodal and multilingual proprietary Polaris foundational model to power its conversational AI solutions. However, what makes SoundHound's technology stand out is its ability to directly process voice commands to understand the underlying meaning. On the other hand, traditional voice systems first convert the voice to text and then to a meaningful representation. This "speech-to-meaning technology" has helped dramatically reduce latency in real time, thereby making voice communications four times faster than competitors, while also improving accuracy to twice the level of competitors, even in noisy environments. The superior technology has helped the company build a sticky customer base. Although previously geared mainly toward the restaurant industry, SoundHound is now actively diversifying its customer base into healthcare, automotive, and financial services. Furthermore, no single customer accounted for more than 10% of its revenue in the first quarter. SoundHound has also been focusing on strategic acquisitions to build a comprehensive voice ecosystem. The acquisition of SYNQ3 has dramatically expanded its market reach in the restaurant industry. The Amelia acquisition has also strengthened the company's position in the massive enterprise AI market. Recently, SoundHound launched Amelia 7.0, powered by a proprietary multiprocess agentic framework called "Agentic Plus." This platform will enable businesses to deploy fleets of AI agents that can understand, reason, and autonomously complete actions. Finally, the Allset acquisition has positioned SoundHound as a key player in the voice commerce space. The company is developing technology that allows drivers to order food while driving, thereby enabling SoundHound to leverage its automotive partnerships with restaurant networks. It is indisputable that the stock looks expensive at 36.7 times sales, but that misses the bigger picture. With $245.8 million in cash and just $4.6 million in debt, SoundHound has the financial flexibility to focus on several growth initiatives. Management also expects to reach adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) profitability by the end of 2025. Considering the company's cutting-edge conversational AI technology, robust financial trajectory, and focused inorganic growth strategy, SoundHound seems an attractive buy now. Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Palantir Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Even $200 in These Stocks Could Mint a Fortune was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Palantir (PLTR) Rides AI Momentum, While Street Remains Divided on Valuation
Palantir Technologies Inc. (NASDAQ:PLTR), with an 82% YTD rally, is the best-performing tech stock (trailing only TransMedics Group) on our list of the 10 best growth stocks to buy according to billionaires. This rally, which has taken the stock to record highs, is fueled by investors' belief in its AI-driven growth story. However, according to Bloomberg's analysis in its June 4 report, the stock is now trading at over 200 times its 12-month forward earnings, one of the highest multiples in the S&P 500, and significantly above the market average of 22 times. Many analysts consider this valuation to be stretched and choose to be on the sidelines. An engineer using the latest predictive analytics software to formulate solutions. Ted Mortonson, managing director at Robert W. Baird, believes that expectations are now high after the stock's steep run-up, and any earnings disappointment could put pressure on shares. This means that the company would need to exhibit consistent execution. According to its latest guidance, management projects 36% revenue growth in 2025, to $3.9 billion, and over $1.5 billion in free cash flow. Interestingly, the Bloomberg report notes that the stock is one of the lowest-rated S&P 500 stocks, with fewer than one-third of analysts covering it having a Buy equivalent rating. So, what's causing the stock to continue rising? The report notes that while Wall Street remains cautious, supporters of the stock believe Wall Street is overlooking a company uniquely poised to thrive amid today's shifting geopolitical and economic conditions. Investors appear more focused on Palantir's exposure to key defense, intelligence, and AI opportunities. The company's recent wins include deeper engagements with the U.S. military, NATO, and Fannie Mae, as well as ongoing expansion of its commercial client base. Support from the retail investor base has also been notable, keeping trading volumes elevated. Despite the caution elsewhere, Mark Schappel from Loop Capital is among the analysts who have a positive view on the stock. On June 12, he raised his price target on Palantir to $155 from $130 while maintaining a Buy rating. His conviction on the stock is based on a recent investor session that featured a demonstration of Palantir's AIP platform and a discussion on broader trends in enterprise AI. Schappel highlights Palantir's strong position as an early leader in enterprise AI, noting that the technology is shifting from limited trials to full-scale deployment. He also pointed to growing real-world use cases across industries, despite slower AI adoption in Europe. Palantir Technologies Inc. (NASDAQ:PLTR) is a software company that builds and deploys data integration and analytics platforms for both government and commercial clients. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
7 Artificial Intelligence Stocks That Could Supercharge Your Portfolio
The AI market is on track to soar to more than $2 trillion by 2030, unlocking major opportunities beyond traditional chip stocks. These seven companies are applying AI to real-world challenges in cloud infrastructure, logistics, and automation. Each stock provides a distinct angle on the AI revolution, offering early-stage exposure as the technology moves into broader adoption. 10 stocks we like better than Datadog › The artificial intelligence (AI) revolution is transforming entire industries at an unprecedented pace. While analysts project that the global AI market will grow to over $2 trillion by 2030, we're still in the early stages of this technological transformation. From automating warehouse operations to revolutionizing healthcare diagnostics, AI is creating unprecedented opportunities for investors willing to look beyond the obvious chip stocks. Here are seven AI stocks positioned to deliver explosive growth as this technology reshapes the business world. Datadog (NASDAQ: DDOG) provides the critical observability tools that keep modern digital infrastructure running, and the AI boom is sharply accelerating demand. In Q1 2025, revenue jumped 25% year over year to $762 million, while adoption of the comany's large language model monitoring tools doubled in just six months. As AI workloads scale across industries, real-time infrastructure visibility becomes non-negotiable -- positioning Datadog as the backbone of the AI-powered enterprise stack. Despite the company's strong fundamentals, its shares are down more than 14% year to date (as of June 17, 2025), offering investors a rare entry point into a premier AI infrastructure play. Palantir Technologies (NASDAQ: PLTR) has grown from a secretive defense contractor into a leading force in AI-powered analytics. In Q1 2025, revenue climbed 39% year over year to $884 million, driven by a 71% surge in U.S. commercial sales to $255 million and a 45% gain in government revenue to $373 million. By combining its Foundry and AIP platforms, Palantir delivers scalable AI solutions to both public institutions and private enterprises. This gives investors rare exposure to two of the most powerful adoption curves in the AI economy. Symbotic (NASDAQ: SYM) is transforming the $35 billion warehouse automation market with AI-driven robotic systems. Q2 2025 revenue jumped 40% to $550 million, supported by a massive $23 billion contracted backlog. Walmart has deployed Symbotic's technology across multiple distribution centers, proving the system can handle the world's most demanding logistics operations. As e-commerce volumes accelerate and labor shortages persist, major retailers are racing to automate their supply chains with AI-powered robotics. Symbotic is a key first mover in this rapidly expanding market. Navitas Semiconductor (NASDAQ: NVTS) specializes in gallium nitride power semiconductors that enable faster, more efficient power conversion -- critical as AI data centers consume unprecedented amounts of energy. The company's GaN technology delivers up to 3x faster charging speeds while slashing energy consumption by 40%, making it essential infrastructure for the AI boom. Navitas recently secured a partnership with Nvidia to develop power architecture for next-generation AI systems, validating its technology with the industry's most demanding customer. As data center construction accelerates and energy costs soar, Navitas is positioned to capture a significant share of the rapidly expanding power semiconductor market. Lemonade (NYSE: LMND) is shaking up the $9 trillion insurance market with its AI-first approach. In Q1 2025, its in-force premiums surpassed $1 billion -- up 27% year over year to $1 billion -- with revenue rising 27% to $151.2 million. Its trailing-12-month gross loss ratio stands at 73%, a critical figure that has declined by an impressive 15 percentage points over the prior seven quarters. With its tech stack scaling into new lines and regions, Lemonade showcases that algorithmic efficiency can outpace legacy insurers at scale, making its stock a compelling buy for long-term thinkers. Tesla (NASDAQ: TSLA) is transforming from an automaker into an AI powerhouse across two massive markets: autonomous driving and humanoid robotics. The company plans to launch its robotaxi service in Austin on June 22, 2025, deploying driverless Model Y vehicles that navigate entirely through camera-based neural networks -- no human drivers needed. Moreover, Tesla's Optimus robots have entered production at the Fremont factory, with thousands expected by year-end to handle repetitive industrial tasks. With a $1 trillion valuation increasingly detached from car sales, Tesla is betting its future on AI-driven recurring revenue from robotaxis and robot workers that could dwarf its vehicle business. Advanced Micro Devices (NASDAQ: AMD) is the only credible alternative to Nvidia in the AI accelerator market. At its June 12 "Advancing AI" event, AMD unveiled the Helios rack architecture launching in 2026, which integrates next-generation MI400 GPUs into unified AI servers. The announcement drove the leading investment bank Piper Sandler to raise its price target on the stock to $140. AMD has thus emerged as the "second horse" that hyperscalers desperately need in a supply constrained market. As the AI infrastructure buildout accelerates toward a multitrillion-dollar scale, AMD's open-standards alternative to Nvidia looks increasingly vital, a fact that bodes well for its share-price performance in the years ahead. Before you buy stock in Datadog, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Datadog wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,821!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $886,880!* Now, it's worth noting Stock Advisor's total average return is 791% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 George Budwell has positions in Lemonade, Navitas Semiconductor, Nvidia, Palantir Technologies, and Walmart. The Motley Fool has positions in and recommends Advanced Micro Devices, Datadog, Lemonade, Nvidia, Palantir Technologies, Symbotic, Tesla, and Walmart. The Motley Fool has a disclosure policy. 7 Artificial Intelligence Stocks That Could Supercharge Your Portfolio was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Recorder
4 days ago
- Business
- Business Recorder
Accelerated Implementation Programme: Govt releases Rs35.968bn funding package for KP's merged districts
ISLAMABAD: Federal government has released a major funding package of Rs 35.968 billion for the merged districts of Khyber Pakhtunkhwa under the Accelerated Implementation Programme (AIP). The Ministry of Planning, Development and Special Initiatives has released a major funding package of Rs 35.968 billion with approval of Prime Minister Shehbaz Sharif for the merged districts of Khyber Pakhtunkhwa under the AIP. This approval, issued in line with the directives of Prime Minister Shehbaz Sharif, represents a critical step toward the sustained development and uplift of the newly merged areas (formerly FATA), aiming to ensure inclusive growth and long-term stability in the region. The initiative falls under the broader Ten-Year Development Plan for Ex-FATA, implemented through the Federal Public Sector Development Programme (PSDP) 2024–25. With this latest funding authorisation, the total allocation for the AIP Programme under the current fiscal year reaches Rs 42.315 billion. Iqbal emphasised the significance of this investment. 'We are unlocking Rs35 billion for the Newly Merged Areas—one of the biggest investments for the uplift of the area and the communities have ever seen. It's not just numbers; it's hope for families who have waited too long for light, for education, for safety,' the minister said. According to a handout issued by the Ministry of Planning on Tuesday, the allocated funds will support a series of transformative projects aimed at bridging development gaps and improving living standards across the region. Key initiatives include the solarisation of off-grid households, with Rs 13.5 billion set aside to provide solar energy solutions to 120,000 households or implement a 50 MW utility-scale micro grid, ensuring sustainable and affordable power access. Additionally, Rs 7 billion has been allocated for the construction of police stations and police posts, including the transformation of Levies forces, to enhance law enforcement capacity and public safety in the region. The development of FATA University has also been given, with Rs 2.5 billion earmarked for strengthening its academic and institutional infrastructure, providing youth from the region with greater access to quality higher education. Furthermore, an amount of Rs13.145 billion, as requested by the Government of Khyber Pakhtunkhwa, has been authorised to clear outstanding liabilities for ongoing schemes, ensuring the timely completion of critical infrastructure and development projects. Minister Iqbal reiterated the government's commitment to inclusive development: 'These are real steps toward a better, brighter future.' 'Our message is simple: Newly Merged Districts are important priority of Federal Government. We look forward to working with KP government above partisan lines for the development of a region, which has suffered greatly due to terrorism,' he said. He said that this landmark funding package reaffirms the federal government's resolve to uplift underdeveloped regions and integrate them fully into the national development framework, ensuring equitable growth, improved governance, and social cohesion across Pakistan. Funds may be utilised under supervision of a steering committee headed by the chief minister KP, with minister finance KP and a federal minister and secretary planning and rep of 11 Corp HQ as members. Copyright Business Recorder, 2025
Yahoo
5 days ago
- Business
- Yahoo
Palantir Price Target Raised to $155 on 'Explosive' AI Potential
Palantir Technologies (NASDAQ:PLTR) received a new Street-high price target of $155 from Loop Capital, as analyst Mark Schappel expressed greater confidence in the company's AI strategy following a recent investor meeting with CFO David Glazer, according to a recent note. Schappel raised his target from $130, implying a potential upside of nearly 15% from current levels. He reiterated a Buy rating, describing Palantir as an early leader in enterprise AI software, with a long runway for growth as pilot programs shift into full-scale production. The analyst said Palantir's artificial intelligence platform, AIP, was the centerpiece of the presentation. AIP combines enterprise data, large language models, and internal logic to help organizations automate operations and make faster decisions. Schappel noted that the technology goes beyond traditional analytics tools. While the stock currently trades at 48x EV/2027E revenue, making it the most expensive in the enterprise software space, Schappel said the valuation reflects Palantir's long-term potential in a rapidly growing market. He also downplayed competition concerns, arguing that firms like Snowflake (NYSE:SNOW) and Databricks focus on historical data analysis, whereas Palantir operates as a decision-making platform. This article first appeared on GuruFocus.
