Palantir has the best growth and margin profile in our software coverage, but its valuation is demanding.

With uncertainty regarding its total addressable market and competitive threats, here’s what we think of Palantir stock.

Morningstar equity analysts explore what’s behind the generative AI versus software debate.

How we’re rethinking companies’ competitive advantages in an AI-first world.

With higher-than-expected revenue expectations and a raised fair value estimate, here’s what we think of Palantir stock.

Palantir’s earnings has impressed our analysts.

With results exceeding management’s forecast for Q3, here’s what we think of Uber stock.

Our view of Palantir Technologies.

Uber’s business is humming along but autonomous vehicles add uncertainty to the longer term outlook.

We raise our fair value estimate off the back of earnings.