Significant Developments in Tech, Finance, and Politics
Beijing's Response to U.S. Tech Restrictions: Alibaba Group has launched a new AI chip aimed at reducing China's dependence on Nvidia, amidst ongoing U.S. export restrictions. This move underscores Beijing's commitment to advancing its technological capabilities through domestic innovation.
Federal Reserve's Rate Cut Dilemma: Despite discussions of a potential rate cut by the Federal Reserve in September, the bond market, particularly long-dated Treasuries, shows little support for this move. Macro strategist Jim Bianco highlights that the 30-year Treasury yield remains largely unaffected by Fed Chair Jerome Powell's dovish stance.
Trump Administration's Investment Strategy: The Trump administration is looking to replicate its investment model with Intel Corp in other critical sectors for national security. This strategy aims to bolster U.S. economic resilience by securing vital industries.
Defense Sector Investments: The Trump administration is considering acquiring stakes in major defense contractors, similar to its recent investment in Intel. Commerce Secretary Howard Lutnick has suggested that the government should explore partial ownership in companies like Palantir Technologies and Boeing.
Cracker Barrel's Logo Controversy: Cracker Barrel faced a backlash over its logo rebranding, resulting in a decline in share prices. The controversy has led to speculation about potential changes in the Board of Directors and the CEO's future with the company.
Market Performance Highlights
Stock Performance:
Alibaba Group (BABA) is trading at $135.00, reflecting a 12.9% change.
Cracker Barrel (CBRL) is at $60.10, with a slight increase of 0.07%.
Intel Corp (INTC) is priced at $24.34, down by 2.37%.
Nvidia Corp (NVDA) is at $173.67, showing a decrease of 3.61%.
Palantir Technologies (PLTR) is trading at $156.46, down by 1.05%.
This week has been marked by pivotal moves in technology and finance, with implications for both domestic and international markets.
PLTR
$187.75+Infinity%1D
Analyst Views on PLTR
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 187.87 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 187.87 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
11 Hold
2 Sell
Hold
Current: 183.250
Low
50.00
Averages
187.87
High
255.00
Current: 183.250
Low
50.00
Averages
187.87
High
255.00
Freedom Capital
Sell
maintain
$125 -> $170
2025-11-13
Reason
Freedom Capital
Price Target
$125 -> $170
2025-11-13
maintain
Sell
Reason
Freedom Capital raised the firm's price target on Palantir to $170 from $125 and keeps a Sell rating on the shares. The company reported Q3 upside on U.S. commercial growth of 121% year-over-year, the analyst tells investors in a research note. The firm cites Palantir's "sustained near-term momentum" for the target boost. However, it believes the stock's "elevated valuation implies embedded hypergrowth that is unlikely to persist indefinitely."
HSBC
Hold
maintain
$181 -> $197
2025-11-05
Reason
HSBC
Price Target
$181 -> $197
2025-11-05
maintain
Hold
Reason
HSBC raised the firm's price target on Palantir to $197 from $181 and keeps a Hold rating on the shares.
Goldman Sachs
Neutral
maintain
$141 -> $188
2025-11-05
Reason
Goldman Sachs
Price Target
$141 -> $188
2025-11-05
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Palantir to $188 from $141 and keeps a Neutral rating on the shares.
UBS
Karl Keirstead
Neutral
maintain
$165 -> $205
2025-11-04
Reason
UBS
Karl Keirstead
Price Target
$165 -> $205
2025-11-04
maintain
Neutral
Reason
UBS analyst Karl Keirstead raised the firm's price target on Palantir to $205 from $165 and keeps a Neutral rating on the shares. Growth is set to accelerate again in Q4, the analyst tells investors in a research note.
About PLTR
Palantir Technologies Inc. is engaged in building software to assist in counterterrorism investigations and operations. The Company has built four principal software platforms, including Palantir Gotham (Gotham), Palantir Foundry (Foundry), Palantir Apollo (Apollo), and Palantir Artificial Intelligence Platform (AIP). Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems. Gotham enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. Foundry transforms the ways organizations operate by creating a central operating system for their data. AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models and other AI within any organization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
