yahoo news | Palantir Faces Burry Critique And UK Scrutiny As Anthropic Competition Grows

Investor Michael Burry has once again flagged Palantir Technologies (NASDAQ: PLTR) as a short, calling out the company’s premium AI valuation and pointing to Anthropic as a lower‑cost competitor that could erode Palantir’s claim to a market‑leading position in enterprise and government AI software. Anthropic’s rapid expansion of its own AI offerings adds pressure on Palantir, which has been trading far above its three‑year‑ago price despite a solid 53 % year‑to‑date return. The short‑seller’s argument is that the strong trailing performance may be overstated if Palantir cannot defend its pricing power against cheaper alternatives from Anthropic, OpenAI, Microsoft or Google.

At the same time, Palantir is confronting heightened scrutiny from UK regulators and ethics bodies over its government and NHS contracts. Questions about data‑privacy, defense‑sector usage and long‑term contract risk have surfaced, with the possibility that tighter rules, additional approval steps, or contractual restrictions could lengthen sales cycles and increase compliance costs. This regulatory spotlight coincides with broader public debate about the ethical use of AI in healthcare and defense, creating uncertainty for Palantir’s pipeline in a key overseas market.

Despite the headwinds, Palantir continues to secure large‑scale deals, such as renewed contracts with Stellantis, an expanded partnership with Bain & Company, and the Pentagon’s Maven program, suggesting that some enterprise and government customers still view its platform as core AI infrastructure. Investors are now watching whether UK regulatory actions translate into formal limits, how often Anthropic and other AI providers appear in procurement processes, and whether contract renewal patterns shift. The balance between these competitive and regulatory pressures will shape Palantir’s future revenue visibility and valuation.

Read more: https://finance.yahoo.com/markets/stocks/articles/palantir-faces-burry-critique-uk-031443109.html?fr=sycsrp_catchall

#palantir #michaelburry #anthropic #u.k.regulators #nhs

yahoo news | Why Palantir Technologies Stock Tanked on Wednesday

In the midst of a broader market rally, Palantir Technologies (NASDAQ: PLTR) fell sharply on Wednesday, sliding as much as 7.3% and remaining down about 6.6% by mid‑afternoon. The drop was triggered by a bearish outlook from famed investor Michael Burry, who, via a post on X, warned that AI start‑up Anthropic is “eating Palantir’s lunch” and highlighted Anthropic’s rapid jump in annual recurring revenue—from $9 billion to $30 billion—while pointing out that it took Palantir two decades to generate $5 billion in revenue.

Burry, known for predicting the 2008 subprime crash, has been publicly shorting Palantir and Nvidia through his hedge fund Scion Asset Management. Since his early‑November warnings, Palantir’s shares have fallen roughly 26% and Nvidia’s about 9%. Nevertheless, Palantir’s fourth‑quarter results seem to counter his thesis: revenue rose 70% year over year, marking the tenth consecutive quarter of accelerating growth, driven by a 137% surge in its U.S. commercial segment and an adjusted earnings‑per‑share of $0.25, up 79%.

The article’s author concludes that, despite Burry’s high‑profile criticism, Palantir’s strong fundamentals make it a buy. Disclosure notes that the author holds positions in Nvidia and Palantir, and The Motley Fool recommends both stocks through its Stock Advisor service, which touts an average return of 928% compared with the S&P 500’s 186%.*

Read more: https://finance.yahoo.com/markets/stocks/articles/why-palantir-technologies-stock-tanked-201629517.html?fr=sycsrp_catchall

#palantirtechnologies #nasdaq #michaelburry #anthropic #nvidia

yahoo news | 'Big Short' investor Michael Burry says Anthropic is 'eating Palantir's lunch'...

Michael Burry, the “Big Short” investor who has long been bearish on Palantir, recently proclaimed that enterprise AI spending is swinging in favor of Anthropic, the creator of the Claude chatbot. In a Wednesday post on X, Burry wrote that “Anthropic is eating Palantir's lunch,” highlighting the private‑sector growth that has propelled Anthropic’s annual recurring revenue from about $9 billion to roughly $30 billion in just a few months. He argues that Anthropic’s easier, cheaper, and more intuitive solutions give it a clear edge over Palantir’s government‑focused contracts.

Burry’s comments come after he announced a short position on Palantir, suggesting he saw a bubble in the broader AI boom. Yet he now believes the market is shifting toward “plug‑and‑play” models that let companies quickly integrate AI tools. Citing data from the financial‑operations platform Ramp and a March 2026 analysis by economist Ara Kharazian, Burry notes that Anthropic now captures about 73 % of new enterprise AI spending, while Palantir took two decades to reach $5 billion in revenue.

The article also mentions that Burry is not alone in betting against Palantir; short‑seller Andrew Left recently disclosed a short position in the stock while expressing bullishness on privately held AI firms such as Databricks. Both investors see the private‑sector AI market, exemplified by Anthropic’s rapid growth, as the primary driver of future profitability, eclipsing the slower‑moving, government‑contract‑centric model of Palantir.

Read more: https://finance.yahoo.com/sectors/technology/articles/big-short-investor-michael-burry-195603279.html?fr=sycsrp_catchall

#michaelburry #anthropic #palantir #bigshort #ai

yahoo news | 'Anthropic is Eating Palantir's Lunch': Michael Burry - Palantir Technologies...

Michael Burry has reignited his bearish case on Palantir Technologies (NASDAQ: PLTR) with a fresh jab on X, saying “Anthropic is eating Palantir’s lunch.” He points to Anthropic’s rapid jump from $9 billion to $30 billion in annual recurring revenue, noting that the company now offers a cheaper, more intuitive AI solution for businesses. By contrast, Burry observes that Palantir has taken roughly two decades to reach $5 billion in revenue, and its government contracts—traditionally low‑margin and relatively small—are increasingly dependent on the same foundation models that Anthropic now sells directly to enterprises.

Supporting Burry’s claim, Ramp’s March AI Index shows business AI adoption at a record 47.6%, with nearly one‑in‑four Ramp customers now paying for Anthropic—a jump from about one‑in‑25 a year earlier. Anthropic’s month‑over‑month adoption rose 4.9 percentage points, its fastest pace yet, and the firm now wins roughly 70 % of first‑time, head‑to‑head enterprise purchasing decisions versus OpenAI. The index marks a “complete reversal” from 2025, when OpenAI was gaining share faster than rivals, underscoring a swift shift toward Anthropic’s Claude in corporate workflows.

Burry’s short position is anchored in long‑dated $50‑strike put options expiring in 2027, exposing him to roughly 5 million shares. He has long argued that Palantir is a low‑margin consulting shop masquerading as a high‑growth AI/SaaS story, citing rapidly expanding accounts receivable and heavy stock‑based compensation as red flags. Burry also criticizes Palantir’s reliance on external model providers like Anthropic, claiming the company has “no real AI software of its own.” With Palantir stock down about 2 % at $146.98 amid a broader market rally, Burry’s latest data‑driven argument suggests the market may soon re‑rate Palantir away from an AI darling to a more modest systems‑integrator valuation.

Read more: https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry

#anthropic #palantirtechnologies #michaelburry #saas #ai

📉 Michael Burry, el inversor de 'The Big Short', lanza un pronóstico ultra bajista para Palantir (PLTR), sugiriendo una caída drástica en su precio. La incertidumbre en el mercado bursátil se intensifica.

#Palantir #PLTR #MichaelBurry #Mercados.