Is Palantir’s stock too good to be true?

Palantir的股票是否过于美好而不真实?

FT News Briefing

2025-08-06

10 分钟
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US President Donald Trump plans on imposing new sanctions on Russia unless there is a ceasefire in Ukraine, and Palantir’s skyrocketing stock is raising concerns that it’s overvalued. Plus, OpenAI released a new “open-weight” model, and Russia’s banks are coming under scrutiny over bad loans. Mentioned in this podcast: Trump readies fresh sanctions against Russia’s shadow fleet Russia moves to contain concern over banks’ bad loan exposure Palantir’s valuation is a triumph of ‘number go up’ OpenAI releases open models to compete with China’s DeepSeek Today’s FT News Briefing was produced by Fiona Symon, Sonja Hutson, and Marc Filippino. Additional help from Blake Maples, Michael Lello, David da Silva and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. Our intern is Michaela Seah. The show’s theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Good morning from the Financial Times.

  • Today is Wednesday, August 6th, and this is your FT News briefing.

  • More sanctions might be headed Moscow's way, and Russia's banking system is starting to creak.

  • Plus, is Palantir's eye-watering stock price all that it's cracked up to be?

  • I just want to be clear that I'm not a Palantir hater.

  • It's just that you can both be a really good company performing strongly and be horribly overvalued.

  • I'm Mark Filippino, and here's the news you need to start your day.

  • The White House is deciding whether to put more sanctions on Russia's shadow fleet of oil tankers.

  • That is, if President Vladimir Putin doesn't agree to a ceasefire in Ukraine by Friday.

  • These shadow fleets are vessels that hide their true owners.

  • Moscow uses them to ship oil and get around Western restrictions.

  • U.S.