Palantir’s relentless rise

帕兰提尔势不可挡的崛起

Behind the Money

2025-08-20

23 分钟
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Palantir shares have soared this year, making the data analytics company one of the most valuable listed US tech groups. The FT’s Tabby Kinder explains how a paradigm shift in Silicon Valley helped propel Palantir to new heights and why many think it will be among the biggest winners of more US federal spending on national security, immigration and space exploration – even as others have started questioning its valuation. Clips from Bloomberg, CNBC, FOX Business, HBO, More Perfect Union, Newsweek, TechCrunch, Palantir Vision, The 92nd Street Y, New York  - - - - - - - - - - - - - - - - - - - - - - - - - -  For further reading: Palantir becomes a ‘Trump trade’ as investors bet on higher defence spending How Donald Trump’s spending bill will boost Silicon Valley’s defence companies Palantir lifts outlook as AI boom sends quarterly revenue to $1bn Palantir’s ‘revolving door’ with government spurs huge growth - - - - - - - - - - - - - - - - - - - - - - - - - -  Follow Tabby Kinder on X (@Tabby_Kinder) and Saffeya Ahmed on X (@saffeya_ahmed) or follow Saffeya on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Depending on how you see things,

  • the company that's one of the best performing on the U.S. stock market is either one of the most interesting around or shockingly overvalued.

  • Palantir, this is the new buzzy stock.

  • Palantir.

  • Palantir.

  • The valuation of Palantir is lunacy.

  • Palantir's stock price is just absolutely bonkers this year.

  • Palantir blew past estimates.

  • We know Palantir has gone crazy.

  • I mean, it's bigger than Adobe and Salesforce combined on a market valuation basis.

  • Palantir is now the most expensive stock in the S&P 500.

  • And it is at a record high after beating on earnings,

  • surpassing a billion dollars in quarterly revenue for the first time ever.

  • The stock has just ripped.

  • You may have heard of Palantir.

  • It's a data analytics company,

  • and it was mentioned in a data privacy scandal several years ago involving Cambridge Analytica and Facebook.

  • But that's just scratching the surface of what Palantir is involved in.

  • Palantir is a software company that uses AI to do large-scale,