Tag: Valuations

Palantir's recent stock surge is overdone, says Goldman Sachs. While AI has fuelled a demand for companies focused on the technology, the investment bank believes the rally is unjustified. Their analysts argue AI is just an extension of Palantir's existing data analytics work, not a substantial change in strategy or take-up. However, the firm still sees AI as a future tailwind, which could help drive growth. Goldman Sachs has raised Palantir's price target to $10 per share but warns that it signals a downside risk of almost 35% from current levels.

Venture capitalists must focus on diversity, data, and compliance as the industry faces a crisis wave. Priorities are changing, and standardized investment score algorithms can help underrepresented founders receive funding. Startups should have a public profile, diverse workforce, and sustainable practices. Embrace data-driven approaches and prevent human biases to lead to a more robust VC asset class.

Investing in the AI giants Amazon, Alphabet, Microsoft, Nvidia, Apple, and Meta Platforms might lead to huge profits by 2030. But, beware of industry over-optimism and economic risks.