Michael Burry Comes for Palantir Again — This Time it's the Balance Sheet
Michael Burry: 'Palantir is losing bargaining power and channel stuffing... The former is a weak business position; the latter, a crime.'
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Michael Burry: 'Palantir is losing bargaining power and channel stuffing... The former is a weak business position; the latter, a crime.'
Steve Hilton vows to ban AI-driven firings and require human review and worker appeals for automated employment decisions in California.
C3.ai reported a quarterly loss of $0.2 per share, beating consensus estimates of $0.26 loss, with a 23.08% earnings surprise. However, revenues declined year-over-year to $52.38 million. The stock has lost 23.3% since the beginning of the year and carries a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market.
The global blockchain market is expected to experience explosive growth at a 62.4% CAGR from 2026 to 2031, driven by enterprise adoption of decentralized applications, digital identity solutions, tokenization, and cloud-hosted infrastructure. Asia Pacific is identified as the fastest-growing region, while North America maintains market leadership. Key growth drivers include Layer-2 scaling advancements, supportive regulations, and integration with AI and cloud platforms across financial services, healthcare, government, retail, and supply chain sectors.
As September historically brings market volatility, investors should focus on highly profitable companies with strong net income ratios and earnings growth. Three standout stocks meeting rigorous profitability criteria are NVIDIA (63.7% net margin, 93.3% earnings growth), BrightSpring Health Services (2.6% net margin, 82% earnings growth), and Comfort Systems USA (12.8% net margin, 60.7% earnings growth).
Teladoc Health (TDOC) is positioned for growth through chronic care expansion, international presence, and its upcoming Teladoc One platform, with the stock trading at a valuation discount. However, the company faces headwinds from declining BetterHelp revenues, intense virtual care competition, and persistent unprofitability with a $16.5 billion accumulated deficit.