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'Anthropic is Eating Palantir's Lunch': Michael Burry
APRAJ
2024-02-16
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APRAJ
2023-02-14
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551546612098808","repostId":"2626925137","repostType":2,"repost":{"id":"2626925137","kind":"highlight","pubTimestamp":1775665800,"share":"https://ttm.financial/m/news/2626925137?lang=en_US&edition=fundamental","pubTime":"2026-04-09 00:30","market":"us","language":"en","title":"'Anthropic is Eating Palantir's Lunch': Michael Burry","url":"https://stock-news.laohu8.com/highlight/detail?id=2626925137","media":"Benzinga_recent_news","summary":"Michael Burry sharpens his bear case against Palantir, while framing Anthropic as the winner in the corporate AI land grab.","content":"<div>\n<p>Burry posted his latest jab at Palantir Wednesday on X: \n\"Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'Anthropic is Eating Palantir's Lunch': Michael Burry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Anthropic is Eating Palantir's Lunch': Michael Burry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 00:30 GMT+8 <a href=https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Burry posted his latest jab at Palantir Wednesday on X: \n\"Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2026/04/08/Burry-PLTR.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4543":"AI","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","BK4585":"ETF&股票定投概念","PLTA":"ProShares Ultra PLTR ETF","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTD":"1倍做空PLTR ETF-Direxion","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4587":"ChatGPT概念","BK4528":"SaaS概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4613":"AI应用软件","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","BK4588":"碎股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTU":"2倍做多PLTR ETF-Direxion","PLTR":"Palantir Technologies Inc.","PLTW":"PLTR周配息ETF-Roundhill","BK4551":"寇图资本持仓","PTIR":"2倍做多PLTR ETF-GraniteShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTY":"PLTR期权收益策略ETF-YieldMax","BK4023":"应用软件","PLTZ":"2倍做空PLTR ETF-Defiance","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626925137","content_text":"Burry posted his latest jab at Palantir Wednesday on X: \n\"Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, cheaper, intuitive solution for businesses,\" he said. \n\"PLTR can have government, which is low margin and small. Anthropic’went from $9B to $30B in months, it took $PLTR 20 years to get to $5 Billion. Anthropic is taking 73% of all new enterprise spending per Ramp,\" Burry added. \nRamp's March AI Index shows business AI adoption at a record 47.6%, with nearly one in four Ramp customers now paying for Anthropic, up from roughly one in 25 a year ago. \nAnthropic's adoption grew 4.9 percentage points month-over-month, its fastest pace yet, and it now wins about 70% of first‑time, head‑to‑head enterprise purchasing decisions versus OpenAI.\nRamp also notes this is a \"complete reversal\" from 2025, when OpenAI was gaining share faster than rivals, underscoring a rapid shift toward Claude in business workflows. \nThat backdrop makes Burry's claim that Anthropic is \"eating Palantir's lunch\" resonate with data showing Anthropic capturing the bulk of incremental enterprise AI spend.\nBurry previously disclosed a sizeable short in Palantir via long‑dated $50 strike put options expiring in 2027, giving him downside exposure to roughly 5 million shares. \nHe has argued Palantir is a low‑margin consulting shop dressed up as a high‑growth AI/SaaS story, pointing to accounts receivable expanding far faster than revenue and heavy stock‑based comp as red flags.\nHe has also blasted what he calls Palantir's \"overpromising\" on AI, saying the company relies on external model providers like Anthropic and \"has no real AI software of its own.\" \nBurry's latest post builds on his view that Palantir's government work is smaller, lower‑margin and increasingly dependent on the very foundation models that are now winning direct enterprise relationships on their own.\nRamp's numbers give Burry fresh ammunition: Anthropic is rapidly becoming the default choice for corporate AI spend, while Palantir must prove its higher‑touch platforms can capture comparable economics. \nIf Anthropic continues to dominate new enterprise AI budgets, Burry's bet is that the market will re-rate Palantir away from pure‑play AI darling toward more mundane systems integrator multiples.\nPLTR Price Action: According to Benzinga Pro data, Palantir stock was down 2.05% at $146.98 Wednesday, amid a broad market rally on the Middle East ceasefire. \nThis image was generated using artificial intelligence via Gemini. \nTo add Benzinga News as your preferred source on Google, click here.","news_type":1,"symbols_score_info":{"PLYY":0.6,"PLOO":0.6,"PLTR":1.98,"PLTA":0.6,"PLTI":0.6,"PTIR":0.6,"PLTD":0.6,"PLT":0.6,"AIYY":0.6,"PLTZ":0.6,"PLTU":0.6,"PLTY":0.6,"PLTW":0.6,"PLTG":0.6}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274583081316416,"gmtCreate":1708074816222,"gmtModify":1708079046364,"author":{"id":"4093738307963550","authorId":"4093738307963550","name":"APRAJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093738307963550","idStr":"4093738307963550"},"themes":[],"title":"","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274583081316416","repostId":"1118367950","repostType":2,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954204571,"gmtCreate":1676365452493,"gmtModify":1676365578018,"author":{"id":"4093738307963550","authorId":"4093738307963550","name":"APRAJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093738307963550","idStr":"4093738307963550"},"themes":[],"title":"","htmlText":" Vao. 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","text":"Vao.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954204571","repostId":"1161160010","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":274583081316416,"gmtCreate":1708074816222,"gmtModify":1708079046364,"author":{"id":"4093738307963550","authorId":"4093738307963550","name":"APRAJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093738307963550","authorIdStr":"4093738307963550"},"themes":[],"title":"","htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274583081316416","repostId":"1118367950","repostType":2,"repost":{"id":"1118367950","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1708094749,"share":"https://ttm.financial/m/news/1118367950?lang=en_US&edition=fundamental","pubTime":"2024-02-16 22:45","market":"us","language":"en","title":"Bloom Energy Shares Tumble 22% on Q4 Earnings and Revenue Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1118367950","media":"Tiger Newspress","summary":"Bloom Energy shares tumbled 18.6% in premarket trading Friday following its fourth-quarter earnings report, which revealed both earnings and revenue falling short of analyst expectations.The company r","content":"<html><head></head><body><p>Bloom Energy shares tumbled 22% in morning trading Friday following its fourth-quarter earnings report, which revealed both earnings and revenue falling short of analyst expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/750ba78450e0e99c6da2809a5721e357\" tg-width=\"842\" tg-height=\"620\"/></p><p style=\"text-align: left;\">The company reported an adjusted EPS of $0.07, missing the consensus estimate of $0.10. Revenue for the quarter was $356.9 million, a sharp decline of 22.8% compared to the $462.6 million reported in the same quarter last year, and also below the analysts' forecast of $472.85 million.</p><p style=\"text-align: left;\">The energy company's full-year revenue reached a record $1.3 billion, marking an 11.2% increase YoY, driven by growth in product and service revenue.</p><p style=\"text-align: left;\">Despite the annual gains, the fourth-quarter performance and the provided financial guidance for fiscal year 2024, which anticipates revenue between $1.4 billion and $1.6 billion—well below the analysts' consensus of $1.77 billion—have raised concerns among investors.</p><p style=\"text-align: left;\">Bloom Energy's CEO, KR Sridhar, emphasized the company's commitment to operational excellence and innovation as key factors in achieving the record annual revenue in 2023. Sridhar highlighted the launch of new products, including the Combined Heat and Power system and the Be Flexible™ load following product offering, as part of the company's strategy to meet the increasing demand for efficient, clean energy solutions.</p><p style=\"text-align: left;\">Despite the positive note on innovation and operational milestones, the company's financial performance in the fourth quarter has overshadowed the achievements, as reflected in the market's reaction. Greg Cameron, President and CFO, expressed pride in the company's record revenues and positive adjusted operating income for the year, but his announced departure from the company adds to the uncertainty around Bloom Energy's future financial management.</p><p style=\"text-align: left;\">The company's fourth-quarter gross margin improved significantly to 25.9%, up from 15.4% in the previous year, but the adjusted gross margin saw a decrease of 3 percentage points YoY. Operating profit for the quarter showed an improvement of $53.5 million, turning from a loss to a profit compared to the fourth quarter of 2022.</p><p style=\"text-align: left;\">In summary, while Bloom Energy has shown year-over-year growth in annual revenue and improvements in operating profit, the fourth-quarter results and forward-looking guidance have not met market expectations, leading to a notable decline in the company's stock price.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bloom Energy Shares Tumble 22% on Q4 Earnings and Revenue Miss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBloom Energy Shares Tumble 22% on Q4 Earnings and Revenue Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-16 22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bloom Energy shares tumbled 22% in morning trading Friday following its fourth-quarter earnings report, which revealed both earnings and revenue falling short of analyst expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/750ba78450e0e99c6da2809a5721e357\" tg-width=\"842\" tg-height=\"620\"/></p><p style=\"text-align: left;\">The company reported an adjusted EPS of $0.07, missing the consensus estimate of $0.10. Revenue for the quarter was $356.9 million, a sharp decline of 22.8% compared to the $462.6 million reported in the same quarter last year, and also below the analysts' forecast of $472.85 million.</p><p style=\"text-align: left;\">The energy company's full-year revenue reached a record $1.3 billion, marking an 11.2% increase YoY, driven by growth in product and service revenue.</p><p style=\"text-align: left;\">Despite the annual gains, the fourth-quarter performance and the provided financial guidance for fiscal year 2024, which anticipates revenue between $1.4 billion and $1.6 billion—well below the analysts' consensus of $1.77 billion—have raised concerns among investors.</p><p style=\"text-align: left;\">Bloom Energy's CEO, KR Sridhar, emphasized the company's commitment to operational excellence and innovation as key factors in achieving the record annual revenue in 2023. Sridhar highlighted the launch of new products, including the Combined Heat and Power system and the Be Flexible™ load following product offering, as part of the company's strategy to meet the increasing demand for efficient, clean energy solutions.</p><p style=\"text-align: left;\">Despite the positive note on innovation and operational milestones, the company's financial performance in the fourth quarter has overshadowed the achievements, as reflected in the market's reaction. Greg Cameron, President and CFO, expressed pride in the company's record revenues and positive adjusted operating income for the year, but his announced departure from the company adds to the uncertainty around Bloom Energy's future financial management.</p><p style=\"text-align: left;\">The company's fourth-quarter gross margin improved significantly to 25.9%, up from 15.4% in the previous year, but the adjusted gross margin saw a decrease of 3 percentage points YoY. Operating profit for the quarter showed an improvement of $53.5 million, turning from a loss to a profit compared to the fourth quarter of 2022.</p><p style=\"text-align: left;\">In summary, while Bloom Energy has shown year-over-year growth in annual revenue and improvements in operating profit, the fourth-quarter results and forward-looking guidance have not met market expectations, leading to a notable decline in the company's stock price.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BE":"Bloom Energy Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118367950","content_text":"Bloom Energy shares tumbled 22% in morning trading Friday following its fourth-quarter earnings report, which revealed both earnings and revenue falling short of analyst expectations.The company reported an adjusted EPS of $0.07, missing the consensus estimate of $0.10. Revenue for the quarter was $356.9 million, a sharp decline of 22.8% compared to the $462.6 million reported in the same quarter last year, and also below the analysts' forecast of $472.85 million.The energy company's full-year revenue reached a record $1.3 billion, marking an 11.2% increase YoY, driven by growth in product and service revenue.Despite the annual gains, the fourth-quarter performance and the provided financial guidance for fiscal year 2024, which anticipates revenue between $1.4 billion and $1.6 billion—well below the analysts' consensus of $1.77 billion—have raised concerns among investors.Bloom Energy's CEO, KR Sridhar, emphasized the company's commitment to operational excellence and innovation as key factors in achieving the record annual revenue in 2023. Sridhar highlighted the launch of new products, including the Combined Heat and Power system and the Be Flexible™ load following product offering, as part of the company's strategy to meet the increasing demand for efficient, clean energy solutions.Despite the positive note on innovation and operational milestones, the company's financial performance in the fourth quarter has overshadowed the achievements, as reflected in the market's reaction. Greg Cameron, President and CFO, expressed pride in the company's record revenues and positive adjusted operating income for the year, but his announced departure from the company adds to the uncertainty around Bloom Energy's future financial management.The company's fourth-quarter gross margin improved significantly to 25.9%, up from 15.4% in the previous year, but the adjusted gross margin saw a decrease of 3 percentage points YoY. Operating profit for the quarter showed an improvement of $53.5 million, turning from a loss to a profit compared to the fourth quarter of 2022.In summary, while Bloom Energy has shown year-over-year growth in annual revenue and improvements in operating profit, the fourth-quarter results and forward-looking guidance have not met market expectations, leading to a notable decline in the company's stock price.","news_type":1,"symbols_score_info":{"BE":1.1}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954204571,"gmtCreate":1676365452493,"gmtModify":1676365578018,"author":{"id":"4093738307963550","authorId":"4093738307963550","name":"APRAJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093738307963550","authorIdStr":"4093738307963550"},"themes":[],"title":"","htmlText":" Vao. ","listText":" Vao. ","text":"Vao.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954204571","repostId":"1161160010","repostType":2,"repost":{"id":"1161160010","kind":"news","pubTimestamp":1676359129,"share":"https://ttm.financial/m/news/1161160010?lang=en_US&edition=fundamental","pubTime":"2023-02-14 15:18","market":"us","language":"en","title":"Tesla Cuts Model 3 and Increases Model Y Prices Again in the U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=1161160010","media":"Teslarati","summary":"Tesla has cut pricing on a Model 3 configuration but has raised prices on two Model Y configurations","content":"<html><head></head><body><p>Tesla has cut pricing on a Model 3 configuration but has raised prices on two Model Y configurations for the second time in as many days.</p><p>Tesla cut Model 3 Rear-Wheel-Drive prices by $500, bringing the vehicle down to $42,990 from $43,490. This trim, in particular, offers 272 miles of range and a 140 MPH top speed.</p><p><img src=\"https://static.tigerbbs.com/dc60f2a36fcc94b5b1b7ca0247903ccc\" tg-width=\"1920\" tg-height=\"1044\" referrerpolicy=\"no-referrer\"/>Meanwhile, Tesla Model Y All-Wheel-Drive configurations with the 4680 battery pack were increased by $500 to $51,990, up from $51,490. Tesla raised prices on this vehicle on Saturday and then again late Sunday.</p><p>This trim offers 279 miles of range and a 135 MPH top speed. It appears that this trim is currently sold out, according to Tesla’s Existing Inventory.</p><p>Tesla Model Y Performance trims were raised by $500 as well, going from $58,490 to $58,990. These vehicles were also increased by $500 on Saturday, with additional increases occurring on Sunday.</p><p>Tesla Model Y Performance configurations have 303 miles of range and a 155 MPH top speed.</p><p><img src=\"https://static.tigerbbs.com/49adee0b4cb18251c8a2942184a27c26\" tg-width=\"1920\" tg-height=\"1049\" referrerpolicy=\"no-referrer\"/>Tesla continues to adjust the prices of its vehicles after cutting up to $13,000 off of some models in its lineup in early January. However, the pricing has been anything but stable since the beginning of the year. The Model Y has been the subject of five price changes since January 1, with consumers wondering when the vehicles will reach stability.</p><p>Tesla has perhaps been adjusting pricing so frequently to see at what levels demand can continue to be stoked. Tesla has some of the best profits per vehicle in the industry. After the $13,000 price cuts on the Model Y and significant decreases on its other models at the beginning of the year, which were likely used to increase demand and undercut the competition, the automaker could be looking to settle for more stable numbers that will return profitability to higher levels.</p></body></html>","source":"lsy1629091926461","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Cuts Model 3 and Increases Model Y Prices Again in the U.S.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Cuts Model 3 and Increases Model Y Prices Again in the U.S.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-14 15:18 GMT+8 <a href=https://www.teslarati.com/tesla-model-3-model-y-prices-adjustments-feb-2023/><strong>Teslarati</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has cut pricing on a Model 3 configuration but has raised prices on two Model Y configurations for the second time in as many days.Tesla cut Model 3 Rear-Wheel-Drive prices by $500, bringing the...</p>\n\n<a href=\"https://www.teslarati.com/tesla-model-3-model-y-prices-adjustments-feb-2023/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.teslarati.com/tesla-model-3-model-y-prices-adjustments-feb-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161160010","content_text":"Tesla has cut pricing on a Model 3 configuration but has raised prices on two Model Y configurations for the second time in as many days.Tesla cut Model 3 Rear-Wheel-Drive prices by $500, bringing the vehicle down to $42,990 from $43,490. This trim, in particular, offers 272 miles of range and a 140 MPH top speed.Meanwhile, Tesla Model Y All-Wheel-Drive configurations with the 4680 battery pack were increased by $500 to $51,990, up from $51,490. Tesla raised prices on this vehicle on Saturday and then again late Sunday.This trim offers 279 miles of range and a 135 MPH top speed. It appears that this trim is currently sold out, according to Tesla’s Existing Inventory.Tesla Model Y Performance trims were raised by $500 as well, going from $58,490 to $58,990. These vehicles were also increased by $500 on Saturday, with additional increases occurring on Sunday.Tesla Model Y Performance configurations have 303 miles of range and a 155 MPH top speed.Tesla continues to adjust the prices of its vehicles after cutting up to $13,000 off of some models in its lineup in early January. However, the pricing has been anything but stable since the beginning of the year. The Model Y has been the subject of five price changes since January 1, with consumers wondering when the vehicles will reach stability.Tesla has perhaps been adjusting pricing so frequently to see at what levels demand can continue to be stoked. Tesla has some of the best profits per vehicle in the industry. After the $13,000 price cuts on the Model Y and significant decreases on its other models at the beginning of the year, which were likely used to increase demand and undercut the competition, the automaker could be looking to settle for more stable numbers that will return profitability to higher levels.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":551546612098808,"gmtCreate":1775676042188,"gmtModify":1775676046157,"author":{"id":"4093738307963550","authorId":"4093738307963550","name":"APRAJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093738307963550","authorIdStr":"4093738307963550"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551546612098808","repostId":"2626925137","repostType":2,"repost":{"id":"2626925137","kind":"highlight","pubTimestamp":1775665800,"share":"https://ttm.financial/m/news/2626925137?lang=en_US&edition=fundamental","pubTime":"2026-04-09 00:30","market":"us","language":"en","title":"'Anthropic is Eating Palantir's Lunch': Michael Burry","url":"https://stock-news.laohu8.com/highlight/detail?id=2626925137","media":"Benzinga_recent_news","summary":"Michael Burry sharpens his bear case against Palantir, while framing Anthropic as the winner in the corporate AI land grab.","content":"<div>\n<p>Burry posted his latest jab at Palantir Wednesday on X: \n\"Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>'Anthropic is Eating Palantir's Lunch': Michael Burry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Anthropic is Eating Palantir's Lunch': Michael Burry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 00:30 GMT+8 <a href=https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Burry posted his latest jab at Palantir Wednesday on X: \n\"Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2026/04/08/Burry-PLTR.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"PLOO":"2倍上限加速PLTR ETF-Leverage Shares","BK4543":"AI","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","BK4585":"ETF&股票定投概念","PLTA":"ProShares Ultra PLTR ETF","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTD":"1倍做空PLTR ETF-Direxion","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4587":"ChatGPT概念","BK4528":"SaaS概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4613":"AI应用软件","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","BK4588":"碎股","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTU":"2倍做多PLTR ETF-Direxion","PLTR":"Palantir Technologies Inc.","PLTW":"PLTR周配息ETF-Roundhill","BK4551":"寇图资本持仓","PTIR":"2倍做多PLTR ETF-GraniteShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTY":"PLTR期权收益策略ETF-YieldMax","BK4023":"应用软件","PLTZ":"2倍做空PLTR ETF-Defiance","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/04/51711659/anthropic-is-eating-palantirs-lunch-michael-burry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2626925137","content_text":"Burry posted his latest jab at Palantir Wednesday on X: \n\"Anthropic is eating $PLTR Palantir’s lunch. That massive boost from $9B to $30B ARR at Anthropic is because Anthropic offers the easier, cheaper, intuitive solution for businesses,\" he said. \n\"PLTR can have government, which is low margin and small. Anthropic’went from $9B to $30B in months, it took $PLTR 20 years to get to $5 Billion. Anthropic is taking 73% of all new enterprise spending per Ramp,\" Burry added. \nRamp's March AI Index shows business AI adoption at a record 47.6%, with nearly one in four Ramp customers now paying for Anthropic, up from roughly one in 25 a year ago. \nAnthropic's adoption grew 4.9 percentage points month-over-month, its fastest pace yet, and it now wins about 70% of first‑time, head‑to‑head enterprise purchasing decisions versus OpenAI.\nRamp also notes this is a \"complete reversal\" from 2025, when OpenAI was gaining share faster than rivals, underscoring a rapid shift toward Claude in business workflows. \nThat backdrop makes Burry's claim that Anthropic is \"eating Palantir's lunch\" resonate with data showing Anthropic capturing the bulk of incremental enterprise AI spend.\nBurry previously disclosed a sizeable short in Palantir via long‑dated $50 strike put options expiring in 2027, giving him downside exposure to roughly 5 million shares. \nHe has argued Palantir is a low‑margin consulting shop dressed up as a high‑growth AI/SaaS story, pointing to accounts receivable expanding far faster than revenue and heavy stock‑based comp as red flags.\nHe has also blasted what he calls Palantir's \"overpromising\" on AI, saying the company relies on external model providers like Anthropic and \"has no real AI software of its own.\" \nBurry's latest post builds on his view that Palantir's government work is smaller, lower‑margin and increasingly dependent on the very foundation models that are now winning direct enterprise relationships on their own.\nRamp's numbers give Burry fresh ammunition: Anthropic is rapidly becoming the default choice for corporate AI spend, while Palantir must prove its higher‑touch platforms can capture comparable economics. \nIf Anthropic continues to dominate new enterprise AI budgets, Burry's bet is that the market will re-rate Palantir away from pure‑play AI darling toward more mundane systems integrator multiples.\nPLTR Price Action: According to Benzinga Pro data, Palantir stock was down 2.05% at $146.98 Wednesday, amid a broad market rally on the Middle East ceasefire. \nThis image was generated using artificial intelligence via Gemini. \nTo add Benzinga News as your preferred source on Google, click here.","news_type":1,"symbols_score_info":{"PLYY":0.6,"PLOO":0.6,"PLTR":1.98,"PLTA":0.6,"PLTI":0.6,"PTIR":0.6,"PLTD":0.6,"PLT":0.6,"AIYY":0.6,"PLTZ":0.6,"PLTU":0.6,"PLTY":0.6,"PLTW":0.6,"PLTG":0.6}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
