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Shares in Palantir Technologies (Nasdaq: PLTR) are rising this morning, one day after the AI data analysis software company with significant U.S. government contracts reported better-than-expected Q4 earnings. Heres what you need to know about Palantirs latest results and its rising stock price. Palantirs Q4 2025 beat Wall Street expectations Yesterday, Palantir announced its Q4 2025 earnings, and investors breathed a sigh of relief. For Palantirs Q4, which ended on December 31, the company brought in $1.41 billion in revenue, signaling 70% year-over-year growth. The majority of that revenue comes from Palantirs U.S. customers, which is split roughly evenly between the U.S. government and commercial U.S. businesses. Palantir said U.S. government revenue totaled $570 million for the quarter, representing 66% year-over-year growth in that vertical. U.S. commercial revenue totaled $507 million137% year-over-year growth. But more important than those actuals was what Wall Street had been expecting. And Palantir easily surpassed those expectations, leading to the rapid rise in its stock price today. As cited by CNBC, London Stock Exchange Group (LSEG) estimates expected Palantir to bring in $1.33 billion for the quarter. The company ended up surpassing that estimate by around $80 million. Analysts were also expecting an earnings per share (EPS) of 23 cents. Palantirs actual EPS for the quarter was 25 cents. PLTR shares are still down from their all-time highs Palantir released its earnings results after the closing bell yesterday, and today its stock price is reaping the rewards of those results, enjoying double-digit growth in premarket trading. As of this writing, PLTR shares are up 11.35% to $164.55. The companys share had closed at $147.76 yesterday. That share price pop will be music to the ears of Palantir investors. Before this morning’s premarket trading bump, PLTR shares were down nearly 17% year-to-date. Its current premarket price rise doesnt quite put PLTR shares back in the black for the year, but its definitely a move in the right direction. Palantir shares had hit an all-time high of above $207 in November, after seeing a phenomenal year of growth. The previous November, in 2024, started with shares sitting in the low-40s range. But increasing government contracts and AI optimism throughout the remainder of 2024 and into 2025 sent PLTR shares surging. Then came December 2025, and PLTR shares got pummeled. Between December 24 and 31, the companys stock price fell from the $194 range to around $177. That fall reflected both rising concerns about Palantirs lofty valuation and broader worries about a potential AI bubble. Where does PLTR go from here? Despite Palantir beating expectations for Q4, the future of its stock price likely hinges on its abilityor notto continue delivering results that justify its valuation. As of yesterdays close, Palantir was valued at around $352 billion and traded at a price-to-earnings ratio of more than 230, which is incredibly high for even a tech company. The companys stock price could also be significantly impacted if upcoming Big Tech earnings do not meet expectations and thus reignite fears of an AI bubble. If investors turn sour on AI stocks, Palantir shares could once again be hit hard. For instance, Google parent Alphabetthe best performing of the so-called Magnificent 7 tech stockswill report earnings on Wednesday. Fellow tech giant Amazon will report the following day. Later this month, meanwhile, AI chip giant Nvidia Corporation will report its results. Investor sentiment around AI could be deeply impacted by the results of any one of those companies. As for Palantir itself, the firm issued guidance yesterday for both its current Q1 2026 and its full-year 2026. For its Q1, Palantir said it expects revenue of between $1.53 billion and $1.54 billion. Thats more than the $1.32 billion that many analysts were expecting. For its full-year 2026, Palantir expects revenue of $7.18 billion to $7.2 billion. That is nearly $1 billion more than many analysts were expecting.
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President Donald Trump said Monday that he’s “not ripping down” the Kennedy Center but insisted the performing arts venue needs to shut down for about two years for construction and other work without patrons coming and going and getting in the way.The comments strongly suggested that he intends to gut the John F. Kennedy Center for the Performing Arts as part of the process.“I’m not ripping it down,” the Republican president told reporters in the Oval Office. “I’ll be using the steel. So we’re using the structure.”Such a project would mark the Republican president’s latest effort to put his stamp on a cultural institution that Congress designated as a living memorial to President Kennedy, a Democrat. It also would be in addition to attempts to leave a permanent mark on Washington through other projects, the most prominent of which is adding a ballroom to the White House.Shortly after taking office last year, Trump dismissed Kennedy Center board members who had been appointed by Democratic presidents and replaced them with loyalists, who voted to make him chairman. He helped choose the recipients of the 2025 Kennedy Center Honors, a program he avoided during his first term. He later hosted the event, and the board voted late last year to rebrand the Kennedy Center by adding his name to the building and website.Trump announced Sunday on social media that he intends to temporarily close the performing arts venue on July 4 for about two years “for construction, revitalization, and complete rebuilding,” subject to board approval.The announcement followed a wave of cancellations by leading performers, musicians, and groups since the president took over leadership of the arts institution. Trump did not mention the cancellations in his announcements, or during his comments Monday.Kennedy Center Arts Workers United, which includes several unions representing the institution’s arts workers, said in a statement that it was aware of Trump’s announcement but had received no formal notice or briefing about his plans. The group pledged to enforce its members’ contractual rights.“Should we receive formal notice of a temporary suspension of Kennedy Center operations that displaces our members, we will enforce our contracts and exercise all our rights under the law,” the statement said. “We expect continued fair pay, enforceable worker protections, and accountability for our members in the event they cannot work due to an operational pause.” Promising ‘the highest-grade everything’ Recalling his past career in construction and real estate, Trump said, “you want to sit with something for a little while before you decide on what you want to do.” Speaking of the Kennedy Center, he said: “We sat with it. We ran it. It’s in very bad shape,” asserting that the building is “run down,” “dilapidated” and “sort of dangerous.”Roma Daravi, a Kennedy Center spokesperson, said in a social media post that “decades of gross negligence” has led to $250 million of deferred maintenance needs and that temporarily closing the institution “is the most logical choice to allow for comprehensive renovations, efficient project completion, and responsible use of taxpayer dollars.”Deborah Rutter, the Kennedy Center president who was ousted by Trump, declined comment Monday. In the past, she has said allegations from Trump and others about the center’s management were false.A representative for David Rubenstein, the board chairman who was also pushed out by Trump, said Rubenstein was not available Monday to comment.Trump, citing the complaints of a workman he said has been laying marble at the Kennedy Center, said the closure is needed because “you can’t do any work because people are coming in and out.”He pegged the cost at about $200 million, including the use of “the highest-grade marbles, the highest-grade everything.”“We’re fully financed and so we’re going to close it and we’re going to make it unbelievable, far better than it ever was, and we’ll be able to do it properly,” Trump said.Congress earmarked $257 million for the Kennedy Center in a tax cut and spending bill that Trump signed into law last summer. What kind of work is involved The White House said after the president spoke that some of the maintenance includes work on the building’s structural, heating and cooling, plumbing, electrical, fire protection and technical stage systems. Work on the building’s exterior, security standards and parking are also included.Daravi, the Kennedy Center spokesperson, declined comment when asked how the closure would affect the annual Mark Twain Award and Kennedy Center Honors events this year.Trump said last October, also on social media, that the venue would stay open during construction. But on Monday he said that plan was no longer feasible.“I was thinking maybe there’s a way of doing it simultaneously but there really isn’t, and we’re going to have something that when it opens it’s going to be brand new, beautiful,” Trump said.“The steel will all be checked out because it’ll be fully exposed,” he said. “It’s been up for a long time, but as anybody knows it was in very bad shape. Wasn’t kept well, before I got there,” he said. “So we’re going to make it, I think there won’t be anything like it in the country.”The Kennedy Center opened in 1971.Senator Sheldon Whitehouse, D-Rhode Island, who in November opened an investigation into the Kennedy Center’s financial management, said the planned closure is part of Trump’s “demolition tour of Washington.” Whitehouse is the senior Democrat on the Environment and Public Works Committee, which oversees public buildings, and is an ex-officio member of the Kennedy Center’s board.Since Trump returned to the presidency, the Kennedy Center is one of many Washington landmarks that he has sought to overhaul in his second term.He demolished the White House East Wing and launched a massive $400 million ballroom project, is actively pursuing building a triumphal arch on the other side the Arlington Bridge from the Lincoln Memorial, and has plans for Washington Dulles International Airport.-Associated Press writers Hillel Italie in New York and Steven Sloan in Washington contributed to this report. Darlene Superville, Associated Press
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Almost 10 years ago, physician and data scientist Dr. Ruben Amarasingham founded Pieces Technologies in Dallas with a clear goal: use artificial intelligence to make clinical work lighter, not heavier. At a time when much of healthcare AI focused on prediction and automation, Pieces concentrated on something harder to quantify but more consequentialhow clinicians actually think, document, and make decisions inside busy hospital workflows. That focus helped Pieces gain traction with health systems looking for AI that could assist with documentation, coordination, and decision-making without disrupting care. But as hospitals began relying more heavily on AI for diagnosis, triage, and daily operations, the expectations placed on these tools changed. It was no longer enough for AI to sound impressive or move fast. It had to be trustworthy under real clinical pressure. Pieces did not set out to become a case study in healthcare AI accountability. But over the past two years, that is effectively what it became. In 2024, a regulatory investigation by the Texas Attorney Generals office into the accuracy and safety of its systems forced the company to examine how its models behaved in real-world settings, how clearly their reasoning could be explained, and how quickly problems could be identified and corrected. Rather than retreat, the company reexamined its models, documentation practices, and safeguards. Those efforts later became central to its acquisition by Smarter Technologies, a private equity-backed healthcare automation platform formed earlier this year through the combination of SmarterDx, Thoughtful.ai, and Access Healthcare, in September 2025. The purchase price was not disclosed. Pieces journey captures a defining truth about healthcare AI today: the technology is no longer judged by ambition alone, but also by whether it can withstand scrutiny, explain itself under pressure, earn clinician trust, and operate safely in environments where the cost of error is measured in human outcomes. FROM PROMISE TO PROOF AI arrived in healthcare with big promises. It would ease physician workloads, speed decisions in emergencies, and cut through the complexity of modern care. Some of those promises materialized early. But as adoption spread, hospitals began to see the limits of systems that were impressive in theory but fragile in practice. In early 2025, the U.S. Food and Drug Administration published updated guidance on AI and machine learning-enabled medical devices, calling for stronger post-market monitoring, clearer audit trails, and safeguards against model drift in high-stakes settings. The Federal Trade Commission reinforced that message through enforcement actions targeting exaggerated AI claims and misuse of sensitive health data. Those signals changed the conversation, forcing many hospitals to ask vendors harder questions: How does your system reach its conclusions? Can clinicians understand and override its recommendations? And does the model behave consistently as conditions change? For many AI companies, the excitement of the last decade no longer buys time. Proof does. A REAL-LIFE TEST Pieces encountered those expectations earlier than most. The regulatory scrutiny forced the company to confront how its models reasoned through patient data and how clearly that reasoning could be explained to clinicians and regulators alike. But Amarasingham says the companys mission never shifted. Our team is focused on building the tools to make life easier for physicians, nurses, and case managers who are carrying the weight of the health system every day, he tells Fast Company. That focus meant publishing method papers, sharing documentation with health systems, and creating processes that exposed when models struggled, drifted, or required recalibration. Those practices became foundational to the companys next chapter. Shekhar Natarajan, founder and CEO of Orchestro.ai and a longtime observer of healthcare regulation, sees this as part of a larger reckoning. Many AI companies, he says, relied on what he calls emergent safety, assuming ethical outcomes would arise naturally from good intentions and culture. That approach no longer holds, Natarajan explains. Regulators now expect safety and accountability to be engineered into systems themselves, with reproducible reasoning, documented controls, and safeguards that hold up even when teams are stretched thin. BUILDING TRUST Trust in healthcare does not come from branding or inspiration. It comes from repeated proof that technology understands clinical work and behaves consistently under changing conditions. Clinicians want AI that respects the pace of the workday, adapts to the unpredictable rhythm of patient care, and reduces cognitive burden rather than adds to it. Above all, they want systems that behave predictably. Pieces shaped its approach around these realities, focusing on building tools to work alongside clinicians rather than ahead of them and creating ways for teams to question the systems conclusions. It also designed its internal processes to document when the model was correct, struggled, drifted, or needed recalibration. For Amarasingham, that kind of thinking was essential for the progress of the company. Innovation, to us, had to serve the care team first. The goal was to reduce cognitive load rather than to add to it, he says, a view that aligns with a growing consensus in healthcare AI research. That emphasis aligns with what independent clinicians say is holding healthcare AI back. Dr. Ruth Kagwima, an internist at Catalyst Physician Group in Texas, says AI adoption stalls when tools disrupt already overloaded clinical workflows or fail to earn trust through clarity and validation. AI systems that succeed in hospitals are easy to understand, fit naturally into daily work, and show clear proof of safety and accuracy, she says. They have to protect patient data, respect clinical judgment, and improve care without adding friction. Another independent healthcare analyst, Dr. Patience Onuoha, who is an internist affiliated with multiple hospitals in Indiana, points to the practical constraints that still slow adoption at the bedside. Data is often messy and siloed, and new tools can disrupt already busy clinical workflows, she says. There are also real concerns around safety, bias, legal risk, and trusting algorithms that are not easy to understand. Natarajan believes this will be the defining standard of the next decade. In his view, companies survive regulatory pressure when they transform their internal principles into systems that can be inspected. They build clear chains of accountability, create evidence trails that reveal where bias may appear, and show clinicians not only how a model works but also why it does. IMPACT ON THE FUTURE Healthcare AI is moving toward a world where oversight is a design requirement rather than an afterthought, especially with regulators demanding documentation that spans the full lifecycle of a system. They want performance data segmented across race, age, and medical conditions, assurances that the system cannot infer sensitive traits that patients never disclosed, and they want companies to demonstrate how quickly they can detect and correct model drift. Some of this momentum comes from damage that has surfaced over time. For example, recent research reported by the Financial Times found some AI medical tools tended to understate the symptoms of women and ethnic minority patients, potentially worsening disparities in care because models werent trained or evaluated for fairness and transparency. Companies that adapt to this new reality will shape the next generation of clinical AI. Pieces now operates within this landscape. As part of Smarter Technologies, it is working to bring its governance practices to a wider network of hospitals. That means integrating safety frameworks across larger datasets, more diverse populations, and broader distribution environments. It is difficult work, but also the kind of work that defines leadership in a field where the cost of failure is measured in human outcomes. A NEW CHAPTER Healthcare AI is entering a consequential phase of growth, where the safety of AI systems is far more important than headline-grabbing breakthroughs. As hospitals sharpen their expectations for AI, Amarasingham believes the industry will need to adopt a different mindset. In healthcare and AI, youre not playing to win once and for all; youre playing to keep playing, keep learning, and keep improving outcomes for patients, he says. The work, he adds, will never be finished, because the rules shift and the needs evolve. What matters is whether companies choose to design for that reality. In other words, AI in healthcare will advance only as fast as it earns trust. And that means healthcare AI vendors and buyers must now, more than ever, be committed to steady, transparent work that stands up under pressure.
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