Close menu




June 10th, 2025 | 07:05 CEST

Palantir, NetraMark, Qualcomm – Caution, buy signals!

  • AI
  • Biotechnology
  • computing
  • Software
  • Technology
Photo credits: pixabay.com

Artificial intelligence is fundamentally changing the economy. It optimizes processes, reduces costs, and creates new business models. Its use in the healthcare and pharmaceutical sectors is currently developing particularly dynamically. Data-based decisions and personalized medicine are significantly increasing efficiency. According to experts, the global market for AI in healthcare could grow disproportionately in the coming years. Many AI companies are still in the early stages of their development.

time to read: 3 minutes | Author: Stefan Feulner
ISIN: PALANTIR TECHNOLOGIES INC | US69608A1088 , NETRAMARK HOLDINGS INC | CA64119M1059 , QUALCOMM INC. DL-_0001 | US7475251036

Table of contents:


    Palantir – A milestone in healthcare

    Controversial data specialist Palantir is present in many areas of society. The US company's technology is used in areas such as counterterrorism, law enforcement, and supply chain management in industry.

    With its latest joint venture, however, the team led by CEO Alex Karp is setting a milestone for data-driven, scalable, and sustainable healthcare. Palantir Technologies and TeleTracking Technologies have entered into a strategic partnership to fundamentally transform healthcare through AI-powered data platforms. The goal is to provide hospitals and healthcare systems worldwide with actionable insights in near real-time. At the heart of the collaboration is the integration of TeleTracking's "Operations IQ" with Palantir's AI operating systems "Foundry" and "AIP".

    The combined solution is designed to optimize staffing processes, speed up decision-making, and make patient care more efficient - without the need for additional physical infrastructure. By leveraging operational command centers, predictive models, and connected data sources, healthcare organizations can dynamically manage resources, staffing, and capacity. At the same time, the burden on medical staff is reduced while outcomes and cost structures are improved.

    After a brief correction, Palantir shares are continuing to move toward their all-time high of USD 135.28. The data specialist is receiving tailwinds from the indicators. The relative strength index is at a neutral 56 points, far from the overbought range.

    NetraMark – Disruption in the pharmaceutical sector

    NetraMark, valued at CAD 114.72 million, could also become a takeover candidate due to its outstanding AI-based technology. NetraMark exemplifies the disruptive potential of artificial intelligence in the healthcare sector. The Canadian company aims to fundamentally transform clinical research with its NetraAI platform. Given that around 90% of all clinical trials fail between drug development and market approval, especially in the cost-intensive Phase 3, NetraMark's data-driven approach is right on trend.

    The NetraAI platform combines AI algorithms with modules such as NetraGPT to extract valid patterns even from small amounts of data. This enables early prediction of treatment success, identification of risks, and reduction of study duration by up to 30%. At the same time, dropout rates are significantly reduced, saving time and money. The goal is to dramatically increase the efficiency of clinical trials and thus address a market worth billions.

    A significant milestone is the partnership with Worldwide Clinical Trials (WCT), through whose global network NetraAI will be integrated into Phase 2 studies for neurological and oncological therapies. Further collaborations exist with the National Institute of Mental Health and a leading pharmaceutical company.

    The potential is already evident in the stock market. After a price increase of over 1,000% between August 2024 and March 2025, the share is currently in a consolidation phase. Insider purchases, most recently by director P.J. Haley, who acquired over 600,000 shares at the end of May, highlight management's confidence in its strategy. NetraMark is aiming for positive EBITDA by the end of the year. If the ambitious growth plans are successfully implemented, the current valuation should have significant upside potential.

    Qualcomm – Crucial situation

    From a technical perspective, the wireless communications technology specialist, which plays a central role in the global mobile communications ecosystem, particularly in the development and licensing of mobile communications standards such as 3G, LTE, and 5G, is still a long way from where Palantir shares currently stand. Qualcomm's high - currently trading at USD 149.70 - dates back to April last year at USD 230. Nevertheless, the stock could gain upward momentum if the wedge formation is sustainably broken at USD 152.95.

    In any case, MACD and RSI are about to generate a buy signal. If the striking horizontal resistance at USD 161.82 is broken, the way would be clear for at least a move into the USD 180 zone.

    Qualcomm is pushing ahead with its expansion in the mega-market of AI data centers and has acquired British chip developer Alphawave for around USD 2.4 billion. With this acquisition, the smartphone chip giant aims to reduce its dependence on the mobile communications segment and tap into new growth areas.

    Alphawave, which specializes in high-speed connectivity for data centers, will complement Qualcomm's energy-efficient processors. The cash offer is 183 pence per share. After the announcement, Alphawave's share price rose by around 25%.


    Data giant Palantir is setting a milestone in healthcare through its collaboration with TeleTracking Technologies. NetraMark aims to revolutionize clinical trials in the pharmaceutical industry with its AI-powered technology. Qualcomm is becoming less dependent on its mobile communications business through its billion-dollar acquisition of Alphawave.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.

    The acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here. Please also note our Terms of use.


    Der Autor

    Stefan Feulner

    The native Franconian has more than 20 years of stock exchange experience and a broadly diversified network.
    He is passionate about analyzing a wide variety of business models and investigating new trends.

    About the author



    Related comments:

    Commented by André Will-Laudien on June 29th, 2026 | 07:30 CEST

    AI and M&A Frenzy in the Life Sciences Sector: Bayer, Vidac Pharma, Novo Nordisk, Evotec, and Eli Lilly

    • Biotechnology
    • Pharma
    • Biotech
    • AI
    • Investments

    Yes, you read that correctly. Pharmaceutical companies are actively embracing artificial intelligence (AI) and, thanks to lower costs, better validation, and faster study setups, could emerge as winners of the new AI wave in the medium term. Many stocks in the life sciences sector had been overlooked by the market, but investors are now taking notice again. Eli Lilly is betting on AI and expanding its portfolio through targeted acquisitions, including the takeovers of sleep-wake specialist Centessa Pharmaceuticals and blood cancer specialist Ajax. At Evotec and Vidac Pharma, much of the focus is on cancer, while Novo Nordisk faces stiff competition from Eli Lilly's weight-loss drugs. Then came the welcome news regarding Bayer. The Supreme Court ruled that approximately 181,000 individual lawsuits alleging a lack of warning labels on packaging are no longer legally viable, as the US Environmental Protection Agency (EPA) has classified the herbicide glyphosate as safe. Lots of good news, and plenty of opportunities for active investors - we provide a few insights.

    Read

    Commented by Tarik Dede on June 29th, 2026 | 07:20 CEST

    Boom, Thanks to the AI Loop: Broadcom, HPQ Silicon, and GitLab

    • Silicon
    • Hydrogen
    • Batteries
    • AI
    • Defense

    Whether it is the AI revolution, quantum computing, or electric vehicles, the tech sector is booming worldwide—from the Nasdaq to the KOSPI. Keeping pace with this growth requires a massive expansion of infrastructure. Data centers and semiconductor manufacturing capacity are being built out at an unprecedented rate, while memory and chip equipment suppliers are ramping up production. Artificial intelligence is driving this process itself. This phenomenon is known as "recursive self-improvement." AI is currently becoming faster and more capable through three reinforcing mechanisms: it writes better code by building on previous generations of AI, it optimizes hardware—such as the design of next-generation AI chips from Nvidia or Broadcom—and it discovers more efficient circuit designs than human engineers could achieve on their own. The result is a powerful feedback loop that is also delivering major benefits to other industries. Today, we take a closer look at three technology companies that stand to benefit from this trend: Broadcom, HPQ Silicon, and GitLab. Without Broadcom, none of this would be possible.

    Read

    Commented by Tarik Dede on June 29th, 2026 | 06:55 CEST

    No copper, no AI! Freeport McMoran, Power Metallic Mines, and Lundin Mining in Focus

    • Mining
    • PGMs
    • Copper
    • AI

    The whole world is focused on AI stocks like Nvidia, Broadcom, and Micron Technologies. Behind the scenes, however, demand for raw materials like copper is also growing massively. An AI data center requires enormous amounts of the red metal per megawatt of installed capacity—primarily for power distribution, grounding, and transformers. The demand for copper in AI-optimized data centers is estimated at 30 to 40 metric tonnes per megawatt. Added to this is network infrastructure, where, for example, Nvidia relies on a custom-designed copper cabling system for the internal cabling of its latest NVL72 server architecture. A single AI server rack contains kilometres of copper cabling, as copper offers lower latency and lower power consumption over very short distances compared to alternative materials. And behind the scenes, power grids must be upgraded and expanded. The CRU Group therefore forecasts that global copper demand from data centers and AI alone will rise from around 500,000 metric tonnes today to as much as 2 million metric tonnes annually by 2030. BHP expects global copper demand to increase by an additional 3.4 million metric tonnes by 2030. And this is where the problem comes in. Copper supply cannot grow that quickly, which is why copper prices are also rising steadily. Today, we are looking at the stocks of Freeport-McMoRan, Power Metallic Mines, and Lundin Mining.

    Read