Pentagon's Claude Unwind Leaves Palantir In Crosshairs—And Michael Burry Isn't Letting Up

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At the same time, investor Michael Burry is keeping the pressure on Palantir, reiterating his bearish stance on the stock and warning of more downside after a steep pullback. In an interview at ...

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currently, it's not phased out,\" Karp told CNBC, adding that Palantir expects to plug in additional large language models alongside Claude over time.\nPresident Donald Trump has ordered all federal agencies to \"immediately cease\" use of Anthropic's technology, but the directive gives the Pentagon roughly six months to unwind existing deployments of Claude across classified and operational systems.\nAgencies including State, Treasury and Health and Human Services have already begun shifting from Claude to rivals like OpenAI under the same White House directive, underscoring the broader federal push away from Anthropic.\nClaude was the first frontier model deployed on U.S. classified networks through partnerships with Palantir and other contractors, and it remains in use supporting U.S. military operations in Iran even as the phase‑out clock starts.\nPalantir's Maven Smart Systems framework, used for intelligence and targeting, incorporates prompts and workflows originally built on top of Claude, complicating efforts to rip Anthropic out quickly.\nSeparately, Burry has been using Substack posts and X to renew his criticism of Palantir's valuation and chart setup, highlighting a head‑and‑shoulders pattern and predicting more than 40% downside in the shares.\nThe investor has also resurfaced past reports and controversial comments from Karp — including a viral \"fentanyl‑laced urine drone\" quip about hostile analysts — as he alleges aggressive corporate tactics and questions the durability of Palantir's AI boom.\nBurry first disclosed a sizable Palantir short in November, and since then the stock has dropped roughly 30% amid broader volatility in software and high‑multiple AI names. \nBulls argue recent Defense Information Systems Agency approvals and deeper integration with core Pentagon systems strengthen Palantir's moat, but the Anthropic phase‑out and Burry's very public campaign keep headline risk elevated around the name.\nPLTR Price Action: According to data from Benzinga Pro, Palantir shares were up 1.05% at $153.19  at the time of publication Thursday. \nPhoto: PJ McDonnell / Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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