Seeking catalyst driven opportunity
Palantir Technologies Inc. PLTR shares have advanced 21.6% in the past month, beating the sub-industry’s 5.1% gain, extending a rally backed by faster AI adoption and sharply improved financial execution. …
Key Points Netflix management has decided to publish its “What We Watched” engagement report only once a year. The company’s operating strategy has evolved dramatically in recent years. Slower revenue gains should warrant a lower valuation multiple. 10 stocks we like better than Netflix › …
Last week, Ford F reported strong second-quarter 2026 results, with adjusted earnings of $3.57 per share rising 41.3% year over year as well as exceeding the Zacks Consensus Estimate by 14.06%. Backed by robust results and improving fundamentals, the company lifted its full-year outlook. Ford raised …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Wednesday (August 5) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$64,103.14, up by …
Key Points Appaloosa Management’s top seven holdings are all tech companies, except for Vistra. Vistra has signed long-term power supply deals with big tech companies like Meta Platforms. Vistra finished the first quarter with net income of around $1.03 billion, after operating in the negative …
Key Points The high earnings multiple suggests there are growth assumptions embedded in Tesla’s share price. Tesla’s electric-vehicle business remains its flagship operation, but concerns are mounting. The company’s best near-term and long-term opportunity may be its smallest one making the fewest headlines. These 10 …
How to recognize the companies that tech giants may decide they cannot afford to lose Listen to the audio version of this article (generated by AI). In May 2023, Spark Capital made the biggest investment in its history. The venture-capital firm wrote an initial $75 …
Southern Company SO offers a defensive regulated utility model at a time when electricity demand across the Southeast is accelerating. Stable rates, customer additions and data center growth are supporting earnings visibility, while stronger execution has lifted the 2026 outlook. The trade-off is valuation. Investors …
Key Points The Dow rose 1.1% or roughly 560 points on Monday morning, the S&P 500 gained 1.2%, and the Nasdaq Composite led with a 1.8% jump. Cheaper crude eases inflation pressure, which helped both value and growth stocks rally together. Caterpillar and SpaceX both …
Key Points In the artificial intelligence (AI) investing world, the cloud computing providers are one of the primary beneficiaries. These are the companies spending hundreds of billions of dollars on data centers purpose-built for AI computing, but expect to make all of that money back …