News

The data analytics company now expects $7.65 billion to $7.66 billion in full-year revenue, up from its February forecast

Earnings season is in full swing, and these companies will provide clear insight into the future of AI.

HSBC Cuts Palantir Technologies as Explosive AI Competition Threatens Growth Story

Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.

Palantir has gotten off to a difficult start to the year.

Options show strong upside positioning ahead

Wall Street heads into the first full week of May with a familiar mix of anticipation and nerves. The spotlight is firmly on the April jobs report, a wave of big-name earnings, and a steady drumbeat of Federal Reserve commentary that could shape expectations for interest rates going into...

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Analysts project the company will report 28 cents in first-quarter adjusted EPS, more than double a year ago.

Palantir Stock Could Swing 9% After Toady's Earnings

Markets have spent months betting that President Donald Trump’s second-term agenda would extend the rally that pushed the S&P 500 to repeated highs. Tax cuts, deregulation, and aggressive reshoring policies are all catnip for investors. Since Election Day, cyclical sectors like industrials, banks, and small-cap stocks have outpaced the broader market as traders priced in ... The Fed Could Crush Trump’s Bull Market — Here’s the Warning Wall Street Is Missing

Stock futures were falling Monday, putting a record-breaking rally for the and in jeopardy as Iran state media reported that the country struck a U.S. warship in the Strait of Hormuz. The U.S. military’s Central Command denied the report. Shares of eBay jumped 8.1% to $112.40.

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

Palantir earnings are due Monday night. Will the results buoy PLTR and software stocks? Palantir stock has retreated 19% in 2026.

(Updates to add more information on the headline) US equity investors will look out for Iran endi

US equity investors will look out for Iran ending its ceasefire agreement with Washington if the US

First quarter earnings season is in full swing, with a full slate of semiconductor and consumer companies slated to report results.

Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. A bevy of data about the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

ON Semiconductor, Pfizer, Uber, McDonald’s, and many more will report earnings this week. Economic releases will include the April jobs report and purchasing managers index.

Palantir reported Q1 earnings on Monday after the bell.

Palantir reported Q1 earnings on Monday after the bell.

Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. Before then, Warren Buffett successor Greg Abel will lead his first annual meeting as CEO of Berkshire Hathaway.