
Peter Thiel bought a $76 million, 1% stake in Vista, one of Vaca Muerta’s biggest shale producers.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Peter Thiel bought a $76 million, 1% stake in Vista, one of Vaca Muerta’s biggest shale producers.

Palantir is already worth nearly $400 billion. Could it become a $1 trillion company next? Here's the simple math -- and a few things Palantir must prove before the trillion-dollar dream becomes reality.

They are two of the highest valued large-cap stocks in the market.

Palantir Technologies, Micron Technology and Space Exploration Technologies Corp. represent three of the most exciting and confusing stocks in the market. How should investors think about trading them?

Campaign finance records show at least four billionaires quietly funding the opposition—and the fight is only growing stronger

A bullish analyst just slapped a $44 price target on a stock trading near $15, but Gorilla Technology's convertible debt, reset provisions, and gap between pipeline promises and recognized revenue raise serious questions about whether that target is a destination or a distraction.

Snowflake (SNOW) faces high revenue growth expectations heading into its fiscal second-quarter resul

BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.

Snowflake has surged over 170% since April, and Wall Street bulls are just now starting to reprice what agentic AI could mean for the company's consumption growth. Whether this rally is the beginning of a much larger breakout or a well-deserved rest stop depends on one critical question investors haven't fully answered yet.

Sandisk and Palantir shareholders have had a strong August.

One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer stocks in your portfolio may be more exposed than you think.
Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.

ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.

Palantir Technologies stock has had a very strong run over the past few years, yet the current checks suggest it is not an obvious bargain and the intrinsic value estimate from a Discounted Cash Flow (DCF) model now looks broadly in line with the share price. Palantir Technologies has returned about 10.9% over the past three years, which is a very large gain in total and sets a high bar for future returns from today's level. AI driven defense and government software demand can support long...

Thiel Macro is suddenly back in action with a roster that seems less concerned about an AI bubble, and more concerned with an AI bottleneck.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.
Company projects $190 billion to $200 billion for 2028, against a $47 billion run rate in May
Wood's latest trades reveal where conviction is building

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Regulation of different aspects of AI from all levels of government could crimp many companies’ operations. But some are less vulnerable to oversight.

AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.
Energy stocks edged higher premarket Monday, with the State Street Energy Select Sector SPDR ETF (XL

Palantir's revenue is growing over 90% year over year, but the company's stock price is trading at a historically high level.

The AI software maker is worth $418 billion after growing revenue 93% last quarter. Whether the stock beats the market from here hinges on a single growth rate.

Palantir's rapid growth could continue to lift the stock.

Despite rapid growth, shares of this AI-fueled software company are cheap.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.