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What Is Really Driving Palantir's Growth?
Trefis1d agoneutral
What Is Really Driving Palantir's Growth?

Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.

Verizon Commits $70 Million to Nationwide AI Training Initiative
InvestorsHub1d agoneutral
Verizon Commits $70 Million to Nationwide AI Training Initiative

Verizon (NYSE:VZ) said it is investing $70 million in a nationwide initiative aimed at providing artificial intelligence training to job seekers, small businesses and educators in the United States. The telecommunications company is working with non-profit organisations including Goodwill Industries and aims to provide AI training to hundreds of thousands of people.

How To Size QBTS Stock For The Next Market Shock?
Trefis1d agoneutral
How To Size QBTS Stock For The Next Market Shock?

D-Wave Quantum (QBTS) trades near $17.50, about 61% below the high it set inside the past year. Nothing in the market broke to do that. The S&P 500 returned close to 18% over the same twelve months. The stock has already fallen a shock-sized amount without a shock, which is what makes the next leg hard to size.

Can This Number Push IBM Stock Higher?
Trefis2d agoneutral
Can This Number Push IBM Stock Higher?

The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.

What Do IBM (IBM) Lunar AI And Quantum Hub Moves Mean For Investors?
Simply Wall St.2d agoneutral
What Do IBM (IBM) Lunar AI And Quantum Hub Moves Mean For Investors?

International Business Machines (NYSE: IBM) and NASA have released an open Lunar Foundation Model for scientific lunar research to the public. IBM, Lockheed Martin and ETH Zurich have created a quantum innovation hub to broaden access to quantum computing research and training. The ETH Zurich quantum hub is intended to support industrial use cases in areas such as materials science, financial services and aerospace. The open Lunar Foundation Model and the new ETH Zurich quantum hub matter,...

Can Dell's Margins Catch Up With Its Stock?
Trefis2d agoneutral
Can Dell's Margins Catch Up With Its Stock?

Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.

Could You Have Seen Accenture Stock's Rebound Coming?
Trefis3d agoneutral
Could You Have Seen Accenture Stock's Rebound Coming?

Accenture (ACN) stock rose roughly 43% between June 18 and September 18, 2026, while the S&P 500 gained 2.3%. The run began near its 52-week low, on the day the company reported fiscal Q3 2026 and announced a much larger push into security software and smaller clients. That push had been building in plain sight across three earlier earnings calls. Whether spotting it would have made you money is a harder question.

IONQ Stock Surges On Tech Wins, But The Heavy Burn Persists
Trefis6d agobullish
IONQ Stock Surges On Tech Wins, But The Heavy Burn Persists

IonQ (IONQ) shares rose 9.5% on Thursday, closing at $40.34 after six sessions that had mostly gone the other way. The reason on offer was research: quantum algorithms running inside mainstream engineering software, developed with Synopsys, sped up complex industrial design by up to 14.6%. That is genuine progress. It is also not a sale, and the price you pay for IonQ already assumes a great many sales.

Should You Buy NetApp Stock For The Shares It Keeps Retiring?
Trefis6d agobullish
Should You Buy NetApp Stock For The Shares It Keeps Retiring?

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

Is Palantir's Lead Over Its Peers Already Priced In?
Trefis6d agoneutral
Is Palantir's Lead Over Its Peers Already Priced In?

Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.