Notícias

Microsoft has an Accumulation/Distribution Rating of A+, the highest in the enterprise software industry group.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

Investing.com -- Anthropic is the hardest U.S. technology company to recruit employees away from, according to AI recruitment specialist JC Christian, who shared his rankings during a Truist Securities investor call.

This is a hyper-growth chapter for Palantir Technologies. The company now provides a complete sovereign AI stack, with its AIP platform as the core engine for government and commercial clients.

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

Palantir just crossed into a new phase of the AI boom.

“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]

Palantir Technologies is a highly rated stock that broke out to a recent high on Thursday, closing up 4.75% for the day. Income investors who want to generate some option premium on Palantir stock could look at a covered-call trade. A covered-call strategy is one way to slightly reduce the risk on a long stock position while also generating some premium.

PLTR's Rule of 40 surges to 155% as revenue growth hits 93% and adjusted operating margin reaches 62%, highlighting AI-driven execution.

Peter Thiel is a billionaire venture capitalist most famous for co-founding PayPal and Palantir.

A value investor ran Palantir through the same stress test he uses on every high-growth stock, and the result left him with a very specific price and a frank admission about what he still cannot explain.

Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.

INOD's 49% gross margin and 58% revenue growth highlight the potential for stronger AI-driven profitability.

Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep missing.

Meta Platforms (META), Paramount Skydance (PSKY) and other companies with close ties to President Do

Wall Street's hottest trend could prove costly for investors in two of the highest-flying AI stocks.

Thiel is one of the great tech innovators of the modern era, having co-founded companies such as PayPal and Palantir.

Companies closely aligned with President Donald Trump are reportedly seeking stronger ties with Democrats ahead of the midterm elections, preparing for a possible shift in House control. Companies such as Meta Platforms Inc. (NASDAQ:META) are making substantial donations to Democrats,...

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

Tech firms are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House.

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

Thiel is most famous for co-founding PayPal and Palantir, and being Facebook's earliest outside investor.

One metric separates Palantir from every other enterprise software company at scale, and understanding it changes how you think about buying the dips that keep rattling nervous shareholders.

Eurozone private sector credit growth is gaining pace, which points to households and businesses feeling more confident about borrowing for spending and investment. That kind of backdrop can support companies with healthy balance sheets and room to grow earnings. The Healthy high growth potential screener filters for exactly that mix. This article highlights 3 stocks from the screener that fit this theme and merit a closer look. The stocks covered in the article below are just a small sample,...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Maven is becoming a major growth engine.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.