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Decoding PLTR Stock's Premium Valuation
Trefis109d agoneutral
Decoding PLTR Stock's Premium Valuation

At $132.07, Palantir Technologies (PLTR) is being priced to deliver 33.9% revenue growth annually for the next 7 years simply to defend today's 138.6x multiple. That sits below the 67.7% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Analysts say Amazon won’t shake LTL market—yet
FreightWaves109d agoneutral
Analysts say Amazon won’t shake LTL market—yet

Amazon’s less-than-truckload business is unlikely to resemble that of the century-old legacy carriers. The post Analysts say Amazon won’t shake LTL market—yet appeared first on FreightWaves.

Oracle's AI spending blows past estimates, raising worries over growing debt
Reuters109d agoneutral
Oracle's AI spending blows past estimates, raising worries over growing debt

Oracle on Wednesday forecast capital spending plans for fiscal 2027 above Wall Street estimates, as the cloud computing company said it will also raise more debt in 2027, reflecting the staggering scale of cash ‌burn needed to build out its AI infrastructure. Its shares fell 8.9% in extended trading, after Oracle said it expects to raise ‌nearly $40 billion through a combination of debt and equity financing in 2027. Oracle, which has major deals to build data centers for customers ​such as Meta Platforms and OpenAI, is working to position itself as a major rival to cloud leaders such as Amazon.com and Microsoft.

Amazon vs. transport stocks, DraftKings sees prediction markets boost
Yahoo Finance Video109d agoneutralVIDEO
Amazon vs. transport stocks, DraftKings sees prediction markets boost

Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.

XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?
24/7 Wall St.109d agoneutral
XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

The Defiance Large Cap ex-Mag 7 ETF (NASDAQ:XMAG) and the Roundhill Magnificent Seven ETF (NASDAQ:MAGS) are photographic negatives of one another. MAGS holds only the seven mega-caps driving the AI cycle, while XMAG holds the S&P 500 with those same seven names surgically removed. Owning one is the inverse of owning the other, and 2026 ... XMAG vs. MAGS: Betting Against or All-In on the Magnificent 7?

QQQ vs. VGT: The Best Way to Own Big Tech?
24/7 Wall St.109d agoneutral
QQQ vs. VGT: The Best Way to Own Big Tech?

The Invesco QQQ Trust (NASDAQ:QQQ) and the Vanguard Information Technology ETF (NYSEARCA:VGT) are often shoved into the same “own Big Tech” bucket, but they answer different questions. QQQ tracks the Nasdaq-100, a listing-based index that is growth-heavy. VGT tracks the MSCI US Investable Market Information Technology 25/50 Index, a pure GICS sector fund. That distinction ... QQQ vs. VGT: The Best Way to Own Big Tech?

Assessing Xylem (XYL) Valuation After Securing Dow Water Treatment And Reuse Agreement
Simply Wall St.109d agoneutral
Assessing Xylem (XYL) Valuation After Securing Dow Water Treatment And Reuse Agreement

Xylem (XYL) stock is back in focus after the company signed a landmark agreement with Dow to design, build and operate an integrated water treatment and reuse system at Dow’s Fort Saskatchewan industrial complex. See our latest analysis for Xylem. The Dow agreement and recent collaboration with Amazon on advanced water software arrive as Xylem’s share price sits at US$110.87, with the stock down 19.14% year to date on a share price basis and a 12.59% decline in total shareholder return over...

Did The Market Panic On Oracle’s Best Signal?
Trefis109d agoneutral
Did The Market Panic On Oracle’s Best Signal?

It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.

Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS
24/7 Wall St.109d agoneutral
Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Amazon LTL Freight Launch Is Pothole For These S&P 500 Stocks
Investor's Business Daily109d agoneutral
Amazon LTL Freight Launch Is Pothole For These S&P 500 Stocks

Amazon.com muscled into the less-than-truckload (LTL) freight business on Wednesday, driving S&P 500 members FedEx Freight and Old Dominion Freight Lines into a pothole. However, the freight stocks bounced back off early lows as investors saw a relatively modest near-term threat.

Is Microsoft Stock Too Cheap To Ignore?
Trefis109d agoneutral
Is Microsoft Stock Too Cheap To Ignore?

Microsoft (MSFT) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.

Amazon Expands Its LTL Shipping Business. Old Dominion Freight Tumbles.
Barrons.com109d agobearish
Amazon Expands Its LTL Shipping Business. Old Dominion Freight Tumbles.

Amazon com is at it again, roiling an industry’s shares with its plans to build new businesses. The tech giant said it would open up its less-than-truckload, or LTL, shipping business to any customer. Amazon already had been offering LTL services to partners shipping to Amazon warehouses.