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Trump accounts’ Palantir sale hides a bigger AI shift
TheStreet29d agoneutral
Trump accounts’ Palantir sale hides a bigger AI shift

President Donald Trump’s investment accounts just put a familiar artificial intelligence trade next to a less obvious one. That doesn’t mean Trump himself did the trading. According to the source, external parties handled the accounts, and outside managers made the buying and selling choices. ...

DA Davidson Upgrades Palantir (PLTR) To Buy
Insider Monkey29d agobullish
DA Davidson Upgrades Palantir (PLTR) To Buy

Palantir Technologies Inc. (NASDAQ:PLTR) is one of our Best Software Stocks to Buy in 2026. Recently, on July 2, DA Davidson upgraded Palantir Technologies Inc. (NASDAQ:PLTR) from Neutral to Buy and also raised the price target from $165 to $175. ​The firm noted that the company has grown into its valuation, due to profits rising […]

Is Microsoft Corporation (MSFT) the Best Software Stocks to Buy in 2026?
Insider Monkey29d agobullish
Is Microsoft Corporation (MSFT) the Best Software Stocks to Buy in 2026?

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Software Stocks to Buy in 2026. Recently, on July 2, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) is launching a new company called Microsoft Frontier, with the aim of helping businesses choose and integrate AI technologies that actually fit their needs and generate real returns. As per the […]

Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity
24/7 Wall St.29d agoneutral
Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office that stood up quietly late last year with an initial budget of roughly $225 to $226 million, is slated to receive $54.6 billion ... Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google
24/7 Wall St.29d agobullish
Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google

Palantir (NASDAQ:PLTR) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. Palantir rebounded 14.55% in the past week after touching a $106 June low, powered by an NVIDIA sovereign AI partnership and blistering enterprise growth. Google, meanwhile, is compounding at scale on the back of Cloud and Gemini. ... Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google

Is Palantir Technologies (PLTR) Undervalued After Its Nvidia Partnership And DA Davidson Upgrade?
Simply Wall St.29d agobullish
Is Palantir Technologies (PLTR) Undervalued After Its Nvidia Partnership And DA Davidson Upgrade?

Palantir Technologies (PLTR) is back in focus after a high profile upgrade from DA Davidson coincided with an expanded Nvidia partnership aimed at delivering secure, customizable AI models to U.S. agencies and critical infrastructure clients. See our latest analysis for Palantir Technologies. The recent upgrade and Nvidia partnership arrive as Palantir Technologies stock rebounds from a sharp pullback, with a 7 day share price return of 14.55% but a year to date share price decline of 21.04%,...

Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?
24/7 Wall St.29d agoneutral
Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META) or Nebius Group (NASDAQ:NBIS) right now? Both now feed the same neocloud thesis after Meta said it would potentially monetize its own compute capacity, but they sit at opposite ends of the risk spectrum. One ... Meta Platforms vs. Nebius: Which Is the Better Neocloud Stock?

SHLD vs. XAR: Should You Play the Rearmament Boom With Defense Tech or Classic Aerospace?
24/7 Wall St.29d agoneutral
SHLD vs. XAR: Should You Play the Rearmament Boom With Defense Tech or Classic Aerospace?

The Global X Defense Tech ETF (NYSEARCA:SHLD) and the SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR) look like two ways to buy the same rearmament story, but they take structurally different bets. One is a global, market-cap bet on next-generation defense platforms and European primes. The other is an equal-weight bet on the U.S. aerospace ... SHLD vs. XAR: Should You Play the Rearmament Boom With Defense Tech or Classic Aerospace?

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic
24/7 Wall St.29d agoneutral
Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Palantir (NASDAQ:PLTR) is one of the most-watched tech stocks in the market, and for good reason. The big data and software giant, known for its intelligence platforms used by government entities and a range of corporate big data software platforms has been on a bumpy ride over the past year, actually down 2% over the past ... Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Palantir (PLTR) Partners with Nvidia For Secure AI Offerings
Insider Monkey29d agoneutral
Palantir (PLTR) Partners with Nvidia For Secure AI Offerings

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the top 10 AI stocks that will skyrocket. On July 1, Alex Karp, the Chief Executive Officer of Palantir Technologies Inc. (NASDAQ:PLTR) highlighted the company’s recent partnership with Nvidia Corp. (NASDAQ:NVDA) to provide safe AI services to U.S. government agencies, allies, and enterprises across the globe. In a […]