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Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly
24/7 Wall St.63d agoneutral
Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Three options-overlay ETFs are quietly paying double-digit annual distribution rates on a monthly (or weekly) schedule, and most income investors have never touched them. YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) is throwing off roughly 50% annualized through weekly checks. NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) and NEOS S&P 500 High Income ETF (CBOE:SPYI) sit ... Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Defense tech is flooded with money, but who’s built to last?
TechCrunch63d agoneutral
Defense tech is flooded with money, but who’s built to last?

Defense tech is red hot right now. Anduril and Mach Industries just doubled and quadrupled their valuations, respectively, and the U.S. government is proposing a 40% increase in defense budget. A wave of new startups is chasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of them will get lost in the Valley of Death between prototype contract […]

Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart63d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks
Stocktwits64d agoneutralVIDEO
Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks

Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there's a risk adjustment, the bull market's fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.

ServiceNow vs Palantir: Which Enterprise AI Stock Belongs in a Retirement Portfolio?
24/7 Wall St.64d agoneutral
ServiceNow vs Palantir: Which Enterprise AI Stock Belongs in a Retirement Portfolio?

ServiceNow (NYSE: NOW) and Palantir Technologies (NASDAQ: PLTR) sit on opposite ends of the enterprise artificial intelligence (AI) spectrum, so the question is simple: which one belongs in a retirement portfolio that prioritizes capital preservation and long-term compounding? This is a valuation stress test, not a growth race. Let’s run the numbers. Dimension 1: Valuation ... ServiceNow vs Palantir: Which Enterprise AI Stock Belongs in a Retirement Portfolio?

SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.
24/7 Wall St.64d agobearish
SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.

While SpaceX’s anticipated public debut has Wall Street salivating over what could be the most consequential IPO in a decade, the historical record offers a sobering warning. The company filed its S-1 in May, outlining three business segments: Space (Falcon and Starship launch services), Connectivity (the Starlink broadband network), and AI (X and Grok subscriptions). ... SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.

Buy, Hold, or Sell: Palantir Stock At $152?
24/7 Wall St.64d agoneutral
Buy, Hold, or Sell: Palantir Stock At $152?

At $152.17, Palantir (NASDAQ:PLTR) looks priced for perfection, even after posting what may be the strongest quarter in enterprise software history. The data analytics firm shattered its Rule of 40 with a score of 145 and grew Q1 2026 revenue 85% year-over-year, yet the stock is down year-to-date while the S&P 500 climbs. Palantir builds ... Buy, Hold, or Sell: Palantir Stock At $152?

Geopolitical tensions impact AI, energy, and defense stocks
Stocktwits64d agoneutralVIDEO
Geopolitical tensions impact AI, energy, and defense stocks

The video discusses how escalating geopolitical tensions are driving changes in the physical economy, affecting crude oil prices and boosting defense companies like Lockheed Martin and Raytheon. It also explores the evolving role of AI in warfare, with OpenAI and Palantir taking different stances on defense contracts. The conversation further delves into the impact on chip technology, highlighting Broadcom's strong performance and the vulnerabilities of memory chip production in South Korea, which could benefit onshore companies like Micron.

Prediction: Palantir Will Trade at This Price in Two Years
24/7 Wall St.64d agoneutral
Prediction: Palantir Will Trade at This Price in Two Years

Palantir (NASDAQ:PLTR) just dropped a quarter that should have ended the debate. The company posted 70% revenue growth in Q4 2025, with US commercial revenue exploding 137% year-over-year. CEO Alex Karp called the company “an n of 1”, and the Rule of 40 score hit 127%. Yet shares sit at $160.65, down 9.62% year to ... Prediction: Palantir Will Trade at This Price in Two Years

High Growth Tech Stocks To Watch In US June 2026
Simply Wall St.64d agoneutral
High Growth Tech Stocks To Watch In US June 2026

The United States market has recently seen a 1.2% increase over the past week and an impressive 27% rise over the last year, with earnings expected to grow by 17% annually. In this thriving environment, identifying high-growth tech stocks involves focusing on companies with strong innovation potential and scalability that align well with these positive market trends.

Platform Shift Rewrites Software Models
Stocktwits64d agoneutralVIDEO
Platform Shift Rewrites Software Models

The market is undergoing a significant platform shift, rewriting software business models in real-time. This transition is causing investor apprehension about software multiples, as the predictability of revenue and cash flow is being challenged. The discussion covers the divergence between the S&P 500 and Nasdaq, the rotation into 'old economy' names, and the impact of AI on software valuations, highlighting companies like Palantir and Jumia, and the implications of Elon Musk's ventures and Google's century bonds.

The 'Lifeboat Effect': Money Moving From Seat To Stack
Stocktwits64d agoneutralVIDEO
The 'Lifeboat Effect': Money Moving From Seat To Stack

Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.

Palantir Faces UK Privacy Backlash What It Means For NHS Contract Risk
Simply Wall St.64d agoneutral
Palantir Faces UK Privacy Backlash What It Means For NHS Contract Risk

A Labour led UK parliamentary committee has urged the government to remove Palantir Technologies from the £330m NHS Federated Data Platform contract. The committee cites privacy, national data security, and a perceived mismatch with British values, and recommends using a 2027 break clause to seek alternative providers. This move raises questions around Palantir’s position in sensitive government data projects, particularly in healthcare. Palantir Technologies (NasdaqGS:PLTR) is in focus...