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Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'
Benzinga1d agoneutral
Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'

As businesses rush to adopt artificial intelligence, Palantir Technologies Inc. believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer...

Snap (SNAP) Stock Could Be Undervalued Even After Recent Gains
Simply Wall St.1d agoneutral
Snap (SNAP) Stock Could Be Undervalued Even After Recent Gains

Snap stock has rallied in the last month, yet over a longer window many holders are still sitting on steep losses, which makes the current valuation read more complicated than a simple comeback story. The share price has fallen 93.0% over the past 5 years, so long term investors are still deeply under water even after the recent bounce. Expectations around future advertising revenue and new AI powered wearable products may support higher earnings power, while the risk is that these...

Pfizer (PFE) Could Be 12% Undervalued Following Raised 2026 Revenue Guidance
Simply Wall St.1d agoneutral
Pfizer (PFE) Could Be 12% Undervalued Following Raised 2026 Revenue Guidance

Pfizer (PFE) is back in focus after its second quarter 2026 update, which paired a reported net loss and sizeable non cash impairments with higher full year revenue guidance and solid non COVID product performance. See our latest analysis for Pfizer. The latest results and raised revenue guidance have lifted sentiment toward Pfizer, with the stock showing a 1 month share price return of 8.81% and a 1 year total shareholder return of 15.42%, although longer term total shareholder returns...

Visa (V) Reports Strong Q3 Results, Is The Upside Already Priced In?
Simply Wall St.1d agoneutral
Visa (V) Reports Strong Q3 Results, Is The Upside Already Priced In?

Visa (V) has drawn fresh attention after reporting third quarter sales of US$11.63b and net income of US$5.63b, alongside an ongoing share buyback and an affirmed quarterly dividend of US$0.67 per share. See our latest analysis for Visa. Visa's latest earnings, buyback activity and move into stablecoin infrastructure have come alongside a share price of US$368.54, with a 90 day share price return of 14.71% and a 5 year total shareholder return of 62.76%. This points to solid momentum over...

Mastercard (MA) Expands Merchant Reach, Is The Valuation Upside Still There?
Simply Wall St.1d agoneutral
Mastercard (MA) Expands Merchant Reach, Is The Valuation Upside Still There?

Mastercard (MA) is back in focus after Fiserv announced a global partnership that connects Mastercard Merchant Cloud with Fiserv Commerce Hub, giving enterprise merchants a single connection to a broad suite of payment services. See our latest analysis for Mastercard. Mastercard’s recent partnerships in merchant services, travel rewards and stablecoin infrastructure come as the stock posts a 30 day share price return of 7.01% and a 3 year total shareholder return of 47.52%, suggesting...

DoorDash Q2 Earnings Call Highlights
MarketBeat1d agoneutral
DoorDash Q2 Earnings Call Highlights

DoorDash (NASDAQ:DASH) executives said the company’s Q2 2026 performance reflected continued growth in restaurant delivery, grocery and retail, international operations and subscription adoption, while improved unit economics supported profitability and ongoing investment in technology. During the

Clover Health Investments Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Clover Health Investments Q2 Earnings Call Highlights

Clover Health Investments (NASDAQ:CLOV) reported second-quarter results that showed continued Medicare Advantage membership growth alongside profitability, while raising its full-year 2026 outlook across its key financial measures. Chief Executive Officer Andrew Toy said the company views its Clove

Cirrus Logic Q1 Earnings Call Highlights
MarketBeat1d agoneutral
Cirrus Logic Q1 Earnings Call Highlights

Cirrus Logic (NASDAQ:CRUS) reported record fiscal first-quarter revenue of $460 million for the June quarter, up 2% sequentially and 13% from a year earlier, driven by higher component sales into smartphones. The company posted GAAP earnings per share of $1.47 and non-GAAP earnings per share of $1.8

Bloomberg1d agoneutral
Google Shifts AI Power to California in Race Against Anthropic, OpenAI

(Bloomberg) -- Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI to build the world’s dominant AI models.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOGoogle AI Veterans Depart During Seismic Leadership ShiftChina’s AI Blitz Creates ‘Death Zone’ for Rival US