News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
HSBC Cuts Palantir Technologies as Explosive AI Competition Threatens Growth Story
Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.
Palantir has gotten off to a difficult start to the year.
Options show strong upside positioning ahead
Palantir Technologies (NASDAQ: PLTR) reports Q1 2026 results after the close today. Management guided at least 115% U.S. commercial growth for the year just as Anthropic’s enterprise AI push reshaped software buying. I’ll be watching whether commercial momentum held. Commercial Acceleration Meets a New Competitor Last quarter Palantir delivered $1.41B in revenue, up 70% YoY, ... Did Anthropic Suck the Air From Palantir’s Commercial Contract Tailwinds?
Dr. Michael Burry of The Big Short fame has been making huge headlines in the past year, most notably for his bearish views on the AI trade. With bearish put options against two of the highest flyers in all of tech in recent years (GPU juggernaut Nvidia (NASDAQ:NVDA) and AI software government contractor Palantir (NASDAQ:PLTR)), ... Burry Isn’t Alone in Loading Up on PayPal — Here’s Why It’s Time to Follow the Smart Money
The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.
Wall Street heads into the first full week of May with a familiar mix of anticipation and nerves. The spotlight is firmly on the April jobs report, a wave of big-name earnings, and a steady drumbeat of Federal Reserve commentary that could shape expectations for interest rates going into...
AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.
Palantir (NASDAQ:PLTR) is back atop every retail watchlist, riding a 70% revenue quarter and a CEO who keeps reminding everyone he runs an “n of 1” business. The setup carries real risk underneath the momentum. The case against the crowded trade Palantir trades at a trailing P/E of 229, a forward P/E of 112, and ... Forget Palantir — Serious Investors Are Placing Their Bets on the AI Chokepoints Right Now
Analysts project the company will report 28 cents in first-quarter adjusted EPS, more than double a year ago.
Palantir Stock Could Swing 9% After Toady's Earnings
Markets have spent months betting that President Donald Trump’s second-term agenda would extend the rally that pushed the S&P 500 to repeated highs. Tax cuts, deregulation, and aggressive reshoring policies are all catnip for investors. Since Election Day, cyclical sectors like industrials, banks, and small-cap stocks have outpaced the broader market as traders priced in ... The Fed Could Crush Trump’s Bull Market — Here’s the Warning Wall Street Is Missing
Earnings expected to jump 115% as demand grows
Stock futures were falling Monday, putting a record-breaking rally for the and in jeopardy as Iran state media reported that the country struck a U.S. warship in the Strait of Hormuz. The U.S. military’s Central Command denied the report. Shares of eBay jumped 8.1% to $112.40.
News of the day for May 4, 2026
Palantir earnings are due Monday night. Will the results buoy PLTR and software stocks? Palantir stock has retreated 19% in 2026.
In the last week, the United States market has stayed flat, yet it has experienced a significant rise of 28% over the past 12 months, with earnings expected to grow by 16% per annum in the coming years. In this context of robust growth potential and market stability, identifying high growth tech stocks involves looking for companies with strong innovation capabilities and scalable business models that align well with these positive trends.
Truist Financial (NYSE:TFC) held its 2026 annual meeting of shareholders virtually, with Chief Legal Officer and Corporate Secretary Scott Stengel opening the session and noting that meeting materials—including the proxy statement, annual report, Form 10-K, and rules of conduct—were available online