News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Learning how to invest in growth stocks like Apple, Nvidia and Palantir starts with reading between these lines.
(Bloomberg) -- Research analysts across Wall Street are telling would-be SpaceX IPO buyers that they’re modeling for the company’s artificial intelligence division to see 100 times revenue growth at the end of the decade, to help justify a targeted $1.8 trillion valuation.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapTrump Begins Rebuilding
Palantir Technologies has bounced between 125 and 160 since February, making the stock a good prospect for a calendar spread.
Sector momentum builds as AI adoption supports growth outlook.
The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu
"A lot of people have said, Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business. I said it's exactly the opposite because there are going to be so many agents.
There's a difference between owning the market and owning the companies inside it, and most savers never notice the gap until it costs them money. For more than a year, the gap hasn't mattered. The S&P 500 has climbed in a nearly straight line, printing record after record, and the laziest ...
Palantir shares rally as Dell reports blockbuster financials for its Q1. But should you chase the momentum in PLTR stock today?
Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor
The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name. On a recent episode of the Invest Like the Best YouTube channel, Baker argued that Anthropic, the private AI lab behind Claude, has a more ... An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX)
Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...
The future looks bright for AI, but it's not all about AI.
The largest U.S. IPOs tend to underperform the market, with a not-insignificant share of those stocks delivering negative returns.
Palantir Technologies (PLTR) is not your typical artificial intelligence trade anymore. The corporation is one of Wall Street’s most important software names related to defense, intelligence and national security infrastructure. That role is becoming a major engine of growth. It’s also making the ...
The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.
Ondas (NASDAQ:ONDS) reported a sharp increase in first-quarter 2026 revenue and raised its full-year outlook, as management said demand grew across counter-drone, defense, surveillance and autonomous systems markets. Chairman and CEO Eric Brock said the company generated $50.1 million in first-quar
Cindy Rose is the first woman to lead one of the big five global ad holding companies. An Exchange article on Saturday about Rose, WPP chief executive, said she is the first to lead a major ad holding company. Other women have run advertising agencies, but not one of the major global firms.
Analyst Drops Stunning New Palantir Target After Government Demand Surge
Archer Aviation (NYSE:ACHR) executives said the company is increasing investment across its civil air taxi, defense and aviation software efforts as it advances aircraft certification, prepares for U.S. test operations and develops a new hybrid aircraft with defense technology company Anduril. On t
Centrus Energy (NYSE:LEU) reported higher first-quarter revenue and raised its full-year revenue outlook, citing commercial progress, improving offtake discussions and continued work on its uranium enrichment expansion program. On the company’s Q1 2026 earnings call, President and Chief Executive O
The Wedbush analyst is dismissive of the investor panic over the sell-off in PLTR.
As Chief Executive Alex Karp derides “slop,” investors and some employees see a real threat of the company ceding business to AI models.
WW International (NASDAQ:WW), operator of WeightWatchers, reaffirmed its 2026 financial outlook after reporting first-quarter results that reflected continued pressure in its legacy behavioral subscription business, offset in part by growth in its clinical weight-management offering and higher-value