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AI Darling on the Hot Seat: Will Palantir Deliver?
24/7 Wall St.20d agoneutral
AI Darling on the Hot Seat: Will Palantir Deliver?

Palantir posted blowout earnings while its stock cratered 30% this year, creating a tension that forces a hard question about whether the market is punishing a compounding machine or finally pricing in a valuation that was never sustainable.

The Toll of Apple’s Losing Streak
The Wall Street Journal20d agoneutral
The Toll of Apple’s Losing Streak

$500 billion That's the approximate amount of market cap lost by Apple since its four-session losing streak started Wednesday. The iPhone maker had just reclaimed its market-cap crown earlier in the week, but it has now slipped back to third among U.

5 Revealing Analyst Questions From Cadence Design Systems’s Q2 Earnings Call
StockStory20d agoneutral
5 Revealing Analyst Questions From Cadence Design Systems’s Q2 Earnings Call

Cadence Design Systems’ Q2 results reflected heightened demand for its artificial intelligence-powered electronic design automation solutions, with management crediting broad-based customer adoption as a primary driver. CEO Anirudh Devgan emphasized the company’s progress in agentic AI, which enables more autonomous and efficient chip and system design workflows. The quarter’s strong performance was further supported by robust engagement across advanced packaging, hardware platforms, and a subst

Bloomberg20d agoneutral
Oil Slips as Trump Holds Off Iran Attack, Says Talks to Resume

(Bloomberg) -- Oil fell after US President Donald Trump said he called off a planned attack on Iran and that new talks with the Islamic Republic would begin on Monday.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Stocks, Bonds Rise as US-Iran Hopes Spur Oil Drop: Markets WrapSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackWest Texas Inter

Why UnitedHealth Group (UNH) Is Back on Investors’ Radar
Insider Monkey20d agoneutral
Why UnitedHealth Group (UNH) Is Back on Investors’ Radar

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Datadog (DDOG) Grows Revenue by Over 30% as AI Demand Accelerates
Insider Monkey20d agoneutral
Datadog (DDOG) Grows Revenue by Over 30% as AI Demand Accelerates

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Oracle (ORCL) Has the AI Demand. Can It Fund the Infrastructure?
Insider Monkey20d agoneutral
Oracle (ORCL) Has the AI Demand. Can It Fund the Infrastructure?

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Why MercadoLibre (MELI) Is Spending Big to Defend Its Latin American Moat
Insider Monkey20d agoneutral
Why MercadoLibre (MELI) Is Spending Big to Defend Its Latin American Moat

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]