High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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
Innodata is one stock clearly in the winners’ column. Shares of the data engineering company skyrocketed 80% today on record setting quarterly results. Ridgefield Park, N.J.-based Innodata focuses on delivering annotated and curated data required to train and refine advanced AI models.
Rackspace Technology (NASDAQ:RXT) reported first-quarter 2026 revenue growth and reaffirmed its full-year outlook, while management emphasized the company’s shift toward managed, governed enterprise artificial intelligence infrastructure for regulated and sovereign environments. Chief Executive Off
The business fundamentals and valuation are slowly converging on each other.
A good business doesn't always make a good stock.
Innodata (NASDAQ:INOD) reported what management described as a “record-setting” first quarter of 2026, posting new highs in revenue, adjusted gross profit, adjusted EBITDA, and cash while raising its full-year growth outlook. Executives also detailed new and expanding engagements across large techno
There's a phrase Palantir CEO Alex Karp kept coming back to on the company's first-quarter 2026 earnings call: "AI slop." He used it to describe what he believes most AI competitors are selling: polished demos, convincing pitches, and outputs that fall apart the moment they meet a real enterprise. ...
Palantir just posted one of the strongest quarters in its history as a public company. Wall Street's reaction was split. The stock fell. And one analyst said he had never seen anything quite like it at this scale. That analyst was Rosenblatt Securities' John McPeake. And he responded by raising his ...
Markets can handle bad news. What they struggle with is uncertainty. That’s why investors have spent much of 2026 reacting just as much to geopolitical headlines as to earnings reports — from Iran tensions to tariff threats to the growing militarization of trade routes. Now President Donald Trump has opened another front investors may need ... Trump Says U.S. Ground Forces Will Fight Mexico’s Drug Cartels: ‘If They’re Not Gonna Do the Job, We Will.’
Shares of Palantir (NASDAQ:PLTR) delivered some impressive quarterly earnings only to be met with a mildly negative reaction. Indeed, it was another tough crowd of Palantir shareholders. This beat-and-drop reaction has happened before and, if I were to place a bet, it’s probably going to happen again. Given good results no longer mean a good ... Palantir Just Beat Earnings and Dropped. This Has Happened Before. Here’s What Came Next
Moby summary of Kinetik Holdings Inc.'s Q1 2026 earnings call
Palantir's Explosive AI Growth Forces Analysts to Raise Targets Again
Palantir Technologies (NasdaqGS:PLTR) reported its fastest revenue growth since listing after Q1 2026 results. First quarter revenue grew 85% year over year, driven by stronger U.S. government and commercial demand for its Artificial Intelligence Platform. Management said demand for the platform is now outstripping supply and raised full year guidance significantly. For investors tracking NasdaqGS:PLTR, this update comes with the stock at $135.91 and a very large 3 year return, alongside a...
Bank of America wasted little time in making its view on Palantir (PLTR) clear after another Q1 earnings stunner. The bank maintained its bullish stance on the stock, arguing that Palantir’s AI endeavors are showing up in its sales, margins, contracts, and forward guidance. Palantir has been ...
Record-setting top-line growth couldn't keep the AI data and analytics company's stock from sliding, and these forward-looking metrics help explain why.
It's important to consider your investment style and take a long-term view.
Commercial miss and valuation weigh on reaction
Palantir Beats Big, but Stock Falls as High Expectations Bite
An excellent earnings report from Palantir Technologies wasn’t enough to lift the software company’s own stock. The exchange-traded fund slipped 0.2% on the day even as the and surged toward record highs. “We are seeing the death of legacy software,” Shyam Sankar, Palantir’s chief technology officer, told investors.
All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite
Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.
17 The number of times Palantir executives used the word “slop” in last night’s earnings call. They used it both to slam unspecified rivals for offering artificial-intelligence “slop” and to describe their own AI platform, AIP, as a “no-slop zone:” “As inference gets cheaper, the number of tasks that you can economically assign to AI grows exponentially.
The U.S. Army is pushing defense contractors to open up weapons’ software to new tools, including AI.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
