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The $1 Trillion Question Hanging Over Palantir Stock
24/7 Wall St.2d agoneutral
The $1 Trillion Question Hanging Over Palantir Stock

Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics reaching for antacids. Whether that tension resolves as a buying opportunity or a warning sign depends on one number.

3 Top AI Stocks With Revenue Growth Over 26%
Simply Wall St.2d agoneutral
3 Top AI Stocks With Revenue Growth Over 26%

With global bond yields easing as inflation signals soften in the US, growth stocks are back in focus. Lower yield pressure can make the future earnings of fast growing companies look more attractive, especially when management has significant skin in the game through insider ownership. This article highlights three high growth, high insider commitment US stocks from our screener and explains why each one could deserve a closer look now. The three stocks covered below are just a starting...

Lam Research (LRCX) Stock Looks Fully Priced After Its Big Run
Simply Wall St.2d agoneutral
Lam Research (LRCX) Stock Looks Fully Priced After Its Big Run

Lam Research stock has delivered very strong long term gains over the past five years, yet the broader valuation checks now lean toward the shares looking expensive rather than like a clear bargain. After such a strong run, the recent pullback raises a simple question for investors about what kind of expectations are now built into the price. The stock has returned about 420.5% over five years, which suggests that a lot of optimism is already reflected in Lam Research’s market value. Lam...

Axcelis Technologies (ACLS) Stock Could Look Pricey On Current Earnings Power
Simply Wall St.2d agoneutral
Axcelis Technologies (ACLS) Stock Could Look Pricey On Current Earnings Power

Axcelis Technologies has delivered a strong 5 year share price gain, yet the stock now screens as expensive on several valuation checks and carries a low overall value score. For investors, the recent pullback raises the question of whether this is a healthy reset or a sign that earlier enthusiasm pushed the valuation too far. Axcelis Technologies has returned about 127% over 5 years, which points to a stock that has already rewarded patient holders. The company’s ability to convert its...

Does Janus Living (JAN) Have an Attractive Runway for Long-Term Growth?
Insider Monkey2d agoneutral
Does Janus Living (JAN) Have an Attractive Runway for Long-Term Growth?

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into […]

Broadcom's 2028 AI revenue outlook is what's really 'important'
Yahoo Finance Video2d agoneutralVIDEO
Broadcom's 2028 AI revenue outlook is what's really 'important'

Broadcom (AVGO) reported quarterly earnings on Wednesday that only modestly beat Wall Street's expectations. CFRA Research senior vice president and equity analyst, Angelo Zino, shares his thoughts on Broadcom's earnings print, highlighting what it signals about the broader semiconductor industry.

Robinhood (HOOD) Positioned with Multiple Long Term Growth Drivers
Insider Monkey2d agoneutral
Robinhood (HOOD) Positioned with Multiple Long Term Growth Drivers

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management’s Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500’s 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies’ efficiency in converting sales into […]

Meta says new Muse Spark 1.3 model rivals Anthropic, OpenAI offerings
Proactive2d agoneutral
Meta says new Muse Spark 1.3 model rivals Anthropic, OpenAI offerings

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares climbed more than 4% on Thursday after the company unveiled an upgraded version of its flagship AI model, which its AI chief says now matches offerings from Anthropic and OpenAI. The new model, Muse Spark 1.3, marks Meta's "biggest...

3 Reasons to Sell MMI and 1 Stock to Buy Instead
StockStory2d agoneutral
3 Reasons to Sell MMI and 1 Stock to Buy Instead

Marcus & Millichap’s 17.5% return over the past six months has outpaced the S&P 500 by 5.6%, and its stock price has climbed to $31.10 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.