If history is any guide, the incredible run in Robinhood stock this year probably isn't sustainable.The S&P 500 (^GSPC 0.41%) is made up of 500 companies from 11 different sectors of the economy. To be considered for a spot in the index, there are multiple criteria, including that companies must have a market capitalization of at least $22.7 billion and must be profitable. But even after ticking those boxes, a special committee ultimately decides which candidates make the cut.The S&P 500 is rebalanced once ...

Wedbush analyst Dan Ives think Tesla stock will soar 115% to a $3 trillion market value.Dan Ives at Wedbush Securities says the market is underestimating how profoundly Tesla (TSLA 0.34%) will benefit from autonomous driving technology and robotics. He recently told CNBC, "This continues to be, in my opinion, the most undervalued true AI play." That may surprise readers because Ives also covers Nvidia and Palantir, both of which are cornerstones of the AI trade.Ives says Tesla will eventually achieve a mark ...

ICE Awards Palantir Another $30 Million For “Voluntary Return” Program https://t.co/HNQRimGP4K ...

In this articlePLTRPeople walk by a banner featuring the logo of Palantir Technologies (PLTR) at the New York Stock Exchange (NYSE) on the day of their initial public offering (IPO) in Manhattan, New York City, U.S., September 30, 2020.Andrew Kelly | ReutersaWhen Palantir hit the stock market in September 2020, there was a lot that could go wrong. The Covid pandemic was sweeping across the globe, society was in lockdown and markets were volatile.Meanwhile, Palantir was operating at a loss while dealing with ...

Core Insights - The article highlights the ten strongest mega-cap stocks in 2025, emphasizing their performance based on year-to-date percent change and underlying growth drivers [3][14]. Group 1: Company Performances - **Palantir (PLTR)** is identified as the strongest performing mega-cap stock, benefiting from a unique platform-based approach that integrates data, analytics, and operational workflows, leading to sustainable recurring revenue growth [3]. - **AppLovin (APP)** has shown triple-digit earnings growth over the past four quarters, driven by robust mobile-ad demand and strategic investments in user acquisition and monetization services [4]. - **General Electric (GE)** has experienced a turnaround, focusing on higher-value services and long-term agreements, which increased recurring revenue and improved investor confidence [5]. - **Oracle (ORCL)** saw its stock rise over 40% following strong earnings, attributed to its pivot towards multi-year cloud services and autonomous database capabilities [6][7]. - **Uber (UBER)** has expanded beyond ride-hailing, leveraging a multi-pronged growth strategy that includes delivery and logistics, dynamic pricing, and international market recoveries [8]. - **RTX (RTX)** has benefited from elevated global defense budgets and operational efficiencies, leading to organic growth and strong free cash flow [9]. - **Broadcom (AVGO)** combines semiconductor products with a growing software portfolio, resulting in steady hardware revenue and high-margin software income [10]. - **Nvidia (NVDA)** continues to dominate in AI and gaming, with strong demand for its data-center GPUs driven by the adoption of generative AI workloads [11]. - **Goldman Sachs (GS)** has outperformed peers due to stronger investment banking activity and effective capital management, enhancing profitability [12]. - **Philip Morris International (PM)** is transitioning towards smoke-free products, with strong demand for its heated tobacco and vaping products driving growth [13]. Group 2: Key Themes - The companies share common themes of leadership in structural growth markets such as AI compute, cloud, aerospace/defense, and mobile monetization [16]. - There is a notable shift towards recurring, higher-margin revenues in software and services, enhancing cash generation for buybacks and debt reduction [16]. - Operational improvements and disciplined capital allocation have reduced execution risk and supported multiple expansions across these companies [16].

Core Insights - Palantir's Gotham is transforming data-driven decision-making for various sectors, with plans to integrate and analyze large datasets by 2025 [1] - The platform enhances real-time analysis through AI and machine learning, improving threat detection and situational awareness [2][6] - Gotham's applications extend beyond defense to finance, healthcare, and disaster response, providing organizations with a competitive edge [4][6] Advanced Analytics - Gotham dynamically merges structured and unstructured data, enabling real-time insights [2] - Features such as geospatial mapping and network analysis enhance operational capabilities [2] Security and Collaboration - Gotham is designed with enterprise-grade security, allowing for collaborative work while ensuring data privacy [3] - The platform's user-friendly interface caters to both technical and non-technical users [3] Cross-Industry Applications - The versatility of Gotham supports various industries, driving operational efficiency and superior decision-making [4][6] AI Ecosystem - Palantir is positioned alongside NVIDIA and C3.ai in the AI landscape, with each company playing a distinct role in the technology cycle [5] - Investors should monitor NVIDIA's infrastructure dominance and C3.ai's enterprise expansion as they relate to Palantir's growth [5]

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TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 Buying stocks that big funds are loading up on can be a winning strategy, as such high-volume purchases can propel a stock upward, allowing investors to participate in the gains. Investor's Business Daily's stock screener identifies stocks that funds are buying, and the IBD Screen Of The Day is a good way to track issues rising on institutional sponsorship. Four… Related news Get market updates, educational videos, webinars, and stock analysis. Get Star ...

If Palantir's growth starts to show signs of slowing down, that could lead to a considerable correction for this highly priced stock.Palantir Technologies (PLTR 0.67%) has been an unstoppable stock to own in recent years. It is a trusted partner for the U.S. government and it has also been growing its commercial business at a fast pace, thanks in large part to the success of its Artificial Intelligence Platform (AIP). In the past 12 months, Palantir's stock has risen an astounding 380%.But there may be trou ...

Group 1: AI Strategy and Competition - Apple is at risk of falling behind in the artificial intelligence race due to a lack of bold moves while competitors invest heavily in AI [1][2] - The company has focused on incremental changes to the iPhone rather than developing proprietary AI models, which is essential for long-term success [2][4] - Ives criticized Apple's app ecosystem model, suggesting that merely collecting fees will not suffice in the competitive landscape [3] Group 2: Stock Performance and Market Outlook - Ives projects that Apple's stock could reach $270–$280 based on its current trajectory, but true outperformance requires integrating proprietary AI into devices [4] - Despite AI challenges, the iPhone 17 is experiencing strong demand, particularly in China and India, leading to a raised stock target of $310 [7] - Apple shares closed at $254.43, down 0.40%, with a further decline of 0.38% overnight, although the stock shows favorable price trends in the short, medium, and long terms [8] Group 3: Internal Culture and Talent Retention - Ives criticized Apple's internal culture and M&A strategy, labeling its innovation as "lackluster" and highlighting a significant strategic mistake in not acquiring Netflix [5][6] - The company is struggling to retain top talent, with developers moving to competitors like OpenAI and Palantir, indicating a need for innovation through acquisitions [6]