The artificial intelligence and data mining specialist has investors pulled in two directions.Let's not mince words. Palantir Technologies (PLTR 2.34%) is among the most expensive stocks on the market. The stock is trading at a head-turning 226 times earnings and an equally shocking 83 times sales. That valuation has value investors running for cover, and even some growth investors are taking a hard pass.While multiples of that magnitude may seem insurmountable, several metrics from Palantir's recent blockb ...

Now, I want to speak more broadly about what we're seeing in the markets this morning and this week, especially as we await some important data coming tomorrow and Friday, helping us do that this morning. Eddie Gabbor, owner at Key Advisors Wealth Management. Eddie, great to see you.We've got some green on the board again today. Another positive day, but again, sort of sideways. You not a lot of movement.Uh, and still seeing this heavy rotation trade here. What are your thoughts about the action we're seein ...

周二美股成交额第1名特斯拉收高1.89%，成交271.5亿美元。特斯拉公司周二任命其欧洲业务的一位负 责人来负责全球电动汽车销售，这是该公司陷入困境的汽车业务的最新领导层变动。 据知情人士透露，特斯拉欧洲、中东和非洲（EMEA）业务副总裁Joe Ward将领导公司的销售、服务和 交付组织。 第2名英伟达收跌0.79%，成交257.77亿美元。日前有消息称三星电子将提前开始大规模生产新一代高带 宽存储芯片。三星计划本月启动HBM4芯片的大规模生产，为英伟达下一代AI加速器Vera Rubin供货。 据报道，这款芯片的处理速度较前代HBM3E提升约22%，数据传输速率可达11.7 Gbps。 第3名微软收跌0.08%，成交186.1亿美元。据媒体周二报道，特朗普打算让亚马逊、谷歌和微软等公司 免受即将对芯片征收的关税影响，因为这些公司正在竞相建设为人工智能繁荣提供动力的数据中心。 另外有报道称，特朗普政府希望科技公司承诺加入一项关于人工智能数据中心的新协议。这份协议草案 列出了相关承诺，以确保数据中心不会推高家庭用电价格、不会使水资源紧张，也不会破坏能源电网。 第5名美光收跌2.67%，成交131.99亿美元。德 ...

We're back on Morning Trade Live. Let's focus on Palunteer. The stock is moving higher this morning after an upgrade.More on that in a second. But Palanteer has suffered from the broader selloff in the software sector. It's down nearly 20% here in 2026 and more than 30% off November's all-time high.It's trading up about 1% right now, 144 and change. So, Palanteer is the focus of the morning trade. Joining us now as always for a closer look is Marley Kaden.Very good morning to you Marley. So, we've got Daiwa ...

Palantir Technologies (NASDAQ: PLTR) stock is struggling in 2026. Although the business itself remains in great shape, investors aren't buying it up as rapidly as they were last year. As of Monday's close, the data analytics stock has fallen by 20%. While the stock market has been a bit shaky, the S&P 500 is still in positive territory, up around 2%. What may be puzzling to Palantir investors is that it's doing so poorly, even as the company posted strong quarterly results, yet again. Why is the stock str ...

All right, uh let's get uh to our next guest and uh look for the first moves of the open. We're going to be joined by Diane King Hall, the co-host of Fast Market with me. Uh Diane, we're talking some names that are moving post earnings.Coca-Cola, we talked about this yesterday on our show. The bar was really high. It was just kind of mind-boggling how much this staple had gone to all-time highs ahead of earnings, but we're seeing a pullback here today.>> Yeah, indeed. And so that probably lines up with uh s ...

Upgrades - Raymond James upgraded Take-Two (TTWO) to Strong Buy from Outperform with an unchanged price target of $285, viewing the recent selloff as overdone and presenting a more attractive risk/reward scenario for the company [2] - Daiwa upgraded Palantir (PLTR) to Buy from Neutral with a price target of $180, down from $200, citing a positive impression from the earnings release [2] - Gordon Haskett upgraded Booking Holdings (BKNG) to Buy from Hold with a price target of $5,440, believing that investors have overreacted to AI-driven competitive concerns and have discounted Booking's operational advantages [3] - Oppenheimer upgraded Unity (U) to Outperform from Perform with a price target of $38, arguing that fears regarding competition from "world models" like Google's Project Genie are misplaced and overlook Unity's unique role in development [4] - Arete upgraded Snap (SNAP) to Buy from Neutral with a price target of $7.30, noting a shift in the company's sales growth from a "sub-scale" advertising business to higher margin, recurring subscription income [5] Downgrades - HSBC downgraded Estee Lauder (EL) to Hold from Buy with a price target of $106, stating that Estee's "modest" organic sales upgrade in the quarter underwhelmed investors relative to expectations [6] - Citi downgraded Under Armour (UAA) to Sell from Neutral with an unchanged price target of $6.20, indicating that the company's turnaround in North America is facing "several pressures" in fiscal 2026 [6] - Raymond James downgraded Wingstop (WING) to Outperform from Strong Buy with an unchanged price target of $325, expressing caution regarding Wingstop's near-term sales trends [6] - Truist downgraded Texas Roadhouse (TXRH) to Hold from Buy with a price target of $188, down from $206, believing that beef price inflation will persist at least through 2027, limiting multiple expansion and pressuring margins and earnings estimates [6] - Loop Capital downgraded Monday.com (MNDY) to Hold from Buy with a price target of $80, down from $195, citing a "fine, but not great" quarter amid moderating upmarket momentum and slower adoption of newer products [6] - Baird also downgraded Monday.com to Neutral from Outperform with a price target of $90, down from $175 [6]

While the equities market has been somewhat volatile this year, several stocks are showing a lot of long-term growth potential. To see which of them are the most promising, Finbold has identified three stocks with the potential to explode by 2030.1. Palantir (PLTR)Although it might be down 15% since January 1, Palantir (NASDAQ: PLTR) remains a growth-pick, expecting revenue for the next fiscal year to reach a staggering $7.19 billion.If reached, the figure will mean that Palantir has beat the $6.22 billion ...

智通财经APP获悉，摩根大通策略师表示，随着市场计入了对人工智能(AI)在短期内颠覆软件行业的不切实际的预期，软件股有望从其历史性下跌中 反弹。由杜布拉夫科·拉科斯-布亚斯(Dubravko Lakos-Bujas)领衔的策略师团队指出，鉴于当前"极端的价格波动"，投资者应增加对高质量、对AI更具 韧性的软件公司的敞口，至少在短期内，市场存在资金重新轮动回该板块的可能性。该团队在一份报告中写道："鉴于市场仓位已被充分出清、对AI 颠覆软件行业的前景过度悲观，以及基本面依然稳健，我们认为风险回报的平衡正越来越偏向于反弹一侧。" 由于担心新型AI工具可能对传统软件即服务(SaaS)商业模式造成冲击，美股软件股近期持续承压。此次抛售并未区分企业是否已与AI公司建立合作 关系、或是否拥有专有数据资产，几乎对所有相关软件公司一视同仁。 这一看多观点也呼应了由迈克尔·威尔逊(Michael Wilson)领衔的摩根士丹利策略师团队的判断。该策略师团队本周表示，美国科技股仍有进一步上涨 空间，而软件股的下跌已经打开了"具有吸引力的入场窗口"。威尔逊在报告中写道："在重大的投资周期中，上周那样的波动并不罕见。尽管如此， 人工 ...

Time now for our chart of the day. Joining us for a breakdown is the one and only Ben Watson, senior manager of trading services, Charles Schwab. All right.Uh, it's good to see you, Ben. So, let's dive into your short-term chart. You've got a fiveday first.What do you notice in that one for Palanteer. >> Well, good morning, Diane. Yeah, this is another one of those kind of backhanded upgrades, if you will, because uh it comes with that reduction in the price target.Nevertheless, the price of the stock overn ...