Despite a year marred by geopolitical tensions, DeepSeek fears, and persistent whispers of a tech bubble, the AI trade defied skeptics to anchor the stock market in 2025.With the Nasdaq-100 finishing up 20.2%, I/O Fund analyst Beth Kindig has released a review of the year’s top 10 tech stocks, offering a blueprint for identifying the next wave of market leaders in 2026.The ‘Real’ AI Trade EmergesThe 2025 market was defined by a decisive rotation toward the “physical” layers of the AI stack. While early boom ...

Palantir Technologies Inc. - Ark Invest sold 58,741 shares of Palantir through its ARK Next Generation Internet ETF, valued at approximately $10.4 million, amid geopolitical tensions and defense budget discussions [2] - Palantir's stock closed at $176.86, marking a 2.65% decline, influenced by President Trump's proposal for a $1.5 trillion U.S. defense budget by 2027 [3] - The sale coincided with a tweet from CNBC's Jim Cramer, which some traders interpret as the "Cramer Curse," suggesting stocks may decline after public endorsements [4] Broadcom Inc. - Ark Invest's ARKW ETF acquired 31,573 shares of Broadcom, amounting to a purchase worth around $10.4 million, following a strong fourth-quarter earnings report [5] - Broadcom's shares closed at $332.48, experiencing a 3.21% decrease, with analysts adjusting targets due to robust earnings and potential challenges from its AI backlog [6] - Ark's investment reflects confidence in Broadcom's long-term growth prospects, particularly in the AI and semiconductor sectors [6] Joby Aviation Inc. - ARK Space & Defense Innovation ETF purchased 162,270 shares of Joby Aviation, valued at approximately $2.5 million, aligning with Joby's $61.5 million investment to expand manufacturing capabilities in Ohio [7] - Joby's stock closed at $15.25, down 1.93%, with a focus on electric air taxis positioning it as a pioneer in the urban air mobility market [8] Other Key Trades - Ark Invest sold 20,105 shares of Kratos Defense and Security Solutions Inc. and 24,865 shares of Rocket Lab Corp. from ARKX, while acquiring 73,097 shares of Archer Aviation Inc. [9]

Palantir (PLTR) stock is inching down on Jan. 8 following a multi-session rally on speculation that it was involved in the U.S. military’s recent attack on Venezuela. According to Arvind Ramnani, a senior Truist analyst, long-term investors should consider loading up on PLTR on this pullback as it’s the “best-in-class” artificial intelligence (AI) asset for 2026. More News from Barchart Ramnani’s bullish call is particularly significant given Palantir shares are already up some 180% versus their 52-wee ...

When CNBC's Jim Cramer posted, “Look out Palantir shorts, here we go again!” on Thursday morning, the Inverse Cramer crowd immediately braced for a crash. PLTR stock is down. See the chart and price action here. In the superstitious world of retail trading, a public blessing from the Mad Money host is often viewed as a kiss of death or the Cramer Curse. However, this time, the narrative is clashing with two powerful geopolitical catalysts. The “Venezuela Validation”Palantir shares climbed this week followin ...

Key Points The advancement of artificial intelligence has helped the tech sector to outperform the S&P 500. These four stocks are experiencing solid growth and are well positioned to deliver in the new year. 10 stocks we like better than Nvidia › We're in a new year, but some of the investing themes from the past continue to drive the markets. Tech stocks have been a consistent winner in the last three years, outperforming the market by a wide margin. The S&P 500 has gains of 81% in the last thre ...

U.S. Army Quick Read Palantir saw a substantial boost after the weekend raid that led to the capture of Venezuela’s Nicolas Maduro. Late yesterday, the Northrop Grumman stock pulled back after President Trump said he would not allow dividends or buybacks. After dropping from about $168 to about $135, the pullback in Generac Holdings is overdone, according to Citi analysts. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that he is a “big believer” in the company, as he remarked: “Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and ...

USA | Software Equity Research '26 Software Playbook – Waiting Patiently on Shore to Ride the AI Waves We recommend investors stay underweight software as growth decelerates and lags versus other sectors like semis. We believe '26 will be another year of gradual AI monetization, with more meaningful growth contribution/ acceleration needed to ease AI disintermediation fears, thus requiring more selectivity. Top picks - Mega Cap: MSFT, META; Large Cap: INTU, TEAM, ORCL; Mid Cap: PCOR, U, WIX; Small Cap: UPWK ...

摩根大通私人银行全球投资策略师表示，美国对委内瑞拉的行动进一步凸显了在全球分裂加剧的背景 下，提升国防支出和增强韧性的必要性。美国国防预算预计将在2026财年突破1万亿美元。该行认为， 国防板块具备长期投资吸引力，在地缘政治风险上升和全球分化的环境下，能够为投资组合带来韧性、 多元化和增长潜力。(格隆汇) 消息面上，当地时间1月7日，美国总统特朗普在社交平台发文表示，"为了国家的利益"，尤其是在当前 这个"动荡不安、危机四伏"的时期，应将2027财年国防预算大幅增加至1.5万亿美元。 格隆汇1月8日｜国防军工股盘前普涨，诺斯罗普格鲁曼涨超7%，洛克希德马丁涨6.5%，雷神技术涨超 5%，大数据服务商Palantir涨1.5%。 ...

Optimism for AI stocks on Wall Street isn't universal.In the mid-1990s, the proliferation of the internet kick-started a chain of events that would positively alter the long-term growth trajectory of corporate America. For three decades, investors have been waiting (often impatiently) for the next technological leap forward to take shape. The rise of artificial intelligence (AI) looks to have answered the call.Providing software and systems with the necessary tools to make split-second decisions without hum ...