247Wallst·2026-03-07 20:14Core Insights - The S&P 500 index experienced a decline of nearly 2% last week, but certain stocks, particularly Trade Desk, Palantir, and CrowdStrike, saw significant gains driven by specific catalysts [1][2] Group 1: Trade Desk - Trade Desk's stock surged by 22.9% following CEO Jeff Green's purchase of approximately $148 million worth of shares, marking the largest insider purchase in the company's history [1] - The stock had been down nearly 55% over the past year, but the CEO's conviction signals a belief that the selloff was overdone [1] - Analyst consensus for Trade Desk's target price is $31.89, with 19 buy or strong-buy ratings against 15 holds, closing the week at $29.28 [1] Group 2: CrowdStrike - CrowdStrike reported its first-ever positive GAAP net income of $38.69 million, a significant turnaround from a loss of $86.29 million in the same quarter a year ago [1] - Revenue grew by 23% year-over-year to $1.305 billion, with ending Annual Recurring Revenue (ARR) hitting $5.25 billion, up 24% [1] - The stock rose 15.3% over the week, bolstered by a geopolitical tailwind and strong earnings performance [1] Group 3: Palantir - Palantir's stock increased by 14.6%, primarily driven by geopolitical factors rather than earnings [1] - The company reported U.S. government revenue of $570 million, up 66% year-over-year, and guided for full-year 2026 revenue exceeding $7.18 billion [1] - Palantir's positioning at the intersection of AI and national security makes it a beneficiary of increased defense spending sentiment [1]