Core Insights - Meta Platforms is recognized as one of the most well-known companies globally, indicating its significant presence in the market [1]. Company Analysis - The analysis focuses on identifying the best businesses worldwide to create a long-term portfolio aimed at outperforming the market [1].

Core Viewpoint - Palantir Technologies is experiencing significant revenue growth, but faces challenges in international expansion and staffing, which may hinder its long-term prospects compared to competitors like Nvidia [1][6][12]. Financial Performance - Palantir's revenue increased by 70% year over year to $1.4 billion, with U.S. commercial revenue rising 137% to $507 million [1]. - Palantir's expenses grew by 34% year over year in Q4, partly due to elite technical hiring [10]. Market Position and Challenges - Both Palantir and Nvidia struggle to meet demand, but Palantir's international commercial revenue only grew by 8% year over year, indicating a hesitance in adoption outside the U.S. [4][6]. - Palantir's CEO noted a significant capacity restraint due to a lack of skilled staff to implement and support its technology [6]. Competitive Landscape - Nvidia is addressing its supply challenges by increasing inventory and supply commitments, while Palantir is limited in its ability to rapidly scale due to staffing issues [8][9]. - Nvidia's projected sequential revenue growth is 14%, compared to Palantir's 9%, indicating Nvidia's faster growth trajectory [12]. Valuation Comparison - Nvidia's shares trade at less than 25 times forward earnings, while Palantir's forward earnings multiple is nearly 164, suggesting Nvidia has a more attractive valuation [13].

Core Viewpoint - A JPMorgan strategist has made a contrarian call, suggesting that bitcoin is now more appealing than gold following a significant increase in gold's price [1] Group 1 - The strategist's view indicates a shift in investment preference from traditional assets like gold to cryptocurrencies, particularly bitcoin [1] - The surge in gold prices has prompted this reevaluation, highlighting the changing dynamics in the investment landscape [1]

Shares of Align Technology Inc (NASDAQ:ALGN) rose sharply in pre-market trading after the company reported better-than-expected fourth-quarter financial results.Align Tech reported quarterly earnings of $3.29 per share which beat the analyst consensus estimate of $2.97 per share. The company reported quarterly sales of $1.047 billion which beat the analyst consensus estimate of $1.033 billion.Align Technology shares jumped 10.4% to $178.13 in the pre-market trading session.Here are some other stocks moving ...

State Bank of India is set to announce its financial results for the third quarter ended Dec. 31, 2025, later this week. The bank confirmed the schedule in a filing with the stock exchanges. SBI is the largest banking and financial services organisation in India, with an asset base of over Rs 61 trillion. The bank serves over 50 crore customers through its vast network of over 23,085 branches, 63,580 ATMs/ADWMs, 82,900 BC outlets.SBI Q3 Results: DateState Bank of India has announced that its Central Board w ...

President Donald Trump signaled a major shift in his administration’s approach to the media landscape on Wednesday, announcing he will not personally intervene in the blockbuster $82.7 billion merger between Netflix Inc. (NASDAQ:NFLX) and Warner Bros. Discovery Inc. (NASDAQ:WBD) .Reversal Of Influence“I haven't been involved,” Trump told Llamas from the White House. “I must say, I guess I'm considered to be a very strong president. I've been called by both sides… but I've decided I shouldn't be involved. Th ...

Beazley Bermuda Insurance Limited (BBIL), the London-domiciled specialist insurer and reinsurer’s new Bermuda entity, has been assigned a Financial Strength Rating of A (Excellent) and a Long-Term Issuer Credit Rating of “a+” (Excellent) by credit ratings agency AM Best.The outlook assigned to these ratings is stable. The ratings align with AM Best’s assignment of a Preliminary Credit Assessment (PCA) to BBIL in January 2026.Following the recent reports that Zurich Insurance Group’s offer to acquire Beazley ...

Baidu.com Inc. (BIDU), a Chinese AI and internet company, announced that its Board of Directors has approved a new $5 billion share repurchase program and a dividend policy, citing its substantial cash reserves and sound financial management capabilities.In pre-market activity on the Nasdaq, the shares were gaining around 4.5 percent to trade at $144.20, after closing Wednesday's trading 4.8 percent lower at $137.95.In a statement, the company said the new share repurchase program for up to $5 billion will ...

Group 1 - NTT, Inc. held a financial results briefing for the 9 months ended December 31, 2025, moderated by the Head of Investor Relations [1] - The briefing featured three key speakers: Senior Executive Vice President Hiroi, Senior Vice President Nakamura, and Senior Vice President Hattori [2] - An on-demand webcast of the session will be available later, and materials related to the financial results can be found on the company's IR website [3] Group 2 - The session primarily focused on a Q&A format, with participants encouraged to preregister their questions [4]

Microsoft - Stanley Druckenmiller sold his entire stake in Microsoft during the third quarter, which ended four months ago [2][3] - Microsoft's financial results for the December-ended quarter showed a 17% revenue increase to $81 billion, with non-GAAP net income rising 24% to $4.14 per diluted share [5] - Concerns about capital expenditures, which increased by 66% in the quarter due to investments in AI infrastructure, led to a sharp decline in Microsoft's stock [6] - The investment thesis for Microsoft is based on its strength in enterprise software and cloud services, with the enterprise software market expected to grow at 12% annually through 2030 and the cloud computing market at 16% annually through 2033 [7] - AI is central to Microsoft's growth strategy, with a 160% increase in paid Microsoft 365 Copilot seats and a tenfold increase in daily active users in the December quarter [8] - Microsoft Foundry, a cloud service used by over 80% of Fortune 500 companies, saw nearly 80% growth in customers spending $1 million per quarter [9] - Currently, Microsoft stock is 24% below its high, trading at 27 times earnings, with adjusted earnings forecasted to grow at 15% annually through the fiscal year ending in June 2027 [10] Amazon - Druckenmiller initiated a position in Amazon during the third quarter, with the company's financial results for the September-ended quarter showing a 13% revenue increase to $180 billion and a 25% increase in non-GAAP operating income to $21.7 billion [12] - The investment thesis for Amazon is based on its strengths in online retail, digital advertising, and cloud services, with retail e-commerce sales projected to grow at 12% annually through 2030, adtech spending at 14% annually, and cloud computing at 16% annually through 2033 [13] - Amazon has integrated AI across its core businesses to enhance sales and operational efficiency, utilizing generative AI tools for demand forecasting, inventory management, and delivery optimization [14] - Amazon Web Services monetizes AI at various layers of the technology stack, including custom chips, generative AI services, and application-level tools [15] - During the third quarter, Amazon's share price averaged $220, and although it is slightly more expensive today, its valuation of 33 times earnings remains reasonable with earnings expected to grow at 15% annually through 2027 [16]