Disruptive Theme of the Week: Hot Themes in the New YearETF Trends is now VettaFi. Read More --Someone asked me the other day, "What are the hot themes for the new year?†To start the year, we have seen some pretty impressive outsized performance from several key investment themes. And these trends seem poised to continue.## Uranium Going NuclearUranium Mining ETFs have been among the top-performing themes so far this year. Of course, uranium is a key input for nuclear power, with demand driven by AI data ce ...

Company Performance - Palantir has exceeded high expectations with growth accelerating from over 60% to over 70%, significantly outpacing other software companies that typically grow between 20% and 30% [1][2] - The company has a unique combination of skills, including ownership of customer data and a team of forward-deployed engineers, which allows them to effectively solve customer problems [3][4] - Palantir's commercial business is growing rapidly, with a year-over-year growth rate of 137%, while the government business grew by 66% [8][12] Financial Metrics - Palantir's "rule of 40" score is an impressive 127%, indicating a strong balance between revenue growth and operating margin, far surpassing the performance of other software companies [9][10][11] - The company is more profitable than major competitors like Microsoft, Adobe, Oracle, and Salesforce, while also growing at a rate three to four times faster than these companies [12] Market Position - Palantir is positioned as a unique player in the software industry, with no close competitors in terms of their capabilities and customer relationships [2][3] - The company is expected to continue its growth trajectory, with projections suggesting that the commercial business will soon surpass government revenue [8][14] Customer Relationships - Palantir has established strong relationships with CEOs and decision-makers, which facilitates customer acquisition and retention [3][14] - The company's mission resonates well with its clients, contributing to its ability to deliver significant improvements in mission-critical systems [5][6]

Ørsted has agreed to sell its entire European onshore business to Copenhagen Infrastructure Partners (CIP) for DKr10.7bn ($1.69bn). CIP is executing the divestment via its fifth flagship fund, Copenhagen Infrastructure V (CI V). Ørsted’s European onshore activities include projects across Ireland, the UK, Germany and Spain. They encompass wind, solar energy and battery energy storage systems (BESS), with a total of 578MW in operation and an additional 248MW under construction. CIP chief investment offi ...

Software Stocks Are Sinking AgainLIVE[Nasdaq Dives After Opening Higher]Last Updated:---6 min ago# Software Stocks Are Sinking AgainBy[Connor Smith]The Nasdaq Composite's sharp decline Tuesday morning followed another selloff in software stocks.With the tech-heavy index down 1.3%, the iShares Expanded Tech-Software Sector ETF sank 3.5%. The S&P 500 was down 0.7%. The Dow was up 41 points, or 0.1%.The iShares Semiconductor ETF was down 1.9%. The Roundhill Magnificent Seven ETF fell 1.1%. ...

One of the most popular market headlines that has pervaded so far in 2026 is the idea that the so-called Magnificent 7 stocks are no longer trading together as a group. In a marked reversal for the S&P 500's biggest techWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking ...

One of the most popular market headlines that has pervaded so far in 2026 is the idea that the so-called Magnificent 7 stocks are no longer trading together as a group. In a marked reversal for the S&P 500's biggest techWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking ...

Disney’s new chief executive Josh D’Amaro is set to earn a $38 million pay package as he prepares to take over the House of Mouse from Bob Iger early next year.D’Amaro, the head of Disney theme parks, will earn an annual base salary of $2.5 million as well as a one-time bonus of $9.75 million once he takes over the helm, according to SEC filings.Each year that D’Amaro serves as CEO, he will receive a long-term stock incentive of $26.2 million as well as an annual bonus of 250% of his base salary on the cond ...

Key Takeaways GILD stock rose 20.8% in a month after NEJM published positive phase III ASCENT-04 results in metastatic TNBC.GILD's Trodelvy with Keytruda cut progression or death risk by 35% and lifted median PFS to 11.2 months.GILD data support a new first-line PD-L1 TNBC standard, backing submitted filings to expand Trodelvy's label.Shares of Gilead Sciences, Inc. (GILD) have gained 20.8% in a month compared with the industry’s growth of 4.5%.Much of this rally followed the Jan. 21 announcement that full ...

Key Takeaways MCK is expected to post Q3 fiscal 2026 sales of $105.54B, reflecting 10.8% year-over-year growth.MCK's EPS is projected to climb 15.9% to $9.31, with consensus estimates stable over the past month.MCK's results are likely to benefit from oncology strength, GLP-1 volume growth and efficiency gains.McKesson Corporation (MCK) is scheduled to report third-quarter fiscal 2026 results on Feb. 4, after market close.The Zacks Consensus Estimate for sales is pegged at $105.54 billion, implying 10.8% ye ...

Key Takeaways U.S. stocks rose in January, setting up five momentum picks spanning tech, beauty, mining and semiconductors.AI data centers and cloud upgrades are boosting demand for Amphenol solutions, Seagate storage and KLA tools.Ulta Beauty and Coeur Mining post solid growth outlooks, with earnings estimates rising across five picks. U.S. stock markets started 2026 on a positive note after an astonishing rally in the last three years. In January, the three major stock indexes — the Dow, the S&P 500 and t ...