Key Takeaways PLTR posted 70% revenue growth, driven by soaring AIP demand across U.S. commercial and government clients.PLTR reported $609M GAAP net income and sees 2026 revenue rising to $7.198B from $4.475B in 2025.NVDA trades at 24.68x forward earnings vs. Palantir's 108.41x, making NVIDIA relatively more attractive.Riding the wave of artificial intelligence (AI)-driven momentum, Palantir Technologies Inc. (PLTR) and NVIDIA Corporation (NVDA) delivered strong revenue growth and profitability in their la ...

It has been a great 12 months for Sandisk (SNDK) and its investors. SNDK stock is up more than 1,100% in the past 52 weeks on strong optimism that the company’s NAND flash storage products and other computing memory devices will continue to be in high demand. Sandisk was the best-performing stock in all of the S&P 500 ($SPX) in 2025, and is continuing its strong performance with a 150% year-to-date (YTD) gain. But a short report from Citron Research threatens to let some air out of Sandisk’s sails. Citro ...

CoreWeave (CRWV) shares charged higher on Wednesday as the “AI Neocloud” specialist secured a major deal with one of the industry’s fastest-growing search disruptors — Perplexity AI. This multi-year strategic partnership will see Perplexity utilize CRWV’s dedicated GB200 NVL72 clusters to scale its Sonar and Search API ecosystem. In return, the Livingston-headquartered firm will integrate Perplexity’s Enterprise Max across its operations. Despite today’s gains, CoreWeave stock remains down more than 25% ...

Orion Group Holdings (NYSE: ORN) stock, the maritime construction company, tumbled nearly 9% in early trading Wednesday before reversing to gain more than 4%... before reversing again and giving back all its gains. As of 3:10 p.m. ET Wednesday, the stock is down 0.5% -- but check back five minutes from now, because clearly that may change. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical ...

The war in Iran is setting the tone for the stock market again. Every major index opened Wednesday's session with a downswing, as the military conflict intensified. But after bottoming out around 9:45 a.m. ET, the market mood lightened and the leading index names have been up by at least 0.6% since mid-morning: ^SPX Chart Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidi ...

Steve Eisman called it “incredible” that Nvidia Corp grew revenue 73% in a single year, but the stock closed down anyway. On the Real Eisman Playbook podcast the investor, famous for predicting the 2008 crisism walked through the numbers: fiscal Q4 revenue of $68.1 billion, EPS up 82%, and guidance that beat by a wide margin. “Revenue beat, EPS beat, guidance beat by a lot,” Eisman said. A P/E That Says Everything Eisman pointed to Nvidia’s forward price-to-earnings of roughly 25x despite projecting 67 ...

Quick Read Nvidia (NVDA) and Eli Lilly (LLY, down 7% YTD, forward P/E under 30x) in $1B partnership. Eli Lilly deploys AI for drug discovery via Nvidia partnership and LillyPod supercomputer as biotech provides AI exposure at reasonable valuations. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. The market seems to be falling heavily out of love with the AI stocks, and for good reason: CapEx is rising at a staggering rate, especially among the Mag Seven A ...

Core Viewpoint - The article suggests that while AI stocks are experiencing a downturn, biotech stocks, particularly Eli Lilly, present a compelling investment opportunity due to their potential for AI-assisted drug discovery and strong market positions in existing drug markets [1]. Company Analysis - **Eli Lilly (LLY)**: - The stock has seen a decline of approximately 7% year-to-date, but it remains a leader in the GLP-1 drug market with products like Zepbound and Mounjaro [1]. - Eli Lilly's partnership with Nvidia, valued at $1 billion, aims to enhance AI-assisted drug discovery, positioning the company for future growth [1]. - The stock is currently trading at a forward price-to-earnings (P/E) ratio of under 30, which is considered attractive given its potential for AI integration and existing revenue streams from GLP-1 drugs [1]. Industry Insights - The article highlights a shift in investor sentiment away from AI stocks due to rising capital expenditures and concerns over return on investment (ROI) [1]. - Biotech is identified as a sector that could benefit significantly from AI advancements, with the potential for transformative impacts on drug discovery and development processes [1]. - The article emphasizes the importance of diversifying investments into biotech as a counterbalance to the volatility seen in AI-driven tech stocks [1].

Core Insights - Broadcom (AVGO) is set to report its Fiscal Q1 earnings, with Wall Street expecting an adjusted EPS of $2.02 and revenue of $19.1 billion, which is a significant increase from the previous year's revenue of $14.92 billion [1][1] - The focus will be on updates regarding hyperscaler projects and the company's backlog during the conference call, as CEO Hock Tan is known for making bold statements that can impact stock prices [1][1] Financial Expectations - Wall Street estimates for Q1 FY2026 include a Non-GAAP EPS of $2.02, revenue of $19.1 billion, GAAP EPS of $1.42, free cash flow of $10.07 billion, and gross margins of 77.2% [1][1] - The revenue figure aligns with management guidance from the previous earnings call, and consensus estimates suggest a slight increase to $19.14 billion [1][1] Recent Performance - Broadcom's stock is down approximately 8% year-to-date, despite a 2.1% increase on the day of the earnings report, mirroring movements in NVIDIA's stock [1][1] - In the previous quarter, Broadcom reported Q4 FY2025 revenue of $18.02 billion, exceeding estimates by 2.63%, with AI semiconductor revenue increasing by 74% year-over-year [1][1] Key Areas of Focus - Infrastructure software growth is projected at $6.8 billion for Q1, reflecting a modest 2% year-over-year increase, with full-year growth expected in the low double digits [1][1] - The company has a significant AI backlog of $73 billion expected to ship over the next six quarters, and any updates on this figure will be crucial for stock movement [1][1] - Gross margins are anticipated to decline by approximately 100 basis points sequentially, and the management's guidance for AI semiconductor revenue is set at $8.2 billion for Q1, indicating a doubling year-over-year [1][1]

According to Delphi Digital, tokenized TradFi assets hit 31.6% of all Hyperliquid trading volume in late January — up from under 5% just a month earlier. Metals, equity indices, and individual stocks possibly drove the rotation.Oil perpetuals on Hyperliquid reportedly surged nearly 20%. Open interest for commodities-focused derivatives allegedly reached an all-time high above $1.1 billion.Traditional financial markets close on weekends and after hours. Hyperliquid does not. Traders can trade oil, gold, silv ...