Core Viewpoint - Palantir Technologies is set to report its Q3 earnings, with expectations of significant revenue and profit growth, amid a backdrop of a strong stock performance and evolving market dynamics in AI and government contracts [1][2]. Financial Performance - Analysts anticipate Palantir will report an adjusted profit of 17 cents per share, reflecting a 68% increase year-over-year [2]. - Revenue is projected to grow by 50% to reach $1.092 billion, with sales growth accelerating over the past four quarters at rates of 30%, 36%, 39%, and 48% [2]. - Government revenue is expected to grow over 46% to $469 million, while U.S. commercial revenue is forecasted to increase by over 90% to $347 million [2]. Market Position and Strategy - Palantir is transitioning its product offerings from predictive-based AI to generative AI, aiming to enhance its capabilities in various sectors, including healthcare and financial services [4][5]. - The company has a strong historical relationship with government clients, particularly in intelligence and defense, which positions it favorably for future contracts [5][7]. Analyst Insights - Citi analyst Tyler Radke expressed optimism for Q3 results but noted caution regarding future guidance, expecting a modest increase in fiscal year guidance [3]. - Positive feedback from partners and customers at industry conferences indicates a potential uptick in collaborative deals, particularly in federal contracts [3]. Stock Performance and Ratings - Palantir stock has seen a remarkable increase of 165% in 2025, reaching a record high of 204.18 on October 31 [1]. - The stock holds a Composite Rating of 99, indicating strong growth potential, and an Accumulation/Distribution Rating of C-plus, suggesting neutral institutional buying activity [9][10]. Events and Developments - Palantir recently hosted its eighth artificial intelligence conference, showcasing its AI capabilities and market strategies [6]. - The company is well-positioned to benefit from the Trump administration's defense initiatives, particularly the "Golden Dome" air and missile defense project [7].

Money is still pouring in from the race to build out artificial intelligence infrastructure, but traders are suddenly getting more selective about who the beneficiaries will be. On one end of the spectrum are companies like CoreWeave Inc., the money-losing provider of computing services that is swimming in debt. Its shares plunged 26% last week, marking its worst weekly showing since its debut earlier this year, following on the prior week’s 22% decline. The stock had risen more than 400% from an April l ...

Oracle's stock has come well off its highs, but a Jefferies analyst says concentration and debt concerns are overblown. ...

People who don't work for Amazon might see a headline about the company's employment practices and think: Who cares? Employers that are smaller than Amazon, or in a different sector, might think the same thing. But if history is a guide, Amazon's workplace trends often influence how other businesses operate. For example, when Amazon announced in 2024 that it would require a five-day in-office schedule, dozens of companies followed suit, including Salesforce, Dell, and JPMorgan Chase. The company also re ...

Core Insights - Microsoft is experiencing robust stock momentum driven by its strategic dominance in high-growth areas, particularly in AI and cloud services [2][3] - The company's shares have consistently risen due to strong earnings that have surpassed expectations, with significant growth in Azure cloud revenue and AI initiatives like Copilot [3][4] - Historical performance indicates that Microsoft has the potential for powerful rallies, with stock increases of over 30% in less than two months on multiple occasions [5] Financial Performance - Microsoft demonstrates strong and steady revenue growth, significant cash generation, and remarkable free cash flow, highlighting robust fundamentals that support its stock valuation [8] - The company has a growing cloud backlog, creating a favorable environment for ongoing growth as its AI ecosystem expands within enterprises [4] Market Position and Future Prospects - The adoption of Microsoft 365 Copilot and GitHub Copilot has led to higher-than-anticipated revenue per user, propelling AI's annual run rate beyond $15 billion, surpassing the $10 billion projection for 2026 [12] - Azure is expected to overtake AWS as the global cloud leader by the end of 2026, driven by superior AI infrastructure and services, indicating a significant market re-rating [12] - The strategic incorporation of Activision Blizzard titles and the expansion into mobile gaming positions Microsoft as a leader in the interactive entertainment sector [12]

Core Viewpoint - A class action securities lawsuit has been filed against Synopsys, Inc. alleging securities fraud that negatively impacted shareholders between December 4, 2024, and September 9, 2025 [2]. Group 1: Lawsuit Details - The lawsuit claims that Synopsys, Inc. made false statements and concealed information regarding the negative impact of its focus on artificial intelligence customers on the economics of its Design IP business [3]. - It is alleged that certain decisions regarding the company's roadmap and resources were unlikely to achieve their intended results, leading to a material negative impact on financial results [3]. - The lawsuit asserts that the positive statements made by the defendants about the company's business and prospects were materially misleading and lacked a reasonable basis [3]. Group 2: Next Steps for Affected Shareholders - Shareholders who suffered losses during the specified timeframe are encouraged to seek information about their rights to recovery, with no cost or obligation to participate [4]. Group 3: Legal Representation - Levi & Korsinsky LLP is highlighted as a nationally-recognized securities litigation firm with a strong track record in securing recoveries for shareholders, having ranked in the Top 50 Report for seven consecutive years [5].

This pop can be credited to the company's decision to acquire Ask Sage, a generative AI platform "for secure distribution of AI models and agentic AI capabilities, built specifically for defense and national security agencies and other highly regulated sectors." BigBear.ai will pay $250 million for this acquisition, and it looks like this move indeed has the ability to boost the company's falling growth.Its gross margin fell by 3.5 percentage points year over year due to the loss of higher-margin contracts. ...

With a market cap of $63.8 billion, Autodesk, Inc. (ADSK) is a leading software company specializing in design, engineering, and digital content creation tools. Best known for products like AutoCAD, Revit, Fusion 360, and Maya, the San Francisco-based company serves industries such as architecture, construction, manufacturing, product design, and media/entertainment. Shares of the company have lagged behind the broader market over the past 52 weeks. ADSK stock has increased 2.4% over this time frame, whil ...

With a market cap of $9.3 billion, Oklahoma-based Paycom Software, Inc. (PAYC) is a prominent cloud-based human capital management (HCM) and payroll software provider that serves businesses of all sizes across the U.S. Its platform offers an end-to-end suite of HR solutions, including payroll, time and attendance, talent management, benefits, and employee self-service, built on a single database to streamline workflows and reduce administrative complexity. Shares of the software company have struggled to ...

NEW YORK, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Synopsys, Inc. (NASDAQ: SNPS) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws. If you invested in Synopsys, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/synopsys-inc-class-action-la ...