Key Points Palantir's business is booming as private-sector clients adopt its AI-boosted data analytics tools and more federal agencies climb aboard. The stock's valuation is extremely high. 10 stocks we like better than Palantir Technologies › As famed economist John Maynard Keynes once said, "Markets can remain irrational longer than you can remain solvent." And few stocks exemplify this axiom better than Palantir Technologies (NASDAQ: PLTR). Shares of this AI-associated data analytics company ha ...

Core Insights - Clarivate Plc has released the Highly Cited Researchers 2025 list, recognizing researchers with significant influence in their fields [1][2] - The list highlights the concentration of top research talent globally, with 86% of awards concentrated in just 10 countries/regions [7] Group 1: Global Research Landscape - A total of 6,868 individuals received 7,131 awards from over 1,300 institutions across 60 countries and regions [2] - The United States leads with 2,670 awards, accounting for 37.4% of the global total, showing a 1% increase from 2024 [5][7] - Mainland China follows with 1,406 awards (19.7%), experiencing a slight decrease in global share by 0.7% [5][7] - The United Kingdom ranks third with 570 awards (8%), while Germany, Australia, and Canada follow with 363, 312, and 227 awards respectively [5][7] Group 2: Institutional Recognition - The Chinese Academy of Sciences (CAS) is the top institution with 258 awards, followed by Harvard University (170) and Stanford University (141) [8] - Notably, the National Institutes of Health (NIH) and Massachusetts Institute of Technology (MIT) also feature prominently with 84 and 85 awards respectively [8] Group 3: Evaluation and Integrity - The Highly Cited Researchers program has enhanced its evaluation process to address issues like hyper-prolific authorship and self-citation, excluding 432 potential awards this year [10] - The program aims to uphold high standards of research integrity while recognizing individual achievements that have a broad and significant influence [4][10]

Core Insights - LexisNexis Risk Solutions has launched Medical Insights from LexisNexis Health Intelligence, a digital health solution aimed at transforming the utilization of medical data in life underwriting [1][2] - The new functionality standardizes and extracts critical insights from electronic health records (EHRs), enabling life insurance carriers to enhance risk assessment and accelerate underwriting decisions [1][2] Key Features - Medical Insights provides structured data from EHRs, including vital signs, lab results, and material conditions, allowing for quicker identification of critical risk data [1][6] - The platform supports triage acceleration, helping underwriting organizations maintain more applicants in accelerated programs and reducing cycle time [6] - It includes features like Clinical Screener and Impairment Identifier, which help assess medical conditions without the need to analyze entire medical records [6] Benefits - The solution mitigates risks associated with misrepresentation and mortality slippage by ensuring critical details are not overlooked [6] - It allows life insurers to automate the underwriting process flexibly, improving decision-making at any stage of digital transformation [6] - By combining medical and non-medical data, Medical Insights enhances segmentation of mortality risk, leading to more precise pricing and accurate mortality predictions [6][5]

Core Insights - NowVertical Group Inc. has been awarded the Google Cloud Generative AI Specialization, enhancing its partnership with Google and establishing its expertise in deploying Generative AI solutions at scale [2][7] - This marks NowVertical's third specialization with Google Cloud, following its specializations in Data & Analytics and Machine Learning, positioning it among only 15 companies globally with such breadth of specializations [3] Partnership Growth - The partnership between NowVertical and Google has evolved into a strategic growth engine, driving data and AI transformation programs across North America and EMEA [4] - New client wins in these regions highlight the strength and scalability of the collaboration, including a significant data modernization program awarded by a global media and entertainment leader [5][10] Business Impact - NowVertical's designation as a Google Cloud Generative AI Specialized Partner reinforces its ability to deliver measurable results and grow revenue through partner channels [7] - The partnership has already delivered 12 new client projects in H1 2025 through Google referrals and joint sales initiatives [10] Future Outlook - With three Google Cloud specializations and a growing base of joint clients, the partnership is expected to contribute significantly to NowVertical's sustainable revenue growth [8] - The company aims to expand into new industries and build a larger global portfolio of Strategic Accounts [8]

Core Insights - Wall Street experienced a significant rally, driven by substantial gains in AI-related companies such as Nvidia and Palantir, following progress in Washington to potentially end a record government shutdown [1][6] - The S&P 500, Nasdaq, and Dow Jones Industrial Average all posted notable increases, with the S&P 500 climbing 1.54% to 6,832.43 points, the Nasdaq gaining 2.27% to 23,527.17 points, and the Dow rising 0.81% to 47,368.63 points [2][6] Company Performance - Nvidia, recognized as the world's most valuable company, saw its stock rise by 5.8% [6] - Palantir, an AI data analytics firm, experienced an 8.8% increase in its stock price [6] - Tesla's stock climbed 3.7%, contributing to the overall positive performance of heavyweight tech stocks [6] - Eli Lilly's stock reached a record high with a 4.6% increase after an upgrade from Leerink Partners [6] Market Trends - The technology sector within the S&P 500 had previously faced a decline of 4.2% last week, indicating a rebound in the current trading session [6] - Advancing issues outnumbered declining ones in the S&P 500 by a ratio of 1.7-to-one, highlighting a broad market recovery [6] - The S&P 500 recorded 32 new highs and 8 new lows, while the Nasdaq noted 106 new highs and 128 new lows, reflecting a mixed performance among stocks [6]

11/11/2025The Dow Jones hit a closing high while the broader market held recent gains. Palantir and Eli Lilly are in... 11/11/2025The Dow Jones hit a closing high while the broader... INVESTING RESOURCES BREAKING: Futures Rise After Dow Hits Record Close Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience. Dow Jones futures, along with S&P 500 futures and Nasdaq 100 futures, traded slightly higher ahead of T ...

Core Insights - Experian has launched the Experian Credit + Cashflow Score, a pioneering model that integrates credit, alternative, and consumer-permissioned banking data into a single score, enhancing credit decision-making [1][2][3] Group 1: Product Overview - The Experian Credit + Cashflow Score is described as the most advanced credit decisioning model from Experian, aimed at increasing fair access to credit [2][3] - This score combines various data sources, including consumer-permissioned bank account data, detailed credit account information on over 220 million U.S. consumers, and alternative credit data from Clarity Services [5] - The score ranges from 300 to 850 and is designed for use across the entire financial lifecycle, with early access available for testing through custom analytics and the Experian Ascend Platform [4] Group 2: Performance and Impact - Early analysis indicates that the Experian Credit + Cashflow Score outperforms traditional credit scores and cashflow-only scores by over 40% in predictive accuracy across major lending products such as personal loans, lines of credit, bankcards, and mortgages [3] - The introduction of this score is positioned as a significant step in Experian's mission to enhance consumer outcomes and expand access to credit [2][3] Group 3: Company Background - Experian is a global data and technology company that operates across various markets, including financial services, healthcare, and automotive, employing over 25,200 people in 32 countries [6][7] - The company is listed on the FTSE 100 Index and is headquartered in Dublin, Ireland, focusing on leveraging data and technology to redefine lending practices and improve financial outcomes for consumers [6][7]

Core Insights - Palantir Technologies has demonstrated strong quarterly results, surpassing expectations and raising its revenue guidance significantly for the year [1][4] - The company has achieved a remarkable 152% return this year, leveraging artificial intelligence to enhance its offerings [2] - Palantir's third-quarter revenue reached $1.18 billion, exceeding analyst expectations of $1.09 billion, with adjusted earnings per share of $0.21, above the estimated $0.17 [3] Financial Performance - Palantir's revenue guidance for the full year has been raised to approximately $4.4 billion, up from a previous estimate of $4.1 billion [4] - The company's revenue grew by 63% year-over-year in the last quarter, an acceleration from the 48% growth in the previous quarter [4] - In comparison, Nvidia's growth rate was 56% in its last earnings report, down from 69% a quarter earlier, indicating Palantir's growth is outpacing Nvidia's [5] Market Position and Valuation - Palantir's market capitalization is around $450 billion, with a price-to-earnings ratio of 430, significantly higher than Nvidia's market cap of $4.8 trillion and a price-to-earnings ratio of 56 [7] - Despite Palantir's impressive growth, its high valuation raises concerns about its sustainability as an investment compared to Nvidia, which is viewed as a safer long-term buy [10][11] - Hedge fund manager Michael Burry's put options on Palantir suggest skepticism about its valuation, indicating potential concerns about a price decline [8][9]

Core Insights - Health Catalyst is set to report its earnings results after market hours, with analysts expecting a revenue decline of 1.8% year on year to $75.01 million, contrasting with a 3.5% increase in the same quarter last year [2] - The company reported revenues of $80.72 million last quarter, marking a 6.3% year-on-year increase, but missed full-year revenue guidance expectations significantly [1][3] - Health Catalyst has generally met or exceeded Wall Street's revenue estimates, missing them only once in the past two years, with an average outperformance of 0.6% [3] Revenue Expectations - Analysts anticipate a revenue decline for the upcoming quarter, with adjusted earnings expected at $0.07 per share [2] - The company’s full-year revenue guidance has significantly missed analysts' expectations, indicating potential challenges ahead [1] Peer Comparison - In the data analytics segment, peers like Strategy and Palantir Technologies have reported strong revenue growth, with Strategy achieving 10.9% year-on-year growth and Palantir reporting a 62.8% increase [4] - The performance of these peers may provide insights into market expectations for Health Catalyst's upcoming results [4] Market Sentiment - Investors in the data analytics sector have shown steady hands, with share prices remaining flat over the past month; however, Health Catalyst's stock has increased by 6.8% during this period [5] - The average analyst price target for Health Catalyst is $4.33, significantly higher than its current share price of $2.83, indicating potential upside [5]

Core Insights - Michael Burry disclosed a $1.1 billion short position against Nvidia and Palantir Technologies, leading to a sell-off in tech markets [1] Company Performance - Palantir's stock dropped as much as 16% before closing down approximately 8%, despite beating third-quarter earnings estimates and raising full-year guidance [2] - Nvidia's stock fell between 2% and 4% during the same trading session, but it did not drop below its 50-day benchmark, indicating stronger fundamentals [2][5] - Palantir trades at a price-to-earnings ratio of approximately 254 and a price-to-sales ratio of around 115, making it vulnerable to bearish pressure [3] Market Reaction - The sell-off triggered by Burry's position affected global markets, with significant declines in Asian and European indices, particularly in Japan and South Korea [3] - The Nasdaq Composite recorded its largest one-day percentage drop in nearly a month at roughly 2%, with all members of the "Magnificent Seven" AI-related stocks closing lower [2] Valuation Concerns - The current trading prices for both stocks are below the average of the last 50 days, raising concerns for technical analysts [4] - Burry's disclosure has injected volatility into the AI sector, making investors cautious about buying at high valuations [6] Broader Market Sentiment - Major Wall Street executives, including CEOs from Morgan Stanley and Goldman Sachs, warned investors to prepare for potential market corrections of 10% to 20% in equity markets over the next couple of years [7] - Deutsche Bank is reportedly exploring strategies to hedge its exposure to AI-driven investments in data centers [7] - Burry highlighted "circular financing" in tech, questioning the sustainability of reported growth in the sector [7]