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Why this new Palantir bull says the stock is worth its hefty price
MarketWatch· 2026-01-06 14:12
The AI software company has standout margins and revenue growth, the combination of which helps justify a premium price for the shares, according to Truist. ...
Maduro pleads not guilty, Nvidia's robotaxi play, JPMorgan's 'secret sauce' and more in Morning Squawk
CNBC· 2026-01-06 13:10
Group 1 - Venezuelan President Nicolas Maduro and his wife are facing U.S. federal charges including narco-terrorism and money laundering [1] - Federal Reserve Bank of Minneapolis President Neel Kashkari indicated that interest rates may not need to decrease significantly, suggesting the current monetary policy has not been tight enough [2][3] - On the labor front, Kashkari noted that artificial intelligence is slowing hiring among large companies while enhancing productivity [4] Group 2 - General Motors reported a 5.5% annual increase in U.S. sales for 2025, outperforming the broader sector expected to rise by only 2% [5] - Stellantis, the parent company of Chrysler, experienced a 3.3% decline in sales, although its Jeep brand saw sales growth for the first time since 2018 [6] - Electric vehicle maker Lucid reported a 55% increase in deliveries for 2025, driven by a 70% annual increase in the fourth quarter [6] Group 3 - Nvidia is exploring the robotaxi market, collaborating with operators to utilize its AI chips and software in autonomous vehicle fleets as early as next year [9][10] - JPMorgan launched a new initiative called "Special Advisory Services" to provide clients with insights on various topics, initially free of charge [10][11]
Why Hewlett Packard Enterprise (HPE) Remains an AI Stock to Watch Under $50
Yahoo Finance· 2026-01-03 12:05
Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the Best AI Stocks to Buy under $50. In the past few months, HPE has achieved several key milestones. The company completed its acquisition of Juniper Networks, divested its Telco-Solutions unit, and confirmed plans to sell its remaining 19% H3C stake for an estimated US$1.40 billion. The acquisition of Juniper Networks, Inc., a leader in AI-native networks, was completed in July; positioning HPE to capitalize on the growing AI and hybrid cloud land ...
Why Palantir Fell Hard To Start 2026
The Motley Fool· 2026-01-02 19:25
Palantir is off to a slow start in 2026, after appreciating by 138% in 2025.Shares of AI software giant Palantir (PLTR 5.08%) plunged on Friday, falling 5.9% as of 1:41 PM EDT.There wasn't any company-specific news for Palantir today, but a combination of related factors led to the stock's big slump to start the new year.NASDAQ : PLTRPalantir TechnologiesToday's Change( -5.08 %) $ -9.03Current Price$ 168.72Key Data PointsMarket Cap$424BDay's Range$ 166.35 - $ 181.3552wk Range$ 63.40 - $ 207.52Volume46MAvg V ...
Will Google Pass Nvidia in 2026 as the World's Biggest Company?
247Wallst· 2025-12-23 18:25
The stock market is quickly waking up to the fact that Alphabet (NASDAQ:GOOG , NASDAQ:GOOGL ) is the leading AI software company today. ...
If You Invested $1K in Palantir at the Beginning of 2025, Here’s How Much You’d Have Now
Yahoo Finance· 2025-12-20 16:25
Core Insights - Palantir has experienced significant stock performance in 2025, with a gain of approximately 136%, outperforming the S&P 500's return of about 15% during the same period [2][3] - The company's market capitalization has surpassed $400 billion, making it the 19th-largest publicly traded corporation in the S&P 500 [2] - Palantir's revenue growth is robust, with a year-over-year increase of 63% in Q3, including a remarkable 121% growth in U.S. commercial revenue [5] Stock Performance - Palantir's stock price increased from $75.19 on January 2 to $177.29 on December 17, resulting in a more than $2,300 return on a $1,000 investment made at the beginning of the year [2] - The stock experienced volatility, with a notable drop from mid-February to early April, highlighting the risks associated with growth stocks [3] Revenue and Profitability - The company reported a net income of $476 million in Q3, achieving a 40% profit margin [5] - Palantir closed numerous high-value deals, including 53 contracts worth at least $10 million, contributing to its revenue growth [5] Investment Considerations - Palantir's trailing price-to-earnings (P/E) ratio stands at 408.76, which may deter value investors, but it may appeal to those willing to accept higher risk for potential long-term gains [6] - The ongoing AI boom is perceived as still in its early stages, suggesting further investment opportunities for Palantir [4]
环球圆桌对话:“夹缝求生”的欧洲科技正在复苏吗
Huan Qiu Wang Zi Xun· 2025-12-17 23:32
Group 1: European Tech Recovery - The optimistic assessment of "European tech is recovering" contrasts sharply with the narrative of "Europe's tech dilemma" [1] - By 2025, Europe is expected to add 28 new unicorns, doubling the total to 413, covering sectors like defense, biomedicine, and AI [1][2] - France has produced its first "decacorn," a tech startup valued over $10 billion, highlighting significant progress in the innovation ecosystem [1] Group 2: Investment and Innovation Trends - The EU's focus on innovation has been evident, with R&D spending as a percentage of GDP rising from 1.81% in 2000 to approximately 2.24% in 2024 [3] - In 2024, venture capital investment in European defense and security tech is projected to reach $5.2 billion, indicating a growing emphasis on these sectors [3] - By 2025, 36% of venture capital in Europe is expected to flow into disruptive innovation areas like quantum computing and cybersecurity, up from 19% in 2021 [10] Group 3: Challenges and Barriers - Despite the positive trends, Europe faces significant barriers such as language and regulatory differences that hinder startup growth and funding [5][6] - Approximately €300 billion in savings capital flows from Europe to the U.S. annually, indicating a brain drain and financial loss for the region [6] - The EU's R&D spending as a percentage of GDP remains significantly lower than that of the U.S. and China, raising concerns about future competitiveness [14] Group 4: Future Prospects and Strategies - The EU is actively pursuing strategies in AI, semiconductors, and green industries, with a focus on policy frameworks to support innovation [4] - Initiatives like the "Choose Europe Research" project aim to attract talent, especially from researchers affected by funding cuts in the U.S. [13] - The EU plans to introduce a "28th Regime" by 2026 to unify regulations across member states, facilitating easier startup operations [14]
Prediction: This Popular Artificial Intelligence Stock Will Fall Hard in 2026
The Motley Fool· 2025-12-16 13:45
Palantir's stock has had a good run, but a reality check is coming.There is no shortage of popular artificial intelligence (AI) stocks. The AI investment theme has boosted many stocks, including energy companies, construction businesses, computing hardware providers, and software companies. Few have been as successful as Palantir (PLTR 0.13%). Palantir's stock has had an incredible run since 2023 started, as the stock has risen by around 2,700%. However, I think Palantir's run could be over.While Palantir's ...
Nvidia buys AI software provider SchedMD to expand open-source AI push
Reuters· 2025-12-15 16:36
Nvidia said on Monday it acquired AI software firm SchedMD, as the chip designer doubles down on open-source technology and steps up investments in the artificial intelligence ecosystem to fend off ri... ...
Dow, S&P 500 Inch Back Toward Record Highs
Barrons· 2025-12-04 14:36
There's some AI anxiety in the air. Nasdaq was the laggard Wednesday as well, an underperformance that can be chalked up to a report that suggested Microsoft lowered its AI software sales quota. The S&P 500 rose 0.2% at the open. The Dow was up 156 points, or 0.3%, while the Nasdaq was flat. The stock market is mostly grinding higher on Thursday, and the S&P 500 is closing in on its record level. ...