Core Insights - Palantir Technologies has renewed and expanded its partnership with Stellantis for an additional five years, continuing a collaboration that began in 2016 [1] - The renewed agreement will see Stellantis broaden its use of Palantir Foundry and begin deploying the Palantir Artificial Intelligence Platform (AIP) in select business functions and regions [2] Partnership Details - The partnership aims to support Stellantis in the industrialization and secure use of data and AI across the company [1] - Foundry provides a unified environment for managing data, while AIP integrates AI capabilities into existing workflows [2] - The integration of AIP builds on Stellantis' established data ontology in Foundry, enhancing governance and traceability [3] Strategic Goals - The collaboration aims to consolidate fragmented datasets, improve transparency, and enable faster decision-making within Stellantis' complex industrial operations [2] - The approach supports Stellantis' Data4All ambition by increasing teams' ability to safely access and explore data [3] - Palantir executives expressed pride in deepening the partnership, emphasizing the importance of secure, governed AI in operations [4]

Core Insights - The article discusses Goldman Sachs's top growth stock picks amid a shifting market environment, highlighting the performance of growth versus value stocks and the implications for investment strategies going into 2026 [2][3][5]. Market Performance - The S&P 500 Growth Index gained 22.18% in 2025, down from 35.66% in 2024, and was down 2.46% year to date as of February 18, 2026, while the broader S&P 500 was up 0.33% [2]. - Value stocks outperformed growth stocks in early 2025, but a shift occurred in the second half of the year, leading to a strong performance from tech and growth stocks, particularly the Nasdaq Composite, which topped 20% performance [3]. Goldman Sachs Asset Management - Goldman Sachs's Asset and Wealth Management division closed 2025 with a record $3.61 trillion in total assets under supervision, adding $154 billion in the last quarter of 2025 and $469 billion for the entire year [4]. - Hedge funds, including those managed by Goldman, delivered double-digit returns for the second consecutive year, leading to increased investor confidence in their stock picks for 2026 [5]. Stock Selection Methodology - The list of top growth stock picks was created by analyzing Goldman Sachs's portfolio, focusing on stocks with over 10% revenue and earnings growth in the last five years and an upside potential of more than 20% as of February 20, 2026 [7]. Top Growth Stock Picks - **Shopify Inc. (NYSE:SHOP)**: Goldman Sachs holds a stake of $2.12 billion, with 5-year sales growth of 15.08% and earnings growth of 31.58%, indicating a stock upside of 31.54% [9]. - **Palantir Technologies Inc. (NASDAQ:PLTR)**: Goldman Sachs holds a stake of $2.22 billion, with 5-year sales growth of 32.58% and earnings growth of 177%, indicating a stock upside of 46.99% [14].

Core Viewpoint - Rackspace Technology, Inc. is experiencing a rise in stock price following a strategic partnership with Palantir Technologies aimed at enhancing the deployment of Palantir's Foundry and Artificial Intelligence Platform [1][2] Group 1: Partnership Details - The partnership involves Rackspace hosting Palantir's software in its Private Cloud and UK Sovereign data centers, focusing on highly regulated industries that are cautious about public cloud solutions [2] - Rackspace currently employs 30 engineers trained in Palantir's technology and plans to increase this number to 250 within the next 12 months [2] Group 2: Stock Performance and Technical Analysis - Rackspace's stock is trading 112.1% above its 20-day Simple Moving Average (SMA) and 21.7% above its 100-day SMA, indicating a strong short-term performance alongside an improving intermediate trend [3] - Despite the recent rebound, shares have decreased by 57.47% over the past year, remaining closer to their 52-week low of $0.39 than their high of $3.03 [3] Group 3: Market Indicators - The Relative Strength Index (RSI) is at 70.05, suggesting the stock is in overbought territory, which may indicate a potential pullback or consolidation soon [4] - The Moving Average Convergence Divergence (MACD) shows a bullish signal, with the MACD line at -0.0089 above the signal line at -0.1002 [4] Group 4: Earnings and Financial Outlook - Rackspace is scheduled to report earnings on February 26 [4] - As of the latest data, Rackspace shares were up 42.00% at $1.73 [5] - Key resistance level is identified at $1.50, while key support is at $1.00 [5] - Earnings per share (EPS) is estimated to be a loss of $0.01, an improvement from a loss of $0.02 year-over-year [5] - Revenue estimate stands at $672.56 million, down from $685.60 million year-over-year [5]

Core Viewpoint - Rackspace Technology (RXT) shares surged nearly fourfold following a strategic partnership announcement with Palantir Technologies (PLTR), aimed at integrating Palantir's Foundry and Artificial Intelligence Platform with Rackspace's managed services for regulated industries [1][3]. Group 1: Partnership Impact - The partnership with Palantir is seen as a significant validation of Rackspace's specialized infrastructure, transitioning it from a commodity cloud host to a key enabler of high-value AI workloads [3]. - This collaboration is expected to serve as a catalyst for future growth, improving Rackspace's unit economics by enhancing its high-margin professional services and managed operations segments [4]. Group 2: Stock Performance - Despite the impressive rally, Rackspace's stock remains approximately 50% lower than its 52-week high, indicating ongoing challenges [1]. - The stock's movement on Wednesday surpassed all major moving averages, contributing to upward momentum [4]. Group 3: Financial Concerns - Rackspace is still considered a penny stock with a history of disappointing shareholders, facing significant financial pressures, including a debt load exceeding $3.0 billion and a trend of declining revenue [5]. - Analysts on Wall Street express caution regarding the recent surge, with a consensus rating of "Hold" and a mean target price of about $1.48, suggesting potential downside of nearly 10% from current levels [7].

Core Insights - Rackspace Technology, Inc. has formed a strategic partnership with Palantir Technologies to enhance the deployment of Palantir's Foundry and Artificial Intelligence Platform, resulting in a significant increase in Rackspace's stock price [1][2] Group 1: Partnership Details - The partnership positions Rackspace as a strategic partner for data migration and global implementation services, with plans to host Palantir's software in its Private Cloud and UK Sovereign data centers [3] - Rackspace currently has only 30 Palantir-trained engineers but aims to increase this number to 250 within 12 months, raising concerns about its ability to scale quickly given its financial challenges [4] Group 2: Financial Context - Rackspace's stock was trading near a 52-week low of 41 cents before the partnership announcement, with a market capitalization around $100 million and a debt burden exceeding $2.8 billion [5] - Analysts maintain a consensus Sell rating on Rackspace stock due to its negative debt-to-equity ratio and overall shaky financial health [6] Group 3: Market Reaction - The market reacted positively to the partnership, with Rackspace's stock experiencing a 200% gain, although this does not address the underlying issues of its balance sheet [7]

Core Insights - Rackspace Technology, Inc. has formed a strategic partnership with Palantir Technologies to enhance the deployment of Palantir's Foundry and Artificial Intelligence Platform, resulting in a significant increase in Rackspace's stock price [1][2] Group 1: Partnership Details - The partnership positions Rackspace as a strategic partner for data migration and global implementation services, focusing on highly regulated industries that are cautious about public cloud solutions [3] - Rackspace will host Palantir's software in its Private Cloud and UK Sovereign data centers, which is crucial for targeting specific market segments [3] Group 2: Financial Context - Rackspace's financial situation is precarious, with a market capitalization around $100 million and a debt burden exceeding $2.8 billion, alongside a history of quarterly losses [5] - Prior to the partnership announcement, Rackspace's stock was trading near a 52-week low of 41 cents, indicating significant distress [5] Group 3: Market Reaction and Analyst Sentiment - The market reacted positively to the partnership, with Rackspace's stock experiencing a 200% increase, although this does not address the underlying financial issues [7] - Analysts maintain a consensus Sell rating on Rackspace, highlighting concerns over its negative debt-to-equity ratio and overall financial health [6]

Core Insights - Cognizant has announced a strategic partnership with Palantir Technologies to accelerate AI-driven modernization in healthcare and enterprise operations [1][2] - The collaboration aims to leverage Palantir Foundry and AIP to enhance AI integration within Cognizant's TriZetto healthcare business and pursue broader enterprise AI transformation opportunities [1][3] Group 1: Partnership Objectives - The partnership is designed to create enterprise-grade AI solutions that deliver real business value, focusing on responsible adoption, security, and operational integrity [2][3] - Cognizant will explore how AIP can optimize TriZetto's healthcare platforms and Business Process as a Service (BPaaS) operations, particularly in regulated and labor-intensive environments [3][4] Group 2: Strategic Importance - This collaboration reflects Cognizant's commitment to using frontier technologies for client value and internal business transformation, enhancing its ability to modernize mission-critical platforms [3][5] - Palantir's experience in deploying AI platforms in critical environments complements Cognizant's global delivery scale, supporting the expansion of AI-powered solutions while ensuring governance and security [4][5] Group 3: Future Initiatives - Cognizant and Palantir plan to collaborate on enterprise AI transformation initiatives beyond healthcare, indicating a broader application of their partnership across various industries [5][6] - The partnership aligns with Cognizant's recent AI investments, reinforcing its strategy to build a composable ecosystem of leading AI platforms for internal and client innovation [6]

Core Insights - Palantir (PLTR) has entered into a $200 million strategic partnership with Lumen Technologies (LUMN) to enhance the deployment of technologies [1] - The collaboration will integrate Palantir's Foundry and Artificial Intelligence Platform (AIP) with Lumen's Connectivity Fabric, improving data management and decision-making capabilities [2] Company Overview - Lumen Technologies specializes in networking equipment and operates in two segments: Business and Mass Markets, previously known as CenturyLink [4] - The company is headquartered in Monroe, Los Angeles and has a significant presence in the U.S. and global markets [4] Financial Performance - LUMN's stock has increased nearly 55% year-to-date, outperforming the S&P 500 Index's 16% return [5] - The stock is currently trading 173% above its low of $3.01 from April, but remains at a 25% discount to its 3-year high of $10.33 in November 2024 [5] - Over a 5-year period, LUMN's stock shows a 53% discount to its high of $16.60 in January 2021 [5]

Core Insights - Lumen Technologies, Inc. (LUMN) has formed a significant partnership with Palantir Technologies Inc. to enhance enterprise AI adoption, aiming to connect advanced intelligence with high-performance network infrastructure for digital transformation [1][8] - The collaboration is a multi-year, multi-million-dollar initiative designed to facilitate faster and more secure AI deployment across complex, multi-cloud environments [2][3] Partnership Details - The partnership integrates Lumen's Connectivity Fabric with Palantir's Foundry and Artificial Intelligence Platform (AIP), providing enterprises with streamlined access to AI capabilities and infrastructure [2][3] - This collaboration supports Lumen's connected ecosystem strategy, allowing organizations to efficiently manage data across hybrid and multi-cloud environments while enhancing AI applications with lower latency and costs [3][4] Financial Projections - For 2025, Lumen anticipates adjusted EBITDA to be between $3.2 billion and $3.4 billion, with expectations leaning towards the higher end of this range due to improved cost controls and performance from legacy services [6][8] - The company expects EBITDA to rebound in 2026, indicating a positive outlook following the current transformation efforts [6] Market Performance - LUMN currently holds a Zacks Rank 3 (Hold) and has seen its shares increase by 21% over the past year, outperforming the Zacks Diversified Communication Services industry's growth of 3.8% [7]

Core Insights - Accenture has acquired Decho, a UK-based tech and AI consultancy, to enhance its strategic advisory and engineering capabilities for Palantir solutions across various sectors [1][6] - The acquisition signifies Accenture's commitment to enterprise transformation by leveraging Palantir software for scaling generative AI solutions [2][5] Company Overview - Decho is a Palantir alliance partner that specializes in moving AI projects from concept to production, focusing on sustainable value [2] - The company has expertise in platform deployment, data model design, application engineering, and capability development, along with training for long-term adoption [2] Strategic Implications - The acquisition allows Accenture to provide enhanced capabilities in demanding industries, leveraging Decho's expertise in Palantir and generative AI [3][4] - By integrating Decho's specialist engineers into its Data and AI organization, Accenture aims to help clients realize the full value of their architecture, data, software, and AI [4][5] Market Positioning - This move aligns with Accenture's goal of improving service offerings in critical sectors and reflects its ongoing investment in data and AI capabilities [6]