Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
"Damage Done Already" - Oil May Take Year To Normalize: Adam Parker Last night’s ZeroHedge debate featured the cautiously bullish Adam Parker, former Morgan Stanley chief equity strategist who now runs Trivariate , and bearish money manager Michael Pento, hosted by Adam Taggart of Thoughtful Money . While Parker is largely optimistic about equities, he put forth a gloomy prediction on gas prices, ...
"Damage Done Already" - Oil May Take Year To Normalize: Adam Parker Last night’s ZeroHedge debate featured the cautiously bullish Adam Parker, former Morgan Stanley chief equity strategist who now runs Trivariate , and bearish money manager Michael Pento, hosted by Adam Taggart of Thoughtful Money . While Parker is largely optimistic about equities, he put forth a gloomy prediction on gas prices, based on what he is hearing as a consensus on Wall Street. Namely that prices will remain high for at least a year even if Hormuz were to open today. His full comments below and highlights from last night's debate. Check out the full discussion to hear how both Pento and Parker are positioned going into year-end: Best case: More pain at the pump Parker warned that oil markets may remain structurally elevated even if the Strait of Hormuz reopens immediately, arguing that current pricing still underestimates how long normalization could take. “ The consensus view is it takes much longer to normalize than what’s in the 12-month forward Brent, ” Parker said, noting that forward oil pricing in the high-$70 range likely needs to be revised upward. “Even if we’ve really truly reached some agreement now, it’ll take several months to get back toward where we were already, maybe a year. ” Parker added that economic damage from the energy spike has likely already occurred, particularly for consumer-facing sectors. “ There’s damage done already to consumer discretionary and staples earnings. ” He argued the bigger debate now is whether equity markets continue looking through the near-term pressure on the assumption conditions eventually improve. pic.twitter.com/U7l6fCDG9h — ZeroHedge Debates (@zerohedgeDebate) May 8, 2026 If Hormuz doesn’t open… Renewed hot Middle East conflict and continued closure of the Strait of Hormuz would quickly mean severe inflation and a likely recession, according to Pento. In other words: stagflation. “ Prolonged conflagration in the Middle East? Well, firs...
filo/iStock via Getty Images Investment Thesis Just over a month ago, I wrote that the markets were “ repeating 2025's Tantrum Playbook ” by reacting to every single headline coming out from the Iran war. That call served as the bottom of the March correction. Investors who bought the S&P 500 ( SP500 ) since my call would be up 11-12%. At the time, three things made me confident about calling that...
filo/iStock via Getty Images Investment Thesis Just over a month ago, I wrote that the markets were “ repeating 2025's Tantrum Playbook ” by reacting to every single headline coming out from the Iran war. That call served as the bottom of the March correction. Investors who bought the S&P 500 ( SP500 ) since my call would be up 11-12%. At the time, three things made me confident about calling that bottom. On a relative basis, crude prices fell back in line, reigning in inflation expectations; the dollar pulled back, and money supply was still expanding. This brings us to the present-day situation where the Iran war is said to be over . Unfortunately, financial indicators are saying otherwise. Signals are now strongly hinting that inflation could come back to haunt the markets. And the investors are silently but gradually positioning their portfolios to weather a period of rising inflation similar to the early days of the 2022 geopolitical tensions. I am now adopting a neutral stance on the S&P 500 based on the rising risks of inflation and elevated supply chain choke points as detailed below. The Threat Of Inflation Is Real - Don't Ignore It In the start of this post, I wrote about three key indicators that were responsible for shaping my bullish optimism in the markets at the start of last month, a time when fears of the economic fallout from the war were at a high. In addition, I suspect markets were initially ignoring the consistent upgrades to forward EPS estimates for CY26 that continued to stay strong. Markets eventually latched onto the strong optimism demonstrated in the robust consensus estimates for CY26 EPS estimates. This was also recently highlighted by the FT , who said strong upward momentum in CY26 EPS upgrades “explain why markets have been so remarkably resilient to the Middle East mess.” Exhibit A: S&P 500 EPS growth revisions, in percent points, have been strongest in 2026. (FT) The last known consensus estimates indicate the S&P 500 is expected ...
IREN (NasdaqGS:IREN) has agreed to acquire Spain based data center developer Nostrum Group. The deal marks IREN's first entry into Europe and adds nearly 500MW to its secured power and development pipeline. Nostrum Group brings on the ground development teams in Spain to support IREN's expansion plans. IREN has been known primarily as a Bitcoin miner, and more recently for its push into AI infrast...
IREN (NasdaqGS:IREN) has agreed to acquire Spain based data center developer Nostrum Group. The deal marks IREN's first entry into Europe and adds nearly 500MW to its secured power and development pipeline. Nostrum Group brings on the ground development teams in Spain to support IREN's expansion plans. IREN has been known primarily as a Bitcoin miner, and more recently for its push into AI infrastructure through deals such as the Mirantis partnership, Sweetwater 1 energization, and work...
One of the best dividend stocks for almost 60 years has been Hormel Foods (NYSE: HRL) . The maker of Spam, Skippy Peanut Butter, Hormel Chili, Black Label Bacon, Planters Nuts, Jennie-O Turkey products, and various other food items has been a staple in consumers' kitchens for decades. Its roots date back to 1891, and Hormel has been a public company since 1928. And for the last 59 years in a row, ...
One of the best dividend stocks for almost 60 years has been Hormel Foods (NYSE: HRL) . The maker of Spam, Skippy Peanut Butter, Hormel Chili, Black Label Bacon, Planters Nuts, Jennie-O Turkey products, and various other food items has been a staple in consumers' kitchens for decades. Its roots date back to 1891, and Hormel has been a public company since 1928. And for the last 59 years in a row, Hormel has increased its dividend payout, making it a Dividend King . It's also the best dividend stock to buy this month. Here are three reasons why. Continue reading
cherdchai chawienghong/iStock via Getty Images Investment Outlook ServiceTitan ( TTAN ) continues to ramp its Max AI platform amid increasing client demand. I previously analyzed TTAN in November 2024 during its IPO launch on high revenue growth amid operating losses. While near-term profitability needs improvement, TTAN appears well-positioned to thrive in an uncertain AI era. My outlook on TTAN ...
cherdchai chawienghong/iStock via Getty Images Investment Outlook ServiceTitan ( TTAN ) continues to ramp its Max AI platform amid increasing client demand. I previously analyzed TTAN in November 2024 during its IPO launch on high revenue growth amid operating losses. While near-term profitability needs improvement, TTAN appears well-positioned to thrive in an uncertain AI era. My outlook on TTAN is a Buy at its current share price of around $65.30. ServiceTitan’s Market And Approach TTAN provides an integrated construction trade business and management software platform to companies located primarily in the U.S. The company is led by co-founder, Chairman and Chief Executive Officer Ara Mahdessian, who has been with the firm since its founding in June 2007. TTAN’s main software offerings include the following: ERP CRM Field Service HCM Marketing Bidding Scheduling Transactions Reporting ServiceTitan sells its platform to various client types, from small contractors to large enterprises, in residential and/or commercial construction trades. According to a 2026 Fortune Business Insights market research report , the worldwide construction software market was an estimated $10.8 billion in 2025 and was expected to exceed $24.7 billion by 2034. If achieved, this growth would represent a CAGR (Compound Annual Growth Rate) of 9.7% from 2026 to 2034. The main drivers for this projected growth are continued urban development, growing adoption of cloud-based platforms, digital transformation of the construction sector and automation of manual processes to produce greater efficiency in construction operations. Various competitors or other industry players include the following companies: Salesforce ( CRM ) SAP SE ( SAP ) Workwave FieldEdge ServiceTrade AccuLynx BuildOps Jobber HouseCall Pro JobNimbus Generative AI technologies are also being increasingly integrated into construction software systems, as vendors seeks to improve the processing of unstructured data to improve pro...
随着Jane Street Group进一步巩固其在华尔街顶尖交易机构中的地位，该公司一季度交易收入达到161亿美元，创历史新高，且是2025年同期收入的两倍多。 据知情人士透露，由于涉及机密信息，Jane Street第一季度的净利润也比去年同期翻了一番，达到103亿美元。其业绩主要受中频策略驱动，即由机器驱动、持仓时间为几天或几周的头寸。公司的收入还受益于对人工智能和科技公司的长期私人投资。 ...
随着Jane Street Group进一步巩固其在华尔街顶尖交易机构中的地位，该公司一季度交易收入达到161亿美元，创历史新高，且是2025年同期收入的两倍多。 据知情人士透露，由于涉及机密信息，Jane Street第一季度的净利润也比去年同期翻了一番，达到103亿美元。其业绩主要受中频策略驱动，即由机器驱动、持仓时间为几天或几周的头寸。公司的收入还受益于对人工智能和科技公司的长期私人投资。 Jane Street的行业排名持续攀升。2025年，该做市商曾创下396亿美元交易收入的纪录，其表现已经超越了高盛和摩根大通等主要的华尔街同行。（彭博）
AAON's first-quarter earnings were simply outstanding, and the company is becoming a key picks-and-shovels investment in the booming data center build-out.
AAON's first-quarter earnings were simply outstanding, and the company is becoming a key picks-and-shovels investment in the booming data center build-out.
The European Central Bank is “highly vigilant” to rising inflation risks due to the Iran war and will act as needed to prevent higher energy costs spilling over into prices more broadly, Governing Council member Joachim Nagel said. While the medium-term impact of the conflict on inflation “remains difficult to assess” and the ECB’s wait-and-see approach is intended to provide greater clarity, the ...
The European Central Bank is “highly vigilant” to rising inflation risks due to the Iran war and will act as needed to prevent higher energy costs spilling over into prices more broadly, Governing Council member Joachim Nagel said. While the medium-term impact of the conflict on inflation “remains difficult to assess” and the ECB’s wait-and-see approach is intended to provide greater clarity, the Bundesbank president stressed that policymakers are ready to respond. “The Governing Council is aware of the increasing risks to price stability and is highly vigilant,” he said Friday in Darmstadt, Germany. “We’ll do whatever is necessary to ensure that the energy-driven rise in prices doesn’t spread and become entrenched.” After last week’s decision to keep interest rates unchanged , Nagel has said several times that a hike at the next meeting in June is likely unless the outlook for inflation improves markedly. Some of his colleagues have struck a similar tone, while others are more cautious. Executive Board member Isabel Schnabel said Thursday that the ECB will have to increase borrowing costs if the Iran war leaves a more lasting mark on inflation, adding that the risk of second-round effects threatening medium-term price stability “has increased in recent weeks.” Turning to the German economy, Nagel said it should be a “warning sign” that Bundesbank experts now expect potential annual growth of only about 0.4% over the coming years. “To secure our model of prosperity in the long term, reforms are needed in many areas: strengthening the labor force, improving conditions for investment, and providing greater support for innovation,” he said. Schnabel Says ECB Will Need to Hike If Energy Shock Broadens ECB’s Cipollone Says Likelihood of Interest-Rate Hike Rising ECB Rate Hike in June Is ‘All But Inevitable,’ Kazimir Says
Luis Alvarez Meta Platforms ( META ) and Micron Technology ( MU ) have received upgrades, with Seeking Alpha analysts pointing to attractive valuations following pullbacks and the ongoing AI-driven memory supercycle, respectively. On the downgrade side, Advanced Micro Devices ( AMD ) has been cut to Sell by James Foord, who argues the stock’s valuation has become stretched relative to Nvidia despi...
Luis Alvarez Meta Platforms ( META ) and Micron Technology ( MU ) have received upgrades, with Seeking Alpha analysts pointing to attractive valuations following pullbacks and the ongoing AI-driven memory supercycle, respectively. On the downgrade side, Advanced Micro Devices ( AMD ) has been cut to Sell by James Foord, who argues the stock’s valuation has become stretched relative to Nvidia despite lower margins. Domino’s Pizza ( DPZ ) also received a downgrade as slowing sales and an intensifying promotional environment weigh on the pizza chain’s outlook. Upgrades Meta Platforms ( META ): Upgrade Hold to Buy by Daniel Schönberger . The analyst cites a 9% share price pullback as a favorable entry point, with intrinsic value estimated at $640.11 per share despite concerns about advertising market saturation. “In the last 15 years, Meta Platforms was extremely profitable with its model of generating advertising revenue. This also led to high growth rates for the business and the company grew its revenue with a CAGR of 27.34% in the last ten years. Meta Platforms is one of the three major global advertising companies in the world and was already close to $200 billion in annual revenue in early 2025.” Micron Technology ( MU ): Upgrade Hold to Buy by Hunting Alphas . The analyst argues the market continues to underestimate the longevity of the AI memory supercycle, with strategic customer agreements driving structurally higher margins. “The technical setup on the MU chart is very clearly bullish. The stock has recently broken out of a nice, re-accumulating base as well. I believe we are still early into the next uptrend phase because consolidating bases establish new levels of equilibrium, thus serving as resets in trend momentum's overextensions.” Downgrades Advanced Micro Devices ( AMD ): Downgrade Buy to Sell by James Foord . Despite AMD’s gains in market share and recognition as a true Nvidia competitor, the analyst believes the stock is overbought with valuations n...