Key Points Robust operating results were not enough to keep the stock afloat in 2026. Customers are signing larger deals and building more apps on Palantir's platform. The stock's price-to-sales multiple is starting to compress. 10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies (NASDAQ: PLTR) got a brief post-earnings bounce after reporting stellar fourth-quarte...
Key Points Robust operating results were not enough to keep the stock afloat in 2026. Customers are signing larger deals and building more apps on Palantir's platform. The stock's price-to-sales multiple is starting to compress. 10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies (NASDAQ: PLTR) got a brief post-earnings bounce after reporting stellar fourth-quarter results, but it didn't last long. Palantir is down about 33% from its 52-week high and still trades at a high sales multiple of 74. Let's dive into the fundamentals to see if this top artificial intelligence (AI) stock is worth buying on the dip. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Palantir logo. Image source: Getty Images. Palantir's competitive edge Software stocks are taking a beating to start the year, as investors scrutinize which ones are built to deliver steady long-term growth in the competitive AI market. Palantir is differentiating its offering by delivering real results to customers by leveraging the most advanced AI models. As a result, organizations are proactively reaching out to Palantir and signing larger initial deals, which continues to fuel accelerating growth. Palantir's U.S. commercial revenue grew 137% year over year last quarter, reaching $507 million. Companies are quickly scaling their use of Palantir once they see the returns on investment. This drove Lear to promptly scale from 100 users and four use cases to 16,000 users and 280 use cases on Palantir's platform. Palantir said it is seeing this kind of adoption across its customer base. Average revenue from its top 20 customers grew 45% year over year to $94 million per customer. Perhaps the most important sign of Palantir's widening competitive moat is the number of custom apps that are being built on the platform...
(RTTNews) - Hasbro, Inc. (HAS), Tuesday announced a new multi-year licensing partnership with Warner Bros. Discovery Global Consumer Products, making the company the global primary toy licensee for the world of Harry Potter and the upcoming HBO Original HARRY POTTER series. Under this agreement, Hasbro team would bring the Harry Potter universe to life through a range of film and HBO Original seri...
(RTTNews) - Hasbro, Inc. (HAS), Tuesday announced a new multi-year licensing partnership with Warner Bros. Discovery Global Consumer Products, making the company the global primary toy licensee for the world of Harry Potter and the upcoming HBO Original HARRY POTTER series. Under this agreement, Hasbro team would bring the Harry Potter universe to life through a range of film and HBO Original series-inspired products featuring dolls, role play, action figures & collectibles, interactive plush, board games and more. "The world of Harry Potter and its unforgettable characters align perfectly with our mission to deliver a lifetime of play to generations of fans," said Tim Kilpin, President of Toys, Games, Licensing and Entertainment at Hasbro. In the pre-market hours, HAS is trading at $98.50, up 1.80 percent on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Roman Nurutdinov/iStock Editorial via Getty Images Shares of Harley-Davidson ( HOG ) are limping into Tuesday’s open after another challenging quarter of declining retail sales and decelerating revenue in its financial arm drove the company further into the red. Driven by a revenue decline of 10% in its retail segment (HDMC) and a 59% drop in revenue for its financing arm (HDFS), the company reali...
Roman Nurutdinov/iStock Editorial via Getty Images Shares of Harley-Davidson ( HOG ) are limping into Tuesday’s open after another challenging quarter of declining retail sales and decelerating revenue in its financial arm drove the company further into the red. Driven by a revenue decline of 10% in its retail segment (HDMC) and a 59% drop in revenue for its financing arm (HDFS), the company realized a 28% drop in consolidated revenue to $496M, although less than feared, as Wall Street was expecting a much steeper decline to $480M. The loss in sales—both in HDMC and HDFS—severely impacted the company’s profitability, resulting in a loss of $2.44 per share, more than twice the loss from a year earlier and $1.38 worse than anticipated. Within its HDMC segment, motorcycle shipments were down 4%, while losses were realized across nearly all segments, including Parts & Accessories (-1%), Apparel (-13%), and the largest decline in motorcycle revenue (-16%). This resulted in a dramatic compression in gross margin to -8.0% from -0.8% the year earlier. By region, motorcycle sales improved by 5% in North America and 10% in Latin America but were more than offset by a 24% drop in EMEA sales and a 1% decline in Asia Pacific. However, the company’s electric vehicle brand—LiveWire—saw improved sales for the quarter, with shipments up 61% and revenue increasing 9%. This helped narrow the segment’s operating loss to $18M versus a loss of $26M a year ago. Looking ahead to 2026, the company warned that its full year outlook may be affected by a new strategic plan that will be released in May. Accordingly, Harley-Davidson ( HOG ) expects motorcycle retail sales of 130K to 135K units (versus 132,535 in 2025) and wholesale shipments of 130K to 135K (versus 124,477 in 2025). This will result in an operating loss of $40M to a profit of $10M (versus a loss of $29M in 2025). HDFS expects operating income of $45M to $60M (versus $490M in 2025), while LiveWire expects a loss of $70M to $80M (...
After a blowout 2025, Roku needs to regain its winning ways this earnings season. The clock is ticking for Roku (NASDAQ: ROKU. The provider of North America's most popular operating system for streaming TVs will report its fourth-quarter results this week. There's a lot at stake for Roku. Unlike some of the streaming service stocks that have meandered unless they're buyout fodder, Roku beat the ma...
After a blowout 2025, Roku needs to regain its winning ways this earnings season. The clock is ticking for Roku (NASDAQ: ROKU. The provider of North America's most popular operating system for streaming TVs will report its fourth-quarter results this week. There's a lot at stake for Roku. Unlike some of the streaming service stocks that have meandered unless they're buyout fodder, Roku beat the market last year. The stock's 46% pop in 2025 roughly tripled the market average. This young year has been a different story. Roku stock has fallen 18% so far in 2026. Can it get back on track? It has a shot to bounce back with the fresh financials it will deliver after the market close on Thursday. Let's go over a few things that have to happen. 1. The quarterly results have to impress Starting with the obvious: Roku needs to put up strong numbers. The guidance it issued in late October calls for a record $1.35 billion in revenue for the holiday-saddled quarter. This would be a 12.4% increase over where it landed a year earlier, stretching its streak of double-digit top-line growth to 10 quarters. However, it would also be the weakest year-over-year revenue increase since the spring of 2023. Roku's bottom-line outlook is just $40 million. The modest profit translates to a mere 3% net margin, but it would be Roku's largest quarterly earnings since the summer of 2021. After a couple of years of losses, Roku is setting investors up to score its third consecutive quarterly profit. The gross profit of $575 million that Roku is targeting for the quarter -- as well as the $145 million in adjusted EBITDA -- would represent a year-over-year improvement of 12% and 87%, respectively. Beyond that, this can't technically be a "beat and raise" performance. It hasn't initiated guidance for 2026. It should do so on Thursday. This still needs to be a better quarter than what Roku was modeling a third of the way through the period. Expand NASDAQ : ROKU Roku Today's Change ( 3.09 %) $ 2.65 Cur...
Spotify delivered strong earnings with improving margins, subscriber growth, and bullish analyst sentiment, making SPOT stock attractive after a sharp pullback
Spotify delivered strong earnings with improving margins, subscriber growth, and bullish analyst sentiment, making SPOT stock attractive after a sharp pullback
Ares Commercial Real Estate ( ACRE ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 11.74% Payable April 15; for shareholders of record March 31; ex-div March 31. See ACRE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ares Commercial Real Estate Ares Commercial Real Estate Grows New Loans Even While Reducing Office Exposure Ares Commercial: No Light At...
Ares Commercial Real Estate ( ACRE ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 11.74% Payable April 15; for shareholders of record March 31; ex-div March 31. See ACRE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ares Commercial Real Estate Ares Commercial Real Estate Grows New Loans Even While Reducing Office Exposure Ares Commercial: No Light At The End Of This Tunnel Ares Commercial Real Estate Corporation 2025 Q3 - Results - Earnings Call Presentation Ares Commercial Real Estate Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Ares Commercial Real Estate
(RTTNews) - Helus Pharma (HELP), a clinical stage pharmaceutical company, Tuesday announced the appointment of Michael Cola as Chief Executive Officer, effective immediately. Cola has more than 30 years of experience across neuroscience, rare disease, and specialty pharmaceuticals and was most recently, the CEO of Avalo Therapeutics. "With highly differentiated HLP003 clinical data already in hand...
(RTTNews) - Helus Pharma (HELP), a clinical stage pharmaceutical company, Tuesday announced the appointment of Michael Cola as Chief Executive Officer, effective immediately. Cola has more than 30 years of experience across neuroscience, rare disease, and specialty pharmaceuticals and was most recently, the CEO of Avalo Therapeutics. "With highly differentiated HLP003 clinical data already in hand and a robust pipeline of novel compounds in development, Helus is uniquely positioned to advance a new paradigm in the treatment of serious mental health disorders. I'm excited to work alongside the Board and the Helus team to build on this foundation and translate scientific progress into lasting patient and shareholder impact.", commented Michael Cola. In pre-market activity, HELP shares were trading at $6.35, up 0.47% on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
BRUSSELS, Feb 10 (Reuters) - The European Publishers Council has complained to EU antitrust regulators about Alphabet unit Google's AI-generated summaries known as AI Overviews, the lobbying group said on Tuesday. "Google is using publishers' journalistic content without authorisation, without effective opt-out mechanisms, and without fair remuneration," the Council said in a statement....
BRUSSELS, Feb 10 (Reuters) - The European Publishers Council has complained to EU antitrust regulators about Alphabet unit Google's AI-generated summaries known as AI Overviews, the lobbying group said on Tuesday. "Google is using publishers' journalistic content without authorisation, without effective opt-out mechanisms, and without fair remuneration," the Council said in a statement. The complaint could reinforce the European Commission's investigation into the Google opened in December last year. (Reporting by Foo Yun Chee)
Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return of +252% over the past three years, compared to +78% ...
Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return of +252% over the past three years, compared to +78% for the Index during the same period. It is a concentrated strategy with a focus on long-term compounding. 2025 performance was driven by Tesla, its new position in the year. Rowan Street invests in the same set of companies, allowing time and compounding to build growth. Please review the Fund’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Rowan Street Capital highlighted stocks like Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) is an American company that manufactures electric vehicles and energy generation and storage systems. On February 9, 2026, Tesla, Inc. (NASDAQ:TSLA) stock closed at $417.32 per share. One-month return of Tesla, Inc. (NASDAQ:TSLA) was -6.68%, and its shares are up 27.04% over the past twelve months. Tesla, Inc. (NASDAQ:TSLA) has a market capitalization of $1.566 trillion. Rowan Street Capital stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its fourth quarter 2025 investor letter: "Tesla, Inc. (NASDAQ:TSLA) is our newest core investment and was the only new position initiated during 2025. We began building the position during the first half of the year, at a time when sentiment toward the company was notably pessimistic and investor confidence was low. We viewed this environment not as a signal of business impairment, but as an opportunity to establish long-term ownership in a company we believe possesses exceptional competitive advantages, deep first-principles engineering capabilities, and a culture oriented toward long-duration value creation. Tesla is led by ...
Ployker/iStock via Getty Images Titan Mining ( TII ) +11.1% pre-market Tuesday after saying it achieved record production of 64.2M payable lbs in 2025, up 8% Y/Y, and met full-year production guidance at its Empire State Mines, with Q4 output of 18.7M lbs, up 28% Q/Q. Extraction of high-grade pillars in Lower Mahler and a high-grade stope in New Fold supported improved mill feed grades in the seco...
Ployker/iStock via Getty Images Titan Mining ( TII ) +11.1% pre-market Tuesday after saying it achieved record production of 64.2M payable lbs in 2025, up 8% Y/Y, and met full-year production guidance at its Empire State Mines, with Q4 output of 18.7M lbs, up 28% Q/Q. Extraction of high-grade pillars in Lower Mahler and a high-grade stope in New Fold supported improved mill feed grades in the second half of the year, contributing to the achievement of full-year production guidance, the company said. Mining in the N2D zone was temporarily suspended in July 2025 as part of planned sequencing, allowing the operation to prioritize higher-grade areas, but reactivation of N2D is planned in 2026. Titan ( TII ) said it is advancing its Kilbourne natural flake graphite project at Empire State Mines, which is expected to be the first U.S. natural flake graphite processing plant in more than 70 years; the c ompany began commissioning of the graphite demonstration facility in Q4 and produced its first concentrate in January 2026. For 2026, Titan ( TII ) guided for full-year production of 73M-78M zinc recoverable lbs, or 62M-66M zinc payable lbs, and all-in sustaining cost estimated at $1.07-$1.17 per payable pound. More on Titan Mining Seeking Alpha’s Quant Rating on Titan Mining Financial information for Titan Mining
A drug dealer has been jailed for seven years after rigging a series of houses with Home Alone-style booby traps to deter intruders. Ian Claughton, 60, was found guilty of several drugs and firearms offences in November after standing trial at Doncaster crown court alongside his ex-wife Lesley Claughton, who was given a 21-month sentence suspended for two years. The pair had been accused of being ...
A drug dealer has been jailed for seven years after rigging a series of houses with Home Alone-style booby traps to deter intruders. Ian Claughton, 60, was found guilty of several drugs and firearms offences in November after standing trial at Doncaster crown court alongside his ex-wife Lesley Claughton, who was given a 21-month sentence suspended for two years. The pair had been accused of being involved in the cannabis drug trade, growing and supplying the class B drug from three properties near Barnsley, South Yorkshire. During the trial the court heard that Claughton and his then wife “heavily fortified” the houses, all of which were in Grimethorpe, a village on the outskirts of the town, using tools such as modified crow scarers, fishing wire, stun guns and even a homemade flame-thrower. Addressing jurors in October, the prosecutor Helen Chapman said: “If you are sitting there thinking that this sounds a little like the film Home Alone, then you would be correct. In fact, that is precisely what Ian Claughton said he was aiming for when he told the police about these devices.” View image in fullscreen Claughton’s workshop had a sign outside warning intruders to ‘prepare and get themselves measured up for their own coffin’. Photograph: Yorkshire and Humber regional organised crime unit/PA Claughton, who was convicted of three counts of possessing prohibited firearms, possession of criminal property and possession of explosive substances, denied intending to hurt anyone who entered the houses, despite his workshop having a sign outside that warned intruders to “prepare and get themselves measured up for their own coffin”. He told the court he crafted the flame-thrower from a fire extinguisher to “wow” people during Bonfire Night. The couple were caught when Border Force officers intercepted parcels from China addressed to Lesley that contained imitation firearms. This led to police raiding the three addresses in May 2024. About 130 nearby properties were evacuated...
Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return of +252% over the past three years, compared to +78% ...
Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return of +252% over the past three years, compared to +78% for the Index during the same period. It is a concentrated strategy with a focus on long-term compounding. 2025 performance was driven by Tesla, its new position in the year. Rowan Street invests in the same set of companies, allowing time and compounding to build growth. Please review the Fund’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Rowan Street Capital highlighted stocks such as Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META) is a technology company that develops products to connect people. On February 9, 2026, Meta Platforms, Inc. (NASDAQ:META) stock closed at $677.22 per share. One-month return of Meta Platforms, Inc. (NASDAQ:META) was 7.31%, and its shares lost 5.92% of their value over the last 52 weeks. Meta Platforms, Inc. (NASDAQ:META) has a market capitalization of $1.713 trillion. Rowan Street Capital stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its fourth quarter 2025 investor letter: "Meta Platforms, Inc. (NASDAQ:META) is our largest position. We first invested nearly eight years ago and have never sold a share. Over that period, the investment has compounded at approximately 19% annually. Meta did not become a large position by design. It earned its weight over time as the business consistently grew revenues, earnings, and cash flow. As intrinsic value compounded, the stock price followed. As shown in the table below, the company’s fundamental growth broadly tracked the long-term return we achieved..." (Click here to read the full text) M...
IgorChus/iStock via Getty Images Intro Since my last article about Procter & Gamble ( PG ), where I gave this ticker a sell rating, the stock has first continued to fall, seemingly proving me right. My readers know that I do not care that much about such ultra-short-term periods. But nonetheless, I like to compare the development between articles for a first indication, motivating me to double-che...
IgorChus/iStock via Getty Images Intro Since my last article about Procter & Gamble ( PG ), where I gave this ticker a sell rating, the stock has first continued to fall, seemingly proving me right. My readers know that I do not care that much about such ultra-short-term periods. But nonetheless, I like to compare the development between articles for a first indication, motivating me to double-check my view. Looking at the stock chart, it seems PG might have bottomed, at least for now, around $140. From start (my previous analysis) to finish, however, not much has changed. We are back to zero, so to speak. Over the last twelve months, the stock continues to be even down by a bit more than 10%. Seeking Alpha My main fear is PG might be in for another ride lower. I justify this expectation with weak operating results for the company’s first half, as presented recently. Let’s not mince words; PG has practically turned into a no-growth company. This does not deserve a multiple north of 20x. The stock and its shareholders might experience an ugly nick amid dull returns. I downgrade from sell to strong sell. Anything but smooth results On the surface, it looks like PG delivers as expected. Nothing spectacular, but high predictability and, especially, no big negative surprises. Boring but stable. My view is a different one, though. After having gone through the latest set of results, I was surprised myself that the stock continued to grind higher. The first slide I want to show from their presentation seems to confirm that nothing really bad happened. Of course, 0% organic sales growth is not great either, but it is no disaster at first glance. The same for core EPS growth. 88% “adjusted FCF productivity,” on the other hand, reads like a strong achievement for a company that has everything under control. Let’s unpack these numbers a bit. PG Q2 2026 presentation The reality is that the recent organic sales “growth” of zero is the weakest result over the last several quarter...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...