Rocket Lab (NASDAQ: RKLB) just ripped higher, but the market may be celebrating the wrong catalyst. This video breaks down why Neutron's timeline matters more than SpaceX IPO hype, and why the stock's long-term upside still depends on execution catching up with belief.
Rocket Lab (NASDAQ: RKLB) just ripped higher, but the market may be celebrating the wrong catalyst. This video breaks down why Neutron's timeline matters more than SpaceX IPO hype, and why the stock's long-term upside still depends on execution catching up with belief.
Just_Super/E+ via Getty Images Introduction Palantir ( PLTR ) closed Friday night at $148 around the same levels when I initially covered the stock last year and it’s down about 29% from the highs of $207. I am convinced that this is the best entry point in the stock since last summer. Not only is the business performing well in this pullback, it’s accelerating. They’ve been selected as a core sof...
Just_Super/E+ via Getty Images Introduction Palantir ( PLTR ) closed Friday night at $148 around the same levels when I initially covered the stock last year and it’s down about 29% from the highs of $207. I am convinced that this is the best entry point in the stock since last summer. Not only is the business performing well in this pullback, it’s accelerating. They’ve been selected as a core software developer for the Golden Dome missile defense program. They’ve been expanding their partnership with Bain and they’re ready to report Q1 earnings on May 4 with a momentum story that just can’t be explained away by the bears, in my view. The price is down, but the story is bigger, so I am buying here. The Thesis That Keeps Getting Stronger I think Palantir has crossed the threshold that only a handful of software companies ever reach, the threshold at which both the government and commercial engines are spinning. The bear thesis for years has been that the commercial segment will never build enough speed to reach the government one. I believe the bear thesis is dead. In 2025, the United States commercial revenue growth was up 109% for the year and came in at $1.465 billion. The United States government revenue was up 55% for the year and came in at $1.855 billion. They are growing in both segments, and I think it’s this unique attribute, the ability to be the only software name in the AI conversation with both flywheels spinning, that I think sets the company apart from every other name in the AI conversation. Palantir Q4 The ontology layer that Palantir developed before anyone knew why it was important is exactly what the enterprise needs most today. The AI models are becoming commodities in an ever-increasing hurry. The hard part is no longer making those models; it's making those models connect to live data and all the control, audit, and security that regulated industries require. Palantir solved this problem years ago. My guess is that this advantage accelerates a...
Systematic investors are poised to flip back into equity-buying mode after slashing their exposure to multi-year lows during the recent market selloff, according to Goldman Sachs Group Inc. ’s trading desk. The so-called fast-money cohort — which includes commodity trading advisers and volatility-targeting strategies — dumped roughly $240 billion of global stocks over the past month as markets tum...
Systematic investors are poised to flip back into equity-buying mode after slashing their exposure to multi-year lows during the recent market selloff, according to Goldman Sachs Group Inc. ’s trading desk. The so-called fast-money cohort — which includes commodity trading advisers and volatility-targeting strategies — dumped roughly $240 billion of global stocks over the past month as markets tumbled, Goldman said in a Monday note to clients. That wave of selling appears to be drying up: The bank’s traders estimate the group could be net buyers of around $55 billion over the next month, including roughly $20 billion in US equities. Goldman expects any moves to be gradual, with only $5 billion of buying over the coming week. That could make their near-term impact muted, the bank said. “The mechanical bid is improving, but it is more a mid-month tailwind than an immediate cushion,” wrote Lee Coppersmith , a managing director at the bank. The shift could signal an inflection point in a market selloff that has taken the S&P 500 Index as much as 9% from its all-time highs, as investors reacted to a surge in oil prices sparked by the war in Iran. Stocks have shown signs of a nascent rebound in recent session, though the trajectory of the conflict remains far from certain. The strength of a near-term rally could dictate how aggressively the funds move. Goldman’s models estimate that a roughly 8% gain in the S&P 500 over the next month could see systematic funds ramp up their purchases to as much as $220 billion globally, with more than half of that concentrated in US markets. Conversely, a further decline of around 10% would trigger an additional $110 billion of selling. Key technical levels may offer a clue to which path the market takes. Goldman’s Paul Leyzerovich points to the 6,720 to 6,740 range on the S&P 500 as a critical re-engagement zone, where short- and medium-term trend signals would begin to flip back into positive territory, potentially accelerating inflows...
afterday/iStock via Getty Images Analog semiconductor companies, such as Texas Instruments ( TXN ) or Analog Devices ( ADI ), are seeing a “meaningful improvement” in demand for several reasons beyond artificial intelligence, investment firm KeyBanc Capital Markets said. Among the reasons are a rise in lead times due to tight supply and demand being full forward in certain markets, such as PCs and...
afterday/iStock via Getty Images Analog semiconductor companies, such as Texas Instruments ( TXN ) or Analog Devices ( ADI ), are seeing a “meaningful improvement” in demand for several reasons beyond artificial intelligence, investment firm KeyBanc Capital Markets said. Among the reasons are a rise in lead times due to tight supply and demand being full forward in certain markets, such as PCs and smartphones, to get ahead of rising memory prices. Additionally, Taiwan Semiconductor ( TSM ) has started to cut support for lagging-edge capacity as it looks to add more chip-on-a-wafer-substrate supply. Lastly, the non-AI portion of the analog market is “increasingly” competing for resources when compared to AI, especially in power management, where Nvidia's ( NVDA ) GPUs have seen an average of a 40% increase in power requirement needs from generation to generation. “This is leading to broad-based price increases across semiconductors, as many power analog suppliers [ON, IFX, MPWR, Renesas (RNS), AOSL] have announced price increases particularly within power management,” KeyBanc analyst John Vinh wrote in a note to clients. As such, there are positive implications for companies across the space, including TI, Analog Devices, Microchip ( MCHP ), NXP Semiconductors ( NXPI ), and Onsemi ( ON ). “Positive implications include: 1) Channel booking trends are seeing a meaningful improvement given increasing lead times and supply tightness; 2) Tightness in supply in part driven by outsized AI demand is driving broad-based price increases particularly within analog power,” Vinh added. More on analog chipmakers Microchip: Growth Trend Improving After Major Plunge NXP Semiconductors N.V. (NXPI) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript Texas Instruments' Dip Doesn't Improve Its Premium Analog Story - Reiterate Hold AMD, Analog Devices get 30-day upside catalyst watches at Citi; Apple suppliers favored Vertiv Holdings tops large-cap ROE gro...
We just covered the 10 Best Stocks to Buy According to Billionaire Ken Griffin. Amazon.com, Inc. (NASDAQ:AMZN) ranks #2 (see the 5 Best Stocks to Buy According to Ken Griffin). Ken Griffin’s Stake Value: $3,263,557,286 Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and […]
We just covered the 10 Best Stocks to Buy According to Billionaire Ken Griffin. Amazon.com, Inc. (NASDAQ:AMZN) ranks #2 (see the 5 Best Stocks to Buy According to Ken Griffin). Ken Griffin’s Stake Value: $3,263,557,286 Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and […]
BackyardProduction BMO Capital Markets upgraded Northern Trust ( NTRS ) to Outperform from Market Perform on Monday as the bank's shift to wealth and asset management combined with productivity initiatives begins to fuel earnings growth. Northern Trust's ( NTRS ) wealth management business produces pretax margins of ~38%, compared with asset servicing's ~24%, as management spurs growth through its...
BackyardProduction BMO Capital Markets upgraded Northern Trust ( NTRS ) to Outperform from Market Perform on Monday as the bank's shift to wealth and asset management combined with productivity initiatives begins to fuel earnings growth. Northern Trust's ( NTRS ) wealth management business produces pretax margins of ~38%, compared with asset servicing's ~24%, as management spurs growth through its Family Office Solutions targeting $100M-$750M clients. "Momentum is building, with record GFO wins and NTAM product innovation across ETFs, alternatives, and custom SMAs (separately managed accounts) supporting double-digit earnings growth," analyst Brennan Hawken wrote in a note to clients. Meanwhile, the bank now plans expenses around productivity key production indicators instead of static budgets. "After investing ~$3B in technology over three years, the firm is entering the payback phase," Hawken said. "Expense-to-trust fee ratios have declined for four straight quarters, and 2026 guidance (<5% expense growth vs. low- to mid-single-digit fee growth) implies continued operating leverage." Northern Trust's ( NTRS ) CET1 at 12.6%, well above its 7.0% regulatory minimum and its 11%-12% internal target, provides flexibility for elevated capital return, the analyst added. Moreover, the bank's stake in Visa ( V ) class B-2 stock is worth ~$1.18B ($550M proceeds) and can be monetized once litigation clears, he noted. Previous proceeds were used for “modernization” efforts, which increased expenses. "This time, we expect a pivot toward buybacks and selective wealth management tuck-ins, reflecting a disciplined capital allocation framework and muted appetite for incremental operating investment," Hawken said. Separately, Goldman Sachs upgraded Northern Trust ( NTRS ) to Neutral from Sell, citing an improved outlook for net interest income, helped by stronger-than-expected deposit balances and "a more favorable rates trajectory." Northern Trust ( NTRS ) stock rose 0.4% in Monday...
Artemis II Commander Reid Wiseman looks back at Earth from one of the Orion spacecraft’s main cabin windows. | Image: NASA On April 15th, 1970, Jim Lovell, Fred Haise, and Jack Swigert set a distance record when Apollo 13 traveled 248,655 miles from Earth. Nearly 56 years later, the crew of Artemis II is expected to break that record by several thousand miles when the Orion spacecraft reaches a ma...
Artemis II Commander Reid Wiseman looks back at Earth from one of the Orion spacecraft’s main cabin windows. | Image: NASA On April 15th, 1970, Jim Lovell, Fred Haise, and Jack Swigert set a distance record when Apollo 13 traveled 248,655 miles from Earth. Nearly 56 years later, the crew of Artemis II is expected to break that record by several thousand miles when the Orion spacecraft reaches a maximum distance of 252,757 miles away from Earth later today as it completes its flight around the far side of the Moon. NASA's coverage of the lunar flyby begins at 1PM ET today if you want to follow along at home, while the astronauts are expected to set the new distance record from Earth at 1:56PM ET. The trip around the far side of the Moon will take about six hours … Read the full story at The Verge.
A Roth conversion can be a powerful way to reduce your future tax burden and create tax-free income for yourself in retirement. By moving money out of a traditional IRA or 401(k) and into a Roth, you can set your nest egg up to grow tax-free and avoid those dreaded required minimum distributions (RMDs). But if you're going to do a Roth conversion , it's important to do so carefully. That means avo...
A Roth conversion can be a powerful way to reduce your future tax burden and create tax-free income for yourself in retirement. By moving money out of a traditional IRA or 401(k) and into a Roth, you can set your nest egg up to grow tax-free and avoid those dreaded required minimum distributions (RMDs). But if you're going to do a Roth conversion , it's important to do so carefully. That means avoiding these big mistakes. Image source: Getty Images. Continue reading
From exposed anxieties to unexpected heroes, this weekend’s cup contests papered over a weird three-week Premier League break Sign up for our World Cup newsletter Live in a World Cup host city? Tell us your stories The soccer calendar has been particularly quirky this year. There’s always an international break in March, but because this year’s edition involved World Cup qualifying playoffs, most ...
From exposed anxieties to unexpected heroes, this weekend’s cup contests papered over a weird three-week Premier League break Sign up for our World Cup newsletter Live in a World Cup host city? Tell us your stories The soccer calendar has been particularly quirky this year. There’s always an international break in March, but because this year’s edition involved World Cup qualifying playoffs, most games were scheduled for the Thursday and the Tuesday, which meant there was very little soccer played over the weekend; barely even a smattering of friendlies. For a Saturday in early spring, it all felt very weird; it was a day for pacing the floors, wondering how on earth people who don’t like soccer fill the time. And with the Carabao Cup final falling the previous Sunday, and the FA Cup sixth round this weekend, that has meant a three-week hiatus in the title race. Which has been disorienting and, perhaps, not entirely to Arsenal’s benefit. Continue reading...
An unusual surge in bullish options activity for C3.ai suggests some traders are positioning for a significant near-term rally despite recent performance.
An unusual surge in bullish options activity for C3.ai suggests some traders are positioning for a significant near-term rally despite recent performance.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. June E-mini S&P futures (ESM26 ) are up +0.21%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. June E-mini S&P futures (ESM26 ) are up +0.21%, and June E-mini Nasdaq futures...