JHVEPhoto Reflecting external headwinds created by U.S. biofuel and trade policies, Archer Daniels Midland ( ADM ) suffered a double-digit decline in revenue and a 24% drop in adjusted profits in the final quarter of the year, driving shares lower ahead of Tuesday’s open. Losses have been mitigated, however, by the company’s outlook for FY26, which incorporates a continuation of crush margin expan...
JHVEPhoto Reflecting external headwinds created by U.S. biofuel and trade policies, Archer Daniels Midland ( ADM ) suffered a double-digit decline in revenue and a 24% drop in adjusted profits in the final quarter of the year, driving shares lower ahead of Tuesday’s open. Losses have been mitigated, however, by the company’s outlook for FY26, which incorporates a continuation of crush margin expansion, progress with manufacturing efficiencies, and strengthening customer demand. To that end, and with the help of the company’s strong cash flow generation, ADM raised its quarterly dividend by 2%, representing a 53 rd straight year of consecutive dividend growth. For the reported quarter, declines in all sectors of the company’s business—Ag Services and Oilseeds ((AS&O)), Carbohydrate Solutions, and Nutrition—resulted in a 13.7% decline in revenue to $18.56B, $2.5B less than anticipated. Due to mark-to-market pressures, weak crush margins, the impact on demand due to tariffs, and pricing pressures, the company’s overall profit was down from a year ago, resulting in adjusted earnings of $0.87 per share versus $1.14 in the same quarter last year but $0.07 better than expected. Looking ahead to FY26, ADM set a profit range of $3.60 to $4.25 per share, with the lower end reflecting continued U.S. biofuel policy deferral and flat crush margins, while the upper end assumes a continuation of crush margin expansion, progress with manufacturing efficiencies, and strengthening customer demand. At the $3.95 midpoint of the range, the profit guidance for FY26 is less than the $4.24 consensus estimate. “We remain on track to achieve $500 to $750 million of aggregate cost savings over the next three to five years, beginning in 2025, and we believe increased clarity on biofuel policy combined with the evolution of global trade should support a more constructive operating environment for us in 2026,” said ADM CEO Juan Luciano. More on Archer-Daniels-Midland Archer-Daniels-Midland: Too ...
Mesut Dogan/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Author & Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis , we found that Oracle ( ORCL ) had guided a stronger revenue projection than we previously forecasted, as the company guided 2026 revenue growth to 16%, much stronger than our 9% forecast. We then analy...
Mesut Dogan/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Author & Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis , we found that Oracle ( ORCL ) had guided a stronger revenue projection than we previously forecasted, as the company guided 2026 revenue growth to 16%, much stronger than our 9% forecast. We then analyzed its segments and expected its Oracle Cloud Infrastructure to support its strong growth due to accelerating AI demands and fast data center expansion. We also expected its Stargate project to represent a major revenue opportunity. We further believed that the continued growth of its SaaS portfolio could also improve its revenue trajectory. Oracle's stock price had risen by 83% through September 2025, but its share price has weakened since, declining by 44% since its peak amid negative news developments from Oracle, including aggressive debt raising to fund its data center expansions. The company raised $ 18 billion in November 2025 and an additional $38 billion in October 2025. This would increase future interest payments and lower operating margins, which would then lower its free cash flow ('FCF') margins. The company is also experiencing weaker-than-expected cloud margins, which would negatively impact its overall operating margins and weaken FCF margins. In this analysis, we cover the company again to analyze whether the recent debt and margin news concerns could affect our valuation of Oracle. We first examine its data center expansion details to make sense of its scale and estimate the total amount of spending required, and then we model its funding mix of debt and cash generated and how it could raise debt based on our projections. We also looked into its margins and updated our forecasts and valuation, taking into account the impact of low cloud margins and higher interest payments on its cash flows. Capex Required for Massive Data Center Expansions In this secti...
Mesut Dogan/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Author & Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis , we found that Oracle ( ORCL ) had guided a stronger revenue projection than we previously forecasted, as the company guided 2026 revenue growth to 16%, much stronger than our 9% forecast. We then analy...
Mesut Dogan/iStock Editorial via Getty Images By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Author & Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis , we found that Oracle ( ORCL ) had guided a stronger revenue projection than we previously forecasted, as the company guided 2026 revenue growth to 16%, much stronger than our 9% forecast. We then analyzed its segments and expected its Oracle Cloud Infrastructure to support its strong growth due to accelerating AI demands and fast data center expansion. We also expected its Stargate project to represent a major revenue opportunity. We further believed that the continued growth of its SaaS portfolio could also improve its revenue trajectory. Oracle's stock price had risen by 83% through September 2025, but its share price has weakened since, declining by 44% since its peak amid negative news developments from Oracle, including aggressive debt raising to fund its data center expansions. The company raised $ 18 billion in November 2025 and an additional $38 billion in October 2025. This would increase future interest payments and lower operating margins, which would then lower its free cash flow ('FCF') margins. The company is also experiencing weaker-than-expected cloud margins, which would negatively impact its overall operating margins and weaken FCF margins. In this analysis, we cover the company again to analyze whether the recent debt and margin news concerns could affect our valuation of Oracle. We first examine its data center expansion details to make sense of its scale and estimate the total amount of spending required, and then we model its funding mix of debt and cash generated and how it could raise debt based on our projections. We also looked into its margins and updated our forecasts and valuation, taking into account the impact of low cloud margins and higher interest payments on its cash flows. Capex Required for Massive Data Center Expansions In this secti...
Key Points SIL posted a much higher one-year return than IAU but comes with a steeper expense ratio and higher volatility. IAU tracks gold directly, offering much lower beta and a larger asset base, while SIL invests in silver mining companies. Both funds saw similar maximum drawdowns over five years, highlighting comparable downside risk despite differences in underlying assets. These 10 stocks c...
Key Points SIL posted a much higher one-year return than IAU but comes with a steeper expense ratio and higher volatility. IAU tracks gold directly, offering much lower beta and a larger asset base, while SIL invests in silver mining companies. Both funds saw similar maximum drawdowns over five years, highlighting comparable downside risk despite differences in underlying assets. These 10 stocks could mint the next wave of millionaires › The Global X - Silver Miners ETF (NYSEMKT:SIL) and iShares Gold Trust (NYSEMKT:IAU) differ most notably in asset focus, volatility, and cost: SIL targets silver mining stocks with higher price swings and expenses, while IAU provides direct gold exposure with lower fees and substantially less volatility. SIL and IAU both appeal to investors seeking precious metals exposure but take fundamentally different approaches. SIL holds a portfolio of global silver mining companies, introducing equity risk and sector concentration, whereas IAU tracks the price of physical gold, providing direct commodity exposure without operating company risk. This comparison explores their cost, risk, returns, and portfolio makeup to help investors decide which may better match their objectives. Snapshot (cost & size) Metric SIL IAU Issuer Global X IShares Expense ratio 0.65% 0.25% 1-yr return (as of 2026-01-30) 167.4% 72.9% Beta 1.42 0.16 AUM $6.3 billion $79.7 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. IAU is more affordable, charging less than half the expense ratio of SIL, which may appeal to cost-conscious investors or those seeking to hold for the long term. Performance & risk comparison Metric SIL IAU Max drawdown (5 y) -55.63% -54.73% Growth of $1,000 over 5 years $2,154 $2,598 What's inside IAU is structured to track the price of physical gold, making it a pure-play on gold's spot price. The fund has been operat...
Key Points U.S. stocks are trading at some of their highest P/E ratios of the past 100 years. With a market rotation already underway, investors may want to consider diversifying into more undervalued areas of the market. Some of the best opportunities right now exist in international and emerging-market stocks. 10 stocks we like better than Vanguard Total International Stock ETF › The S&P 500 (SN...
Key Points U.S. stocks are trading at some of their highest P/E ratios of the past 100 years. With a market rotation already underway, investors may want to consider diversifying into more undervalued areas of the market. Some of the best opportunities right now exist in international and emerging-market stocks. 10 stocks we like better than Vanguard Total International Stock ETF › The S&P 500 (SNPINDEX: ^GSPC) index just finished its third straight year of 15%+ total returns. It's already up another 2% to kick off 2026 (as of Jan. 28, 2026). But there's a growing problem investors need to face. U.S. stocks have gotten historically expensive. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Currently, the Vanguard S&P 500 ETF (NYSEMKT: VOO) is trading at a price-to-earnings (P/E) multiple of more than 28. The Vanguard Information Technology ETF (NYSEMKT: VGT) is trading at almost 39 times earnings. Outside of three other extreme periods -- the tech bubble, the financial crisis, and the COVID-19 pandemic -- the S&P 500 has never traded at as high of a P/E ratio as it is right now. We've already seen investors migrating toward more value-oriented stocks. That has included defensive sectors, such as consumer staples and utilities, low-volatility stocks, and small caps. They've also found opportunities overseas. Trading at steep discounts to the S&P 500, international stocks also have the benefit of a stronger future growth profile and more accommodative monetary policy conditions. This group had a strong 2025, but I believe the Vanguard Total International Stock ETF (NASDAQ: VXUS) could be set up for a longer stretch of outperformance. International stocks balance out the overvalued United States thesis The advantage of international stocks goes beyond just pure value (although with a P/E ratio of just 17, the Vanguard Total International Stock ETF is about 40% cheaper than the S&P 50...
A Month Of Shock And Awe: These Were The Best And Worst Performing Assets In January Earlier today, Deutsche Bank's Henry Allen released his monthly performance review looking at how markets performed in January. As Jim Reid writes, "January managed to both shock and awe in various ways, yet still delivered broad based gains across all global assets in our monthly performance review when measured ...
A Month Of Shock And Awe: These Were The Best And Worst Performing Assets In January Earlier today, Deutsche Bank's Henry Allen released his monthly performance review looking at how markets performed in January. As Jim Reid writes, "January managed to both shock and awe in various ways, yet still delivered broad based gains across all global assets in our monthly performance review when measured in USD terms—a genuinely rare occurrence. It was perhaps fitting then, that the month ended with extraordinary volatility: silver saw its largest daily fall since 1980 (36% at the intraday lows, 26.3% at the close), while Gold recorded its biggest one day decline since 2013 ( 8.95%)." We'll do a more detailed summary below, but here are the highlights: The most striking feature in January was the breadth of the rally . Despite an array of risks around Venezuela, Iran, Greenland and Fed independence, nearly every major asset was still in positive territory. Equities did well across the board, as positive data surprises continued to power risk assets. Indeed, the ISM services index hit a 14-month high, whilst the US jobs report showed unemployment ticking lower. In turn, the S&P 500 (+1.4% in total return terms) briefly poked above 7,000 for the first time, whilst the MSCI EM index (+8.9%) had its best monthly performance since November 2022. Most notably, it was a historic and extraordinary month for precious metals, even with the late pullback. In fact, gold (+13.3%) saw its best monthly performance since September 1999, and silver (+18.9%) posted a 9th consecutive monthly gain. Other commodities did very well, and the geopolitical risk pushed Brent crude oil (+16.2%) to $70.69/bbl, marking its biggest monthly jump in four years. Bitcoin was one of the few major assets to end the month lower, down -10.8% to $78,197. That’s a 4th consecutive monthly decline for Bitcoin, which hasn’t happened since before the pandemic. The US Dollar also struggled, particularly after Trump wa...
Ondas Holdings transforms into a defense prime by acquiring engine maker Rotron Aero and securing Department of War clearance for its autonomous drones.
Ondas Holdings transforms into a defense prime by acquiring engine maker Rotron Aero and securing Department of War clearance for its autonomous drones.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Dell Technologies (NYSE:DELL) and NxtGen AI are partnering to build what they describe as India's first and largest AI factory. The project uses Dell AI Factory with NVIDIA solutions to support large scale AI workloads across enterprises, start ups, and government users. The collabora...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Dell Technologies (NYSE:DELL) and NxtGen AI are partnering to build what they describe as India's first and largest AI factory. The project uses Dell AI Factory with NVIDIA solutions to support large scale AI workloads across enterprises, start ups, and government users. The collaboration is framed as a step toward expanding AI infrastructure in India in line with broader global AI build outs. For Dell Technologies, which already has a large presence in servers, storage, and solutions for enterprise IT, this move ties directly into its core hardware and infrastructure business. AI infrastructure has become a key focus area for global technology providers, and India is attracting attention as more organizations explore AI for public services, financial services, and digital operations. As an investor, you can watch how Dell positions its AI Factory offering in India compared with other markets, and how partnerships like this shape its role in large infrastructure projects. The scale and visibility of this build could be a reference point for future agreements with enterprises and public sector entities looking for similar AI ready environments. Stay updated on the most important news stories for Dell Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Dell Technologies. NYSE:DELL Earnings & Revenue Growth as at Feb 2026 How Dell Technologies stacks up against its biggest competitors Dell's partnership with NxtGen AI plugs directly into its core role as an AI-infrastructure supplier, putting its PowerEdge servers and storage into a large India-focused deployment that could showcase how its AI Factory concept works at scale. For you, the key angle is how this project broadens Dell's reach beyond large U.S. and European customers into sovereign and regional AI build outs where it com...
Roland Magnusson/iStock Editorial via Getty Images AstraZeneca ( AZN ) announced on Tuesday that the U.S. FDA has granted priority review for a marketing application seeking a label expansion for its cancer therapy Datroway, marketed with Daiichi Sankyo ( DSNKY ). Concurrently, the Anglo-Swedish pharma giant said that the regulator has denied approval for an injectable version of Saphnelo, a treat...
Roland Magnusson/iStock Editorial via Getty Images AstraZeneca ( AZN ) announced on Tuesday that the U.S. FDA has granted priority review for a marketing application seeking a label expansion for its cancer therapy Datroway, marketed with Daiichi Sankyo ( DSNKY ). Concurrently, the Anglo-Swedish pharma giant said that the regulator has denied approval for an injectable version of Saphnelo, a treatment currently available in the U.S. as an intravenous infusion for the autoimmune condition systemic lupus erythematosus (SLE). The company added that it has subsequently submitted the information the FDA requested in the complete response letter issued in connection with its Biologics License Application (BLA). A decision on the updated BLA is expected in H1 2026. As for Datroway, Astra ( AZN ) said the FDA has agreed to review the antibody-drug conjugate for adults with unresectable or metastatic triple-negative breast cancer for whom PD-1/PD-L1 inhibitor therapy is not indicated. Datroway is already available in the U.S. for certain patients with non-small cell lung cancer under the FDA’s accelerated approval. The FDA is expected to decide on its breast cancer indication during Q2 2026. More on AstraZeneca PLC, Daiichi Sankyo Company Daiichi Sankyo Company, Limited (DSNKY) Q3 FY2025 Earnings Call Transcript 44th Annual J.P. Morgan Healthcare Conference AstraZeneca PLC (AZN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript AstraZeneca's Enhertu and Genentech's Perjeta combo gains breast cancer approval Daiichi Sankyo partnering with General Proximity on oncology targets
Trinity Capital ( TRIN ) on Tuesday said it expects preliminary net investment income for the fourth quarter of 2025 to be between $0.51 and $0.53 per share. The alternative asset manager said its net asset value per share as of December 31, 2025 is estimated to be between $13.36 and $13.44. Investments on non-accrual status represented about 0.7% of its total debt portfolio at fair value and abou...
Trinity Capital ( TRIN ) on Tuesday said it expects preliminary net investment income for the fourth quarter of 2025 to be between $0.51 and $0.53 per share. The alternative asset manager said its net asset value per share as of December 31, 2025 is estimated to be between $13.36 and $13.44. Investments on non-accrual status represented about 0.7% of its total debt portfolio at fair value and about 0.9% at cost at year-end. Consensus for Q4 EPS estimate is $0.52. Trinity Capital said it will discuss its fourth-quarter and full-year 2025 results on a conference call scheduled for February 25, 2026. TRIN +0.61% premarket to $16.45. Source: Press Release More on Trinity Capital Trinity Capital: Buying The Yield, Watching The Price Trinity Capital: 6 Factors Positioning This 13% Yielding BDC As A Prime Buy For 2026 Trinity Capital: Beautiful Monthly Dividends, 13.5% Yield, My 2026 Income Pick Trinity Capital reports $2.1 billion of new commitments, $1.5 billion funded in 2025 Trinity Capital targets $1.2B in unfunded commitments while expanding managed funds platform
Palantir Technologies (NASDAQ:PLTR - Get Free Report) was upgraded by research analysts at Northland Securities from a "market perform" rating to an "outperform" rating in a note issued to investors on Tuesday. The firm presently has a $190.00 price target on the stock. Northland Securities' target price would indicate a potential upside of 28.41% from the stock's current price. Other analysts hav...
Palantir Technologies (NASDAQ:PLTR - Get Free Report) was upgraded by research analysts at Northland Securities from a "market perform" rating to an "outperform" rating in a note issued to investors on Tuesday. The firm presently has a $190.00 price target on the stock. Northland Securities' target price would indicate a potential upside of 28.41% from the stock's current price. Other analysts have also recently issued reports about the stock. Citigroup restated a "buy" rating on shares of Palantir Technologies in a research note on Tuesday. Deutsche Bank Aktiengesellschaft raised their target price on shares of Palantir Technologies from $160.00 to $200.00 and gave the stock a "hold" rating in a report on Tuesday, November 4th. Phillip Securities began coverage on shares of Palantir Technologies in a report on Thursday, January 22nd. They issued a "buy" rating and a $208.00 price target on the stock. Bank of America boosted their price objective on Palantir Technologies from $215.00 to $255.00 and gave the company a "buy" rating in a report on Tuesday, November 4th. Finally, UBS Group raised their target price on Palantir Technologies from $165.00 to $205.00 and gave the stock a "neutral" rating in a report on Tuesday, November 4th. Ten analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $193.68. Get Palantir Technologies alerts: Sign Up View Our Latest Stock Analysis on PLTR Palantir Technologies Trading Up 0.9% NASDAQ:PLTR opened at $147.96 on Tuesday. Palantir Technologies has a 12 month low of $66.12 and a 12 month high of $207.52. The firm has a fifty day simple moving average of $175.84 and a 200-day simple moving average of $173.70. The company has a market capitalization of $352.65 billion, a P/E ratio of 352.29, a PEG ratio of 3.69 and a beta of 1.54. Palantir Te...
Microsoft (NASDAQ:MSFT - Get Free Report) was upgraded by equities research analysts at Phillip Securities from a "moderate buy" rating to a "strong-buy" rating in a research report issued to clients and investors on Sunday,Zacks.com reports. A number of other brokerages have also recently commented on MSFT. Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research not...
Microsoft (NASDAQ:MSFT - Get Free Report) was upgraded by equities research analysts at Phillip Securities from a "moderate buy" rating to a "strong-buy" rating in a research report issued to clients and investors on Sunday,Zacks.com reports. A number of other brokerages have also recently commented on MSFT. Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research note on Thursday, January 22nd. The Goldman Sachs Group reduced their price target on shares of Microsoft from $655.00 to $600.00 and set a "buy" rating for the company in a research report on Thursday. Barclays restated an "overweight" rating and set a $600.00 price objective (down previously from $610.00) on shares of Microsoft in a report on Thursday. DA Davidson reaffirmed a "buy" rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Finally, TD Cowen reissued a "buy" rating on shares of Microsoft in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $597.73. Get Microsoft alerts: Sign Up Get Our Latest Research Report on Microsoft Microsoft Stock Down 1.6% Shares of NASDAQ MSFT opened at $423.37 on Friday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a market cap of $3.14 trillion, a PE ratio of 26.48, a P/E/G ratio of 1.69 and a beta of 1.07. The company's fifty day simple moving average is $474.82 and its 200 day simple moving average is $499.00. Microsoft has a 12-month low of $344.79 and a 12-month high of $555.45. Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per s...
He had lost sight of his family, who had also lost sight of him. As Joanne and the children drifted further out to sea, the waves got bigger and bigger, making it harder to stay on the boards, while visibility had also got worse. They were all wearing life jackets - but they had no food or water.
He had lost sight of his family, who had also lost sight of him. As Joanne and the children drifted further out to sea, the waves got bigger and bigger, making it harder to stay on the boards, while visibility had also got worse. They were all wearing life jackets - but they had no food or water.
Key Points iPhone sales surged 23% year over year in the 2026 fiscal first quarter. Services revenue increased 16%, and gross margin was 76.5%. CEO Tim Cook said that memory costs are increasing significantly. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) reported blowout 2026 fiscal first quarter (ended Dec. 27) earnings results last week, with a 23% year-over-year increase in iPhone...
Key Points iPhone sales surged 23% year over year in the 2026 fiscal first quarter. Services revenue increased 16%, and gross margin was 76.5%. CEO Tim Cook said that memory costs are increasing significantly. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) reported blowout 2026 fiscal first quarter (ended Dec. 27) earnings results last week, with a 23% year-over-year increase in iPhone sales, which CEO Tim Cook described as "simply staggering." There were all sorts of great updates, including strong gross margins and a 16% increase in services revenue. But the most important update wasn't a good one, and that could impact what happens to Apple stock for the rest of the year. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » AI development and constraints Cook reiterated that demand was high, but supply constraints made it challenging to meet. He noted that pricing for memory is "increasing significantly," and the market took that as a signal that this could continue to impact Apple's margins in the near term. Cook said Apple was in "supply chase mode" in terms of getting what it needs to produce its product. Gross margin was 48.2% in the quarter, up a full percentage point from the previous year and above the high end of guidance. That's been highly affected by the growing services business, which had a 76.5% gross margin in the quarter. However, devices, specifically iPhones, make up the majority of the business, and they bring the margin lower. Apple is guiding for a gross margin of 48% to 49% in the second quarter. While management didn't provide full-year guidance, the implication was that there may be some near-term pressure. The strong report portends good things to come for Apple this year. For the long term, investors (and potential investors) should keep monitoring how supply constraints impact Apple's margins. Should you buy s...
Key Points Investors have been concerned about whether or not the AI company can continue to report high growth. Palantir reported blowout fourth-quarter earnings. The stock is still extremely expensive. 10 stocks we like better than Palantir Technologies › Artificial intelligence (AI) poster stock Palantir Technologies(NASDAQ: PLTR) fell 18% in January, according to data provided by S&P Global Ma...
Key Points Investors have been concerned about whether or not the AI company can continue to report high growth. Palantir reported blowout fourth-quarter earnings. The stock is still extremely expensive. 10 stocks we like better than Palantir Technologies › Artificial intelligence (AI) poster stock Palantir Technologies(NASDAQ: PLTR) fell 18% in January, according to data provided by S&P Global Market Intelligence. Investors were worried about its high valuation and ability to keep reporting accelerating growth as it got closer to its earnings report. However, it reported blowout earnings, and the stock has already jumped 8% since the report yesterday. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Great expectations Palantir has been one of the biggest winners of the AI trend, and its stock has gained more than 1,500% over the past three years. It has a proprietary AI platform that organizes disparate data sets and helps organizations and businesses gain insight and take action. There are several ways the company stands out and has a moat. It works with long-term contracts, which provide years of recurring revenue, and it had already been in the business for years before AI became a buzzword, giving it a first-mover's edge in the space. Although it has government and military contracts, today, every company wants the competitive value that AI creates, and its commercial business is growing quickly. In the 2025 fourth quarter, it demonstrated accelerating growth and incredible strength. U.S. commercial revenue increased 137% year over year, driving U.S. growth of 93%, driving total growth of 70%. U.S. government sales, its older business, was no slouch either, up 66%. It closed a record $4.3 billion in total contract value (TCV) in the quarter, up 138% year over year, and it reported $609 million in net income with a 43% margin. These are fantas...
Futures for the Dow Jones Industrial Average and other major stock indexes were mixed Tuesday, as Wall Street digested a number of earnings reports. Two early earnings movers on the stock market today were Palantir Technologies (PLTR), which surged higher, and PayPal (PYPL), which plunged more than 15%. On Tuesday, Dow Jones futures were flat to down, as S&P 500…
Futures for the Dow Jones Industrial Average and other major stock indexes were mixed Tuesday, as Wall Street digested a number of earnings reports. Two early earnings movers on the stock market today were Palantir Technologies (PLTR), which surged higher, and PayPal (PYPL), which plunged more than 15%. On Tuesday, Dow Jones futures were flat to down, as S&P 500…