Key Points Palantir's recent revenue growth rate accelerated sharply in Q3. It's not out of the question for Palantir's revenue to slow. In fact, we've seen it before from fast-growing data platform businesses. Any meaningful deceleration in Palantir's revenue growth rate could spook investors. 10 stocks we like better than Snowflake › After a huge run in 2025, Palantir Technologies (NASDAQ: PLTR)...
Key Points Palantir's recent revenue growth rate accelerated sharply in Q3. It's not out of the question for Palantir's revenue to slow. In fact, we've seen it before from fast-growing data platform businesses. Any meaningful deceleration in Palantir's revenue growth rate could spook investors. 10 stocks we like better than Snowflake › After a huge run in 2025, Palantir Technologies (NASDAQ: PLTR) shares have started 2026 on a weaker note. Shares are down about 7% year to date. For now, investors seem to be questioning the stock's extraordinarily high valuation. The AI (artificial intelligence)-powered data and analytics platform provider is priced not just for sustained growth -- but for sustained extraordinary growth. The problem with this thesis, however, is its flipside: Shares could get crushed if any evidence of a material slowdown surfaces. 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 » Mind-boggling growth For now, Palantir's growth profile is staggering, with customers eagerly adopting the company's Artificial Intelligence Platform (AIP) to streamline and transform their businesses and organizations. Its fiscal third-quarter revenue grew 63% year over year -- a huge acceleration from 48% year-over-year growth in fiscal Q2. The company's momentum in U.S. commercial revenue, as Palantir diversifies away from its heavy reliance on the U.S. government, is a big part of the story behind the company's accelerated pace. In fiscal Q3, Palantir said U.S. commercial revenue grew 121% year over year -- up from a growth rate of 93% in fiscal Q2. "These results make undeniable the transformational impact of using AIP to compound AI leverage," said Palantir co-founder and CEO Alex Karp in the company's fiscal third-quarter earnings release. Learning from Snowflake While it's easy to get excited about results like this. Palantir isn't the first data platform business to report such ext...
After a huge run in 2025, Palantir Technologies (NASDAQ: PLTR) shares have started 2026 on a weaker note. Shares are down about 7% year to date. For now, investors seem to be questioning the stock's extraordinarily high valuation. The AI (artificial intelligence)-powered data and analytics platform provider is priced not just for sustained growth -- but for sustained extraordinary growth. The prob...
After a huge run in 2025, Palantir Technologies (NASDAQ: PLTR) shares have started 2026 on a weaker note. Shares are down about 7% year to date. For now, investors seem to be questioning the stock's extraordinarily high valuation. The AI (artificial intelligence)-powered data and analytics platform provider is priced not just for sustained growth -- but for sustained extraordinary growth. The problem with this thesis, however, is its flipside: Shares could get crushed if any evidence of a material slowdown surfaces. 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 » Image source: Getty Images. Mind-boggling growth For now, Palantir's growth profile is staggering, with customers eagerly adopting the company's Artificial Intelligence Platform (AIP) to streamline and transform their businesses and organizations. Its fiscal third-quarter revenue grew 63% year over year -- a huge acceleration from 48% year-over-year growth in fiscal Q2. The company's momentum in U.S. commercial revenue, as Palantir diversifies away from its heavy reliance on the U.S. government, is a big part of the story behind the company's accelerated pace. In fiscal Q3, Palantir said U.S. commercial revenue grew 121% year over year -- up from a growth rate of 93% in fiscal Q2. "These results make undeniable the transformational impact of using AIP to compound AI leverage," said Palantir co-founder and CEO Alex Karp in the company's fiscal third-quarter earnings release. Learning from Snowflake While it's easy to get excited about results like this. Palantir isn't the first data platform business to report such extraordinary results. Consider AI data cloud business Snowflake (NYSE: SNOW), which operates a very similar business model. There was a time when it was growing its revenue even faster than Palantir. Indeed, in Snowflake's third quarter of fiscal 2021, product revenue grew 115...
The stuff of science fiction is quickly becoming reality. Iconic electric vehicle maker Tesla (NASDAQ: TSLA) is now making AI-controlled humanoid robots that will be available for purchase by the public before the end of 2027. That's what Tesla CEO Elon Musk said at this year's World Economic Forum, anyway. Just bear in mind the larger-than-life founder has significantly understated developmental ...
The stuff of science fiction is quickly becoming reality. Iconic electric vehicle maker Tesla (NASDAQ: TSLA) is now making AI-controlled humanoid robots that will be available for purchase by the public before the end of 2027. That's what Tesla CEO Elon Musk said at this year's World Economic Forum, anyway. Just bear in mind the larger-than-life founder has significantly understated developmental timelines before. On the other hand, he's also got a penchant for eventually delivering. So, what's this new robot -- called Optimus -- all about? With two arms, two legs, and one head all attached to a torso, Optimus is clearly intended to do everything a human can do in the space that a human can occupy. Musk isn't envisioning them to serve as full-blown replacements, though, or provide replacement bodies (at least not yet). Rather, his vision is to instruct these robots to autonomously handle tasks that are boring, dangerous, or both to humans. Anticipated retail price? Between $20,000 and $30,000. We'll see. Continue reading
Key Points Corning is helping Meta Platforms build data centers in the U.S. The material sciences leader is expanding its manufacturing network to meet soaring demand. 10 stocks we like better than Corning › Shares of Corning (NYSE: GLW) jumped on Tuesday after the glass maker struck a blockbuster $6 billion deal with Meta Platforms (NASDAQ: META). By the close of trading, Corning's stock price wa...
Key Points Corning is helping Meta Platforms build data centers in the U.S. The material sciences leader is expanding its manufacturing network to meet soaring demand. 10 stocks we like better than Corning › Shares of Corning (NYSE: GLW) jumped on Tuesday after the glass maker struck a blockbuster $6 billion deal with Meta Platforms (NASDAQ: META). By the close of trading, Corning's stock price was up more than 15%. 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 » Accelerating the AI revolution Under the terms of the deal, Corning will supply Meta with its most advanced optical fiber, cable, and connectivity products. The two companies will work together to build AI data centers faster, as Meta races to keep pace with its rivals. To satisfy the booming, AI-driven demand for its products, Corning plans to expand its manufacturing operations in North Carolina. Meta will serve as the anchor client for a major capacity buildout at Corning's optical cable facility in Hickory. Once construction is complete, the plant will be the largest of its kind, according to Corning CEO Wendell Weeks. "Building the most advanced data centers in the U.S. requires world-class partners and American manufacturing," Meta executive Joel Kaplan said in a press release. "We're proud to partner with Corning -- a company with deep expertise in optical connectivity and commitment to domestic manufacturing -- for the high-performance fiber optic cables our AI infrastructure needs." Business is booming The 175-year-old materials science leader is enjoying soaring sales of its AI-focused solutions. Corning's optical communications enterprise revenue leaped 58% year over year in the third quarter, fueled by companies' strong interest in its new generative AI products. Should you buy stock in Corning right now? Before you buy stock in Corning, consider this: The Motley Fool Stock A...
Trump says government will 'de-escalate' in Minnesota following Pretti shooting Pretti's death reignited local protests and public outcry across the country, and led to criticism from lawmakers in both parties. Trump's remarks are the latest sign his administration is taking a step back on its operations in Minnesota. In early January Renee Good was fatally shot by an immigration officer, followed...
Trump says government will 'de-escalate' in Minnesota following Pretti shooting Pretti's death reignited local protests and public outcry across the country, and led to criticism from lawmakers in both parties. Trump's remarks are the latest sign his administration is taking a step back on its operations in Minnesota. In early January Renee Good was fatally shot by an immigration officer, followed by Alex Pretti, who was killed after being stopped by border agents this past weekend. "Bottom line, it was terrible. Both of them were terrible," he said in a Fox News interview on Tuesday. President Donald Trump said his administration was "going to de-escalate a little bit" in Minnesota, after the second fatal shooting of a US citizen by federal immigration officers there. On Monday, the Department of Homeland Security (DHS) pulled the Minnesota mission's leader and figurehead, Border Patrol official Gregory Bovino, from the state. DHS said it was deploying the White House's border tsar, Tom Homan, to take over there and Homan was set to meet with local officials this week. On Tuesday, Homan posted on social media that he had met with Minnesota Governor Tim Walz, Minneapolis Mayor Jacob Frey, and local law enforcement officials. Speaking to other reporters ahead of a rally in Iowa Tuesday night, Trump said he viewed the killing of Pretti, an intensive care nurse at a veterans' hospital, as "a very unfortunate incident". Asked by reporters about whether he agreed with characterisations of Pretti as a "domestic terrorist," Trump said: "I haven't heard that." Trump then added: "He shouldn't have been carrying a gun." Homeland Security Secretary Kristi Noem said Pretti was shot because he was "brandishing" a gun during a confrontation, but local authorities said the gun was legally registered and that Pretti was shot after the firearm was removed. DHS has also said the agents fired in self-defence, after Pretti resisted attempts to disarm him. Eyewitnesses and local officia...
Earnings Call Insights: F5, Inc. (FFIV) Q1 2026 Management View François Locoh-Donou, President, CEO & Director, reported, “We are very pleased to report strong Q1 results with 7% revenue growth driven by 11% product revenue growth, our sixth consecutive quarter of double-digit product growth. This includes a robust 37% systems revenue growth in the quarter.” Locoh-Donou highlighted durable demand...
Earnings Call Insights: F5, Inc. (FFIV) Q1 2026 Management View François Locoh-Donou, President, CEO & Director, reported, “We are very pleased to report strong Q1 results with 7% revenue growth driven by 11% product revenue growth, our sixth consecutive quarter of double-digit product growth. This includes a robust 37% systems revenue growth in the quarter.” Locoh-Donou highlighted durable demand drivers, including hybrid multi-cloud adoption, scaling AI investment, and demand for converged platforms. He emphasized that EMEA delivered a particularly strong quarter, with regulations and mandates around resiliency and digital sovereignty accelerating hybrid multi-cloud deployments. Locoh-Donou addressed the recent security incident, stating, “We experienced minimal demand disruption in Q1. In addition, unexpected positive outcomes emerged, including customers gaining a deeper understanding and appreciation of F5's critical role in their infrastructure.” The CEO outlined three accelerating trends: hybrid multicloud, enterprise AI, and the replacement of fragmented point products with converged platforms. He detailed examples of F5 wins with a regional banking leader, a media and internet provider, and a veterinary clinic operator, all leveraging F5 for hybrid multicloud and AI deployments. Locoh-Donou reported, “In Q1, we added nearly as many AI customers as we did in all of FY '25. This growing demand is a testament to our Layer 7 expertise and decades of experience connecting applications and users.” He pointed to the Q4 acquisition of CalypsoAI, which has enhanced F5's AI runtime security offerings. The CEO also noted the launch of F5 BIG-IP Version 21.0, “scaling the core for the most demanding AI workloads,” including native support for the Model Context Protocol and S3. Cooper Werner, Executive VP & Chief Financial Officer, stated, “We delivered a strong Q1, growing revenue 7% to $822 million, with a mix of 50% product revenue and 50% services revenue.” Werner a...
Bilanol/iStock via Getty Images Investment Thesis Waste Management's ( WM ) organic revenue growth should accelerate in 2026 as industrial activity recovers with a more supportive interest rate environment, residential headwinds ease as the large franchise loss that impacted its results in 2025 is lapped, healthcare Solutions business stabilizes and returns to growth, and RNG production continues ...
Bilanol/iStock via Getty Images Investment Thesis Waste Management's ( WM ) organic revenue growth should accelerate in 2026 as industrial activity recovers with a more supportive interest rate environment, residential headwinds ease as the large franchise loss that impacted its results in 2025 is lapped, healthcare Solutions business stabilizes and returns to growth, and RNG production continues to ramp. The company's medium- to long-term growth prospects are also attractive, with strong pricing power supported by landfill scarcity, and cross-selling opportunities in the healthcare business. The company's margins should benefit from positive price-cost spread, automation and process improvement, RNG volumes ramping up, and normalization in the healthcare business. While the company's earnings and cash flow growth prospects are improving, the stock is trading at a discount to historical and peer valuations. I find the risk-reward attractive and hence rate it a Buy. Recent Financial Performance I last covered WM stock in June, and the stock has slightly declined since then. While the company's legacy business has performed well, the company has seen some ERP-related issues in the healthcare business, where there have been instances like incorrect billings, due to which the company has to delay some price increases and provide one-time credits to its customers. In Q3 2025, Waste Management reported revenue of about $6.44 billion, representing 14.9% year-over-year growth in revenues. While organic revenue increased 3.7% year-over-year, Healthcare Solutions added up approximately $628 million. Pricing was the main driver for organic growth, with collection and disposal core pricing up 6% year-over-year and yield up 3.8% year-over-year. Volumes in collection and disposal business were slightly positive at around 0.2% YoY. Volumes benefited from strong landfill demand and improving industrial activity, but they were partially offset by continued decline in residential col...
(RTTNews) - The Indonesia stock market has moved higher in back-to-back sessions, collecting almost 30 points or 0.4 percent in that span. The Jakarta Composite Index now sits just above the 8,980-point plateau and it may see additional support again on Wednesday. The global forecast for the Asian markets suggests mild upside, boosted by gains from the oil, gold and technology sectors. The Europea...
(RTTNews) - The Indonesia stock market has moved higher in back-to-back sessions, collecting almost 30 points or 0.4 percent in that span. The Jakarta Composite Index now sits just above the 8,980-point plateau and it may see additional support again on Wednesday. The global forecast for the Asian markets suggests mild upside, boosted by gains from the oil, gold and technology sectors. The European and U.S. markets were mixed to higher and the overbought Asian bourses may see mild upside - although they may see profit taking later in the day. The JCI finished slightly higher on Tuesday following gains from the telecoms, mixed performances from the cement and resource companies and weakness from the financial sector. For the day, the index perked 4.90 points or 0.05 percent to finish at the daily high of 8.980.23 after trading as low as 8,873.48. Among the actives, Bank CIMB Niaga tumbled 1.89 percent, while Bank Mandiri tanked 2.04 percent, Bank Danamon Indonesia and Bank Rakyat Indonesia both sank 0.78 percent, Bank Negara Indonesia shed 0.66 percent, Bank Central Asia stumbled 1.96 percent, Indosat Ooredoo Hutchison rallied 2.50 percent, Indocement improved 0.72 percent, Semen Indonesia skidded 1.12 percent, Indofood Sukses Makmur retreated 1.47 percent, United Tractors plunged 5.87 percent, Astra International plummeted 8.36 percent, Energi Mega Persada surged 8.09 percent, Astra Agro Lestari jumped 1.64 percent, Aneka Tambang surrendered 3.15 percent, Vale Indonesia fell 0.37 percent, Timah dipped 0.27 percent and Bumi Resources soared 3.61 percent. The lead from Wall Street is murky as the major averages opened mixed on Tuesday and stayed that way throughout the trading day. The Dow tumbled 407.72 points or 0.83 percent to finish at 49,004.68, while the NASDAQ jumped 215.74 points or 0.91 percent to close at 23,817.10 and the S&P 500 added 30.82 points or 0.44 percent to end at 6,981.05. The strength in the broader markets came as traders remain optimistic ahea...
Micron Technology Inc. has broken ground on a new advanced wafer fabrication facility in Singapore, marking a planned $24 billion investment spread over the next decade. The fab will be built within Micron’s existing NAND manufacturing complex and is expected to deliver about 700,000 square feet of cleanroom space. Initial wafer output is targeted for the second half of 2028, supporting rising dem...
Micron Technology Inc. has broken ground on a new advanced wafer fabrication facility in Singapore, marking a planned $24 billion investment spread over the next decade. The fab will be built within Micron’s existing NAND manufacturing complex and is expected to deliver about 700,000 square feet of cleanroom space. Initial wafer output is targeted for the second half of 2028, supporting rising demand for NAND flash driven by AI and data-intensive workloads. The project represents Singapore’s first double-story wafer fab and reinforces the country’s role as a key node in the global semiconductor supply chain. Senior Singapore government officials and leaders from the Economic Development Board (EDB) and JTC Corporation attended the groundbreaking ceremony, highlighting the strategic importance of the expansion to the nation’s advanced manufacturing ambitions. The new facility will become part of Micron’s NAND Center of Excellence in Singapore, adding long-term capacity for technology transitions in advanced storage. By colocating R&D and manufacturing, Micron aims to improve development efficiency, shorten time-to-market, and strengthen research collaboration with academic and industry partners. The fab also complements Micron’s previously announced high-bandwidth memory (HBM) advanced packaging facility at the same site. That facility remains on track to contribute meaningfully to HBM output in 2027. With both NAND and HBM operations in Singapore, Micron expects manufacturing and technology synergies across memory product lines. The company will retain flexibility in ramping capacity at the new fab in line with market conditions. The expansion is expected to create around 1,600 jobs, mainly in fab engineering and operations. Together with approximately 1,400 roles linked to the HBM packaging facility, Micron’s Singapore growth plans will add about 3,000 positions overall. Many of these roles will focus on AI-enabled manufacturing, advanced robotics, and smart factor...