After generating triple-digit returns for three straight years, the rally in Palantir stock has taken a breather to start 2026. Palantir Technologies (PLTR +2.31%) may be the biggest surprise of the artificial intelligence (AI) revolution so far. What was once viewed as a defense contractor susceptible to lumpy revenue streams from public sector deals has now become one of the preeminent enterpris...
After generating triple-digit returns for three straight years, the rally in Palantir stock has taken a breather to start 2026. Palantir Technologies (PLTR +2.31%) may be the biggest surprise of the artificial intelligence (AI) revolution so far. What was once viewed as a defense contractor susceptible to lumpy revenue streams from public sector deals has now become one of the preeminent enterprise software players in the AI era. The company's Artificial Intelligence Platform (AIP) is used in countless mission-critical use cases -- deployed everywhere from banks to hospitals and even the battlefield. Over the last three years, Palantir stock has gone parabolic -- rising nearly 2,300% as of this writing (Jan. 22). However, 2026 has gotten off to a rocky start. With shares down 7% so far this year and roughly 15% over the last month, is now a good time to buy the dip in Palantir stock? The stock market is fragile right now Considering Palantir hasn't reported earnings for the fourth quarter yet, I don't think the ongoing sell-off can be attributed to anything specifically related to the company. Both the S&P 500 and the Nasdaq-100, are breakeven on the year. Against this backdrop, I think growth stocks are reacting sensitively to broader macroeconomic conditions. Below, I've summarized some factors that are contributing a sense of uncertainty to the stock market right now: Geopolitics: For the last couple of years, instability across Eastern Europe and the Middle East has added volatility to the market. While both situations remain fluid, the Middle East has potentially become more complicated given some recent turbulence in Iran. Additionally, President Donald Trump's tariff negotiations with the European Union, as well as some of the rhetoric surrounding diplomacy in the Arctic, are also having an impact on the market. For the last couple of years, instability across Eastern Europe and the Middle East has added volatility to the market. While both situations remain ...
After generating triple-digit returns for three straight years, the rally in Palantir stock has taken a breather to start 2026. Palantir Technologies (PLTR +2.23%) may be the biggest surprise of the artificial intelligence (AI) revolution so far. What was once viewed as a defense contractor susceptible to lumpy revenue streams from public sector deals has now become one of the preeminent enterpris...
After generating triple-digit returns for three straight years, the rally in Palantir stock has taken a breather to start 2026. Palantir Technologies (PLTR +2.23%) may be the biggest surprise of the artificial intelligence (AI) revolution so far. What was once viewed as a defense contractor susceptible to lumpy revenue streams from public sector deals has now become one of the preeminent enterprise software players in the AI era. The company's Artificial Intelligence Platform (AIP) is used in countless mission-critical use cases -- deployed everywhere from banks to hospitals and even the battlefield. Over the last three years, Palantir stock has gone parabolic -- rising nearly 2,300% as of this writing (Jan. 22). However, 2026 has gotten off to a rocky start. With shares down 7% so far this year and roughly 15% over the last month, is now a good time to buy the dip in Palantir stock? The stock market is fragile right now Considering Palantir hasn't reported earnings for the fourth quarter yet, I don't think the ongoing sell-off can be attributed to anything specifically related to the company. Both the S&P 500 and the Nasdaq-100, are breakeven on the year. Against this backdrop, I think growth stocks are reacting sensitively to broader macroeconomic conditions. Below, I've summarized some factors that are contributing a sense of uncertainty to the stock market right now: Geopolitics: For the last couple of years, instability across Eastern Europe and the Middle East has added volatility to the market. While both situations remain fluid, the Middle East has potentially become more complicated given some recent turbulence in Iran. Additionally, President Donald Trump's tariff negotiations with the European Union, as well as some of the rhetoric surrounding diplomacy in the Arctic, are also having an impact on the market. For the last couple of years, instability across Eastern Europe and the Middle East has added volatility to the market. While both situations remain ...
Presented by Splunk Organizations across every industry are rushing to take advantage of agentic AI. The promise is compelling for digital resilience — the potential to move organizations from reactive to preemptive operations. But there is a fundamental flaw in how most organizations are approaching this transformation. We are building brains without senses Walk into any boardroom discussing AI s...
Presented by Splunk Organizations across every industry are rushing to take advantage of agentic AI. The promise is compelling for digital resilience — the potential to move organizations from reactive to preemptive operations. But there is a fundamental flaw in how most organizations are approaching this transformation. We are building brains without senses Walk into any boardroom discussing AI strategy, and you will hear endless debates about LLMs, reasoning engines, and GPU clusters. The conversation is dominated by the "brain" (which models to use) and the "body" (what infrastructure to run them on). What is conspicuously absent? Any serious discussion about the senses — the operational data that AI agents need to perceive and navigate their environment. This is not a minor oversight. It is a category error that will determine which organizations successfully deploy agentic AI and which ones create expensive, dangerous chaos. Consider the self-driving car analogy. You could possess the world’s most sophisticated autonomous driving AI, but without LiDAR, cameras, radar, and real-time sensor feeds, that AI is worthless. Worse than worthless, it’s dangerous. The same principle applies to enterprise agentic AI. An AI agent tasked with security incident response, infrastructure optimization, or customer service orchestration needs continuous, contextual, high-quality machine data to function. Without it, you are asking agents to make critical decisions while essentially blindfolded. The three critical senses agents need For agentic AI to operate successfully in enterprise environments, it requires three fundamental sensory capabilities: 1. Real-time operational awareness : Agents need continuous streams of telemetry, logs, events, and metrics across the entire technology stack. This isn't batch processing; it is live data flowing from applications, infrastructure, security tools, and cloud platforms. When a security agent detects anomalous behavior, it needs to see w...
Gerville/iStock via Getty Images Introduction and Investment Thesis I am bullish on Carlisle Companies Incorporated (NYSE: CSL ), driven by a projected low federal interest rate ranging between 3.5% to 3.75% from 3.8% at the end of 2025. This is set to benefit home builders by reducing the cost of construction loans used to finance new residential houses. Recent research done on 1,000 participants...
Gerville/iStock via Getty Images Introduction and Investment Thesis I am bullish on Carlisle Companies Incorporated (NYSE: CSL ), driven by a projected low federal interest rate ranging between 3.5% to 3.75% from 3.8% at the end of 2025. This is set to benefit home builders by reducing the cost of construction loans used to finance new residential houses. Recent research done on 1,000 participants indicates that over 88% of participants are looking forward to purchasing a home in 2026. Only 78% are a bit indifferent due to affordability, but 58% state that lowered mortgage rates would expedite their plans to own a residential house. In my opinion, when builders experience market tailwinds such as reduced interest rates and lowered mortgage rates, it becomes affordable to build more residential houses. Now that the mortgage rate is expected to drop from 6.7% in 2025 to 6.0% in 2026, I believe this is likely to improve the demand for residential houses, which is a gain for manufacturers of construction materials. Let me give you a different picture. About 44% of millennials in the U.S. are willing to own a home by committing half of their income to housing. This includes about 49% willing to consider even when the interest rate is above 6%. This indicates that if the interest rate, which is around 3.75% drops to the projected 3.5% as previously stated, there will be an increase in residential house construction at affordable rates. Adding mortgage reduction, I believe that 44% of 74 million millennials, who are 32 million of them, have a chance to own homes in 2026. Looking back after this promising market tailwind, Carlisle’s revenues are majorly generated from construction materials at 74% and only 26% are generated from weatherproofing technologies. This is a clear indication that the company is best positioned for this residential housing demand. From what I see, I believe this is the optimism that has resulted in Carlisle’s YTD price return at 12.11% beating the ...
World Gold Council Chief Executive Officer David Tait discusses gold price momentum, plus Hong Kong’s role, potential and opportunity in the future as a gold trading center. He speaks with Yvonne Man and David Ingles from the sidelines of the Asian Financial Forum 2026. (Source: Bloomberg)
World Gold Council Chief Executive Officer David Tait discusses gold price momentum, plus Hong Kong’s role, potential and opportunity in the future as a gold trading center. He speaks with Yvonne Man and David Ingles from the sidelines of the Asian Financial Forum 2026. (Source: Bloomberg)
Miguel Perfectti/iStock via Getty Images Flat 2026? October Was The Nasdaq's last high. What to do? Where are we headed? The Nasdaq is flat, and the S&P 500 is nearly so. In this article, I want to explore how important the biggest names on the Nasdaq and the S&P 500 are to the state of US-based equities. Without the 10 “Trillionaires” on an upswing, who will propel the market to new highs? I am n...
Miguel Perfectti/iStock via Getty Images Flat 2026? October Was The Nasdaq's last high. What to do? Where are we headed? The Nasdaq is flat, and the S&P 500 is nearly so. In this article, I want to explore how important the biggest names on the Nasdaq and the S&P 500 are to the state of US-based equities. Without the 10 “Trillionaires” on an upswing, who will propel the market to new highs? I am not saying a down or flat market is a certainty, as always, I am talking about risks. No one is predicting a bear market for 2026, and I am not making that case here. I am just putting the notion that the indexes could be flat for 2026 on the table and evaluating the risks. You are going to hear me say risk several times in this article, as someone who actively manages my stock portfolio, risk is extremely important. Most of my loyal readers at this point have heard me mention this before. Since it’s a new year, I hope you don’t mind if I talk about how I approach risk again. I have talked about how I use cash as part of an active hedging strategy and also how I use options and inverse ETFs for hedging. Using options is a very powerful tool, and before you toy with them, go to your brokerage firm’s education section and learn as much as you can about them before you use them. Now with that PSA out of the way, let’s summarize: I am not predicting a bear market, I am not even stating that a flat market is a certainty. I am writing about this topic because I am thinking through what might be ahead of us. That, despite the optimism in the financial media, I want to build my own picture of where the market is going. Again, if you have been reading my content for a while, I am always saying “this, or that will happen.” Then, as the week or month transpires, I compare what is happening to what I thought would happen and adjust accordingly. I have been sharing a much more positive view with my investment group. For instance, I was taking for granted that 2025 would see 7000 to 7200 ...
new look casting/iStock via Getty Images Samsung Electronics ( SSNLF ) is nearing Nvidia ( NVDA ) certification for its HBM4 AI memory chips, a crucial step in its push to challenge industry leaders SK Hynix ( HXSC.F ) and Micron Technology ( MU ), cited by Bloomberg . The Suwon, South Korea–based company has moved into the final qualification stage with Nvidia after supplying initial samples in S...
new look casting/iStock via Getty Images Samsung Electronics ( SSNLF ) is nearing Nvidia ( NVDA ) certification for its HBM4 AI memory chips, a crucial step in its push to challenge industry leaders SK Hynix ( HXSC.F ) and Micron Technology ( MU ), cited by Bloomberg . The Suwon, South Korea–based company has moved into the final qualification stage with Nvidia after supplying initial samples in September, people familiar with the matter said. The company plans to start mass production of HBM4 chips in February, paving the way for shipments soon after, though timing has yet to be finalized. Samsung shares pared earlier gains to trade flat on the Korean exchange after rising as much as 3.2%, while SK Hynix shares were down 2.6%. Investors are increasingly hopeful that Samsung will secure a spot alongside rivals as a supplier for Nvidia’s upcoming Rubin processors. AI memory chip prices, or RAM, are expected to rise more than 50% this quarter compared to the last quarter of 2025 as global demand is set to outstrip supply. More on Nvidia Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case Nvidia: The New Boeing In China Wall Street Lunch: Trump Takes U-Turn On Greenland Tariffs After Reaching Arctic Framework Big Tech earnings will test faith in AI spending DeepMind chief cautions AI boom may face a reckoning: FT
new look casting/iStock via Getty Images Samsung Electronics ( SSNLF ) is nearing Nvidia ( NVDA ) certification for its HBM4 AI memory chips, a crucial step in its push to challenge industry leaders SK Hynix ( HXSC.F ) and Micron Technology ( MU ), cited by Bloomberg . The Suwon, South Korea–based company has moved into the final qualification stage with Nvidia after supplying initial samples in S...
new look casting/iStock via Getty Images Samsung Electronics ( SSNLF ) is nearing Nvidia ( NVDA ) certification for its HBM4 AI memory chips, a crucial step in its push to challenge industry leaders SK Hynix ( HXSC.F ) and Micron Technology ( MU ), cited by Bloomberg . The Suwon, South Korea–based company has moved into the final qualification stage with Nvidia after supplying initial samples in September, people familiar with the matter said. The company plans to start mass production of HBM4 chips in February, paving the way for shipments soon after, though timing has yet to be finalized. Samsung shares pared earlier gains to trade flat on the Korean exchange after rising as much as 3.2%, while SK Hynix shares were down 2.6%. Investors are increasingly hopeful that Samsung will secure a spot alongside rivals as a supplier for Nvidia’s upcoming Rubin processors. AI memory chip prices, or RAM, are expected to rise more than 50% this quarter compared to the last quarter of 2025 as global demand is set to outstrip supply. More on Nvidia Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case Nvidia: The New Boeing In China Wall Street Lunch: Trump Takes U-Turn On Greenland Tariffs After Reaching Arctic Framework Big Tech earnings will test faith in AI spending DeepMind chief cautions AI boom may face a reckoning: FT
Key Points Micron was well-positioned to capitalize on the AI boom. Revenue and profit margins are soaring. Prices for memory chips have spiked due to shortages across the industry. 10 stocks we like better than Micron Technology › The artificial intelligence (AI) boom has made plenty of winners for investors, but over the last few months, it's been hard to beat Micron (NASDAQ: MU), the memory-chi...
Key Points Micron was well-positioned to capitalize on the AI boom. Revenue and profit margins are soaring. Prices for memory chips have spiked due to shortages across the industry. 10 stocks we like better than Micron Technology › The artificial intelligence (AI) boom has made plenty of winners for investors, but over the last few months, it's been hard to beat Micron (NASDAQ: MU), the memory-chip specialist that has benefited from soaring demand for the high-bandwidth memory (HBM) chips used in data centers for AI applications. Over the last three months, Micron has nearly doubled, jumping 93%. In fact, since I made this prediction last September, calling for the stock to soar over the next three years, the shares are up 165%, and as the chart below shows, they have been scorching hot into 2026. 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 » Why Micron has nearly tripled since then There's a supply crunch happening in the memory subsector, which has exacerbated in the last few months, leading to a surge in prices, and making the major players in memory soar, including Samsung, SK Hynix, and even Sandisk, a smaller company that focuses on less advanced flash memory products, rather than HBM. Micron spelled out these industry dynamics in its latest earnings report in December, noting that the $100 billion HBM total addressable market (TAM) milestone in the industry is now expected to arrive in 2028, two years earlier than it previously expected. Management also called for a compound annual growth rate of 40% in HBM through 2028, which should assuage concerns about the cyclicality of the memory sector as supply shortages can shift to gluts, leading to tumbling prices. Micron also smashed expectations with its guidance in that report, showing that Wall Street had significantly underestimated its growth and margin expansion. For its fiscal second quarter, it called for revenue aroun...