Accenture Bets on Palantir Momentum Analyst(s): Alex Smith Publication Date: February 4, 2026 Accenture has unveiled a dedicated business group and expansion initiatives to rapidly scale Palantir-based services, capitalizing on accelerating enterprise demand for Palantir platforms. This strategic move, which includes training over 2,000 consultants and recent acquisitions, positions Accenture as t...
Accenture Bets on Palantir Momentum Analyst(s): Alex Smith Publication Date: February 4, 2026 Accenture has unveiled a dedicated business group and expansion initiatives to rapidly scale Palantir-based services, capitalizing on accelerating enterprise demand for Palantir platforms. This strategic move, which includes training over 2,000 consultants and recent acquisitions, positions Accenture as the key services partner for large-scale data and AI transformation projects. The decision is validated by Palantir’s exceptional Q4 2025 results, signaling a major inflection in market acceptance of their platforms. What is Covered in this Article: Accenture’s recent launch of a new, dedicated business group to rapidly scale Palantir-based services, including training over 2,000 consultants, and recent acquisitions. The article covers Palantir Technologies’ exceptional Q4 2025 earnings, reporting significant year-over-year revenue growth and bullish guidance for FY 2026. An analysis of Accenture’s strategic move to capitalize on Palantir’s commercial momentum, positioning itself as the key services partner for enterprise AI and data transformation projects. The News: Palantir Technologies announced Q4 2025 earnings that surpassed analyst expectations, reporting 137% year-over-year growth in U.S. commercial revenue and 70% total revenue growth, with bullish guidance for FY 2026. Prior to these results in December 2025, Accenture had launched the Accenture Palantir Business Group independently. This new unit will combine Palantir software with Accenture’s industry expertise and will be committed to training over 2,000 consultants on Palantir technologies. The launch comes on the heels of a June 2025 partnership between Accenture Federal Services and Palantir, targeting U.S. federal government agencies. Accenture has also completed acquisitions of Palantir-specialist firms Rangr Data and Decho in 2025, reinforcing its strategy to rapidly build scale and verticalized solutions ...
Homan took control of the operation at the end of January, and had said he would draw down agents depending on how much state and local officials cooperated with federal ones.
Homan took control of the operation at the end of January, and had said he would draw down agents depending on how much state and local officials cooperated with federal ones.
A new wave of agentic AI tools is hitting software stocks where it hurts: per-seat economics. Investors are pricing a scenario where companies don’t need 1,000 SaaS licenses if a handful of AI agents can handle the workflows, and the market is reacting fast. The iShares Expanded Tech-Software ETF (NASDAQ:IGV) is coming off a 15% January drop, its worst month since 2008, as fears spread that AI age...
A new wave of agentic AI tools is hitting software stocks where it hurts: per-seat economics. Investors are pricing a scenario where companies don’t need 1,000 SaaS licenses if a handful of AI agents can handle the workflows, and the market is reacting fast. The iShares Expanded Tech-Software ETF (NASDAQ:IGV) is coming off a 15% January drop, its worst month since 2008, as fears spread that AI agents may compress the subscription model that powered the last decade of growth. What Lit The Fuse Anthropic’s Claude Cowork plugins launched last week with a focus on automating clerical knowledge work across legal, analytics, and administrative functions. That’s exactly the kind of work that drives enterprise seat counts at major SaaS vendors. The reaction was swift. Software names sold off broadly, with investors questioning whether traditional per-user pricing models can survive if AI handles the workflows. The Data Layer Gets Hit Next Once the software interface gets cheaper, the market asks an uglier question: why keep paying terminal-like margins for curated data? Wolters Kluwer NV (OTC:WTKWY) dropped roughly 13% alongside broader weakness in legal publishing and data services after the Anthropic news hit. Polymarket Says Google’s Odds Nearly Tripled While software and data vendors absorb the shock, prediction markets are placing bets on who owns the end state: the companies with compute, models, and distribution. NVIDIA (NASDAQ:NVDA) still leads at roughly 64%, but the gap is narrowing fast. The reason is vertical integration. Alphabet controls the model layer with Gemini, distribution through search and YouTube and Android, and cloud infrastructure. That gives the company multiple ways to monetize the AI shift. If AI agents compress SaaS margins, the spend doesn’t disappear. It likely migrates toward the firms that own the compute and the pipes. Polymarket is treating this as a power shift trade: horizontal SaaS gets pressured, and the hyperscalers absorb the budget...
Key Points Increased MELI stake by 44,747 shares; estimated transaction value of $93.99 million based on quarterly average pricing. Quarter-end position value rose by $87.34 million, reflecting both trading activity and stock price movement. Estimated trade equaled 1.64% of C WorldWide Group's reportable U.S. equity assets under management. Post-trade holdings: 53,411 shares valued at $107.58 mill...
Key Points Increased MELI stake by 44,747 shares; estimated transaction value of $93.99 million based on quarterly average pricing. Quarter-end position value rose by $87.34 million, reflecting both trading activity and stock price movement. Estimated trade equaled 1.64% of C WorldWide Group's reportable U.S. equity assets under management. Post-trade holdings: 53,411 shares valued at $107.58 million. MELI now represents 1.88% of fund AUM, which places it outside the fund's top five holdings. 10 stocks we like better than MercadoLibre › C WorldWide Group Holding A/S bought increased its stake in MercadoLibre (NASDAQ:MELI), according to a February 04, 2026, SEC filing. What happened According to a filing with the Securities and Exchange Commission dated February 04, 2026, C WorldWide Group Holding A/S purchased 44,747 additional shares of MercadoLibre during the fourth quarter. The estimated transaction value, calculated using the average closing price for the quarter, is approximately $93.99 million. The fund's quarter-end position value in MercadoLibre increased by $87.34 million, a figure which includes both trading activity and stock price changes. What else to know This was a buy; the position now accounts for 1.88% of C WorldWide Group's reportable U.S. equity assets under management Top five holdings after the filing: NASDAQ: GOOGL: $496.35 million (8.7% of AUM) NASDAQ: MSFT: $416.40 million (7.3% of AUM) NASDAQ: AMZN: $411.73 million (7.2% of AUM) NYSE: V: $372.59 million (6.5% of AUM) NYSE: TMO: $369.94 million (6.5% of AUM) As of February 3, 2026, MercadoLibre shares were priced at $2,099.90 One-year total return: 10.0%; underperformed the S&P 500 by 5.40 percentage points over the same period Company overview Metric Value Price (as of market close 2/3/26) $2,099.90 Market Capitalization $106.46 billion Revenue (TTM) $26.19 billion Net Income (TTM) $2.08 billion Company snapshot Offers an integrated suite of e-commerce, fintech, logistics, classifieds, adve...
Jelena Stanojkovic/iStock via Getty Images Thesis Saba Capital is an asset manager we respect greatly, a manager which is known in the CEF world for their activist stance when it comes to closing out discounts to NAV in the market. We last covered one of their funds in September 2025, when we wrote about the Saba Capital Income & Opportunities Fund ( BRW ). In today's article, we are going to revi...
Jelena Stanojkovic/iStock via Getty Images Thesis Saba Capital is an asset manager we respect greatly, a manager which is known in the CEF world for their activist stance when it comes to closing out discounts to NAV in the market. We last covered one of their funds in September 2025, when we wrote about the Saba Capital Income & Opportunities Fund ( BRW ). In today's article, we are going to revisit the name and explore the potential reasons behind the disappointing performance for the CEF since the rights offering. Rights Offering Synopsis Unlike traditional mutual funds or ETFs, a closed-end fund, or CEF, issues a fixed number of shares during its initial public offering. Mutual funds and ETFs can create and redeem shares daily to meet investor demand, and thus trade very close to NAV. When a CEF wants to raise more capital, it issues more shares, and this is usually done via a rights offering. A rights offering entails a CEF giving its existing shareholders the opportunity (but not the obligation) to buy more shares. We usually see CEFs doing this when they trade at a premium to NAV. This is exactly what BRW did in September 2025: NEW YORK--(BUSINESS WIRE)--Saba Capital Income & Opportunities Fund (( NYSE: BRW )) today announced that its Board of Trustees (the “Board”) has approved the terms of the issuance of transferable rights (“Rights”) to the holders of the Fund’s common shares of beneficial interest (“Common Shares”) as of October 6, 2025 (the “Record Date”). The subscription price per Share (the “Subscription Price”) will be determined on the expiration date of the Offer, which is currently expected to be October 28, 2025. Let us look at how the CEF was trading at the time: Discount to NAV (YCharts) Before the rights offering, the CEF was trading with the lowest level in its discount in the past three years. Because of dilution issues, the discount widened immediately after the rights offering was announced. The rights offering was successful , raising ov...
SweetBunFactory Cerebras Systems ( CBRS ) confirmed on Wednesday that it has raised $1B in a Series H funding round, valuing the maker of chips for artificial intelligence at $23B. Cerebras said the round was led by asset management firm Tiger Global, and included participation from Benchmark, Fidelity Management & Research Company, Atreides Management, Alpha Wave Global, Altimeter, AMD ( AMD ), C...
SweetBunFactory Cerebras Systems ( CBRS ) confirmed on Wednesday that it has raised $1B in a Series H funding round, valuing the maker of chips for artificial intelligence at $23B. Cerebras said the round was led by asset management firm Tiger Global, and included participation from Benchmark, Fidelity Management & Research Company, Atreides Management, Alpha Wave Global, Altimeter, AMD ( AMD ), Coatue, and 1789 Capital, among others. Previous reports indicated Cerebras was close to announcing the new funding. It was reported in December that Cerebras, which competes against semiconductor juggernauts such as Nvidia ( NVDA ) and AMD, was targeting an initial public offering for the second quarter of 2026. Cerebras was recently named by Seeking Alpha's analysts as one of the more notable AI companies that could go public this year. In addition to Nvidia and AMD, Cerebras competes with Groq. Nvidia announced in late December that it entered into a non-exclusive licensing agreement with Groq, worth some $20B, for its inference technology. As part of the agreement, Groq’s founder, Jonathan Ross, President Sunny Madra and other members of the Groq team joined Nvidia. In October, Cerebras withdrew its plans to pursue an IPO shortly after completing a $1.1B funding round that propelled its valuation to $8.1B. Cerebras originally filed for a public offering in September 2024, but the effort stalled amid a federal review of its ties with the Abu Dhabi AI company G42. Cerebras was founded in 2015 and is headquartered in Sunnyvale, Calif. Its WSE-3 chip and CS-3 system broke benchmark records in AI inference and training when they were released last year, the company reported. Its current customers include names such as Meta Platforms ( META ) and AstraZeneca ( AZN ). More on Cerebras Systems Cerebras in talks to raise $1B in new funding, could unveil new customer soon: report Tech Voices: DOD's Chinese military firm list, Cerebras eyes Q2 IPO Seeking Alpha’s Quant Rating on Ce...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 10 a.m. ET CALL PARTICIPANTS Chair — Bruce Flatt Chief Executive Officer — Connor Teskey Chief Financial Officer — Hadley Peer Marshall Managing Director, Investor Relations — Jason Fooks Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Capital Raised -- $112 billion raised across institutional, insurance, and ...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 10 a.m. ET CALL PARTICIPANTS Chair — Bruce Flatt Chief Executive Officer — Connor Teskey Chief Financial Officer — Hadley Peer Marshall Managing Director, Investor Relations — Jason Fooks Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Capital Raised -- $112 billion raised across institutional, insurance, and individual clients during the year, evidencing high demand for Brookfield Asset Management Ltd. BAM +3.08% ) -- $112 billion raised across institutional, insurance, and individual clients during the year, evidencing high demand for Brookfield Asset Management Ltd. Capital Deployed -- $66 billion invested in high-quality global assets, representing a record deployment level. -- $66 billion invested in high-quality global assets, representing a record deployment level. Equity Monetizations -- $50 billion of equity monetized at favorable returns, confirming active realization of matured assets. -- $50 billion of equity monetized at favorable returns, confirming active realization of matured assets. Fee-Bearing Capital -- Increased 12% year over year to $603 billion, up $64 billion, reflecting robust fundraising and deployment. -- Increased 12% year over year to $603 billion, up $64 billion, reflecting robust fundraising and deployment. Fee-Related Earnings (FRE) -- $3 billion for the year, a 22% increase year over year; FRE margin reached 61% for the quarter and 58% for the year. -- $3 billion for the year, a 22% increase year over year; FRE margin reached 61% for the quarter and 58% for the year. Distributable Earnings (DE) -- $2.7 billion for the year, up 14% year over year; quarterly DE was $767 million. -- $2.7 billion for the year, up 14% year over year; quarterly DE was $767 million. Quarterly Financials -- Fourth-quarter FRE was $867 million, up 28% year over year, or $0.53 per share; DE was $767 million, or $0.47 per share. -- Fourth-quarter FRE was $867 million, up 28...
A residential community in Shanghai. Photo: VCG Shanghai has launched a pilot program allowing state-owned enterprises to acquire second-hand homes in three key districts and convert them into affordable rental units, aimed at stabilizing the city's struggling real estate sector. Announced on Monday, the initiative targets the central districts of Jing’an and Xuhui, along with the Pudong New Area....
A residential community in Shanghai. Photo: VCG Shanghai has launched a pilot program allowing state-owned enterprises to acquire second-hand homes in three key districts and convert them into affordable rental units, aimed at stabilizing the city's struggling real estate sector. Announced on Monday, the initiative targets the central districts of Jing’an and Xuhui, along with the Pudong New Area. District-level state-owned housing companies will lead the purchases, with the Shanghai branch of China Construction Bank signing agreements to provide financial support. The program focuses on properties from owners who plan to use the proceeds to buy newly built homes within the same district, creating a “trade-in” mechanism.
We don’t have a single verb to express smelling something nice. Welsh and Croatian, by contrast, are never caught short when something fragrant gets right up your nose I remember the first time I remembered a smell. This was remembering to the extent that it stopped me in my tracks, taking me back to a specific moment, a specific place and a specific feeling. The smell was that of a bike shop. Mai...
We don’t have a single verb to express smelling something nice. Welsh and Croatian, by contrast, are never caught short when something fragrant gets right up your nose I remember the first time I remembered a smell. This was remembering to the extent that it stopped me in my tracks, taking me back to a specific moment, a specific place and a specific feeling. The smell was that of a bike shop. Mainly rubber, with notes of oil and plastic and a strong hint of sheer excitement. In that instant I was about 10 years old, in Bache Brothers Cycles at Lye Cross, near Stourbridge, in the West Midlands. My grandad was next to me, with the shop man. I was getting a bike for my birthday. When I was talking about the power of smell on the radio, Speth, a Welsh speaker from Manchester, got in touch to say that in Welsh you can hear a smell as well as smell it. At first this sounded charming, if far-fetched. But the more I thought about it, the more sense it made. While I can’t – in English, anyway – exactly hear the smell of that Black Country bike shop in 1977, I can smell, hear and see it very clearly. I can feel it too. I can feel the shop man’s grip as he lifts me into the saddle. And I can hear him saying to my grandad: “Blimey, he’s a lump, isn’t he?” Ever sensitive about my weight, that was a sour note. But I’ll let it pass, because all I can feel, then and now, is the general joy. Continue reading...
Image source: The Motley Fool. Feb. 4, 2026 at 10 a.m. ET Call participants Chair and Chief Executive Officer — David Ricks Chief Financial Officer — Lucas Montarce Chief Scientific and Product Officer — Dr. Daniel Skovronsky President of Lilly Immunology — Anne White President of Lilly Neuroscience — Dr. Carole Ho President of Lilly USA and Global Customer Capabilities — Ilya Yuffa President of L...
Image source: The Motley Fool. Feb. 4, 2026 at 10 a.m. ET Call participants Chair and Chief Executive Officer — David Ricks Chief Financial Officer — Lucas Montarce Chief Scientific and Product Officer — Dr. Daniel Skovronsky President of Lilly Immunology — Anne White President of Lilly Neuroscience — Dr. Carole Ho President of Lilly USA and Global Customer Capabilities — Ilya Yuffa President of Loxo Oncology and Head of Business Development — Jake Van Naarden President of Lilly International — Patrik Jonsson President of Lilly Cardiometabolic Health — Kenneth Custer Senior Vice President of Investor Relations — Mike Czapar Takeaways Full-year revenue -- $65.2 billion, increasing 45% on substantial volume growth from key products. -- $65.2 billion, increasing 45% on substantial volume growth from key products. Earnings per share -- $24.21, rising 86% compared to 2024 on a non-GAAP basis. -- $24.21, rising 86% compared to 2024 on a non-GAAP basis. Q4 revenue growth -- 43% year over year, led by volume expansion in Mounjaro and Zepbound. -- 43% year over year, led by volume expansion in Mounjaro and Zepbound. Gross margin -- 83.2% of revenue; unchanged from Q4 2024. -- 83.2% of revenue; unchanged from Q4 2024. R&D expenses -- Increased 26% year over year based on investment in pipeline programs. -- Increased 26% year over year based on investment in pipeline programs. Marketing, selling, and administrative expenses -- Rose 29% due to promotional spend for launches. -- Rose 29% due to promotional spend for launches. Non-GAAP performance margin -- 47.2%, up 4.2 percentage points versus Q4 2024. -- 47.2%, up 4.2 percentage points versus Q4 2024. Effective tax rate -- 19.7% for the quarter. -- 19.7% for the quarter. Q4 earnings per share -- $7.54, including $0.52 of acquired IPR&D charges. -- $7.54, including $0.52 of acquired IPR&D charges. US price drop -- US revenue grew 43% in Q4, but the average price declined 7% year over year. -- US revenue grew 43% in Q4, but the ...
Magdalena Wygralak Shell ( SHEL ) is projected to post a 9.3% rise in its fourth-quarter earnings on February 5, while revenue is expected to witness a slight dip. The consensus EPS Estimate is $1.29, while the revenue estimate is $65.82B, representing a 0.7% year-on-year fall. Over the last 2 years, SHEL has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. In...
Magdalena Wygralak Shell ( SHEL ) is projected to post a 9.3% rise in its fourth-quarter earnings on February 5, while revenue is expected to witness a slight dip. The consensus EPS Estimate is $1.29, while the revenue estimate is $65.82B, representing a 0.7% year-on-year fall. Over the last 2 years, SHEL has beaten EPS estimates 50% of the time and has beaten revenue estimates 38% of the time. In January, the company revised its outlook for the fourth quarter. It now expects integrated gas production in the range of 930 kboe/d to 970 kboe/d. LNG liquefaction volume is seen falling within the range of 7.5 MT to 7.9 MT. Upstream production is expected to be around 1,840 kboe/d to 1,940 kboe/d, including the impact of the Adura JV incorporation. Marketing sales volume is likely to come around 2,650 kb/d to 2,750 kb/d. Investors are expected to pin their focus on production volumes, shareholder returns and cash generation strength. However, an FT report suggested that European oil majors, including Shell, BP ( BP ), TotalEnergies ( TTE ), Eni ( E ) and Equinor ( EQNR ), are expected to reduce their shareholder distributions collectively by 10%-25% as they brace for lower oil prices. Shell, which previously described allocating 40%-50% of cash flow to dividends and buybacks as “sacrosanct,” is widely expected to reduce its quarterly share repurchases to $3B from $3.5B during its quarterly results this week, the report said. Over the last 3 months, EPS estimates have seen 2 upward revisions and 5 downward moves, while revenue estimates have seen 4 upward revisions and 1 downward move. The company’s stock was trading slightly higher, up 1.15% at $78.52, ahead of its earnings. On a YTD basis, its shares have advanced 7%, beating the broader market’s run. More on Shell Shell: When The 'European Discount' Becomes An Opportunity Shell: Continued Investment And Incredibly Strong FCF Shell's Green Hydrogen Projects: An Investment In Yet Another Failing EU Green Initiative Shell...
(RTTNews) - The Treasury Department on Thursday announced the details of this month's auctions of three-year and ten-year notes and thirty-year bonds. The Treasury revealed plans to sell $58 billion worth of three-year notes, $39 billion worth of ten-year notes and $22 billion worth of thirty-year bonds. The results of the three-year note auction will be announced next Tuesday, the results of the ...
(RTTNews) - The Treasury Department on Thursday announced the details of this month's auctions of three-year and ten-year notes and thirty-year bonds. The Treasury revealed plans to sell $58 billion worth of three-year notes, $39 billion worth of ten-year notes and $22 billion worth of thirty-year bonds. The results of the three-year note auction will be announced next Tuesday, the results of the ten-year note auction will be announced next Wednesday and the results of the thirty-year bond auction will be announced next Thursday. Last month, the Treasury sold $58 billion worth of three-year notes, $42 billion worth of ten-year notes and $25 billion worth of thirty-year bonds. The three-year note auction attracted average demand, while the ten-year note and thirty-year bond auctions attracted below average demand. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.