We Are/DigitalVision via Getty Images It's clear that the stock rally has run out of momentum. The S&P 500 ( SPY ) is trading at the same price as it was last October, while the Nasdaq ( QQQ ) has not made a new high since it peaked in October. It begs the question of whether this is a topping process or just a healthy rest to set up higher. This article looks at why the State Street Cons Disc Sel Sect SPDR Income ETF ( XLY ) may have some clues and what these are saying. XLY Basics There are 11 State Street SPDR Sector ETFs. While they are not always the best way to gain exposure to a sector, they are the easiest way to track sector performance and provide valuable clues to what is happening below the surface of the S&P 500. XLY has the usual 0.08% expense ratio applied to all sector ETFs. It also has the same simple methodology - all the stocks in the consumer discretionary sector are held and weighted by float-adjusted market capitalization. That means it holds around 50 stocks, and its top 10 look like this - Seeking Alpha That's a very top-heavy portfolio, with 43% weighting in the top 2 stocks and 70% in the top 10. There are capping rules that are relevant. 3. If any company has an FMC weight greater than 24%, the cap all companies’ weight at 23%, which allows for a 2% buffer. 4. The sum of the companies with weights greater than 4.8% cannot exceed 50% of the total index weight. These caps are set to allow for a buffer below the 5% limit. If these limits are breached, the excess weight will be redistributed to other holdings. It means Amazon ( AMZN ) won't get much higher than 24%, and the holdings won't get much more concentrated than they already are. Overall, the forward P/E ratio of the fund is a lofty 30. EPS growth is estimated to be around 13.3%, so a high valuation is merited, but I wonder how much XLY can grow with a P/E ratio of 30. The trailing (TTM) ratio is 34.7. State Street Drivers Consumer sentiment has been poor and dropped sharply in 2025 as...

Earnings Call Insights: Prudential Financial, Inc. (PRU) Q4 2025 Management View CEO Andrew Sullivan opened the call by addressing employee misconduct in the Japan business, stating "doing right by our customers is a core value of our company, and a cornerstone of what we stand for, and we are taking this issue extremely seriously." Sullivan announced a voluntary 90-day halt on new sales at Prudential of Japan (POJ), in consultation with Japanese regulators, to address the root causes of the misconduct. The company is enacting corrective actions, including "strengthening oversight of sales practices, governance and risk management," restructuring compensation, and enhancing training and recruiting standards. Sullivan added, “We will not resume distribution through the Life Planner channel, until we are comfortable that our internal compliance and oversight environment supports doing so. This could result in an extension of the 90-day period.” The company expects the Japan sales suspension to impact 2026 pretax adjusted operating income by $300 million to $350 million, or approximately 5% of 2025 earnings. A customer reimbursement program will also be established. Sullivan highlighted 2025 pretax adjusted operating income of $6.6 billion, or $14.43 per share, and an adjusted operating return on equity of approximately 15%, up nearly 200 basis points from the prior year. The company delivered nearly $3 billion to shareholders through dividends and buybacks. The CEO reported strong performance for PGIM, citing “strong investment performance last year with solid traction across our core capabilities, including public fixed income, securitized products and asset-backed finance as well as indirect lending.” PGIM saw over $30 billion in total net inflows from public fixed income, private credit, and real estate in 2025, despite “systemic outflows” at Jennison due to industry trends from active to passive management. U.S. businesses delivered $40 billion in retirement strat...

Palantir stock drops 14% as AI and software pull back. It’s having a terrible 2026 MSN

Earnings Call Insights: Cognizant Technology Solutions Corporation (CTSH) Q4 2025 Management View CEO Ravi Kumar S reported continued momentum in Q4, with revenue growth and adjusted operating margin surpassing expectations. He highlighted that "revenue grew 3.8% year-over-year in constant currency, all organic, driven by North America." Financial Services led with "constant currency revenue increasing 9% year-over-year during the quarter and 7% for the year, the highest annual level since 2016." Kumar S noted a record quarterly total contract value and a rise in large deals, including "12 large deals with a TCV of $100 million or greater, including deal valued at more than $1 billion. The value of these large deal wins is 60% greater than a year ago." He emphasized Cognizant’s progress in AI, stating "over 4,000 AI engagements across all three vectors and over 30% of our developer effort in software development cycles is AI-assisted and agentic." Productivity improvements were noted, with "fixed bid and transaction-based work now represent more than 50% of our revenue." The company finalized the acquisition of 3Cloud, adding "more than 1,200 Azure specialists and engineers," and returned $2 billion to shareholders in 2025. Kumar S outlined the AI builder stack strategy, aiming to "bridge this gap to enterprise value by converting the technology to measurable returns on investments for our clients." CFO Jatin Dalal stated, "We delivered fourth quarter revenue growth above the high end of our guidance range and exceeded the initial full year guidance we provided in February last year across all metrics: revenue, adjusted operating income, EPS and free cash flow." Outlook Dalal guided Q1 2026 revenue growth of 2.7% to 4.2% year-over-year in constant currency, including approximately 100 basis points from the 3Cloud acquisition. For full year 2026, Cognizant expects revenue growth of 4% to 6.5% in constant currency, with inorganic contribution of approximately 150 basi...

Earnings Call Insights: Bunge Global SA (BG) Q4 2025 Management View CEO Gregory Heckman opened with recognition of the team’s efforts in 2025 and highlighted the completion and integration of the Viterra combination, stating the integration "brings both organizations together within our proven end-to-end value chain operating model, removing complexity and strengthening shared goals." Heckman emphasized the early benefits already being delivered: "We are unlocking synergies in origination, merchandising, processing and distribution, optimizing flows between origin and destination and capturing margin through improved logistics and better coordination." Heckman pointed to expanded capabilities and durable benefits from the integration, with further detail on synergy capture, capital allocation, and outlook set for Investor Day on March 10. Heckman noted a complex external landscape, referencing "geopolitical tensions, evolving trade flows and uncertainty around biofuel policy, particularly in the U.S." He announced the 2026 full-year adjusted EPS guidance as $7.50 to $8. CFO John Neppl stated, "Our reported fourth quarter earnings per share was $0.49 compared to $4.36 in the fourth quarter of 2024... Adjusted EPS was $1.99 in the fourth quarter, which included approximately $50 million of net tax benefits versus $2.13 in the prior year. Adjusted segment earnings before interest and taxes, or EBIT, were $756 million in the quarter versus $546 million last year, with all segments showing higher year-over-year results." Neppl explained, "Higher process volumes were largely attributed to the company's expanded production capacity in Argentina. Higher merchandise volumes reflected the company's expanded soybean origination footprint." Outlook Bunge projects full year 2026 adjusted EPS in the range of $7.50 to $8, based on the current margin and macro environment and forward curves. Neppl provided additional guidance: "an adjusted annual effective tax rate in the range of...

Igor Suka/E+ via Getty Images Shares of The Marzetti Group ( MZTI ) have been trading range-bound for several years, as the consumer food business has grown substantially (unlike many peers), while demonstrating strong balance sheet integrity. With many peers being much more leveraged, while the company has a sound dividend track record as well, these qualities have been awarded premium multiples as well. Amidst pretty stable growth here, Marzetti announced an interesting, yet pricier, bolt-on deal. This is enough to warrant a closer eye on the business going forward. Specialty Foods Group Marzetti is a producer and marketer of specialty food products, this being an Ohio-based business that was founded in 1961. The company generates nearly $2 billion in sales generated by nearly 4,000 employees who are active across 13 production facilities. The business sounds very well established, and it is, but the company has only been named after its Marzetti brand last year. This brand was founded late in the 19th century, with the business formerly named Lancaster Colony . The company has brands like its namesake Marzetti business, as well as Sister Schubert's and New York Bakery, with the business catering to many national restaurant chains. Driven by acquisitions and organic growth, the company has seen solid growth over the past decade, supported by a strong backlog with dividends hiked for the 62nd consecutive year in a row. Products provided include frozen breads, dressings, sauces, and croutons, as well as dressings and dips, with such products provided to restaurant chains like Chick-Fil-A, Oliver Garden, and Buffalo Wild Wings, among others. The business has seen a solid past decade, with revenues having grown from $1.2 billion to $1.9 billion, yet operating margins have fallen from about 15% of sales to 12% of sales with the passage of time. This has been achieved with a flattish share count, as the company has maintained a strong balance sheet, with a dividend yiel...

KanawatTH Bitcoin ( BTC-USD ) is likely to face continued downside volatility as the cryptocurrency tests critical price levels that could trigger investor redemptions, according to Citi Research strategist Alex Saunders. The analyst identified $82,000 as a crucial threshold, representing the flow-weighted average price of inflows into spot Bitcoin ETFs—meaning investors who bought through these funds are now approaching losses on their positions. “ETF flows are really the key driver of Bitcoin prices, at least in the last couple of years,” Saunders said in an interview with CNBC. The strategist noted that whether investors choose to redeem their holdings or add to their positions at current levels will be a defining question for the market’s near-term direction. Despite Bitcoin’s ( BTC-USD ) increased integration into the broader financial system compared to the 2021-2022 period, Saunders does not expect a cryptocurrency decline to cascade into other assets like gold ( XAUUSD:CUR ) or silver ( XAGUSD:CUR ). “I still view Bitcoin ( BTC-USD ) as a little bit of its own beast,” he said, adding that market participants understand the asset’s inherent volatility. For companies holding Bitcoin as a treasury asset, the current price environment presents challenges but not catastrophic risks. Saunders explained these firms will likely halt accumulation during periods of weak retail interest rather than face forced liquidation. “I don’t see it necessarily as a cascade effect, just that it’s a removal of a tailwind,” he noted. The analyst pointed to a second key level to monitor: the pre-election price of approximately $70,000. This threshold could prove significant for investor sentiment, particularly given recent legislative progress, including the passage of the GENIUS Act. Whether investors view that level as an attractive entry point may depend on continued regulatory developments and administration activity. Market participants are currently “treading water” near break...

Mandelson’s links with US tech firm Palantir must be exposed, campaigners warn The Guardian

Trump Signals Openness To China, India Investing In Venezuela's Oil, While Tightening Rules Authored by Sean Tseng via The Epoch Times, President Donald Trump says he is open to China and India investing in Venezuela’s oil sector, but new U.S. rules show that any reopening of Venezuela’s oil trade will come with strict legal and financial conditions designed to keep Washington firmly in control. Speaking to reporters aboard Air Force One on Jan. 31, Trump said China is “welcome to come in and we’ll make a great deal on oil.” He also said the United States is working with India on a plan to buy Venezuelan crude instead of oil from Iran, adding that the basic “concept” has already been agreed upon. Those remarks came as the U.S. Treasury Department rolled out a new Venezuela-related oil license that lays out who can participate, how money moves, and where disputes are settled. Together, Trump’s remarks and the new rules point to a cautious reopening of Venezuela’s oil trade—one that allows limited activity while channeling it through a system the United States can closely monitor and enforce. A License That Opens Doors—But Narrows the Path The Treasury Department’s Office of Foreign Assets Control (OFAC) issued General License 46, which authorizes certain Venezuela-related oil activities. It allows established U.S. entities to lift, ship, buy, sell, store, and refine Venezuelan-origin oil. But the authorization comes with tight conditions. Contracts covered by the license must be governed by U.S. law, and any disputes must be handled in U.S. courts. Payments to sanctioned or blocked parties cannot be made directly; instead, they must be placed into U.S.-designated “Foreign Government Deposit Funds,” where access and use are restricted. The license also draws clear red lines. It does not authorize transactions involving Russia, Iran, North Korea, or Cuba. China-linked structures face additional limits. The license bars covered transactions involving U.S.- or Venezuela-...

As semiconductor stocks undergo another bout of severe volatility, Bank of America Global Research has issued a sharp rebuke to prevailing market sentiment, labeling fears driving the current tech-sector selloff as logically impossible. In a note released Tuesday, analysts argued that investors are currently pricing in what Fortune’s Jim Edwards called a “free fall” based on beliefs that BofA considers “internally inconsistent.” BofA senior analyst Vivek Arya’s team put together the note that recalled the famous John Maynard Keynes quote that markets can remain irrational longer than investors can remain solvent, “yet we believe recent software-led moves weighing on leading AI chip stocks appear internally inconsistent.” The market appears to be reacting, as Edwards noted, to Palantir CEO Alex Karp’s typically outspoken argument on a Monday night earnings call. AI is now so good at writing and managing enterprise software that many software-as-a-service (SaaS) companies risk becoming irrelevant. The ensuing selloff wiped out $300 billion in market cap, with Microsoft, Salesforce, and ServiceNow taking significant hits. Jason Lemkin, the so-called godfather of SaaS, wrote on his blog that early 2026 was seeing a “crash” in SaaS stocks, while BofA’s Arya described it as an “indiscriminate selloff” that resembles the reaction to China’s DeepSeek in January 2025. That moment proved an “overblown selloff,” and this moment just doesn’t make logical sense, Arya argued. The SaaS selloff relies on two mutually exclusive scenarios BofA wrote: “AI capex [capital expenditure] deteriorating to the point of weak ROI and unsustainable growth, while simultaneously … AI adoption will be so pervasive and productivity-enhancing that long-standing software workflows and business models become obsolete. Both outcomes cannot occur at once.” If AI is powerful enough to disrupt established industries, the infrastructure spending supporting it cannot collapse. Conversely, if the spending is...

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 28, 2026. Brendan Mcdermid | Reuters Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street. Short-sellers have made a $24 billion windfall so far in software stocks this year as the overall market value in the industry decreased by $1 trillion, according to data from S3 Partners. The hedge fund sources wouldn't comment on specific names where big short bets are being increased, but said the focus appears to be on companies that provide basic automation services for clients that can be easily replicated by new AI tools. Just as hedge funds can crowd into momentum trades to the upside, the investors like to find 'falling knives' to the downside, which are seeing indiscriminate selling, where they can increase their short bets. The software space is providing exactly that right now with the iShares Expanded Tech-Software ETF (IGV) down 8% this week, bringing its losses for the year to greater than 21%. From its all-time high hit in September last year, the ETF is down 30%. "Hedge fund are all net short software right now," said Gil Luria, analyst at DA Davidson. Stock Chart Icon Stock chart icon iShares Expanded Tech-Software ETF, 1 year Investors in software increasingly believe the industry may be undergoing a "structural change," that could lead to more deal activity, including acquisitions by larger companies. Biggest short bets Short sellers borrow shares from a broker and then sell them, only to buy them back later at lower prices and return them, profiting from the difference. Stocks such as TeraWulf and Asana in the ETF have the biggest total short bets against them currently, according to data from S3 Partners. For TeraWulf, more than 35% of its shares currently available for trading are being sold short. That figure is 25% for Asana....

格隆汇2月5日｜据伊朗官方媒体：伊朗外长阿拉格齐将在阿曼阐明德黑兰就与美国谈判的官方立场。

AMD, AbbVie, Boston Scientific, Eli Lilly, MP, Super Micro, Palantir, and More Movers Barron's

格隆汇2月5日｜美国联邦住房金融局局长普尔特：如果两房上市的话，我们将会出售其2.5%至5%的股份。

格隆汇2月5日｜美国联邦住房金融局局长普尔特：房利美和房地美已做好上市准备，接下来就看总统特朗普的决定了。

Emma Raducanu fought back from 5-0 down in the first set to beat Slovenia's Kaja Juvan in the last 16 at the Transylvania Open in Romania. In her second match since splitting with coach Francis Roig, Raducanu won 11 games in a row on the way to securing a 7-5 6-1 victory. "Thank you for the support, it really got me through some tricky moments in that first set," said the British number one. "Kaja was playing some great tennis, was putting me on the back foot straight away. "I thought I was being aggressive going for my shots but I was missing and not executing. At least I could say that I was trying to play on my terms so that was the goal for me. "I don't think I've ever come back from 5-0 down before so that's a first to add to the experience." Raducanu will play Poland's Maja Chwalinska in the quarter-finals.

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his opinion on. Cramer said that the stock is taking a “breather,” as he commented: There’s nothing magnificent about them. There’s nothing even special. My trust owns a bunch of these, I’m very conscious of this, six of the seven. And we respect them. We know that they can take off. Some are just resting. I think NVIDIA’s taking a breather, which is usually what you see before it makes a gigantic move. The darn stock now trades at just 24 times earnings. I call it a coiled spring. Still up over 55% from the past year, well in excess of the S&P 500. I think you need to buy some here, maybe tomorrow. I don’t know if you don’t own it already. NVIDIA’s still magnificent to me. It does, the stock acts terribly. I know that. Photo by Christian Wiediger on Unsplash NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

Jim Cramer on NVIDIA: “I Call It a Coiled Spring” Yahoo Finance

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks Jim Cramer shared his opinion on. Inquiring about the company, a caller asked if it is worth investing in. Cramer replied: They’re an excellent company, but they’re a derivative company. They make stuff that actually competes, the main part of the business that is a little like NVIDIA, frankly, and they’re also partnered with NVIDIA. They make special chips. They make some of the best special chips in the world, as does Broadcom, by the way. All these are on the negative side. A technical stock market chart. Photo by Energepic from Pexels Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure, including system-on-a-chip designs, processors, and networking and storage products. While we acknowledge the potential of MRVL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

Applied Digital, a provider of AI and HPC infrastructure, reported a notable insider sale amid a year of strong share price gains. On Jan. 29, 2026, Board of Directors member Chuck Hastings executed an open-market sale of 45,987 shares of Applied Digital (APLD 14.69%), as disclosed in this SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 45,987 Transaction value $1.8 million Post-transaction shares (direct) 388,372 Post-transaction value (direct ownership) $14.8 million Transaction value based on SEC Form 4 reported price ($38.57); post-transaction value based on directly held shares after the trade and Jan. 29, 2026 market close as used in SEC Form 4 reporting. Key questions How does the trade compare to the insider's recent disposition cadence? This sale of 45,987 shares is moderately smaller than Mr. Hastings' recent median sell size of 60,493 shares, with the percentage of holdings sold (10.59%) also below the recent median (12.66%), consistent with a declining share base as prior sales reduced available capacity. This sale of 45,987 shares is moderately smaller than Mr. Hastings' recent median sell size of 60,493 shares, with the percentage of holdings sold (10.59%) also below the recent median (12.66%), consistent with a declining share base as prior sales reduced available capacity. Was there any activity involving derivative securities or indirect entities? No derivative transactions or indirect entity trades were reported; the transaction was executed solely through direct ownership of common shares. No derivative transactions or indirect entity trades were reported; the transaction was executed solely through direct ownership of common shares. What is the post-sale position and remaining exposure? After the sale, Mr. Hastings retains 388,372 directly held shares, valued at ~$14.8 million as of Jan. 29, 2026, with no indirect holdings and no immediately exercisable options outstanding. After the sale, Mr. Hastings retains 388,372 dir...

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) shares traded at $412.46 down 2.25% intraday. The move follows data from the China Passenger Car Association (CPCA) showing Tesla extending its year-on-year growth streak despite seasonal softness in January volumes. Tesla shipped 69,129 China-made vehicles in January, up 9% from a year earlier, marking a third consecutive month of annual growth. BYD (BYDDY), by contrast, reported a more pronounced January slowdown. The result stands out in a cooling Chinese EV market, where January demand typically softens and competition has intensified. Tesla's Shanghai factory continues to play a central role in supplying both domestic buyers and export markets, helping cushion demand volatility at home. While China's EV sector faces pricing pressure and uneven policy support, Tesla's ability to sustain year-on-year shipment growth underscores the importance of Shanghai as a global production hub. Tesla is also awaiting regulatory approval for its Full Self-Driving software in Europe and China, which could arrive as early as this month.

Talks between the US and Iran scheduled for Friday appear to be collapsing after the US rejected Iran’s request to move them from Turkey to Oman without the presence of a group of Arab states. Iran has also vowed that the talks will be confined to its nuclear programme, while other issues the US would like to discuss, such as the range of Tehran’s ballistic missile programme, will be permanently excluded. It is not clear whether the dispute can be readily resolved or if this is a piece of brinkmanship mediators can still overcome. Despite its relatively weak negotiating hand, Iran has said the only issue on the agenda can be the assurances that Tehran is willing to provide that its nuclear programme has no military purpose or objective. It says the talks must be held in Oman, where most of the previous rounds of talks were held. Iran had thought it had forced businessman Jared Kushner, who is also Donald Trump’s son-in-law, and Steve Witkoff, Trump’s special envoy, to agree to these terms and drop the plans for the talks in Turkey. Instead, it has been reported that Witkoff will travel to Doha on Thursday and then return to Washington without meeting the Iranians. The US has a large naval fleet in the region that Trump has said he is willing to use to force the Iranians to back down. Explaining US thinking before news of the apparent collapse started to circulate, the US secretary of state, Marco Rubio, said: “We thought we had an established forum that had been agreed to in Turkey that was put together by a number of partners who wanted to attend and be a part of it. I saw conflicting reports yesterday from the Iranian side saying that they had not agreed to that, so that’s still being worked through.” He added: “At the end of the day, the United States is prepared to engage, and has always been prepared to engage, with Iran. In order for talks to actually lead to something meaningful, they will have to include certain things, and that includes the range of their b...

is a senior reviewer with over twenty years of experience. She covers smart home, IoT, and connected tech, and has written previously for Wirecutter, Wired, Dwell, BBC, and US News. Posts from this author will be added to your daily email digest and your homepage feed. All the smart home news, reviews, and gadgets you need to know about I’ve spent the last couple of weeks trying — and mostly failing — to test Ikea’s new Matter-over-Thread gear. These highly anticipated smart home devices include programmable buttons, smart bulbs, plugs, and temperature and motion sensors — all of which should work with any smart home platform and start at just $6. But I’ve hit several walls trying to connect them to any smart home platform, and I’m not alone. The Tradfri subreddit is filled with Ikea customers sharing similar frustrations, reviews on Ikea’s website point to issues, and colleagues at The Verge have also been having problems. Of the six devices I’ve tried to connect, I’ve so far successfully onboarded just one Kajplats smart lightbulb to Apple Home — after seven attempts — and one Alpstuga IAQ monitor to Home Assistant — after failing to pair with Apple Home. A Bilresa smart button initially connected to Amazon Alexa, then fell off the network and refused to re-pair. The Timmerflotte temperature sensor and Myggspray motion sensor just flat-out refused to connect to anything, even Ikea’s own Dirigera hub. “We are aware that some customers are experiencing connection issues when setting up their devices in certain home environments, and we take that very seriously.” — David Granath, Ikea While plenty of people have had no problems, there have been enough posts on user forums about being unable to connect the new devices — or struggling through multiple resets before pairing — to suggest my issues weren’t just a result of my wildly overcomplicated network, and could be indicative of a bigger problem. One Reddit user posted a particularly eyebrow-raising example: of the 6...

Key Points Customers have flocked to Palantir as it allows them to apply AI to their needs. Demand for Palantir’s software has climbed in recent quarters. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has been one of the most-watched stocks during the artificial intelligence (AI) boom. The company makes software, including an AI-driven platform, that helps customers make better use of their data. Quarter after quarter, demand has soared, resulting in impressive earnings growth and stock performance. And just this week, during its latest earnings report, Palantir delivered two key messages that you shouldn't ignore. They set the tone for what happens next in terms of growth. 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 » Palantir's recent growth Before diving in, let's take a quick look at Palantir's path so far. The company has been around for more than 20 years, but it only started experiencing its big growth stage in recent years. Palantir launched its Artificial Intelligence Platform (AIP) more than two years ago, allowing customers to apply the power of AI to their needs. The company's systems, including AIP, aggregate and analyze a customer's data -- then help that customer put the data to work. This can result in new processes and strategies or even pave the way to innovation. Palantir's customers include governments and commercial players, and these days, a good deal of this business is for the U.S. government and U.S. businesses. Demand for AI products and services in general has been high, as we've heard from many tech companies such as chip designers and cloud service providers -- so it's easy to see why AIP, a platform that allows customers to immediately put AI to work for them, has taken off. It's helped the company's revenue soar in the double digits quarter after quarter and pushed prof...