Daiwa Capital Markets believes that shares of Palantir Technologies can claw back their early losses this year. The investment bank upgraded the software analytics company to a buy rating from neutral. However, analyst Shigemichi Yoshizu lowered his price target to $180 from $200. Shares of Palantir have surged 23% in the past 12 months but are down 20% so far in 2026. Yoshizu's updated price fore...
Daiwa Capital Markets believes that shares of Palantir Technologies can claw back their early losses this year. The investment bank upgraded the software analytics company to a buy rating from neutral. However, analyst Shigemichi Yoshizu lowered his price target to $180 from $200. Shares of Palantir have surged 23% in the past 12 months but are down 20% so far in 2026. Yoshizu's updated price forecast still represents an upside of 26% for the stock. PLTR 1Y mountain PLTR 1Y chart The analyst wrote that he revisited his earnings forecasts and target price for the stock based on Palantir's fourth-quarter earnings release. Shares rallied 7% last Tuesday after the company reported both an earnings and revenue beat . Analysts across Wall Street praised the strong report . "The earnings release left a positive impression. The firm continued to see extraordinary demand for its [artificial intelligence platform] services from both public and private sectors," Yoshizu wrote. Outside of the military, the analyst pointed to U.S. commercial customers transitioning from adopting AI to incorporating Palantir's operating system for business operations. Palantir's U.S. commercial revenue surged 137%, with the company's 2026 guidance signaling sustained U.S. commercial revenue growth, Yoshizu wrote. "The firm looks poised to see sharp growth persist and accelerate, as it enhances its penetration rate among existing customers by bolstering its user count, number of use cases, and contract lengths," Yoshizu added. "With the firm projecting US commercial revenue up at least 115%, it reaffirmed the significant growth potential of future earnings."
The film is being marketed using quote marks - "Wuthering Heights" - to imply that this is Fennell's personal take on the famous novel, while Brat singer Charli XCX has written an accompanying album soundtrack.
The film is being marketed using quote marks - "Wuthering Heights" - to imply that this is Fennell's personal take on the famous novel, while Brat singer Charli XCX has written an accompanying album soundtrack.
ChipMOS ( IMOS ) Tuesday said revenue for the month of January 2026 was NT$2,290.4 million or $72.7 million, representing an increase of 4% from December 2025, and an increase of 31.2% from January 2025. This represents the highest year-over-year increase in monthly revenue since June of 2021. The company noted it is continuing to benefit from the semiconductor industry's fundamentally improved cy...
ChipMOS ( IMOS ) Tuesday said revenue for the month of January 2026 was NT$2,290.4 million or $72.7 million, representing an increase of 4% from December 2025, and an increase of 31.2% from January 2025. This represents the highest year-over-year increase in monthly revenue since June of 2021. The company noted it is continuing to benefit from the semiconductor industry's fundamentally improved cycle position, with continued strong revenue growth led by robust demand for high-value memory solutions, particularly in data center and AI-related applications. More on ChipMOS ChipMOS revenue jumps 16.7% in November, fueled by strong memory demand Seeking Alpha’s Quant Rating on ChipMOS Historical earnings data for ChipMOS Dividend scorecard for ChipMOS Financial information for ChipMOS
DHS faces funding deadline. And, courts fast-track Somali asylum seeker hearings Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The Department of Homeland Security's funding will run out on Friday after Democrats refused to approve the money w...
DHS faces funding deadline. And, courts fast-track Somali asylum seeker hearings Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The Department of Homeland Security's funding will run out on Friday after Democrats refused to approve the money without significant changes to immigration enforcement. As lawmakers search for a solution, a House committee will hear from top immigration officials about their enforcement practices across the U.S. toggle caption Chip Somodevilla/Getty Images 🎧 If a deal is not reached, Congress will need to pass another stopgap bill to fund DHS, NPR's Barbara Sprunt tells Up First. Senate Majority Leader John Thune said he will start prepping a short-term funding bill as a backup option. Democrats face an uphill battle with their demands for officers to display identifying information like their last name and a ban on face masks. Many Republicans view these requests as nonstarters. Sprunt says she is watching how GOP lawmakers question top immigration officials today. While they largely back President Trump's enforcement actions, Republicans have to navigate new polling that shows a majority of Americans believe those same tactics have gone too far. The latest release of Epstein files threatens Britain's ruling government. British Prime Minister Keir Starmer faces calls for his resignation. He is not implicated in the Epstein files, but he appointed someone who is. Sponsor Message 🎧 The calls for Starmer's resignation are due to his decision to make Peter Mandelson the ambassador to Washington, NPR's Lauren Frayer says. Mandelson faces police investigation for allegedly passing sensitive U.K. government details to Jeffrey Epstein. Mandelson denies any wrongdoing. He resigned from his role last year after revelations that he maintained his friendship with Epstein following Epstein's sex c...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road a...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road ahead may be difficult. This is because high debt and potential equity raises may weigh on the stock for some time. Melius particularly noted that the company’s enterprise value to free cash flow ratio is “NA” and suggesting that “value may be absorbed by debt and new stock issuances for a while.” Photo by Danial Igdery on Unsplash Reitzes added that Oracle should be valued “more akin to an infrastructure company vs. a software company.” Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider. While we acknowledge the potential of ORCL 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.
U.S. technology giant Alphabet is selling bonds in the sterling and Swiss markets in an attempt to diversify its sources of funding, Syz Group's chief investment officer Charles-Henry Monchau said. "As funding needs for those U.S. megatech companies rise to finance AI-related spending, they have to diversify their sources of funding and tap non-domestic markets," he said. Alphabet is issuing both ...
U.S. technology giant Alphabet is selling bonds in the sterling and Swiss markets in an attempt to diversify its sources of funding, Syz Group's chief investment officer Charles-Henry Monchau said. "As funding needs for those U.S. megatech companies rise to finance AI-related spending, they have to diversify their sources of funding and tap non-domestic markets," he said. Alphabet is issuing both sterling-denominated and Swiss franc-denominated bonds, including a 100-year maturity sterling bond.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Bank of America reiterated the stock as “Buy” with a $275 price target. The firm said it is standing by the stock. Its price target is based on a forward valuation that reflects Nvidia’s robust position in fast-growing AI compute and networking markets. This view is supported by the chipmaker’s market...
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Bank of America reiterated the stock as “Buy” with a $275 price target. The firm said it is standing by the stock. Its price target is based on a forward valuation that reflects Nvidia’s robust position in fast-growing AI compute and networking markets. This view is supported by the chipmaker’s market leadership, but offset by several risks. “Our $275 PO is based on 28x CY27E PE ex cash, within NVDA’ s historical 25x-56x forward year PE range, which we believe is justified by NVDA’s leading share in fast growing AI compute/networking markets, offset by lumpiness in global AI projects, cyclical gaming market, and concerns around access to power.” Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $250 implies a 30.23% upside; however, the Street-high target of $432.78 implies an upside of 125.44%. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. 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.
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
When Birmingham city council announced last week it was “no longer bankrupt”, after years of budget cuts and asset sales, one retired police officer was left feeling despondent. Wendy Collymore had experienced first-hand the impact of the council’s cost-cutting drive on the UK’s second largest city when the adult day centre her elderly father attended was forced to close in 2024. “It was awful to ...
When Birmingham city council announced last week it was “no longer bankrupt”, after years of budget cuts and asset sales, one retired police officer was left feeling despondent. Wendy Collymore had experienced first-hand the impact of the council’s cost-cutting drive on the UK’s second largest city when the adult day centre her elderly father attended was forced to close in 2024. “It was awful to me personally, for my dad, but for the staff as well,” the 65-year-old said. “It was really sad. You had service users crying, saying: ‘I don’t want to go.’ It was soul-destroying.” Since the announcement from the council last Tuesday that it was “back on track”, Collymore is one of several people in Birmingham that have expressed frustrations with the measures implemented by the local authority to tackle its financial woes. View image in fullscreen Wendy Collymore outside the Fairway Centre in Kings Norton, which her father attended until 2024 when it was forced to close. Photograph: Martin Godwin/The Guardian The council issued a section 114 notice declaring effective bankruptcy in September 2023, blaming a £760m equal-pay liability, a botched IT system and £1bn in cuts over the previous decade of Conservative government. In response, the council put forward a massive cost-cutting drive, a £750m asset sale programme and a 17.5% rise in council tax bills over two years. The city has also been dealing with the impact of a more than year-long bin strike after the council slashed pay and jobs. In an announcement on Tuesday, the Unite union said workers had voted in favour of extending the strikes beyond the May local elections into September. “The rubbish, the fly-tipping … you’ve got young people, they have no longer got a youth centre,” Collymore said. “When the opportunity was there, Birmingham city council turned their backs and walked away.” The Save Birmingham campaign began in response to the bankruptcy declaration, with the aim of securing the future of community asse...
JD.com, Inc. (NASDAQ:JD) is one of the best e-commerce stocks to buy now. On January 26, BofA revised the price target on JD.com, Inc. (NASDAQ:JD) to $36 from $38 while maintaining a Buy rating on the shares. The firm cut its non-GAAP net profit estimates based on increased consumer incentives and food-delivery losses, revising 2025, 2026, and 2027 revenue growth estimates to 13%, 6%, and 8%, resp...
JD.com, Inc. (NASDAQ:JD) is one of the best e-commerce stocks to buy now. On January 26, BofA revised the price target on JD.com, Inc. (NASDAQ:JD) to $36 from $38 while maintaining a Buy rating on the shares. The firm cut its non-GAAP net profit estimates based on increased consumer incentives and food-delivery losses, revising 2025, 2026, and 2027 revenue growth estimates to 13%, 6%, and 8%, respectively. Why JD.com, Inc. (JD) Surged On Thursday JD.com, Inc. (NASDAQ:JD) also received a rating update from CGS-CIMB on January 16, which maintained a Buy rating with a HK$140.00 price target. Despite near-term pressure, the firm expects an improving outlook, with a quarter-on-quarter improvement anticipated in fiscal Q1 2026. This outlook is supported primarily by a reduced comparison base in electronics and home appliances, along with the eventual introduction of commissions in food delivery once the 2025 waiver period ends. The firm further justified the optimistic rating with a discounted cash flow valuation supporting a target price of HK$140, and the prospect of stronger revenue growth and margin recovery in FY26 from product mix upgrades as well as a healthier third-party ecosystem. JD.com, Inc. (NASDAQ:JD) is an e-commerce company that deals with online retail and online marketplace through its retail website and mobile application. Its operations are divided into four segments: JD Retail, JD Logistics, Dada, and New Businesses segment. The JD Retail segment is engaged in online retail, marketing services, and online marketplace in China, while the JD Logistics segment covers internal and external logistics businesses. The Dada segment is a local on-demand delivery and retail platform in China. The New Businesses segment, in contrast, manages JD Property, Jingxi, and overseas businesses. While we acknowledge the potential of JD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extr...
Alibaba Group Holding Limited (NYSE:BABA) is one of the best e-commerce stocks to buy now. On February 5, Alibaba Group Holding Limited (NYSE:BABA) received a rating update from Aletheia Capital, which reaffirmed a Buy rating on the stock. In a separate development, Reuters reported on February 2 that Alibaba Group Holding Limited (NYSE:BABA) announced plans to spend 3 billion yuan during the Luna...
Alibaba Group Holding Limited (NYSE:BABA) is one of the best e-commerce stocks to buy now. On February 5, Alibaba Group Holding Limited (NYSE:BABA) received a rating update from Aletheia Capital, which reaffirmed a Buy rating on the stock. In a separate development, Reuters reported on February 2 that Alibaba Group Holding Limited (NYSE:BABA) announced plans to spend 3 billion yuan during the Lunar New Year holiday as a means to attract users to its Qwen AI app. Alibaba (BABA) Soars 8% on US Chip Exports Ease to China Reuters stated that the announcement fuels the race between the largest tech firms in China, as Alibaba Group Holding Limited’s (NYSE:BABA) plans triple the spending goals announced by rivals Tencent and Baidu earlier. The pledge is set to start on February 6, and includes incentives for drinks, dining, leisure, and entertainment, with “large red envelopes distributed continuously,” according to the company. For additional perspective, Tencent and Baidu announced plans to spend 1 billion yuan and 500 million yuan on similar promotions for their AI chatbots, respectively. Reuters reported that China’s AI sector is seeing accelerated competition since the launch of DeepSeek’s R1 model in January last year, which shook global AI markets and prompted expedited adoption and increased rivalry among domestic players. Alibaba Group Holding Limited (NYSE:BABA) manages and provides technology infrastructure and marketing platforms. It operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. While we acknowledge the potential of BABA 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...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best e-commerce stocks to buy now. Amazon.com, Inc. (NASDAQ:AMZN) was downgraded from Buy to Neutral by DA Davidson on February 6. The firm also revised the price target on the stock to $175 from $300, telling investors that Amazon.com, Inc. (NASDAQ:AMZN) is “losing the lead” in cloud computing while exhibiting the early signs of a strategic disadvantag...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best e-commerce stocks to buy now. Amazon.com, Inc. (NASDAQ:AMZN) was downgraded from Buy to Neutral by DA Davidson on February 6. The firm also revised the price target on the stock to $175 from $300, telling investors that Amazon.com, Inc. (NASDAQ:AMZN) is “losing the lead” in cloud computing while exhibiting the early signs of a strategic disadvantage in the rapidly evolving and AI-driven retail landscape. The firm brought AWS in comparison with competitors, pointing out that while AWS grew 24% year-over-year, it is falling behind rivals like Microsoft’s Azure and Alphabet’s Google Cloud, which rose 39% and 48%, respectively. Amazon.com, Inc. (AMZN) Is "An Overall Piece," Says Jim Cramer DA Davidson further cited concerns regarding Amazon.com, Inc.’s (NASDAQ:AMZN) retail business, which is struggling to adapt to a “new chat-driven Internet” dominated by Gemini and ChatGPT. The firm believes that the company may need to invest $50 billion in OpenAI to remain competitive in advanced AI models, as it is “scrambling to catch up” and is pushing heavier spending. The firm further stated that Amazon.com, Inc. (NASDAQ:AMZN) could face a “structural disadvantage” without direct AI integrations. In another development, BofA also revised the price target on Amazon.com, Inc. (NASDAQ:AMZN) to $275 from $286 on February 6, maintaining a Buy rating on the shares. The firm told investors that while the fiscal Q1 outlook points towards stable revenue growth on the high-end with the possibility of additional AWS acceleration, investments will weigh on margins. Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology company that provides online retail shopping services. It operates through the North America, International, and Amazon Web Services (AWS) segments. Its AWS segment covers global sales of storage, computers, databases, and other services for government agencies, academic institutions, startups, and enterprises. While we ...