Is PLTR a good stock to buy? We came across a bullish thesis on Palantir Technologies Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc.’s share was trading at $136.88 as of May 25th. PLTR’s trailing and forward P/E were 153.80 and 93.46 respectively according to Yahoo Finance. […]
Is PLTR a good stock to buy? We came across a bullish thesis on Palantir Technologies Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc.’s share was trading at $136.88 as of May 25th. PLTR’s trailing and forward P/E were 153.80 and 93.46 respectively according to Yahoo Finance. […]
Michael Derrer Fuchs/iStock Editorial via Getty Images Airbus ( EADSF ) ( EADSY ) has informed some airline customers that deliveries of certain A320neo-family aircraft scheduled for 2027 and 2028 will slip by several months, Aviation Week reported, citing people familiar with the discussions. The delays are said to affect a limited number of aircraft, with the A321neo, the largest and most in-dem...
Michael Derrer Fuchs/iStock Editorial via Getty Images Airbus ( EADSF ) ( EADSY ) has informed some airline customers that deliveries of certain A320neo-family aircraft scheduled for 2027 and 2028 will slip by several months, Aviation Week reported, citing people familiar with the discussions. The delays are said to affect a limited number of aircraft, with the A321neo, the largest and most in-demand model in the A320neo lineup, among those most impacted, the people said. They requested anonymity because the talks are private. The schedule adjustments underscore the ongoing supply chain challenges facing Airbus as it works to increase production of its best-selling narrowbody jets. The issues come at a time when airlines continue to place strong orders for fuel-efficient aircraft and rival Boeing is gradually increasing output following years of manufacturing disruptions. Airbus ( EADSF ) ( EADSY ) has repeatedly cited shortages of key components as a constraint on A320-family production. The company has also warned that difficulties involving engine supplier Pratt & Whitney ( RTX ) remain a headwind. Delivery shortfalls contributed to a €2.5 billion ($2.9 billion) cash outflow during the first quarter. An Airbus spokesperson did not immediately respond to a request for comment. The latest delays suggest that supply chain bottlenecks continue to weigh on the global aerospace industry despite efforts by manufacturers and suppliers to expand capacity. Separately, the International Air Transport Association warned Sunday that aircraft production worldwide is not growing quickly enough to meet airlines' demand for newer, more fuel-efficient jets. The industry group said airlines are also contending with higher fuel costs, operational disruptions linked to conflict in the Middle East and labor-related pressures, factors that are expected to weigh on profitability this year. More on Airbus SE Airbus SE (EADSY) Q1 2026 Earnings Call Transcript Airbus SE 2026 Q1 - Results -...
Berkshire Hathaway, NYSE:BRK.B, has committed $10 billion in a private placement in Alphabet focused on artificial intelligence infrastructure expansion. The investment is described as Berkshire's first major AI exposure under new CEO Greg Abel. This move marks a clear shift in capital allocation toward a leading technology platform. Berkshire Hathaway, NYSE:BRK.B, is stepping into AI at scale whi...
Berkshire Hathaway, NYSE:BRK.B, has committed $10 billion in a private placement in Alphabet focused on artificial intelligence infrastructure expansion. The investment is described as Berkshire's first major AI exposure under new CEO Greg Abel. This move marks a clear shift in capital allocation toward a leading technology platform. Berkshire Hathaway, NYSE:BRK.B, is stepping into AI at scale while its stock trades around $488.13. Over the past 3 years the stock is up 45.6% and over 5...
naphtalina/iStock via Getty Images Investors head into the week ahead facing a difficult backdrop after a sharp market selloff rattled stocks, bonds, gold and cryptocurrencies, leaving few traditional havens untouched, The Wall Street Journal reported Sunday. Friday's stronger-than-expected U.S. jobs report sparked a broad reassessment of interest-rate expectations. The Nasdaq Composite ( COMP:IND...
naphtalina/iStock via Getty Images Investors head into the week ahead facing a difficult backdrop after a sharp market selloff rattled stocks, bonds, gold and cryptocurrencies, leaving few traditional havens untouched, The Wall Street Journal reported Sunday. Friday's stronger-than-expected U.S. jobs report sparked a broad reassessment of interest-rate expectations. The Nasdaq Composite ( COMP:IND ) fell 4.2%, Treasury yields climbed to their highest levels since early 2025 and traders increased bets that the Federal Reserve could raise rates before year-end. Gold ( XAUUSD:CUR ) also slid toward its lowest levels of 2026. The focus now shifts to two major tests in the coming days: a closely watched inflation report and the debut of SpaceX's ( SPCX ) record-setting initial public offering. Both events could influence investor sentiment at a time when markets are already grappling with higher borrowing costs and concerns about stretched valuations. Some Wall Street veterans warned that Friday's decline exposed vulnerabilities created by the market's heavy reliance on a small group of artificial intelligence-related stocks. Bridgewater Associates founder Ray Dalio said rising bond yields and lofty equity valuations have made fixed-income investments more competitive, raising questions about the sustainability of the market's rally. He also cautioned that speculative enthusiasm surrounding AI shares resembles characteristics seen in past market bubbles. Technology stocks bore the brunt of the selling. Semiconductor shares lost more than $1 trillion in market value over two sessions, although the sector remains sharply higher for the year. Investors had been counting on booming demand for AI infrastructure to drive years of rapid profit growth, but recent earnings updates failed to justify some of the market's most optimistic expectations. The selloff spread globally, dragging down Asian markets heavily exposed to the chip industry. Some strategists said the decline refl...
Assuming all goes as planned, Elon Musk's privately owned SpaceX will go public on Friday, June 12. Although some retail investors may be lucky enough to access shares at the initial public offering, most people will only have the option to buy the stock in the open market after the fact. And this begs the question: Should you do so? Here are some things to consider. Image source: Getty Images. Co...
Assuming all goes as planned, Elon Musk's privately owned SpaceX will go public on Friday, June 12. Although some retail investors may be lucky enough to access shares at the initial public offering, most people will only have the option to buy the stock in the open market after the fact. And this begs the question: Should you do so? Here are some things to consider. Image source: Getty Images. Continue reading
vaeenma/iStock via Getty Images The insurance side of the market is taking off for LendingTree ( TREE ), and it is beginning to manifest in the company's earnings reports. While this segment of the business has contributed some revenue for years, it has exploded higher in recent years. As I reviewed the Q1 2026 earnings report , it was a factor that immediately stood out and grabbed my attention. ...
vaeenma/iStock via Getty Images The insurance side of the market is taking off for LendingTree ( TREE ), and it is beginning to manifest in the company's earnings reports. While this segment of the business has contributed some revenue for years, it has exploded higher in recent years. As I reviewed the Q1 2026 earnings report , it was a factor that immediately stood out and grabbed my attention. I would like to discuss that along with other reasons for optimism and why I see LendingTree as a must-own today. Q1 2026 Report Was Outstanding, but Shares Sold Off Anyway The Q1 2026 earnings report reflected a level of strength throughout the business that is worthy of admiration. The topline figures looked like this: Revenue of $327.27M for a gain of 36.53% YoY EPS of $1.53, or a $0.06 beat compared with analysts' expectations Both of those are strong figures that should have immediately grabbed headlines. Yet, the market reaction to this beat was rather odd to me as the stock sold off considerably shortly after the report's release on April 30, 2026: Data by YCharts In my opinion, this actually creates an excellent opportunity to purchase shares at a discount here. Wall Street has been so upbeat about LendingTree shares that even a significant beat on revenue and EPS isn't good enough. However, I believe this creates an opportunity for those who buy shares now to get in at an excellent price point. Insurance Business Revenue Soars Perhaps the most bullish thing that I saw throughout the entire Q1 2026 report is what the insurance business is doing for LendingTree at this time. Scott Peyree, CEO, President & Director of the company, spoke about the insurance side of the business and said the following: We had an exceptional start to the year. Adjusted EBITDA grew 71% year-over-year on a 37% increase in revenue, driven by a very strong performance in our Insurance segment and a healthy contribution from Consumer. We had a record revenue quarter. And it was the highest qu...
Brazilian planemaker Embraer expects to eventually bring its E2 jets into China, seeing a role for the aircraft among the country’s domestically developed models, a senior executive told Reuters on Sunday. “We have a dedicated team in Beijing, they’re day-to-day working in China,” Embraer Commercial Aviation CEO Arjan Meijer said on the sidelines of a global gathering of top airline executives ...
Brazilian planemaker Embraer expects to eventually bring its E2 jets into China, seeing a role for the aircraft among the country’s domestically developed models, a senior executive told Reuters on Sunday. “We have a dedicated team in Beijing, they’re day-to-day working in China,” Embraer Commercial Aviation CEO Arjan Meijer said on the sidelines of a global gathering of top airline executives in Rio de Janeiro. “We believe the E2 family is the ideal complement to the indigenous products of...
Heading into summer 2026, some crypto investors are pondering whether they should chase after the blistering hot returns of new, unproven cryptocurrencies, or put their faith in longtime market stalwarts with proven track records. I'm in the second camp. I'm investing for the long term, and that's why I'm picking Bitcoin (CRYPTO: BTC) as the one cryptocurrency to buy if I could pick only one. Most...
Heading into summer 2026, some crypto investors are pondering whether they should chase after the blistering hot returns of new, unproven cryptocurrencies, or put their faith in longtime market stalwarts with proven track records. I'm in the second camp. I'm investing for the long term, and that's why I'm picking Bitcoin (CRYPTO: BTC) as the one cryptocurrency to buy if I could pick only one. Most importantly, Bitcoin has a historical track record that no other cryptocurrency can match. In six of the past 10 years, it has delivered returns of 80% or higher. And it has never had back-to-back losing years. While there are no guarantees, that leads me to think that Bitcoin, down 44% from its all-time high in 2025, may be on the cusp of a major recovery. Continue reading