In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Comfort Systems USA Inc (Symbol: FIX) has taken over the #33 spot from Williams Cos Inc (Symbol: WMB), according to ETF Channel . Below is a chart of Comfort Systems USA Inc versus Williams Cos Inc plotting their respective rank within the S&P 500 over time (FIX plotted in blue; WMB plotted...
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Comfort Systems USA Inc (Symbol: FIX) has taken over the #33 spot from Williams Cos Inc (Symbol: WMB), according to ETF Channel . Below is a chart of Comfort Systems USA Inc versus Williams Cos Inc plotting their respective rank within the S&P 500 over time (FIX plotted in blue; WMB plotted in green): Below is a three month price history chart comparing the stock performance of FIX vs. WMB: FIX is currently trading up about 3.5%, while WMB is down about 1.8% midday Tuesday. Favorites » Further FIX Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Palantir Technologies (PLTR) is pushing into supply chain software, making a pitch that directly challenges one of the largest models in corporate computing. The company claims software-as-a-service, or SaaS, could not be flexible enough for big companies with complex operations. Palantir ...
Palantir Technologies (PLTR) is pushing into supply chain software, making a pitch that directly challenges one of the largest models in corporate computing. The company claims software-as-a-service, or SaaS, could not be flexible enough for big companies with complex operations. Palantir ...
A study of analyst recommendations at the major brokerages shows that ArcelorMittal SA (Symbol: MT) is the #16 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed ...
A study of analyst recommendations at the major brokerages shows that ArcelorMittal SA (Symbol: MT) is the #16 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index , according to Metals Channel . The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility. From the other direction, when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor. MT operates in the Non-Precious Metals & Non-Metallic Mining sector, among companies like Southern Copper Corp (SCCO) which is up about 2% today, and Ternium S A (TX) trading lower by about 0.5%. Below is a three month price history chart comparing the stock performance of MT, versus SCCO and TX. MT is currently trading trading flat midday Thursday. Analyst Favorites of the Metals Channel Global Mining Titans Index » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Kwarkot As Q1 earnings season comes to an end, investors are closely tracking updated quant ratings to evaluate opportunities across the REIT sector. The State Street Real Estate Select Sector SPDR ETF ( XLRE) has continued to outperform the broader market in 2026. The ETF has gained 10.87% year-to-date, compared with the S&P 500’s ( SP500 ) 9.17% return. During the first quarter, XLRE posted a 1....
Kwarkot As Q1 earnings season comes to an end, investors are closely tracking updated quant ratings to evaluate opportunities across the REIT sector. The State Street Real Estate Select Sector SPDR ETF ( XLRE) has continued to outperform the broader market in 2026. The ETF has gained 10.87% year-to-date, compared with the S&P 500’s ( SP500 ) 9.17% return. During the first quarter, XLRE posted a 1.11% gain, while the S&P 500 declined 4.81%. The REIT sector remains sensitive to interest rate movements and housing market conditions. The SA analyst highlighted that Freddie Mac reported on May 21 that the average 30-year fixed mortgage rate increased to 6.51% from 6.36% in the prior week, though it stayed below the 6.86% level recorded a year ago. Post-earnings quant scorecard: Below is a summary of mid-cap REIT companies ranked by their latest quant scores. Top-quant rated stocks: EPR Properties ( EPR ), Quant Rating: 4.83, Strong Buy. CareTrust REIT ( CTRE ), Quant Rating: 4.76, Strong Buy. Healthcare Realty Trust ( HR ), Quant Rating: 4.53, Strong Buy. Getty Realty ( GTY ), Quant Rating: 4.38, Strong Buy. Agree Realty ( ADC ), Quant Rating: 4.33, Strong Buy. Bottom-quant-rated stocks: Fermi ( FRMI ), Quant Rating: 1.02, Strong Sell. Howard Hughes Holdings ( HHH ), Quant Rating: 1.36, Strong Sell. Vornado Realty Trust ( VNO ), Quant Rating: 1.38, Strong Sell. Medical Properties Trust ( MPT ), Quant Rating: 1.44, Strong Sell. SL Green Realty ( SLG ), Quant Rating: 1.50, Strong Sell. More on State Street® Real Estate Select Sector SPDR® ETF, EPR Properties, etc. Weekly Market Pulse: The Real Deal Getty Realty: Stable Income And Quiet Execution Support This Lesser-Known REIT Fermi Inc. (FRMI) Shareholder/Analyst Call Prepared Remarks Transcript Real estate stocks outperform broader markets Mortgage rates fluctuate in narrow range
Billionaire hedge fund veteran Dan Loeb once waved the Microsoft Corporation (MSFT) flag louder than most institutional investors on Wall Street. During Q3 2025, the Third Point founder doubled down on Microsoft, turning the stock into the Fund’s third largest holding at 6.9% of the portfolio , an unequivocal bet on the tech giant's artificial intelligence (AI) ambitions. Yet, the confidence vanis...
Billionaire hedge fund veteran Dan Loeb once waved the Microsoft Corporation (MSFT) flag louder than most institutional investors on Wall Street. During Q3 2025, the Third Point founder doubled down on Microsoft, turning the stock into the Fund’s third largest holding at 6.9% of the portfolio , an unequivocal bet on the tech giant's artificial intelligence (AI) ambitions. Yet, the confidence vanished in one fell swoop during Q1 2026 after Third Point completely dumped its 925,000 share Microsoft position , ending an investment the firm had carried since late 2022. Loeb pulled the plug as he steered capital away from mega-cap technology names toward event-driven investing, activism, and private credit opportunities that he described as “massive.” MSFT stock did not do Loeb any favors this year either. Its shares stumbled badly in 2026, falling 14.18% year-to-date (YTD) as investors wrestled with swelling AI infrastructure costs that still have not produced matching revenue growth. Slower Azure expansion added fuel to the fire while concerns around heavy customer concentration in Microsoft’s cloud backlog kept nerves on edge. Even so, Loeb’s exit appears tied more to portfolio reshuffling than any collapse in Microsoft’s long-term muscle. Wall Street still treats the company as one of technology’s biggest heavyweights despite the recent bruising. About Microsoft Stock Headquartered in Redmond, Washington, Microsoft commands one of the biggest technology ecosystems on the planet, covering cloud computing, workplace software, AI, gaming, search, and professional networking. Carrying a market cap $3.11 trillion , the company operates powerhouse businesses that include Windows, Azure, Microsoft 365, Xbox, LinkedIn, GitHub, and Copilot while helping consumers and enterprises communicate, build software, work digitally, and access entertainment around the globe. Even at that scale, the stock has had a rough stretch. It shed nearly 7.81% over the last 52 weeks and dropped an...
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Comfort Systems USA is now the #33 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values. Looking at the stock price movement year to dat...
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Comfort Systems USA is now the #33 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each broker, and then ranking the 500 components by those average opinion values. Looking at the stock price movement year to date, Comfort Systems USA is showing a gain of 102.8%. VIDEO: S&P 500 Analyst Moves: FIX The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A proposed peace agreement between Iran and the US seemed to still be in prospect on Tuesday despite US bombings of Iranian targets – the first military action by Washington since the 8 April ceasefire. The Iranian foreign ministry denounced the US attack – aimed at missile launchers and efforts to lay fresh mines in the strait of Hormuz – as “an act of bad faith” and “a definitive violation of th...
A proposed peace agreement between Iran and the US seemed to still be in prospect on Tuesday despite US bombings of Iranian targets – the first military action by Washington since the 8 April ceasefire. The Iranian foreign ministry denounced the US attack – aimed at missile launchers and efforts to lay fresh mines in the strait of Hormuz – as “an act of bad faith” and “a definitive violation of the ceasefire”, adding that it would not leave aggression unanswered. But it conspicuously did not pull out of the talks that were continuing under the joint mediation of Pakistan and Qatar. The Iranian military also announced no specific reprisals at this stage, suggesting it did not want the attack – which killed four Iranian soldiers – to disrupt the delicate last steps towards an agreement that it intends to hail as one of the great milestones in Iran’s history of resistance. Brent oil futures climbed 4% after news of the renewed fighting. In a sign that the US president, Donald Trump, recognises the conflict has reached a decisive point, he is convening a rare cabinet meeting at Camp David, the presidential retreat in Maryland. It will be only the second time Trump has visited the compound in his second term. Iran’s parliamentary speaker and chief negotiator, Mohammad Bagher Ghalibaf, remained in Doha for a second day on Tuesday trying to agree the means by which more than $12bn (£9bn) in frozen Iranian assets could be unlocked and sent to an Iranian account. He is also seeking sanctions relief for Iran’s oil and petrochemical exports for the 60-day period set aside to negotiate fresh constraints on Iran’s nuclear programme. A separate 30-day timeframe has been allocated in the agreement for the US to lift the blockade of Iranian oil ports and for Iran to allow commercial shipping through the strait of Hormuz, restoring maritime traffic to levels before Israel and the US launched the war on 28 February. View image in fullscreen Vessels anchored in the strait of Hormuz on...
Key Points AST SpaceMobile is pioneering a space-based cellular network that connects standard smartphones directly to satellites. Rocket Lab offers a diversified space portfolio, ranging from rocket launches to complex satellite manufacturing. Which space-focused company is the better addition to your portfolio for the year 2026? Find out. 10 stocks we like better than AST SpaceMobile › Space exp...
Key Points AST SpaceMobile is pioneering a space-based cellular network that connects standard smartphones directly to satellites. Rocket Lab offers a diversified space portfolio, ranging from rocket launches to complex satellite manufacturing. Which space-focused company is the better addition to your portfolio for the year 2026? Find out. 10 stocks we like better than AST SpaceMobile › Space exploration is no longer limited to government agencies with massive budgets. As private companies race to dominate the final frontier, investors are looking to AST SpaceMobile (NASDAQ:ASTS) and Rocket Lab USA (NASDAQ:RKLB) to see which stock offers a smoother flight. While both companies operate above the atmosphere, their business models are worlds apart. AST SpaceMobile focuses on providing cellular broadband directly to standard smartphones from space, while Rocket Lab provides a full suite of launch services and satellite components. The case for AST SpaceMobile AST SpaceMobile aims to eliminate dead zones by building a satellite constellation that connects directly to the billions of mobile phones already in use. The company works with mobile network operators like AT&T (NYSE:T), Verizon (NYSE:VZ), and Vodafone (NASDAQ:VOD) through revenue-sharing agreements rather than selling directly to consumers. Customer concentration like this adds a layer of risk to the business, as the company depends on these commercial partners for the majority of its revenue. In tech stocks like this, growth often precedes profits. In FY 2025, revenue skyrocketed 1,500% (yes, you read that right) to $70.9 million. The company still reported a net loss as it continues to build out its satellite constellation. As of its December 2025 balance sheet, the debt-to-equity ratio was roughly 1.2x. This ratio measures total debt against shareholder equity to show how a company finances its operations. The current ratio, which measures the ability to pay short-term debts with current assets, was approxim...
Kwarkot As Q1 earnings season wraps up, investors are increasingly turning toward updated quant ratings to identify opportunities across the REIT sector. Of note, the State Street Real Estate Select Sector SPDR ETF ( XLRE) has outperformed the broader market so far in 2026. The ETF has gained 10.87% year-to-date, ahead of the S&P 500’s ( SP500 ) 9.17% return. During Q1 alone, XLRE delivered a 1.11...
Kwarkot As Q1 earnings season wraps up, investors are increasingly turning toward updated quant ratings to identify opportunities across the REIT sector. Of note, the State Street Real Estate Select Sector SPDR ETF ( XLRE) has outperformed the broader market so far in 2026. The ETF has gained 10.87% year-to-date, ahead of the S&P 500’s ( SP500 ) 9.17% return. During Q1 alone, XLRE delivered a 1.11% return, compared with the S&P 500’s decline of 4.81%. The sector continues to navigate a mixed macro backdrop tied to interest rates and housing affordability. Freddie Mac reported on May 21 that the average 30-year fixed mortgage rate rose to 6.51% from 6.36% a week earlier, though it remained below the 6.86% level seen a year ago, highlighted by an SA analyst . To evaluate opportunities across the REIT space, Seeking Alpha’s Quant system currently ranks the stocks across valuation, growth, profitability, momentum, and earnings estimate revisions following their latest quarterly reports. Post-earnings quant scorecard: Below is a summary of small-cap REIT companies with market capitalizations between roughly $300M and $2B. Top-quant rated stocks: Postal Realty Trust ( PSTL ), Quant Rating: 4.96, Strong Buy. Chatham Lodging Trust ( CLDT ), Quant Rating: 4.93, Strong Buy. Sila Realty Trust ( SILA ), Quant Rating: 4.90, Strong Buy. NewLake Capital Partners ( NLCP ), Quant Rating: 4.86, Strong Buy. Xenia Hotels & Resorts ( XHR ), Quant Rating: 4.80, Strong Buy. Bottom-quant-rated stocks: Service Properties Trust ( SVC ), Quant Rating: 1.00, Strong Sell. JBG SMITH Properties ( JBGS ), Quant Rating: 1.19, Strong Sell. NexPoint Residential Trust ( NXRT ), Quant Rating: 1.25, Strong Sell. Brandywine Realty Trust ( BDN ), Quant Rating: 1.27, Strong Sell. SmartStop Self Storage REIT ( SMA ), Quant Rating: 1.30, Strong Sell. More on State Street® Real Estate Select Sector SPDR® ETF, Postal Realty Trust, etc. Weekly Market Pulse: The Real Deal NewLake Capital Partners: 12% Yield Too ...
Shareholders of UWM Holdings Corp (Symbol: UWMC) looking to boost their income beyond the stock's 12.7% annualized dividend yield can sell the January 2028 covered call at the $5 strike and collect the premium based on the 45 cents bid, which annualizes to an additional 8.5% rate of return against the current stock price (at Stock Options Channel we call this the), for a total of 21.1% annualized ...
Shareholders of UWM Holdings Corp (Symbol: UWMC) looking to boost their income beyond the stock's 12.7% annualized dividend yield can sell the January 2028 covered call at the $5 strike and collect the premium based on the 45 cents bid, which annualizes to an additional 8.5% rate of return against the current stock price (at Stock Options Channel we call this the), for a total of 21.1% annualized rate in the scenario where the stock is not called away. Any upside above $5 would be lost if the stock rises there and is called away, but UWMC shares would have to advance 55.8% from current levels for that to occur, meaning that in the scenario where the stock is called, the shareholder has earned a 69.8% return from this trading level, in addition to any dividends collected before the stock was called. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of UWM Holdings Corp, looking at the dividend history chart for UWMC below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 12.7% annualized dividend yield. Below is a chart showing UWMC's trailing twelve month trading history, with the $5 strike highlighted in red: The chart above, and the stock's historical volatility, can be a helpful guide in combination with fundamental analysis to judge whether selling the January 2028 covered call at the $5 strike gives good reward for the risk of having given away the upside beyond $5. (Do most options expire worthless? This and six other common options myths debunked). We calculate the trailing twelve month volatility for UWM Holdings Corp (considering the last 250 trading day closing values as well as today's price of $3.15) to be 54%. For other call options contract ideas at the various different available expirations, visit the UWMC Stock Options page of StockOptionsChannel.com. In mid-afternoon tradin...
The New York Knicks are headed to their first NBA Finals in nearly three decades, sending shares of parent company Madison Square Garden Sports Corp. to a fresh record on Tuesday. The stock climbed as much as 4.2% as of 1:05 p.m. in New York to hit an all-time high. Shares of the Knicks and New York Rangers owner are up 39% so far this year, on pace for a record annual gain. The surge has also pus...
The New York Knicks are headed to their first NBA Finals in nearly three decades, sending shares of parent company Madison Square Garden Sports Corp. to a fresh record on Tuesday. The stock climbed as much as 4.2% as of 1:05 p.m. in New York to hit an all-time high. Shares of the Knicks and New York Rangers owner are up 39% so far this year, on pace for a record annual gain. The surge has also pushed the firm’s market valuation above $8.6 billion, while the Knicks franchise alone is estimated to be worth about $10 billion. On Monday night, the Knicks defeated the Cleveland Cavaliers in Game 4 of the Eastern Conference finals to clinch a 4-0 series sweep. The victory has propelled the Knicks to the NBA Finals for the first time since 1999. So far this year, MSG Sports shares have outperformed those of Madison Square Garden Entertainment Corp. , which operates a portfolio of venues that includes the Knicks’ hometown arena Madison Square Garden, as well as Radio City Music Hall and Beacon Theatre. MSG Entertainment shares are up 29% in 2026. But while the Knicks’ success has driven much of the stock’s recent strength, another major catalyst can be tied to the company’s plans to separate its professional sports teams into two distinct, publicly-traded companies. The proposed split of the Knicks and Rangers would continue MSG Sports chief executive officer James Dolan ’s pattern of restructuring MSG assets into narrower public companies. Wall Street analysts view the potential spinoff as a way to more clearly reflect the market valuations of both franchises, while strong consumer demand for live events also makes the shares more attractive. “MSGS has really had a great first half of 2026, with the headliner being the potential separation of the teams, which they recently took another step in pursuing,” said Bloomberg Intelligence analyst Kevin Near . “The Knicks making it to the finals was unexpected entering the playoffs and we’ve been seeing some positive consensus rev...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap technology companies ( XLK ) with ...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of mid-cap technology companies ( XLK ) with market capitalizations between $2 billion and $10 billion, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged. Top-quant rated stocks: MaxLinear ( MXL ), Quant rating: 4.99 , Strong Buy AXT ( AXTI ), Quant rating: 4.99 , Strong Buy POET Technologies, Quant rating: 4.98 , Strong Buy Penguin Solutions ( PENG ), Quant rating: 4.97 , Strong Buy Himax Technologies ( HIMX ), Quant rating: 4.97 , Strong Buy Bottom-quant rated stocks: GPGI ( GPGI ), Quant rating: 1.10 , Strong Sell Pony AI ( PONY ), Quant rating: 1.13 , Strong Sell Badger Meter ( BMI ), Quant rating: 1.19 , Strong Sell Life360 ( LIF ), Quant rating: 1.30 , Strong Sell Universal Display ( OLED ), Quant rating: 1.33 , Strong Sell More on State Street Technology Select Sector SPDR ETF An AI Infrastructure Sanity Check And Where Do We Go From Here As Chip Stocks Warn Of 'Empire State Building' Top, How To Profit No Matter What Happens Next VGT And XLK: Why I Am Downgrading Them AI hyperscalers hold less net debt than broader S&P 500 Bespoke’s ‘AI Doom’ basket bounces after brutal 2026 selloff
Key Points Delek's torrid 2026 pace is prompting concerns about stretched valuation. The stock’s recent slide into a correction compounds those worries. Some market observers argue the stock is misunderstood and undervalued. 10 stocks we like better than Delek Us › Sometimes, stocks catch lightning in a bottle. Delek US Holdings (NYSE: DK) is a good example. Over the past 12 months, shares of the ...
Key Points Delek's torrid 2026 pace is prompting concerns about stretched valuation. The stock’s recent slide into a correction compounds those worries. Some market observers argue the stock is misunderstood and undervalued. 10 stocks we like better than Delek Us › Sometimes, stocks catch lightning in a bottle. Delek US Holdings (NYSE: DK) is a good example. Over the past 12 months, shares of the integrated energy refiner have jumped 122%. It sure helps when energy stocks and small-cap equities, of which Delek is both, are simultaneously displaying leadership traits. With the stock up 47% year to date but about 12% below its 52-week high, it's in correction territory, raising concerns that the shares are overvalued. Some market observers may argue that the stock is significantly overvalued. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Stoking those valuation worries is the point that there's been some recent insider selling at the Tennessee-based energy company. At any company, directors and high-ranking executives sell shares for various reasons. Sometimes it's as simple as diversifying their personal portfolios, but at other times those transactions signal valuation concerns. However, that's not necessarily the case with Delek. Actually, some signs point to the stock being undervalued. Here's why. Trapping value, but not a value trap In the eyes of some investors, Delek's value case centers on its 63.3% interest in Delek Logistics Partners (NYSE: DKL), a midstream crude oil gatherer, processor, and transporter of refined energy products. The logistics business has a market capitalization of $2.8 billion, meaning Delek's stake is worth nearly $1.8 billion, implying the refiner could unlock significant value for shareholders by spinning off or selling or a portion of that interest. By some esti...
Justin Paget/DigitalVision via Getty Images We cover many of the common stocks within the mortgage REIT sector. Compared to many other sectors, we view mortgage REIT common stocks as carrying relatively high risk. Therefore, risk-averse investors, or those looking to buy and hold, should focus on preferred shares if they want to invest in the mREIT sector. Preferred shares offer a way into the sec...
Justin Paget/DigitalVision via Getty Images We cover many of the common stocks within the mortgage REIT sector. Compared to many other sectors, we view mortgage REIT common stocks as carrying relatively high risk. Therefore, risk-averse investors, or those looking to buy and hold, should focus on preferred shares if they want to invest in the mREIT sector. Preferred shares offer a way into the sector without taking on as much risk. While some preferred shares within the sector still carry relatively high risk, they are uncommon. One of the advantages of these preferred shares is that they frequently come with very attractive dividend yields relative to many other income strategies. AGNC Investment Corp ( AGNC ) Preferred Share AGNC currently offers several preferred shares. The one we will be focusing on today is AGNCL ( AGNCL ). AGNCL appears to be attracting significant attention because it is a FTR (fixed-to-reset) preferred share. For investors unfamiliar with the structure, FTR shares reset every 5 years after call protection ends and use the 5-year Treasury. Recently, the market seems to be showing a preference for AGNCL when compared to the other AGNC preferred shares. Investors appear willing to pay a premium for protection against future lower rates. Investors' enthusiasm for shares of AGNCL has pushed it materially above where we believe it should be compared to AGNC’s other options. It’s caused AGNCL to have a stripped yield that is currently relatively low: The REIT Forum The current stripped yield is only 7.87%. While that’s not terrible in isolation, other AGNC shares are trading materially above 8%. Investors should focus on stripped yield instead of current yield because stripped yield accounts for dividend accrual. The key feature with AGNCL shares is the fixed-to-reset structure. Unlike a fixed-rate preferred share, it will reset based on the 5-year Treasury. The reset rate will start on 10/15/2027: The REIT forum Investors are likely paying too mu...
Shares of Palantir Technologies (PLTR) are down about 23% year-to-date, significantly underperforming the benchmark index, which has gained over 9% during the same period. Moreover, Palantir stock is down 34% from its 52-week high of $207.52. The selloff comes after mounting concerns over valuation. For months, Palantir traded at a premium far above most software peers and even above mega-cap tech...
Shares of Palantir Technologies (PLTR) are down about 23% year-to-date, significantly underperforming the benchmark index, which has gained over 9% during the same period. Moreover, Palantir stock is down 34% from its 52-week high of $207.52. The selloff comes after mounting concerns over valuation. For months, Palantir traded at a premium far above most software peers and even above mega-cap tech companies. At the same time, investors began reassessing the competitive landscape from artificial intelligence (AI) companies, putting pressure on software stocks, including Palantir. But despite the pullback, the company’s underlying business appears stronger than ever. Demand for Palantir’s Artificial Intelligence Platform (AIP) continues to accelerate as enterprises ramp up AI spending. The company is also expanding margins, winning more contracts, and increasing customer spending across its platform ecosystem. Further, the recent correction has also cooled some of the valuation concerns that previously kept many investors on the sidelines. So, after the steep decline, is this an opportunity to buy one of the fastest-growing enterprise AI software companies’ stock? Let’s take a closer look. Palantir’s Explosive Growth Strengthens the Bull Case The momentum in Palantir’s business continued in 2026 with the company delivering a solid Q1 performance. Its top line surged 85% year-over-year and 16% sequentially to $1.63 billion, marking the 11th consecutive quarter of accelerating growth. The continued acceleration in growth rate signals that the demand for Palantir’s AI platform is expanding rapidly. Palantir’s customer metrics were impressive. Total customer count climbed 31% year-over-year to 1,007, while spending from its largest clients continued to increase. Trailing 12-month revenue from Palantir’s top 20 customers rose 55% year-over-year to $108 million per customer. The strongest momentum continues to come from the U.S., where Palantir’s business crossed into tripl...
American Airlines plans to install SpaceX’s Starlink satellite internet service on more than 500 planes, solidifying the Elon Musk company’s lead among U.S. air carriers.
American Airlines plans to install SpaceX’s Starlink satellite internet service on more than 500 planes, solidifying the Elon Musk company’s lead among U.S. air carriers.
Here are the companies making headlines in midday trading. Micron Technology — Shares popped nearly 18%, touching a new high and lifting the company's market capitalization to $1 trillion. UBS raised its price target on the stock to $1,625 from $535, suggesting shares could more than double from Friday's close. Shares have gained more than 800% in the past 12 months. Semiconductors — Chip stocks r...
Here are the companies making headlines in midday trading. Micron Technology — Shares popped nearly 18%, touching a new high and lifting the company's market capitalization to $1 trillion. UBS raised its price target on the stock to $1,625 from $535, suggesting shares could more than double from Friday's close. Shares have gained more than 800% in the past 12 months. Semiconductors — Chip stocks rose on Tuesday, with the VanEck Semiconductor ETF (SMH) gaining more than 3% to touch a new 52-week high. On Semiconductor added nearly 9%, as did Western Digital . Advanced Micro Devices gained 6%. Oklo — The nuclear tech company rose 6% after announcing that the Department of Energy chose it for advanced discussions for using Cold War-era plutonium as fuel for nuclear reactors. Oklo said it will be working with European nuclear reactor developer Newcleo to produce the fuel. Modine Manufacturing — The maker of HVAC components jumped 16% after announcing it has reached a $4 billion agreement through 2029 with one of its strategic data center customers. The company will provide this customer with its Airedale by Modine cooling solution. Qualcomm — The chipmaker gained 3% after Bloomberg reported that Qualcomm reached a deal with TikTok owner ByteDance to supply the company with chips for its artificial intelligence data centers. AutoZone — The automotive parts distributor dropped more than 10% after AutoZone CEO Phil Daniele said international sales were challenged in its most recent quarter, even as domestic sales continued to do well. The company posted third-quarter revenue of $4.84 billion, below the FactSet consensus estimate of $4.86 billion. Quarterly earnings of $38.07 per share did exceed the expected $36.22. Eli Lilly — The pharmaceutical stock gained 1% after Eli Lilly said it's acquiring three companies — Curevo, LimmaTech Biologics AG and Vaccine Company — to build its infectious diseases portfolio. Ferrari — U.S.-listed shares of the Italian luxury carmaker fel...