It’s the year of the mega-cap AI IPO, with SpaceX readying for a mid-June IPO, valued at $1.75 trillion, and Anthropic poised for its own big moment later in the year. Undoubtedly, if a piece of Elon Musk’s legendary space and AI company doesn’t tempt you, perhaps a stake in the company behind Claude and ... The Newest AI Winner Is Far Cheaper Than Anthropic — Plus, It’s Already Profitable
It’s the year of the mega-cap AI IPO, with SpaceX readying for a mid-June IPO, valued at $1.75 trillion, and Anthropic poised for its own big moment later in the year. Undoubtedly, if a piece of Elon Musk’s legendary space and AI company doesn’t tempt you, perhaps a stake in the company behind Claude and ... The Newest AI Winner Is Far Cheaper Than Anthropic — Plus, It’s Already Profitable
Oil Prices Fall As White House Signals Will Maintain A Ceasefire With Iran Unless American Troops Are Killed President Trump in an early Thursday morning Truth Social post has said the United States is " in the middle of my final negotiations to end the War" - while blasting the Republicans who voted the night prior to limit war powers "GRANDSTANDERS" and "unpatriotic". Even though Iran is denying...
Oil Prices Fall As White House Signals Will Maintain A Ceasefire With Iran Unless American Troops Are Killed President Trump in an early Thursday morning Truth Social post has said the United States is " in the middle of my final negotiations to end the War" - while blasting the Republicans who voted the night prior to limit war powers "GRANDSTANDERS" and "unpatriotic". Even though Iran is denying that any direct negotiations are taking place, following a big flare-up this week in new tit-for-tat fighting which involved Iran sending more missiles and drones on Gulf states, especially Kuwait, the reference to 'final negotiations' was possibly enough to get oil prices to react, with a drop in crude. There was also a report that the White House intends to maintain a ceasefire with Iran unless American troops are killed . As for the House vote, it was seen as a rare direct rebuke of Trump and the fact that this war - which the American public was promised would be a 'short' military action of possibly a few 'days' or 'weeks' - is now approaching 100 days, and the war powers passed 215-208, with the four Republicans joining all Democrats in voting yes being Brian Fitzpatrick of Pennsylvania, Thomas Massie of Kentucky, Tom Barrett of Michigan and Warren Davidson of Ohio. Trump's new apparent strategy to just wait things out with no new planned military attacks has been featured in The Wall Street Journal as follows : President Trump has told aides privately that he would consider ending the ceasefire with Iran if Tehran kills American troops, U.S. officials said , insisting that the weekslong pause in airstrikes remains intact despite a steady stream of violent skirmishes. The president’s reluctance to reignite the war suggests he might be willing to withstand smaller flare-ups for weeks—or even months —to avoid a broader conflict in the Middle East. And Rubio appeared to second this in fielding questions about this week's violence: Secretary of State Marco Rubio describe...
hapabapa Palantir Technologies ( PLTR ) made several announcements at its annual AIPCon event on Thursday, including a partnership with Google ( GOOG ) ( GOOGL ). Shares were little changed in premarket trading. As part of the partnership, Palantir will be integrated across Google Cloud platforms, and it will be available on Google Cloud Marketplace, Palantir said. It will also provide “two-way da...
hapabapa Palantir Technologies ( PLTR ) made several announcements at its annual AIPCon event on Thursday, including a partnership with Google ( GOOG ) ( GOOGL ). Shares were little changed in premarket trading. As part of the partnership, Palantir will be integrated across Google Cloud platforms, and it will be available on Google Cloud Marketplace, Palantir said. It will also provide “two-way data federation between BigQuery and Foundry for new and existing customers, as well as the two-way semantic exchange between Google’s Knowledge Catalog and Foundry’s Ontology,” Palantir said in a statement. There will also be deeper connectivity between Google's Gemini and Palantir AIP to allow customers to connect AI models for their workflows. “Our customers are relentless in their ambitions, and clear about the need for holistic architectures,” says Akshay Krishnaswamy, Palantir’s Chief Architect, in a statement . “Our partnership with Google Cloud marries the years of investments that customers have made into Google’s Knowledge Catalog, BigQuery, and Cloud Storage with the operational force of Foundry and AIP, and enables them to unleash Gemini alongside their Ontology-powered AI strategy.” Separately, on Thursday, Palantir signed a multi-year, multi-million dollar deal with privately held construction firm McCarthy Building Companies. McCarthy will use Palantir's Artificial Intelligence Platform to create a connected AI operating system across its entire company. Palantir also signed a multi-year, multi-million dollar enterprise expansion with Mexico's largest insurance company, GNP Seguros. GNP Seguros will use Palantir's AI Platform to aid with claims fraud, underwriting, increase claims efficiency, and insurance coverage. The company also confirmed previous reporting that it had signed a deal with law firm Kirkland & Ellis to aid private equity fundraising. More on Palantir and Alphabet Palantir: Strong Execution, But The Budget Ceiling Is Now Visible Alphabet: A Sur...
hapabapa Palantir Technologies ( PLTR ) made several announcements at its annual AIPCon event on Thursday, including a partnership with Google ( GOOG ) ( GOOGL ). Shares were little changed in premarket trading. As part of the partnership, Palantir will be integrated across Google Cloud platforms, and it will be available on Google Cloud Marketplace, Palantir said. It will also provide “two-way da...
hapabapa Palantir Technologies ( PLTR ) made several announcements at its annual AIPCon event on Thursday, including a partnership with Google ( GOOG ) ( GOOGL ). Shares were little changed in premarket trading. As part of the partnership, Palantir will be integrated across Google Cloud platforms, and it will be available on Google Cloud Marketplace, Palantir said. It will also provide “two-way data federation between BigQuery and Foundry for new and existing customers, as well as the two-way semantic exchange between Google’s Knowledge Catalog and Foundry’s Ontology,” Palantir said in a statement. There will also be deeper connectivity between Google's Gemini and Palantir AIP to allow customers to connect AI models for their workflows. “Our customers are relentless in their ambitions, and clear about the need for holistic architectures,” says Akshay Krishnaswamy, Palantir’s Chief Architect, in a statement . “Our partnership with Google Cloud marries the years of investments that customers have made into Google’s Knowledge Catalog, BigQuery, and Cloud Storage with the operational force of Foundry and AIP, and enables them to unleash Gemini alongside their Ontology-powered AI strategy.” Separately, on Thursday, Palantir signed a multi-year, multi-million dollar deal with privately held construction firm McCarthy Building Companies. McCarthy will use Palantir's Artificial Intelligence Platform to create a connected AI operating system across its entire company. Palantir also signed a multi-year, multi-million dollar enterprise expansion with Mexico's largest insurance company, GNP Seguros. GNP Seguros will use Palantir's AI Platform to aid with claims fraud, underwriting, increase claims efficiency, and insurance coverage. The company also confirmed previous reporting that it had signed a deal with law firm Kirkland & Ellis to aid private equity fundraising. More on Palantir and Alphabet Palantir: Strong Execution, But The Budget Ceiling Is Now Visible Alphabet: A Sur...
Editor's note: Seeking Alpha is proud to welcome Blue Zenith Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Spencer Platt/Getty Images News Rivian Automotive, Inc. ( RIVN ), an American electric carma...
Editor's note: Seeking Alpha is proud to welcome Blue Zenith Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Spencer Platt/Getty Images News Rivian Automotive, Inc. ( RIVN ), an American electric carmaker, was founded in 2009 and is headquartered in Irvine, California. They primarily design, build, and sell EVs. Their products currently operate in the truck and SUV categories. Additionally, they do have a software and services segment that is reported on separately from the automotive segment and is seeing strong growth. Part of their mission statement is, "An American company with a global mindset, we’re focused on building electric vehicles that inspire exploration of this planet we all call home." Known for the stylish R1T and R1S models you see all over the roads, they are now focused on their biggest launch yet, the R2 SUV. In 2025, they reported revenue of $5.38 billion , up from $4.97 billion in 2024. They posted their first full-year gross profit in 2025, reaching a 9.3% gross margin in Q4. This is a significant milestone. The R2 mass-market SUV is the name of the game from here on out. If it scales, then Rivian could see a big rerating from analysts and investors both. If it stumbles, the current price looks expensive. There are 3 major catalysts: the Uber ( UBER ) robotaxi deal, the Volkswagen ( VWAGY ) joint venture , and a 38% stake in Mind Robotics (valued at $3.4B) that give bulls multiple ways to be correct about the value. Cash burn is still running around $700M per quarter, though. That clock is ticking. The Story So Far I picked up shares of RIVN years ago, and I'll be honest, it has been a bumpy ride. The stock is down about 21% from its 52-week high and sitting in the middle of its range. Not exactly fun to watch. But I haven't sold, and here's why: R...
iridi/iStock via Getty Images Foreword About Large Cap Value “A large cap stock value ranking from YCharts puts together complementary stocks research strategies. The value ranking looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of companies based on market cap are shown in this portfolio. What it is: The Value Score is a...
iridi/iStock via Getty Images Foreword About Large Cap Value “A large cap stock value ranking from YCharts puts together complementary stocks research strategies. The value ranking looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of companies based on market cap are shown in this portfolio. What it is: The Value Score is a composite score. It tells you how much you are getting in terms of profits, cash flows, assets, sales, etc. for the stock price that you pay. It is a relative measurement, so it says nothing about the overall level of the market. Rather, it answers the question: "Given the current market level, which stocks give you the most current value for your dollar of investment?" Tens are the most valuable, and 1s are the least. How to use it: Use it to find companies that are selling at a low price relative to their assets and profits. Limitations of the Value Score: Watch out for companies with a lot of uncertainty or bad prospects for the future (e.g., Pharma companies with expiring patents, industries on the decline, etc). About the Ben Graham Formula The Ben Graham Formula strategy contains ultra-stable stocks that will rarely lose money if held over a long period of time. It was developed based on a screen in Graham's book, "The Intelligent Investor." For those who have the book, it is the "Defensive Investor" screen. It selects stocks that are large in terms of sales and total assets, have a strong track record of earnings and dividend payments, have a reasonable current ratio and level of long term debt, and have a low valuation given by PE Ratios and Price to Book Value ratios.” -YCharts While over half of this June collection of GASV is high-priced, or reveals small, or no, forward looking dividends, thirteen of the twenty-nine “safer” lowest-priced dogs of the GVAS are buyable. June finds BW LPG Limited ( BWLP ), IRSA Inversiones y Representaciones Sociedad Anónima ( IRS ...
Rémy Cointreau SA press release ( REMYY ): FY Non-GAAP EPS of €1.71. Revenue of €935.3M (-5.0% Y/Y). More on Rémy Cointreau SA Rémy Cointreau SA (REMYY) Q4 2026 Sales/Trading Call Transcript Rémy Cointreau SA (REMYY) Q4 2026 Sales/ Trading Statement Call - Slideshow Historical earnings data for Rémy Cointreau SA Dividend scorecard for Rémy Cointreau SA Financial information for Rémy Cointreau SA
Rémy Cointreau SA press release ( REMYY ): FY Non-GAAP EPS of €1.71. Revenue of €935.3M (-5.0% Y/Y). More on Rémy Cointreau SA Rémy Cointreau SA (REMYY) Q4 2026 Sales/Trading Call Transcript Rémy Cointreau SA (REMYY) Q4 2026 Sales/ Trading Statement Call - Slideshow Historical earnings data for Rémy Cointreau SA Dividend scorecard for Rémy Cointreau SA Financial information for Rémy Cointreau SA
vzphotos/iStock Editorial via Getty Images The U.K.'s National Health Service will start to offer AbbVie’s ( ABBV ) ovarian cancer therapy Elahere following a recommendation by the health spending watchdog, National Institute for Health and Care Excellence (NICE), which sets drug policy for the NHS. According to a draft guidance finalized by NICE on Thursday, the antibody drug conjugate will be av...
vzphotos/iStock Editorial via Getty Images The U.K.'s National Health Service will start to offer AbbVie’s ( ABBV ) ovarian cancer therapy Elahere following a recommendation by the health spending watchdog, National Institute for Health and Care Excellence (NICE), which sets drug policy for the NHS. According to a draft guidance finalized by NICE on Thursday, the antibody drug conjugate will be available for those with ovarian cancer whose disease has progressed despite standard platinum-based chemotherapy. Patients whose tumors express the drug's target, folate receptor alpha, will be eligible for the medication. The decision is expected to benefit up to 400 patients each year in England and paves the way for the first new NHS therapy for platinum-resistant ovarian cancer in more than two decades. The treatment will be available under a confidential commercial deal between AbbVie ( ABBV ) and the NHS. Last year, the U.S. drugmaker said it would not be able to launch Elahere for NHS patients unless it secured a reasonable price from NICE. Since then, the health spending watchdog has revised its value appraisal criteria, agreeing to increase drug spending in exchange for zero tariffs for British pharmaceuticals and MedTech products as part of a U.K.-U.S. trade deal last year. More on AbbVie AbbVie Inc. (ABBV) Presents at EU Clinical Trial Regulation: Latest Developments and Upcoming Opportunities Transcript AbbVie Inc. (ABBV) Presents at Bank of America Global Healthcare Conference 2026 Transcript AbbVie's Growth Engine Is Firing On All Cylinders AbbVie gains EU approval of atogepant for acute migraine AbbVie gains approval of Decnupaz for rare hematologic malignancy
Getty Images For years, the number of bank branches in the United States has been steadily declining , and there’s a very good reason for that—the rise of digital banking. The ubiquity of digital services means that there are many situations where depositors can do their business with a bank without going to a physical location. Large banks have been spending big on making their digital service of...
Getty Images For years, the number of bank branches in the United States has been steadily declining , and there’s a very good reason for that—the rise of digital banking. The ubiquity of digital services means that there are many situations where depositors can do their business with a bank without going to a physical location. Large banks have been spending big on making their digital service offerings high-end to attract customers and to save them money with more self-service options. If you’re a smaller bank or a credit union, things aren’t so easy, and building an in-house digital banking platform is likely out of your realm of expertise. That’s where a company like Alkami Technology, Inc. ( ALKT ) aims to come in, trying to provide a unified digital banking software platform for such companies. In that regard, they’ve been growing steadily in recent years, serving some 260 financial institutions to varying degrees, mostly regional banks and credit unions. Alkami was priced for growth in recent years but has been declining in recent months, and the stock is now trading near the low end of its 52-week range. Q1 results were somewhat mixed , with a narrow GAAP EPS miss and a slight revenue beat, though the market only really started to react to Alkami’s decline at the end of May, when Jana Partners again called for them to explore a potential sale of the company. A sale, if one emerges, could clearly be beneficial for shareholders, but we may be getting ahead of ourselves on that topic and should first try to discern whether there is substantial value to be unlocked here beyond where the stock is presently trading. Debt and Intangibles Looking first at the balance sheet, Alkami has a problem that is common with a lot of financial services companies in that they don’t have a great wealth of tangible underlying assets. That’s not necessarily an unsolvable problem, but what we find is that after the substantial debt they’ve amassed and all the acquisitions they’ve d...