Palantir's (PLTR) recent performance is hard to fault: 56% revenue growth and $1.6 billion in GAAP net income for 2025 are elite numbers. However, after a 50% rally over the last 12 months, the stock’s valuation leaves little room for error.
Palantir's (PLTR) recent performance is hard to fault: 56% revenue growth and $1.6 billion in GAAP net income for 2025 are elite numbers. However, after a 50% rally over the last 12 months, the stock’s valuation leaves little room for error.
With Microsoft (MSFT) stock significantly down from its 52-week high and currently trading around $375, the upcoming April 29 earnings call isn't about merely defending the stock price; it’s about finding the catalysts that can trigger a 20% rally up to the $450 level.
With Microsoft (MSFT) stock significantly down from its 52-week high and currently trading around $375, the upcoming April 29 earnings call isn't about merely defending the stock price; it’s about finding the catalysts that can trigger a 20% rally up to the $450 level.
In the semiconductor industry, 2026 is defined by a strange irony. The AI boom, which is minting fortunes for data center vendors, appears to be crowding out the smartphone market as prices for key components surge.
In the semiconductor industry, 2026 is defined by a strange irony. The AI boom, which is minting fortunes for data center vendors, appears to be crowding out the smartphone market as prices for key components surge.
From an extraordinary debut inspired by a real-life breakdown to a creepy masterpiece, here’s a guide to the Scottish novelist’s works Next week marks 20 years since the death of the Scottish novelist, short story writer, poet and essayist Muriel Spark. She was best known for her 22 novels – uncanny, astute and witty – beginning with her 1957 debut The Comforters. Here, James Bailey, the author of...
From an extraordinary debut inspired by a real-life breakdown to a creepy masterpiece, here’s a guide to the Scottish novelist’s works Next week marks 20 years since the death of the Scottish novelist, short story writer, poet and essayist Muriel Spark. She was best known for her 22 novels – uncanny, astute and witty – beginning with her 1957 debut The Comforters. Here, James Bailey, the author of a new biography, Like a Cat Loves a Bird: The Nine Lives of Muriel Spark, guides us through her oeuvre. *** Continue reading...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT OpenAI's Stargate project in the U.K. is being paused, with the company pointing towards the cost of energy and the country's regulatory environment. The U.S. AI startup announced plans for the major infrastructure project in September, saying it would deploy up to 8,000 GPUs in partnership with Nscale and Nvidia . Politico first...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT OpenAI's Stargate project in the U.K. is being paused, with the company pointing towards the cost of energy and the country's regulatory environment. The U.S. AI startup announced plans for the major infrastructure project in September, saying it would deploy up to 8,000 GPUs in partnership with Nscale and Nvidia . Politico first reported on Wednesday that the project was on hold. "We continue to explore Stargate U.K. and will move forward when the right conditions such as regulation and the cost of energy enable long-term infrastructure investment," an OpenAI spokesperson told CNBC in a statement. Nscale declined to comment when approached by CNBC. Nvidia has been approached for comment. OpenAI and Nscale are still in discussions about the project in the future, a source with direct knowledge of the matter told CNBC. "We see huge potential for the U.K.'s AI future," the OpenAI spokesperson added. "London is home to our largest international research hub, and we support the Government's ambition to be an AI leader." "In the meantime, we are investing in talent and expanding our local presence, while also delivering on the commitments under our MOU with the Government to adopt frontier AI in UK public services," the statement continued. — CNBC's Arjun Kharpal also contributed to this report. This is a developing story. Refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Daniel Grizelj/DigitalVision via Getty Images I first wrote about Climb ( CLMB ) in the spring of 2024 - that article offers an introduction to the company's business model and corporate strategy. At the time, Climb was experiencing mid-teens organic growth, and management had outlined a strategy - funded by cash - to turbocharge that growth through acquisitions. As I argued then, the market was u...
Daniel Grizelj/DigitalVision via Getty Images I first wrote about Climb ( CLMB ) in the spring of 2024 - that article offers an introduction to the company's business model and corporate strategy. At the time, Climb was experiencing mid-teens organic growth, and management had outlined a strategy - funded by cash - to turbocharge that growth through acquisitions. As I argued then, the market was underestimating the likelihood of that strategy's success. Hence the article's title: Climb Global Solutions: Cash Can Fund Acquisitions And Double Earnings By 2026 That thesis largely played out over the course of 2025, with shares more than doubling from ~$15 (post- 4-1-split ) to over $30. Over the last few months, after a recent article where I reiterated my bullish call, shares have given back most of those gains. My October, 2025 article has not aged well, with shares down around 25% since the call. Two quarters of results have come in and disappointed investors. But since the market is forward-looking, in this article I will focus not so much on the specific results of those two quarters as in what they tell us about Climb's prospects going forward. The most important question for Climb today is how AI will influence (1) demand for the software their vendors sell and (2) their own moat as a software distributor. Climb's margins and billings growth have both disappointed over the last six months, and this has obviously weighed on shares. But the multiples have also compressed significantly as part of the broader SaaS sell-off. Is that sell-off warranted? At the most basic level, it is too early to tell, and that creates uncertainty, which should lead us to discount shares. This article outlines a series of questions to guide investors as we assess results over the next 12 months. I think shares are probably oversold at current levels, but given the weakening recent results and uncertainty over the future, I'm downgrading shares to a hold (do not initiate). Below, I rev...
Simply Good Foods press release ( SMPL ): Q2 Non-GAAP EPS of $0.45 beats by $0.05 . Revenue of $326M (-9.4% Y/Y) misses by $17.87M . Updating Fiscal Year 2026(4) Outlook: Net sales expected to range between $1.31 and $1.35 billion vs $1.44B consensus, or -10% to -7% year-over-year Gross margins expected to decline between 300 and 350 basis points year-over-year Adjusted EBITDA expected to range be...
Simply Good Foods press release ( SMPL ): Q2 Non-GAAP EPS of $0.45 beats by $0.05 . Revenue of $326M (-9.4% Y/Y) misses by $17.87M . Updating Fiscal Year 2026(4) Outlook: Net sales expected to range between $1.31 and $1.35 billion vs $1.44B consensus, or -10% to -7% year-over-year Gross margins expected to decline between 300 and 350 basis points year-over-year Adjusted EBITDA expected to range between $217 and $225 million, or -22% to -19% year-over-year Shares +1.3% PM. More on Simply Good Foods The Simply Good Foods Company Is Looking Appetizingly Cheap Simply Good Foods Buybacks Don't Make Up For Weaker Margins Simply Good Foods Q2 2026 Earnings Preview Quant snapshot: Delta Air Lines leads top-rated names as Byrna Technologies, Simulations Plus lag Seeking Alpha’s Quant Rating on Simply Good Foods
Labcorp Holdings ( LH ) declares $0.72/share quarterly dividend , in line with previous. Forward yield 1.05% Payable June 11; for shareholders of record May 29; ex-div May 29. See LH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Labcorp Holdings Labcorp Holdings Inc. (LH) Q4 2025 Earnings Call Transcript Labcorp Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation Labcorp Hol...
Labcorp Holdings ( LH ) declares $0.72/share quarterly dividend , in line with previous. Forward yield 1.05% Payable June 11; for shareholders of record May 29; ex-div May 29. See LH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Labcorp Holdings Labcorp Holdings Inc. (LH) Q4 2025 Earnings Call Transcript Labcorp Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation Labcorp Holdings Inc. (LH) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Labcorp expands PathAI partnership to deploy digital pathology platform nationwide Labcorp outlines 5.4% midpoint revenue growth and 9% EPS target for 2026 while advancing specialty and AI initiatives
Thai authorities seized assets worth 8.3 billion baht ($260 million) belonging to people behind an alleged money-laundering network linked to transnational cyber scam operations in Cambodia. The latest seizure by the Anti-Money Laundering Office included cash, cars, bank deposits and other securities, bringing the total value of assets confiscated in the widening probe to more than 20 billion baht...
Thai authorities seized assets worth 8.3 billion baht ($260 million) belonging to people behind an alleged money-laundering network linked to transnational cyber scam operations in Cambodia. The latest seizure by the Anti-Money Laundering Office included cash, cars, bank deposits and other securities, bringing the total value of assets confiscated in the widening probe to more than 20 billion baht, officials said at a briefing in Bangkok on Thursday. The network of offenders included South African-born businessman Benjamin Mauerberger, also known as Ben Smith, Cambodian tycoon Yim Leak, and their spouses, as well as a Thai woman who carried out financial transactions on their behalf, Thai Prime Minister Anutin Charnvirakul said at the briefing. The accused have engaged not only in scam operations but also in drug-related crimes, he said. Mauerberger and Leak’s lawyers have previously denied the charges. “The threat from scammers is becoming increasingly sophisticated and widespread, with tens of thousands of our people falling victim and losing everything,” Anutin said. “My fellow citizens and the international community want these crimes to be dealt with decisively.” Thai authorities previously confiscated 68 items worth 12.1 billion baht from the group earlier this year, including land, condominiums, cars, yachts, and funds in bank accounts. Read More: Fake Police Stations, Prisonlike Cells: Inside Major Scam Center In recent years, Thailand has faced a growing challenge in curbing the illegal, industrial-scale scam hubs operating out of Cambodia , Laos and Myanmar . The billion-dollar operations are often run by Chinese fugitives who fled their home country in 2020 following a domestic crackdown. Bangkok began cracking down on such operations since early 2025, but it ramped up efforts after territorial tensions escalated into deadly border clashes with Cambodia last year. Vorapak Tanyawong , a deputy finance minister in Anutin’s previous administration, resigned ...