Palantir Technologies (NASDAQ: PLTR) is a cornerstone of the artificial intelligence trade. Currently, the stock is 28% below its high due to concerns about valuation and a broader sense of economic uncertainty created by the Iran conflict. But investors have reason to think the stock will rebound. Palantir is growing at an phenomenal pace, and many Wall Street analysts have raised their forward e...
Palantir Technologies (NASDAQ: PLTR) is a cornerstone of the artificial intelligence trade. Currently, the stock is 28% below its high due to concerns about valuation and a broader sense of economic uncertainty created by the Iran conflict. But investors have reason to think the stock will rebound. Palantir is growing at an phenomenal pace, and many Wall Street analysts have raised their forward earnings forecasts since the company reported fourth-quarter results, so much so that the consensus estimate for 2026 has jumped 30% since the beginning of the year. Upward revisions are often a catalyst for share price appreciation. Here's my prediction: Palantir will trade at $225 per share by early 2027. Read on to learn why. Continue reading
United (UAL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
United (UAL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Cargo vessel, Ali 25, in the Gulf, near the Strait of Hormuz on March 22, 2026 in northern Ras al Khaimah, United Arab Emirates. Getty Images The U.S. and Iran's "fragile truce" has lifted hopes that a full reopening of the Hormuz Strait can end the energy supply crunch that threatens to cripple the global economy. But shipping and maritime experts say traffic through the critical energy artery wi...
Cargo vessel, Ali 25, in the Gulf, near the Strait of Hormuz on March 22, 2026 in northern Ras al Khaimah, United Arab Emirates. Getty Images The U.S. and Iran's "fragile truce" has lifted hopes that a full reopening of the Hormuz Strait can end the energy supply crunch that threatens to cripple the global economy. But shipping and maritime experts say traffic through the critical energy artery will not normalize anytime soon. President Donald Trump said Tuesday the ceasefire is contingent on the "complete, immediate, and safe opening" of the Strait, which typically carries around one-fifth of the world's oil and gas supplies. Vice President JD Vance reiterated on Wednesday that the Iranian leadership has agreed to open the Strait of Hormuz. Iran, however, has made it clear that the reopening would be conditional , subject to coordination with the country's armed forces and technical limitations. The fragile truce has done little to restore confidence for tankers to traverse through the strait, particularly as signs of the ceasefire collapsing loom with Israel escalating the deadliest attacks on Lebanon. Traffic through the Strait of Hormuz has yet to see a meaningful rebound, with just four transits recorded on Wednesday, according to S&P Global Market Intelligence. "Vessels appear to still be making use of the altered transit route west along Larak Island," it said. More than 400 oil-laden tankers and dozens of LNG or LPG carriers remain anchored outside the Gulf, awaiting signals for passage, according to MarineTraffic, a ship-tracking platform using radio-based AIS, or automatic identification system. The actual transit volumes may be higher than the data suggests, as many tankers turn off their transponders to avoid potential targeting by Iran, but remain at a fraction of pre-war levels. Transit conditions, toll arrangements, and the legal framework for passage remain undefined, deterring ship owners from passing through the waterway, according to maritime rese...
Copa Holdings (CPA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Copa Holdings (CPA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
The nearer you get to retirement, the more decisions you have to make . For example, if you're married, you need to decide on the best way to maximize your benefits as a couple. The tricky bit is picking through your options to find the best one for your household. Here's one option to consider. Image source: Getty Images. Continue reading
The nearer you get to retirement, the more decisions you have to make . For example, if you're married, you need to decide on the best way to maximize your benefits as a couple. The tricky bit is picking through your options to find the best one for your household. Here's one option to consider. Image source: Getty Images. Continue reading
Michail_Petrov-96/iStock via Getty Images The surge of low-cost versions of Novo Nordisk A/S’s ( NVO ) blockbuster drug semaglutide in India is transforming the nation’s rapidly expanding obesity market, eroding Eli Lilly & Co. ’s ( LLY ) early advantage and providing the first real measure of how Novo might perform as its patents expire globally. Within days of dozens of generics hitting the Indi...
Michail_Petrov-96/iStock via Getty Images The surge of low-cost versions of Novo Nordisk A/S’s ( NVO ) blockbuster drug semaglutide in India is transforming the nation’s rapidly expanding obesity market, eroding Eli Lilly & Co. ’s ( LLY ) early advantage and providing the first real measure of how Novo might perform as its patents expire globally. Within days of dozens of generics hitting the Indian market, semaglutide’s share in the country’s GLP-1 segment jumped to 33% in March from 25% a month earlier, according to researcher Pharmarack, Bloomberg reported. That gain came at the expense of tirzepatide — the active ingredient in Lilly’s Mounjaro — whose share fell to 64% from 71%, Pharmarack said. The data, which counts sales of non-branded versions between March 21-31, marks the first meaningful snapshot of demand after India opened the door to non-patented semaglutide, the report said. It also offers an early sign of the rush to generics Lilly will face globally as semaglutide approaches patent cliffs elsewhere. The price war and surge in demand are being closely watched as patents for the blockbuster treatment expire in major emerging markets this year, with India a key test case for how quickly generics can erode a branded drug’s dominance. Mounjaro sales in March dropped to 1.14 billion rupees ($12.3 million) in March from 1.35 billion rupees a month earlier, Pharmarack data show. Lilly will lose exclusivity on the drug next decade. This is a “gold rush phase” as generics come on board, said Sheetal Sapale, vice president of commercial at Pharmarack. Though Mounjaro still dominates the market in India, it’s taken a “major hit” following the launch of semaglutide copies, she said. Torrent Pharmaceuticals Ltd. has emerged as the biggest local player in semaglutide after Novo, trumping rivals including Sun Pharmaceutical Industries Ltd. and Dr Reddy’s Laboratories ( RDY ). Torrent has an 8% market share, while Novo still holds 70%, according to Pharmarack. More ...
In this article 1211-HK Follow your favorite stocks CREATE FREE ACCOUNT CHONGQING, CHINA DECEMBER 17: A man wearing a chef uniform looks at his mobile phone as he walks past a large illuminated KFC logo at a restaurant on December 17, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images) Cheng Xin | Getty Images News | Getty Images Electric vehicle giant BYD announced Wednesday that it was ...
In this article 1211-HK Follow your favorite stocks CREATE FREE ACCOUNT CHONGQING, CHINA DECEMBER 17: A man wearing a chef uniform looks at his mobile phone as he walks past a large illuminated KFC logo at a restaurant on December 17, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images) Cheng Xin | Getty Images News | Getty Images Electric vehicle giant BYD announced Wednesday that it was partnering with KFC to offer its EV users in China a one-stop feeding and fueling experience — in under 10 minutes. In a post on its official WeChat account , BYD said it was working with Yum China Holdings — the fast-food conglomerate which owns the KFC brand in China — to develop a network of "nine-minute" drive-thrus across the country, which would allow EV drivers to stop for meals at KFC outlets while charging their cars. The "nine-minute" branding alludes to the fast charging capabilities of BYD's second-generation Blade battery, which the company unveiled in March and advertised as achieving a 97% charge in nine minutes. As part of the new collaboration, the automaker also launched a "smart ordering function" that not only allows drivers to place orders directly from their car's onboard interface, but also displays known locations of KFC one-stop drive-thrus along the driver's route. This smart ordering system is set to be progressively rolled out to BYD's passenger EV lineup, starting with the Fangchengbao Ti7 ("Formula Leopard Titanium 7") SUV. In its statement, BYD said the collaboration sought to maximize the efficiency of on-the-go charging, which it described as a lingering pain point in EV ownership. BYD announced the completion of its 5,000th flash charging station in China on March 31, with plans to construct a total of 20,000 by the end of the year. Fast food nation BYD's stellar domestic sales growth has reversed recently, tracking a slump in China's broader EV sector amid persistent oversupply issues in the Chinese market and a rollback of government subs...
Gins Wang GF Securities (Hong Kong) raised the price target on Taiwan Semiconductor Manufacturing's ( TSM ) stock to NT$2,808 from NT$2,325 ahead of the quarterly results of the world's largest foundry. The firm maintained its Buy rating on the shares. TSM — which produces chips for some of the world's largest tech companies, including Apple ( AAPL ), Nvidia ( NVDA ), and AMD ( AMD ) — is slated t...
Gins Wang GF Securities (Hong Kong) raised the price target on Taiwan Semiconductor Manufacturing's ( TSM ) stock to NT$2,808 from NT$2,325 ahead of the quarterly results of the world's largest foundry. The firm maintained its Buy rating on the shares. TSM — which produces chips for some of the world's largest tech companies, including Apple ( AAPL ), Nvidia ( NVDA ), and AMD ( AMD ) — is slated to report its first quarter 2026 earnings results on April 16. Analysts led by Jeff Pu said they "expect the company to deliver strong GM [gross margin] and higher revenue guidance for the full year, driven by high UTR [utilization] of N2/N3, higher pricing, and price premium from AI customers. Despite a recent wafer downward revision of smartphone customers and a trim from Nvidia’s Rubin, we believe the strong demand for AI accelerators/HBM4, networking and general servers will continue to be key drivers. Meanwhile, Apple’s demand remains solid thanks to A18/A19/A19 Pro/A20 Pro/M4-series." The analysts noted that from a broader perspective, they remain bullish on the AI trend, with TSM capturing increasing content value backed by the company's N3, N2, and A16 technology; wafer average selling price, or ASP; and advanced packaging. Pu and his team added that, driven by high use of leading-edge technology, higher wafer pricing, and price premium from AI customers, they expect the company's gross margin to be 67% in the first quarter of 2026 versus guidance of 63% to 65%. For the second quarter, the analysts expect TSM's sales to grow 6% quarter-over-quarter (in US$) with gross margin staying similar to that of the first quarter of 2026, followed by a slight decrease in the second half of 2026 due to N2 dilution and potentially higher electricity cost. "For 2026/2027, given the strong demand and capacity expansion/conversion, we expect revenue growth of 35/27% (USD) in 2026E/2027E, compared to the guidance of ~30% YoY in 2026. We expect it maintain full year’s capex this time,...
Gins Wang GF Securities (Hong Kong) raised the price target on Taiwan Semiconductor Manufacturing's ( TSM ) stock to NT$2,808 from NT$2,325 ahead of the quarterly results of the world's largest foundry. The firm maintained its Buy rating on the shares. TSM — which produces chips for some of the world's largest tech companies, including Apple ( AAPL ), Nvidia ( NVDA ), and AMD ( AMD ) — is slated t...
Gins Wang GF Securities (Hong Kong) raised the price target on Taiwan Semiconductor Manufacturing's ( TSM ) stock to NT$2,808 from NT$2,325 ahead of the quarterly results of the world's largest foundry. The firm maintained its Buy rating on the shares. TSM — which produces chips for some of the world's largest tech companies, including Apple ( AAPL ), Nvidia ( NVDA ), and AMD ( AMD ) — is slated to report its first quarter 2026 earnings results on April 16. Analysts led by Jeff Pu said they "expect the company to deliver strong GM [gross margin] and higher revenue guidance for the full year, driven by high UTR [utilization] of N2/N3, higher pricing, and price premium from AI customers. Despite a recent wafer downward revision of smartphone customers and a trim from Nvidia’s Rubin, we believe the strong demand for AI accelerators/HBM4, networking and general servers will continue to be key drivers. Meanwhile, Apple’s demand remains solid thanks to A18/A19/A19 Pro/A20 Pro/M4-series." The analysts noted that from a broader perspective, they remain bullish on the AI trend, with TSM capturing increasing content value backed by the company's N3, N2, and A16 technology; wafer average selling price, or ASP; and advanced packaging. Pu and his team added that, driven by high use of leading-edge technology, higher wafer pricing, and price premium from AI customers, they expect the company's gross margin to be 67% in the first quarter of 2026 versus guidance of 63% to 65%. For the second quarter, the analysts expect TSM's sales to grow 6% quarter-over-quarter (in US$) with gross margin staying similar to that of the first quarter of 2026, followed by a slight decrease in the second half of 2026 due to N2 dilution and potentially higher electricity cost. "For 2026/2027, given the strong demand and capacity expansion/conversion, we expect revenue growth of 35/27% (USD) in 2026E/2027E, compared to the guidance of ~30% YoY in 2026. We expect it maintain full year’s capex this time,...