Meghan Welch, Managing Director at Brown Gibbons Lang & Co., discussed the evolving landscape of defense sector investing on Bloomberg Surveillance. She emphasized that the next phase of defense investment is increasingly centered on the systems that maintain military readiness and operational capability daily, rather than solely on weaponry. Welch highlighted that this shift is attracting signifi...
Meghan Welch, Managing Director at Brown Gibbons Lang & Co., discussed the evolving landscape of defense sector investing on Bloomberg Surveillance. She emphasized that the next phase of defense investment is increasingly centered on the systems that maintain military readiness and operational capability daily, rather than solely on weaponry. Welch highlighted that this shift is attracting significant interest and funding from both public and private markets, driven by critical tailwinds supporting the defense industry. (Source: Bloomberg)
Alphabet Inc. Class C, the Google parent, remains in focus after its recent quarterly earnings update and ongoing AI investments, which continue to shape expectations for growth, profitability and competitive dynamics in the US tech sector. Alphabet Inc. Class C, the share class representing non?voting equity in the Google parent company, remains in the spotlight after the company reported its lat...
Alphabet Inc. Class C, the Google parent, remains in focus after its recent quarterly earnings update and ongoing AI investments, which continue to shape expectations for growth, profitability and competitive dynamics in the US tech sector. Alphabet Inc. Class C, the share class representing non?voting equity in the Google parent company, remains in the spotlight after the company reported its latest quarterly figures and highlighted expanding investments in artificial intelligence, cloud services and digital advertising, according to the company’s earnings release published in late April 2026 and coverage by major financial media on the same day. As of: 20.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Alphabet C Alphabet C Sector/industry: Internet services, online advertising, cloud computing Internet services, online advertising, cloud computing Headquarters/country: United States United States Core markets: Global online search, digital advertising, cloud infrastructure Global online search, digital advertising, cloud infrastructure Key revenue drivers: Online ads, YouTube, Google Cloud services Online ads, YouTube, Google Cloud services Home exchange/listing venue: Nasdaq (GOOG) Nasdaq (GOOG) Trading currency: US dollar (USD) Alphabet Inc. Class C: core business model Alphabet Inc. Class C stock represents economic ownership in Alphabet, whose main operating business is Google. The group generates the bulk of its revenue from online advertising around search, YouTube and its wider network of partner websites, based on user data and performance?driven marketing formats that have become central to digital ad budgets worldwide. Beyond advertising, Alphabet has built a significant presence in cloud computing through Google Cloud, which offers infrastructure, data analytics and software tools to enterprises and developers. This segment has grown into a multibillion?dollar annual revenue contributor and is seen as a strategic pilla...
SpaceX is expected to file paperwork for its massive initial public offering today. Goldman Sachs and Morgan Stanley are the leading banks. The target valuation is now above $2 trillion. Bloomberg's Bailey Lipschultz has more on what to expect. (Source: Bloomberg)
SpaceX is expected to file paperwork for its massive initial public offering today. Goldman Sachs and Morgan Stanley are the leading banks. The target valuation is now above $2 trillion. Bloomberg's Bailey Lipschultz has more on what to expect. (Source: Bloomberg)
SalMar ASA press release ( SALRF ): Q1 revenues of NOK 6,501M, vs NOK 5,193M. Profit for the period was NOK 555M, compared with loss of NOK 363M in the corresponding quarter last year. Q1 adjusted EPS NOK 5.9. More on SalMar ASA Historical earnings data for SalMar ASA Dividend scorecard for SalMar ASA Financial information for SalMar ASA
SalMar ASA press release ( SALRF ): Q1 revenues of NOK 6,501M, vs NOK 5,193M. Profit for the period was NOK 555M, compared with loss of NOK 363M in the corresponding quarter last year. Q1 adjusted EPS NOK 5.9. More on SalMar ASA Historical earnings data for SalMar ASA Dividend scorecard for SalMar ASA Financial information for SalMar ASA
This article first appeared on GuruFocus. Palantir (PLTR, Financials) is getting a tougher look from investors, and the issue is not just its high valuation. For years, the company had a clear story. It built software for government and defense agencies, then pushed into commercial markets such as health care and energy. When Palantir launched its Artificial Intelligence Platform, the stock became...
This article first appeared on GuruFocus. Palantir (PLTR, Financials) is getting a tougher look from investors, and the issue is not just its high valuation. For years, the company had a clear story. It built software for government and defense agencies, then pushed into commercial markets such as health care and energy. When Palantir launched its Artificial Intelligence Platform, the stock became one of Wall Street's favorite AI names. That story is now being tested. The concern is that companies such as OpenAI and Anthropic may become more than partners. Palantir uses their models in its platform, but if those AI labs move deeper into business software, they could compete for the same customers. That puts Palantir in a difficult position. Investors still like its growth, but they also want proof that the company is adding enough value on top of outside AI models. The next test is simple: Palantir has to show that customers need its platform, not just the models behind it.
A Beijing guard of honour and a child eyes Trump: photos of the day – Wednesday The Guardian’s picture editors select photographs from around the world Beijing, China People’s Liberation Army honour guards. Photograph: Maxim Shemetov/Reuters
A Beijing guard of honour and a child eyes Trump: photos of the day – Wednesday The Guardian’s picture editors select photographs from around the world Beijing, China People’s Liberation Army honour guards. Photograph: Maxim Shemetov/Reuters
Chen added that Bilibili's "community-first" strategy and investments in high-quality content helped deepen engagement with younger users while expanding the platform's reach. He also said artificial intelligence is improving content creation, discovery and monetization efficiency across the ecosystem. Chairman and CEO Rui Chen said the company entered 2026 with strong momentum as user engagement ...
Chen added that Bilibili's "community-first" strategy and investments in high-quality content helped deepen engagement with younger users while expanding the platform's reach. He also said artificial intelligence is improving content creation, discovery and monetization efficiency across the ecosystem. Chairman and CEO Rui Chen said the company entered 2026 with strong momentum as user engagement and content quality continued improving. He said daily user engagement reached a record high during the quarter, with average usage nearing two hours per day. Value-added services revenue increased 4% to $422.2 million, driven by premium memberships and other services. Advertising revenue jumped 30% to $375.3 million as the company improved advertising products and efficiency. Revenue from IP derivatives and other businesses declined 4% to $65 million. Average daily active users rose 8% year over year to 115.2 million during the quarter. The average daily time spent was 119 minutes, up 11 minutes year over year. Monthly active users exceeded 376 million. Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Often described as China's version of Alphabet Inc.'s YouTube because of its focus on long-form user-generated videos and livestreaming, Bilibili continued to report strong engagement trends among younger users. The Chinese video-sharing platform posted revenue of $1.08 billion (7.47 billion yuan), up 7% year over year but slightly below analyst estimates of $1.09 billion. Adjusted earnings came in at 19 cents per ADS, beating Wall Street estimates of 12 cents. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story Continues CFO Sam Fan said the company delivered its 15th consecutive quarter of gross margin expansion, supported by operating leverage and topline growth. He added that Bilibili plans to continue disciplined investment in AI-driven innovation while maintaining a focus on profitabili...
Palantir Technologies PLTR continues to demonstrate strong momentum in customer acquisition, highlighting growing enterprise demand for its artificial intelligence and data analytics platforms. Recent customer metrics showed meaningful expansion across total customers, commercial customers, and U.S. commercial clients, suggesting that adoption is broadening beyond traditional government-focused op...
Palantir Technologies PLTR continues to demonstrate strong momentum in customer acquisition, highlighting growing enterprise demand for its artificial intelligence and data analytics platforms. Recent customer metrics showed meaningful expansion across total customers, commercial customers, and U.S. commercial clients, suggesting that adoption is broadening beyond traditional government-focused operations. The company’s U.S. commercial customer count climbed sharply over the past year, reflecting increasing enterprise interest in AI-driven operational platforms. Commercial customer growth also continued to accelerate globally, while total customer count surpassed the thousand-customer milestone. These trends indicate that Palantir’s software offerings are gaining traction across a wider range of industries seeking data integration, AI deployment and workflow optimization capabilities. Importantly, customer expansion often serves as an early indicator of future revenue durability because larger installed bases can create additional opportunities for platform expansion and higher spending over time. The continued rise in commercial customers also suggests that enterprises are becoming more comfortable integrating AI-powered operational systems into critical business functions. Although valuation concerns and broader AI-sector volatility remain important risks, the company’s rapidly expanding customer ecosystem strengthens the long-term growth narrative. Sustained customer growth could help support recurring revenue expansion as enterprise AI adoption continues to accelerate globally. Relevant Industry Peers Snowflake SNOW remains one of the most important competitors within enterprise data analytics and AI infrastructure. Like Palantir, Snowflake benefits from growing enterprise demand for cloud-based data platforms and AI-driven analytics solutions. However, Snowflake maintains greater exposure to cloud data warehousing and enterprise data-sharing ecosystems. C3.ai A...
Palantir Technologies PLTR continues to demonstrate strong momentum in customer acquisition, highlighting growing enterprise demand for its artificial intelligence and data analytics platforms. Recent customer metrics showed meaningful expansion across total customers, commercial customers, and U.S. commercial clients, suggesting that adoption is broadening beyond traditional government-focused op...
Palantir Technologies PLTR continues to demonstrate strong momentum in customer acquisition, highlighting growing enterprise demand for its artificial intelligence and data analytics platforms. Recent customer metrics showed meaningful expansion across total customers, commercial customers, and U.S. commercial clients, suggesting that adoption is broadening beyond traditional government-focused operations. The company’s U.S. commercial customer count climbed sharply over the past year, reflecting increasing enterprise interest in AI-driven operational platforms. Commercial customer growth also continued to accelerate globally, while total customer count surpassed the thousand-customer milestone. These trends indicate that Palantir’s software offerings are gaining traction across a wider range of industries seeking data integration, AI deployment and workflow optimization capabilities. Importantly, customer expansion often serves as an early indicator of future revenue durability because larger installed bases can create additional opportunities for platform expansion and higher spending over time. The continued rise in commercial customers also suggests that enterprises are becoming more comfortable integrating AI-powered operational systems into critical business functions. Although valuation concerns and broader AI-sector volatility remain important risks, the company’s rapidly expanding customer ecosystem strengthens the long-term growth narrative. Sustained customer growth could help support recurring revenue expansion as enterprise AI adoption continues to accelerate globally. Relevant Industry Peers Snowflake SNOW remains one of the most important competitors within enterprise data analytics and AI infrastructure. Like Palantir, Snowflake benefits from growing enterprise demand for cloud-based data platforms and AI-driven analytics solutions. However, Snowflake maintains greater exposure to cloud data warehousing and enterprise data-sharing ecosystems. C3.ai A...