Shares of Apple (NASDAQ:AAPL) have actually been quite resilient of late despite the recent wave of turbulence that’s weighed far more heavily on other members of the Magnificent Seven, most notably those that are swinging for the fences on AI with a willingness to up the CapEx. As high as the CapEx numbers already are, ... Apple’s $5 Trillion March: Why the Gemini Partnership is the “Golden Goose...
Shares of Apple (NASDAQ:AAPL) have actually been quite resilient of late despite the recent wave of turbulence that’s weighed far more heavily on other members of the Magnificent Seven, most notably those that are swinging for the fences on AI with a willingness to up the CapEx. As high as the CapEx numbers already are, ... Apple’s $5 Trillion March: Why the Gemini Partnership is the “Golden Goose” for 2026
Europe’s largest trade union has said it will continue to fight for the rights of workers at Elon Musk’s Tesla factory near Berlin, despite failing in its attempt to secure control of the plant’s works council. IG Metall had hoped to gain majority rights on the elected body of employees that negotiates everything from working hours to pay deals with company management. But after the three-day vote...
Europe’s largest trade union has said it will continue to fight for the rights of workers at Elon Musk’s Tesla factory near Berlin, despite failing in its attempt to secure control of the plant’s works council. IG Metall had hoped to gain majority rights on the elected body of employees that negotiates everything from working hours to pay deals with company management. But after the three-day vote, which ended on Wednesday, it came second to the non-unionised group Giga United, which won 24 out of 37 seats, with IG Metall’s list securing the remaining 13 seats. Laura Arndt, the lead candidate of the century-old union, acknowledged defeat, but said IG Metall would continue to play a close role in defending the rights of workers at the factory. “Unfortunately it was not enough to secure a … majority … we will continue to do our utmost in the new works council to bring about change for us and our colleagues at the gigafactory,” she said. The unusually heated battle had pitted the carmaker’s management against the union and was marked by lawsuits and mutual accusations of slander. The union had said its struggle was as much against the existential threat posed by multinational conglomerates as it was about the workers at the plant. It accused Tesla of wanting to “bust the union”. The US electric carmaker said the union was threatening to dent economic growth not just at the plant, but across Germany, and accused it of using the fight to boost membership. IG Metall has the majority on works councils at all other German carmakers, such as BMW, Volkswagen, and Mercedes, but has been kept the weaker party at the Tesla gigafactory, which opened in 2022, the only Tesla production plant in Europe. Musk has been outspoken against unions, including on visits to the plant in Grünheide, which employs 10,000 workers. He hinted recently on a video call that the industrial relations row might influence future investment plans for the plant, south-east of Berlin. Tensions reached a pe...
The number of people who lost jobs and applied for unemployment benefits at the end of February clung to recent lows and added to a flurry of signals suggesting the labor market has stabilized.
The number of people who lost jobs and applied for unemployment benefits at the end of February clung to recent lows and added to a flurry of signals suggesting the labor market has stabilized.
Ross Stores beat Q4 estimates, raised its dividend 10%, and boosted buybacks 25%. With Q1 guidance doubling expectations, here's what investors should watch.
Ross Stores beat Q4 estimates, raised its dividend 10%, and boosted buybacks 25%. With Q1 guidance doubling expectations, here's what investors should watch.
Key Points These companies will offer you the fantastic combination of growth and safety. They're both trading at reasonable prices right now. 10 stocks we like better than Regeneron Pharmaceuticals › Biotech stocks may offer your portfolio an element of growth, and that's because these companies are sharply focused on innovation. They set out to tackle some of the most challenging diseases, and a...
Key Points These companies will offer you the fantastic combination of growth and safety. They're both trading at reasonable prices right now. 10 stocks we like better than Regeneron Pharmaceuticals › Biotech stocks may offer your portfolio an element of growth, and that's because these companies are sharply focused on innovation. They set out to tackle some of the most challenging diseases, and as they progress toward the finish line, their stock prices might take off. And once they actually reach their goals and commercialize a product or products, these players should continue to offer you growth, and at the same time, an element of safety -- the idea here is patients need their medications, so revenue may achieve a certain stability. With this in mind, let's check out two biotech giants that have proven themselves with solid pipelines and a number of products on the market. They make great additions to any portfolio in 2026. 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 » 1. Regeneron Pharmaceuticals Regeneron Pharmaceuticals (NASDAQ: REGN) has two big sources of growth right now: Dupixent, a drug that treats inflammatory conditions from eczema to asthma, and Eylea HD, a drug for retinal disease. In the recent quarter, global sales of the former rose 34% and U.S. sales of the latter jumped 66%. The biotech company is also generating double-digit growth from cancer immunotherapy Libtayo. These and other products have helped Regeneron increase earnings over time. On top of this, Regeneron has a rich pipeline, including many late-stage programs in areas spanning hematology, immunology, and rare disease. This should fuel new stages of growth down the road -- even if only a handful make it to commercialization. All of this makes Regeneron look like a very reasonable buy at 17x forward earnings esti...
Paris fashion week and a well-groomed collie: photos of the day - Thursday The Guardian’s picture editors select photographs from around the world The palm house at Kew Gardens in London, which is to undergo its first renovation works since the 1980s. Photograph: Oliver Dixon/Shutterstock
Paris fashion week and a well-groomed collie: photos of the day - Thursday The Guardian’s picture editors select photographs from around the world The palm house at Kew Gardens in London, which is to undergo its first renovation works since the 1980s. Photograph: Oliver Dixon/Shutterstock
HSBC and Coventry building society are the first big lenders to announce they are increasing rates on their fixed mortgage deals after the Middle East crisis, with brokers predicting others are likely to follow. Experts have said the war could trigger an energy price shock that pushes up UK inflation, which may in turn force the Bank of England to increase interest rates. That uncertainty has affe...
HSBC and Coventry building society are the first big lenders to announce they are increasing rates on their fixed mortgage deals after the Middle East crisis, with brokers predicting others are likely to follow. Experts have said the war could trigger an energy price shock that pushes up UK inflation, which may in turn force the Bank of England to increase interest rates. That uncertainty has affected the money market swap rates that lenders use to decide the rates on their new fixed mortgages. Aaron Strutt at the broker Trinity Financial said: “HSBC and Coventry are the first big lenders to announce rate hikes based on the funding cost increases brought on by the chaos in the Middle East.” He added: “It seems almost certain we are going to see a lot more rate changes over the coming days, so if you are on the hunt for a mortgage, it is worth locking into a new deal now.” HSBC said it would be increasing rates on a large number of its residential and buy-to-let mortgage deals with effect from Friday, though at the time of writing the new pricing was not available. Coventry building society said new rates take effect from Monday (9 March). It said it would be increasing all fixed rates for new and existing borrowers. The warnings of higher mortgage costs deal a blow to homebuyers and those looking to remortgage. About 1.8m fixed-rate mortgage deals are due to end in 2026, and most of these borrowers will need to get a new home loan. Households have benefited from cheaper home loans in recent months after the Bank of England cut interest rates four times in 2025 to bring the base rate down to 3.75%, and until Friday, another rate cut this month had looked very likely. David Hollingworth at the broker L&C Mortgages said: “We are now seeing the first big-name lender moves begin to feed through … Once we enter this cycle of lenders adjusting their rates, we know that it almost invariably results in others following suit.” Adam Stiles at the broker Helix Financial Partner...
Schroptschop U.S. import prices rose 0.2% M/M in January, compared with the +0.3% consensus and stalling from the prior month's reading, which was revised from +0.1%, according to data released by the Bureau of Labor Statistics on Thursday. Higher prices for nonfuel imports more than offset lower prices for fuel imports during the month. Export price growth was +0.6% M/M in January, exceeding the ...
Schroptschop U.S. import prices rose 0.2% M/M in January, compared with the +0.3% consensus and stalling from the prior month's reading, which was revised from +0.1%, according to data released by the Bureau of Labor Statistics on Thursday. Higher prices for nonfuel imports more than offset lower prices for fuel imports during the month. Export price growth was +0.6% M/M in January, exceeding the +0.3% expected and matching the earlier month's print, which was revised from +0.3%. Higher prices for both nonagricultural and agricultural exports drove the increase. On a year-over-year basis, import prices slipped 0.1%, while export prices gained 2.6%. The release of the BLS report was delayed because of the 2025 government shutdown. More on the U.S. Economy War-Driven Markets NFP Preview: Jobs To Drive Volatility Amid 'Operation Epic Fury' And Implications For The DXY, Dow Jones Surviving 'Epic Fury' And The Asian Stock Market Crash How much fiscal firepower does the U.S. have? Investors should maintain a risk-on posture in this environment – JPMorgan
jetcityimage Tesla ( TSLA ) CEO Elon Musk said the company will be one of the first companies to make artificial general intelligence and "probably the first to make it in humanoid/atom-shaping form," as he remains confident in the AI future. AGI is roughly defined as a hypothetical kind of AI that can understand, learn, and perform essentially any intellectual task a human can, at roughly human l...
jetcityimage Tesla ( TSLA ) CEO Elon Musk said the company will be one of the first companies to make artificial general intelligence and "probably the first to make it in humanoid/atom-shaping form," as he remains confident in the AI future. AGI is roughly defined as a hypothetical kind of AI that can understand, learn, and perform essentially any intellectual task a human can, at roughly human level or beyond. That advanced humanoid robot concept would appear to be a generation or two beyond what Tesla ( TSLA ) is anticipated to reveal with Optimus Gen 3, which is anticipated to be a humanoid robot designed to perform industrial and household tasks using Tesla's ( TSLA ) full self-driving–style AI stack. Earlier this year, Tesla said it plans to announce Optimus Gen 3 in the first quarter of 2026, describing it as the first version designed for mass manufacturing rather than demo. Morgan Stanley expects that Optimus Gen 3 will largely be contained to Tesla ( TSLA ) factories this year, where it can collect critical real-world data to train its models and trial novel hardware designs in a controlled, lower-risk environment. "Given that it would be over two years since the last major, full-body Optimus update and the numerous pivots the company has made… we would not be surprised if Gen 3 is a substantial departure from the current version," updated analyst Adam Jonas. He thinks Optimus Gen 3 could actually be simpler than expected. Elon Musk has suggested that Optimus Gen 3 could scale rather quickly to roughly 1M units per year. Shares of Tesla ( TSLA ) were down 0.8% in premarket trading on Thursday to $402.80. More on Tesla Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Tesla: Decommissioning Legacy Auto To Birth The AI Economy Tesla: Accidental Rally Elon Musk says he paid full price for Twitter due to ‘biased’ Delaware judge Tesla gains after BofA jumps back in with a bull rating
jetcityimage Tesla ( TSLA ) CEO Elon Musk said the company will be one of the first companies to make artificial general intelligence and "probably the first to make it in humanoid/atom-shaping form," as he remains confident in the AI future. AGI is roughly defined as a hypothetical kind of AI that can understand, learn, and perform essentially any intellectual task a human can, at roughly human l...
jetcityimage Tesla ( TSLA ) CEO Elon Musk said the company will be one of the first companies to make artificial general intelligence and "probably the first to make it in humanoid/atom-shaping form," as he remains confident in the AI future. AGI is roughly defined as a hypothetical kind of AI that can understand, learn, and perform essentially any intellectual task a human can, at roughly human level or beyond. That advanced humanoid robot concept would appear to be a generation or two beyond what Tesla ( TSLA ) is anticipated to reveal with Optimus Gen 3, which is anticipated to be a humanoid robot designed to perform industrial and household tasks using Tesla's ( TSLA ) full self-driving–style AI stack. Earlier this year, Tesla said it plans to announce Optimus Gen 3 in the first quarter of 2026, describing it as the first version designed for mass manufacturing rather than demo. Morgan Stanley expects that Optimus Gen 3 will largely be contained to Tesla ( TSLA ) factories this year, where it can collect critical real-world data to train its models and trial novel hardware designs in a controlled, lower-risk environment. "Given that it would be over two years since the last major, full-body Optimus update and the numerous pivots the company has made… we would not be surprised if Gen 3 is a substantial departure from the current version," updated analyst Adam Jonas. He thinks Optimus Gen 3 could actually be simpler than expected. Elon Musk has suggested that Optimus Gen 3 could scale rather quickly to roughly 1M units per year. Shares of Tesla ( TSLA ) were down 0.8% in premarket trading on Thursday to $402.80. More on Tesla Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Tesla: Decommissioning Legacy Auto To Birth The AI Economy Tesla: Accidental Rally Elon Musk says he paid full price for Twitter due to ‘biased’ Delaware judge Tesla gains after BofA jumps back in with a bull rating
Umnat Seebuaphan Nonfarm productivity rose by 2.8% Q/Q in Q4 2025, compared to the 5.2% (revised from +4.9%) increase seen in Q3, according to the preliminary data released by the Bureau of Labor Statistics on Thursday. The Q4 rise compares to the +1.9% consensus. Output increased 2.6% and hours worked decreased 0.2%. Annual average productivity increased 2.2% in 2025. Meanwhile, unit labor costs ...
Umnat Seebuaphan Nonfarm productivity rose by 2.8% Q/Q in Q4 2025, compared to the 5.2% (revised from +4.9%) increase seen in Q3, according to the preliminary data released by the Bureau of Labor Statistics on Thursday. The Q4 rise compares to the +1.9% consensus. Output increased 2.6% and hours worked decreased 0.2%. Annual average productivity increased 2.2% in 2025. Meanwhile, unit labor costs increased by 2.8% Q/Q, vs. the 1.8% deceleration seen in the prior quarter (revised from -1.9%). The Q4 unit costs compare with the +2.1% estimated. Developing... check back for updates. More on U.S. Economy Job cuts announced in February drop 55% from January: Challenger Report U.S. federal civilian workforce shrinks by 12% since 2024 Fed's Beige Book signals AI productivity push with limited job impact
Dirk von Mallinckrodt/iStock via Getty Images Global private equity and venture capital deal value in South Korea totaled $8.58 billion, down 38.8% from the prior year and the lowest annual figure since at least 2020. The number of transactions fell to 446 from 582 in 2024, according to S&P Global Market Intelligence data. South Korea's overall M&A activity slowed significantly from December 2024 ...
Dirk von Mallinckrodt/iStock via Getty Images Global private equity and venture capital deal value in South Korea totaled $8.58 billion, down 38.8% from the prior year and the lowest annual figure since at least 2020. The number of transactions fell to 446 from 582 in 2024, according to S&P Global Market Intelligence data. South Korea's overall M&A activity slowed significantly from December 2024 through June 2025, Jin-Won Kim, a partner at KPMG in South Korea, told Market Intelligence. During the period, martial law was declared, the president was subsequently impeached and a period of leadership uncertainty affected the country's stability. Since June 2025, transaction volumes have shown signs of recovery, Kim said, with global private equity firms and local investors now actively exploring M&A opportunities. The second half of 2025 saw notable private equity investments in the country, led by large global managers, including The Carlyle Group Inc.'s ( CG ) pending purchase of KFC Korea Co. Ltd., KKR & Co. Inc.'s ( KKR ) acquisition of Samhwa P&T Co. Ltd. and EQT AB (publ)'s ( EQBBF ) acquisition of Drama & Co. KPMG's Kim observed that local private equity players "have been a little bit slow because they are watching how government or regulators have tried to control local private equity over the last five or six months." South Korea intends to tighten private equity rules after local firm MBK Partners was placed under investigation by government prosecutors over a debt issue involving its investment in supermarket chain Homeplus. Even as deal activity declined in 2024, South Korea was among Asia-Pacific markets that have attracted the most private equity investment. The country had the highest private equity penetration rate in the region, at 6.81% as of late November 2025. The measurement refers to the percentage of total private companies in a market that have private equity or venture capital investment. Top sector The technology, media and telecom sector led...
Despite a top- and bottom-line beat and guidance that exceeded expectations, shares of Victoria’s Secret ( VSCO ) are in the red into Thursday’s open as a decrease in unadjusted income coupled with the company’s decision to consider selling DailyLook and an impairment charge on Adore Me assets overshadowed strong fourth quarter results. “We delivered an exceptional fourth quarter and a standout ye...
Despite a top- and bottom-line beat and guidance that exceeded expectations, shares of Victoria’s Secret ( VSCO ) are in the red into Thursday’s open as a decrease in unadjusted income coupled with the company’s decision to consider selling DailyLook and an impairment charge on Adore Me assets overshadowed strong fourth quarter results. “We delivered an exceptional fourth quarter and a standout year,” said CEO Hillary Super. Added Scott Sekella, CFO and COO, “Our results reflect disciplined execution, strong margin performance, and increased operational agility,” evidenced by a 22% increase in profits despite $85M in tariff pressures. The company generated $2.270B in sales in the fourth quarter, an increase of 8% year-over-year and above both the company’s guidance and Wall Street’s expectations. Comparable sales for the quarter increased 8% versus a 5% increase in the same quarter last year. On an unadjusted basis, the company’s profitability showed some cracks as operating income was down 14.5% to $229M and unadjusted net income was down 4.7% to $184M, or $2.14 per share. Stripping out certain items, however, resulted in an adjusted operating income of $316M, up 5.4% from a year earlier, while adjusted net income increased 10% to $238M, or $2.77 per share, beating expectations by $0.24 per share. Looking ahead to the current quarter, VSCO expects sales to be within a range of $1.49B to $1.52B, up from $1.353B in the same quarter last year and above $1.42B estimates. For FY26, sales are expected to be between $6.85B and $6.95B, up from $6.55B in FY25 and above $6.80B estimates. Finally, as part of its focus on the core businesses—Victoria's Secret and Pink—the company has initiated a strategic review of DailyLook, a non-core asset within the Victoria’s Secret ( VSCO ) portfolio which was acquired through the Adore Me transaction in December 2022. “DailyLook has grown rapidly and achieved meaningful scale,” the company said, adding that the decision to transition th...
Key Points Palantir continues to grow at a rapid pace. Several years' worth of growth are priced into Palantir's stock. 10 stocks we like better than Palantir Technologies › Palantir(NASDAQ: PLTR) stock has been one of the top performers since the AI scramble kicked off in 2023. It's up more than 2,000% since then, but it was much higher before its recent sell-off. Now the stock is down around 35%...
Key Points Palantir continues to grow at a rapid pace. Several years' worth of growth are priced into Palantir's stock. 10 stocks we like better than Palantir Technologies › Palantir(NASDAQ: PLTR) stock has been one of the top performers since the AI scramble kicked off in 2023. It's up more than 2,000% since then, but it was much higher before its recent sell-off. Now the stock is down around 35% from its all-time high, and it has investors asking if now is the perfect opportunity to get in on a stock they may have missed or add more to an already successful pick. 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 » Let's take a look at Palantir and why it's down, then see if it's a buy in March. Palantir's tumble is tied to its valuation It's hard to find a fault in the execution of Palantir's business model. The company's platform is becoming a top way to integrate AI into a business, as it helps reveal insights using massive datasets that humans could never interpret by themselves. Originally, this software was designed for government use, but it is seeing rapid adoption by the commercial sector, especially in the U.S. Palantir's growth rates are absolutely absurd, and it posted strong fourth-quarter results with total revenue growing 70% year over year to $1.4 billion. Its strongest segment, unsurprisingly, was U.S. commercial revenue, which increased 137% year over year. Palantir is clearly a leader in the AI application space, making it an easy pick, as it isn't subject to the massive data center spending going on with big tech. Palantir's software is here to stay, and because it uses a subscription model, it has a continuous revenue stream. This is an incredibly attractive investment, but is the price right? Palantir's decline has nothing to do with its product or business success. Each of thos...
Bill Oxford Initial jobless claims held at 213K for the week ended Feb. 28 compared with the prior week, which was revised up from 212K, according to data released by the U.S. Department of Labor on Thursday. The most recent print is roughly in line with the 215K consensus. The four-week moving average was 215,750, a decrease of 4,750 from the previous week's revised average of 220,500. Continuing...
Bill Oxford Initial jobless claims held at 213K for the week ended Feb. 28 compared with the prior week, which was revised up from 212K, according to data released by the U.S. Department of Labor on Thursday. The most recent print is roughly in line with the 215K consensus. The four-week moving average was 215,750, a decrease of 4,750 from the previous week's revised average of 220,500. Continuing claims for the week ended Feb. 21 increased to 1.868M from 1.822M prior (revised from 1.833M) in the previous week and came in higher than the 1.850M consensus. The advance seasonally adjusted insured unemployment rate was 1.2% for the week ended Feb. 21, unchanged from the earlier week's unrevised rate, the Department of Labor said Thursday. The advance number of actual initial claims under state programs on an unadjusted basis was 213,090 in the week ended Feb. 28, an increase of 18,820 from the prior week. Seasonal factors expected an increase of 18,938 from the previous week. More on Jobs & Employment NFP Preview: Jobs To Drive Volatility Amid 'Operation Epic Fury' And Implications For The DXY, Dow Jones Job cuts announced in February drop 55% from January: Challenger Report Fed's Beige Book signals AI productivity push with limited job impact U.S. private sector adds 63K jobs in February, more than expected: ADP jobs report
Palantir (PLTR +4.12%) stock has been one of the top performers since the AI scramble kicked off in 2023. It's up more than 2,000% since then, but it was much higher before its recent sell-off. Now the stock is down around 35% from its all-time high, and it has investors asking if now is the perfect opportunity to get in on a stock they may have missed or add more to an already successful pick. Le...
Palantir (PLTR +4.12%) stock has been one of the top performers since the AI scramble kicked off in 2023. It's up more than 2,000% since then, but it was much higher before its recent sell-off. Now the stock is down around 35% from its all-time high, and it has investors asking if now is the perfect opportunity to get in on a stock they may have missed or add more to an already successful pick. Let's take a look at Palantir and why it's down, then see if it's a buy in March. Palantir's tumble is tied to its valuation It's hard to find a fault in the execution of Palantir's business model. The company's platform is becoming a top way to integrate AI into a business, as it helps reveal insights using massive datasets that humans could never interpret by themselves. Originally, this software was designed for government use, but it is seeing rapid adoption by the commercial sector, especially in the U.S. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 4.12 %) $ 6.07 Current Price $ 153.29 Key Data Points Market Cap $366B Day's Range $ 148.06 - $ 154.51 52wk Range $ 66.12 - $ 207.52 Volume 12K Avg Vol 47M Gross Margin 82.37 % Palantir's growth rates are absolutely absurd, and it posted strong fourth-quarter results with total revenue growing 70% year over year to $1.4 billion. Its strongest segment, unsurprisingly, was U.S. commercial revenue, which increased 137% year over year. Palantir is clearly a leader in the AI application space, making it an easy pick, as it isn't subject to the massive data center spending going on with big tech. Palantir's software is here to stay, and because it uses a subscription model, it has a continuous revenue stream. This is an incredibly attractive investment, but is the price right? Palantir's decline has nothing to do with its product or business success. Each of those two is about as good as anyone could hope for. The problem is that the price tag attached to Palatnir's stock is jaw-dropping. The stock trades at more tha...
MacBook Neo signals Apple's formal expansion into lower price tiers, cultivating future brand loyalty earlier Pricing aligns with mainstream Windows notebooks, strengthening competitiveness in education procurement markets Apple's superior supply chain control allows it to introduce a lower-priced device despite industry headwinds TAIPEI, March 5, 2026 /PRNewswire/ -- TrendForce's latest projectio...
MacBook Neo signals Apple's formal expansion into lower price tiers, cultivating future brand loyalty earlier Pricing aligns with mainstream Windows notebooks, strengthening competitiveness in education procurement markets Apple's superior supply chain control allows it to introduce a lower-priced device despite industry headwinds TAIPEI, March 5, 2026 /PRNewswire/ -- TrendForce's latest projections estimate that global notebook shipments will decline 9.2% YoY in 2026, with the possibility of deeper contraction should demand remain weak. Amid simultaneous shortages and price increases in memory and CPUs—factors prompting most notebook brands to streamline product lines and adopt cautious inventory strategies—Apple has taken the opposite approach by introducing an entry-level notebook, the MacBook Neo, at a starting price of US$599. The new model targets the $500–800 mainstream segment, which is commonly associated with education and general productivity notebooks. This highlights Apple's clear ambition to broaden its product lineup and expand its ecosystem reach. TrendForce forecasts Apple's notebook shipments will grow 7.7% YoY in 2026, pushing macOS market share to 13.2%, fueled by the company's downward extension of price tiers, proactive pricing strategy, and strong supply chain control when compared to peers. Shipments of the MacBook Neo alone could reach 4–5 million units, depending on consumer acceptance of its 8 GB memory configuration. If the MacBook Neo successfully penetrates the entry-level segment, it could not only offset the broader industry downturn but also reshape the pricing structure and competitive landscape of the global notebook market. TrendForce notes that Apple's ability to launch a lower-priced device despite rising component costs largely stems from its strong supply chain control. First, its in-house Apple Silicon processors reduce reliance on external CPU suppliers, giving Apple greater flexibility in capacity allocation and cost negoti...
Key Points Palantir continues to grow at a rapid pace. Several years' worth of growth are priced into Palantir's stock. 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) stock has been one of the top performers since the AI scramble kicked off in 2023. It's up more than 2,000% since then, but it was much higher before its recent sell-off. Now the stock is down around 35...
Key Points Palantir continues to grow at a rapid pace. Several years' worth of growth are priced into Palantir's stock. 10 stocks we like better than Palantir Technologies › Palantir (NASDAQ: PLTR) stock has been one of the top performers since the AI scramble kicked off in 2023. It's up more than 2,000% since then, but it was much higher before its recent sell-off. Now the stock is down around 35% from its all-time high, and it has investors asking if now is the perfect opportunity to get in on a stock they may have missed or add more to an already successful pick. 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 » Let's take a look at Palantir and why it's down, then see if it's a buy in March. Palantir's tumble is tied to its valuation It's hard to find a fault in the execution of Palantir's business model. The company's platform is becoming a top way to integrate AI into a business, as it helps reveal insights using massive datasets that humans could never interpret by themselves. Originally, this software was designed for government use, but it is seeing rapid adoption by the commercial sector, especially in the U.S. Palantir's growth rates are absolutely absurd, and it posted strong fourth-quarter results with total revenue growing 70% year over year to $1.4 billion. Its strongest segment, unsurprisingly, was U.S. commercial revenue, which increased 137% year over year. Palantir is clearly a leader in the AI application space, making it an easy pick, as it isn't subject to the massive data center spending going on with big tech. Palantir's software is here to stay, and because it uses a subscription model, it has a continuous revenue stream. This is an incredibly attractive investment, but is the price right? Palantir's decline has nothing to do with its product or business success. Each of tho...