What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector. Cisco's impressive results were driven by strong demand from hyperscaler clients, the massive companies that dominate cloud computing,...
What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector. Cisco's impressive results were driven by strong demand from hyperscaler clients, the massive companies that dominate cloud computing, who are pouring capital into artificial intelligence infrastructure. This report was viewed by investors as a positive bellwether for the entire tech ecosystem. The voracious appetite for AI is not only benefiting chipmakers but also the companies providing the essential networking hardware required to support these advanced systems. Cisco's performance reinforces the market narrative that the AI boom is generating substantial and sustained spending across the broader technology landscape, lifting investor sentiment sector-wide. After the initial pop the shares cooled down to $133.38, up 2.5% from previous close. Is now the time to buy Palantir Technologies? Access our full analysis report here, it’s free. What Is The Market Telling Us Palantir Technologies’s shares are very volatile and have had 28 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 4.2% on the news that the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield rising to 4.49%. This 'sticky and accelerating' inflation data effectively eliminated 2026 rate-cut hopes, raising the discount rate applied to long-duration growth earnings. BNN Bloomberg noted technology-related inflation was emerging as a structural concern, with computer software prices up year-over-year, potentially triggering a pullback in enterprise software spending. Software companies sell ...
What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector. Cisco's impressive results were driven by strong demand from hyperscaler clients, the massive companies that dominate cloud computing,...
What Happened? Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 2.9% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector. Cisco's impressive results were driven by strong demand from hyperscaler clients, the massive companies that dominate cloud computing, who are pouring capital into artificial intelligence infrastructure. This report was viewed by investors as a positive bellwether for the entire tech ecosystem. The voracious appetite for AI is not only benefiting chipmakers but also the companies providing the essential networking hardware required to support these advanced systems. Cisco's performance reinforces the market narrative that the AI boom is generating substantial and sustained spending across the broader technology landscape, lifting investor sentiment sector-wide. After the initial pop the shares cooled down to $133.38, up 2.5% from previous close. Is now the time to buy Palantir Technologies? Access our full analysis report here, it’s free. What Is The Market Telling Us Palantir Technologies’s shares are very volatile and have had 28 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 4.2% on the news that the April PPI report sent Treasury yields to 10-month highs, with the 10-year yield rising to 4.49%. This 'sticky and accelerating' inflation data effectively eliminated 2026 rate-cut hopes, raising the discount rate applied to long-duration growth earnings. BNN Bloomberg noted technology-related inflation was emerging as a structural concern, with computer software prices up year-over-year, potentially triggering a pullback in enterprise software spending. Software companies sell ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. What Joe is thinking about today We’re two weeks away from our May 28 live show in NYC, and there are still some tickets available . To that end, we have a couple of guests that we’re ready to announce. We’ve done a fair number episodes (including last year’s live discussion with Tarek Mansour of Kalshi ) about prediction markets, and the challenge of scaling them up so that they’re institutional grade, with liquidity in categories beyond sports. That’s why, for our next live show, we want to talk to Jeremy Maletz , who is the head of prediction markets at the trading shop Susquehanna International Group. At least in theory, prediction markets create the possibility of isolating exactly the risk that you want to trade or hedge. Speaking of which, here’s a great piece from the Manifold Markets (the play money prediction markets site) newsletter about various odds in the Musk vs. Altman trial that’s happening right now. So here is something to consider: If there were significant liquidity on a real-money prediction markets platform on various outcomes in this trial, these could be useful instruments for institutional investors and traders that have some skin in the game. We also don’t know the future of the “AI trade” per se, but I’m confident that we’ll continue to see a sort-of blossoming of instruments through which to trade it, including compute futures , which have gotten a ton of attention in the last week. And then speaking of both AI and trading, we’re thri...
Rivian (NASDAQ: RIVN) , a producer of electric pickups, SUVs, and delivery vans, went public at $78 per share in Nov. 2021. Today, its stock trades at about $15. The bulls retreated as its production slowed, it posted steep losses, and rising interest rates compressed its valuation. It's tempting to think of Rivian as a contrarian play, since it trades at less than two times next year's sales. But...
Rivian (NASDAQ: RIVN) , a producer of electric pickups, SUVs, and delivery vans, went public at $78 per share in Nov. 2021. Today, its stock trades at about $15. The bulls retreated as its production slowed, it posted steep losses, and rising interest rates compressed its valuation. It's tempting to think of Rivian as a contrarian play, since it trades at less than two times next year's sales. But it's cheap because it needs to successfully ramp up the production of its R2 SUV this year to drive away the bears. Failing to do so would represent the biggest near-term threat to Rivian's stock -- but its stock could also soar if the company finally gets its act together. Image source: Rivian. Continue reading
ultramarine5/iStock via Getty Images Despite U.S. President Donald Trump’s public expectations that incoming Federal Reserve Chair Kevin Warsh will cut interest rates, one investment expert believes the central bank may actually be forced to move in the opposite direction. Skyler Weinand, Chief Investment Officer at Regan Capital, told CNBC that while rate hikes aren’t imminent, they could arrive ...
ultramarine5/iStock via Getty Images Despite U.S. President Donald Trump’s public expectations that incoming Federal Reserve Chair Kevin Warsh will cut interest rates, one investment expert believes the central bank may actually be forced to move in the opposite direction. Skyler Weinand, Chief Investment Officer at Regan Capital, told CNBC that while rate hikes aren’t imminent, they could arrive as soon as this fall or next spring. “Not in the next three or four months, but sometime this fall or next spring, we think they’re going to be forced to raise interest rates with where inflation’s going,” Weinand said in the Thursday interview. If the Fed does raise rates, Weinand recommends investors look to the banking sector ( KBE ) ( KBWB ) ( FTXO ), with Wells Fargo ( WFC ) as his top pick. The bank currently holds about $200B in cash and has seen its regulatory cap lifted less than a year ago, positioning it to aggressively grow deposits and expand its loan portfolio. “They’re down about 20% this year, way underperforming the S&P ( SP500 ) ( SPY ) and financials ( XLF ), which means there’s a lot more room for them to grow this year,” Weinand explained. The potential for rate increases comes amid rising inflation concerns as the Middle East war sends energy prices soaring, which could force the Fed to reverse course after what Weinand characterized as a “bizarre cut” two falls ago. More on State Street SPDR S&P Bank ETF, Invesco KBW Bank ETF, etc. Big Bank Earnings: Resilience And Concern Big Bank Earnings Roundup 4 CEOs, 4 Framings: The $108B Private Credit Story Begins Bank stocks soar as trading desks deliver record-breaking quarter Bessent: Banks must be prepared to collect customers' citizenship data
"What kind of doctor was dr. pepper," Utah real estate agent Kouri Richins once asked a search engine. (Sadly, there was no actual Dr. Pepper. ) But it was Richins' less innocuous online searches that helped a jury find her guilty of murdering her husband Eric via fentanyl overdose—and of hoping to collect life insurance policies she had opened in his name but without his knowledge. Richins was ye...
"What kind of doctor was dr. pepper," Utah real estate agent Kouri Richins once asked a search engine. (Sadly, there was no actual Dr. Pepper. ) But it was Richins' less innocuous online searches that helped a jury find her guilty of murdering her husband Eric via fentanyl overdose—and of hoping to collect life insurance policies she had opened in his name but without his knowledge. Richins was yesterday sentenced to life in prison without parole; her Internet history played a key role in the trial. A few weeks after Utah police began their investigation into Eric's March 2022 death, they seized Kouri's iPhone. Comparisons with records from her cell phone provider suggested that numerous text messages around the time of Eric's death had been deleted from the device. In addition, cell phone tower pings helped establish where Kouri had been in the days before Eric's death, which were a key piece of evidence in the state's case against her. Read full article Comments
According to an SEC filing dated May 11, 2026, Pacific Ridge Capital Partners, LLC reduced its holdings in NWPX Infrastructure (NASDAQ:NWPX) by 39,979 shares. The fund’s position value at quarter-end declined by $805,374, a figure that incorporates both the sale and price movement. Pacific Ridge sold shares but retained a stake representing 1.86% of 13F reportable AUM. Top holdings after the filin...
According to an SEC filing dated May 11, 2026, Pacific Ridge Capital Partners, LLC reduced its holdings in NWPX Infrastructure (NASDAQ:NWPX) by 39,979 shares. The fund’s position value at quarter-end declined by $805,374, a figure that incorporates both the sale and price movement. Pacific Ridge sold shares but retained a stake representing 1.86% of 13F reportable AUM. Top holdings after the filing: Continue reading
In this article US2Y Follow your favorite stocks CREATE FREE ACCOUNT A trader works, as a screen broadcasts a news conference by U.S. Federal Reserve Chair Jerome Powell following the Fed rate announcement, on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., April 29, 2026. Brendan McDermid | Reuters Bond market investors believe the Federal Reserve needs to play catch up on...
In this article US2Y Follow your favorite stocks CREATE FREE ACCOUNT A trader works, as a screen broadcasts a news conference by U.S. Federal Reserve Chair Jerome Powell following the Fed rate announcement, on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., April 29, 2026. Brendan McDermid | Reuters Bond market investors believe the Federal Reserve needs to play catch up on inflation as its new leader takes over, according to Ed Yardeni, president of Yardeni Research. Wall Street expects the central bank's Federal Open Market Committee to relinquish its bias toward easing rates at the policy meeting next month, Yardeni said. Bond traders are hoping that is replaced with a slant toward tighter monetary policy, the economist said. Yardeni's evidence: The 2-year U.S. Treasury yield is above the federal funds rate, or FFR. When this happens, investors are hinting that they do not believe the FFR is high enough to bat down inflation, he said. "The market is signaling that the current FFR is too low to curb inflation and may have to be hiked," Yardeni wrote in a Wednesday note to clients. The Fed may have to show a willingness to hike interest rates after five years of inflation running above its annual target of 2%, Yardeni added. "A simple removal of the easing bias may not be enough," he said. Yardeni's comments follow a series of inflation readings this week showing a reacceleration in the wake of the Iran War. That can complicate the outlook for Kevin Warsh , President Donald Trump 's pick to succeed Fed Chair Jerome Powell . April's consumer price index showed an annual increase of 3.8% , the highest rate since 2023. Wholesale inflation jumped 6% over 12 months in April, its fastest clip since 2022. Warsh, who was confirmed by the Senate this week, has promised a "regime change" at the central bank. Trump has long pressured the Fed to lower interest rates, arguing that decreased borrowing costs would benefit the economy. But Fed funds futures...