George said if he were to take on the Assisted Dying Bill, he "feels it's important the House of Commons demonstrates to the House of Lords we are not prepared to put up with the abuse of power we saw when they aborted the Bill only weeks ago".
George said if he were to take on the Assisted Dying Bill, he "feels it's important the House of Commons demonstrates to the House of Lords we are not prepared to put up with the abuse of power we saw when they aborted the Bill only weeks ago".
Pavel Kot Ares Management ( ARES ) has raised ~$850M to date for its first closed-end real estate debt fund, according to a media report on Thursday. The firm is aiming to raise a total of $1.5B for Ares Real Estate Debt Strategies, Bloomberg News reported, citing a person familiar with the matter. The fund's final close is expected to occur in the first half of 2027, the person added. The fund, f...
Pavel Kot Ares Management ( ARES ) has raised ~$850M to date for its first closed-end real estate debt fund, according to a media report on Thursday. The firm is aiming to raise a total of $1.5B for Ares Real Estate Debt Strategies, Bloomberg News reported, citing a person familiar with the matter. The fund's final close is expected to occur in the first half of 2027, the person added. The fund, focusing on property debt investments in the U.S. and Europe, underscores the growth in debt funds as real estate investors step into a space that banks retreated from after the 2008 financial crisis. Debt strategies have become more attractive to real estate investors as rising interest rates weigh on property values while increasing the return potential for the asset class. To be sure, the asset class has its risks as well, with market fears surrounding some private asset valuations and growth in commercial real estate defaults. More on Ares Management Corporation Ares Management: Why I Believe This Fallen Star Remains A Sell Ares Management: Rally Could Just Be Getting Started As AUM Formation Ramps Up Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript Ares-Scion JV acquires ~$910M student housing portfolio from Harrison Street Wealthy investors shy away from private equity - FT
Koval/iStock via Getty Images In this article, I'll be updating my thesis and assumptions for Swiss chocolatier Chocoladefabriken Lindt & Sprüngli AG ( LDSVF ) ( CHLSY ). I've been covering the cocoa/chocolate sector for about 2 years now, with my primary coverage targets being this company and Barry Callebaut. It's been a very volatile journey, yet I do not regret not investing in Lindt. The reas...
Koval/iStock via Getty Images In this article, I'll be updating my thesis and assumptions for Swiss chocolatier Chocoladefabriken Lindt & Sprüngli AG ( LDSVF ) ( CHLSY ). I've been covering the cocoa/chocolate sector for about 2 years now, with my primary coverage targets being this company and Barry Callebaut. It's been a very volatile journey, yet I do not regret not investing in Lindt. The reason for this is simple - the company followed my assumptions and expectations for its downside. I'll be looking at the native ticker here, because despite what the ADR says, it's not down 85%+ in less than 2 years. Seeking Alpha Lindt RoR It's almost exactly a year since I covered the company. At the time, it traded close to 120,000 CHF. Now it trades at 95,700 CHF. That means a significant drop that has, in the course of a year, erased a premiumization that it has otherwise held for going on 15 years. Lindt is now trading at "only" 30x P/E, which obviously does not sound low, but is for a company that has averaged 36-40x P/E for many years now. Lindt has a current market cap of 22B CHF, very low debt, a dividend of only 1.88%, but has also navigated the "cocoa crisis" much better than its peers. Barry Callebaut. It's therefore an interesting company to look at, for sure. This chocolate, with its various brands and products, is probably one of the best-known high-end chocolate products on the entire planet. In this article, I'll be updating my thesis on Lindt. I'll also be reviewing the last results, which in this case are the March 2026 (full-year 2025) results, and seeing where the company might go from here. Lindt is an incredibly complex investment for several reasons. One relatively simple one of these is that the native ticker costs over 95,000 CHF even today. That means to even get a share, you need to be willing to shell out ~$100 thousand for a single share, or more depending on how strong the Swiss Frank is to the US Dollar (right now it's strong at around 1 CHF to...
The head of the International Energy Agency on Thursday warned oil markets could soon enter a "red zone" as global stocks deplete and as demand picks up during the summer travel season. IEA Executive Director Fatih Birol said the single most important solution to the Iran war energy shock is a full and unconditional reopening of the strategically vital Strait of Hormuz. If it fails to reopen and n...
The head of the International Energy Agency on Thursday warned oil markets could soon enter a "red zone" as global stocks deplete and as demand picks up during the summer travel season. IEA Executive Director Fatih Birol said the single most important solution to the Iran war energy shock is a full and unconditional reopening of the strategically vital Strait of Hormuz. If it fails to reopen and no new oil is coming online from the Middle East, an ongoing drawdown in global stockpiles combined with an uptick in demand during the summer travel season means oil markets "may be entering the red zone in July or August," Birol said without elaborating futher. His comments came during a Chatham House session on the Strait of Hormuz crisis and global energy security. This is a breaking news story. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Futures Slump, Ignoring Korean Euphoria, After Iran Rejects Trump Enriched Uranium Demands A steady rebound in US equities driven by peak insanity in Korea (where the two chip stocks that account for most of the market surged and sent the Kospi soaring more than 8% overnight) faded after a report that Iran’s Supreme Leader issued a directive that the country’s near-weapons-grade uranium must remai...
Futures Slump, Ignoring Korean Euphoria, After Iran Rejects Trump Enriched Uranium Demands A steady rebound in US equities driven by peak insanity in Korea (where the two chip stocks that account for most of the market surged and sent the Kospi soaring more than 8% overnight) faded after a report that Iran’s Supreme Leader issued a directive that the country’s near-weapons-grade uranium must remain in the country, rejecting Trump's key ceasefire demand , while oil and bond yields jumped as traders waited in mounting futility to see whether hopes of a peace deal in the Middle East would translate into tangible progress. As of 7:15am ET, S&P 500 futures fell 0.4% and Nasdaq futures slid 0.3% after otherwise very strong Nvidia’s earnings failed to ignite further strong gains in the artificial intelligence trade. Treasuries fell as Brent reversed earlier losses to climb 2% above $107 after Tehran's response disappointed those hoping for de-escalation. JPMorgan CEO Jamie Dimon did not help, warning that interest rates may climb much further from current levels. Long-dated bonds around the world have tested multiyear highs in recent days on concern about an oil-driven spike in inflation and amid worries over government spending. Yesterday's Nvidia earnings proved to be a dud: Nvidia shares were unchanged (crushing both put and call buyers as the implied vol collapse) in US premarket trading after the AI chipmaker reported Q1 results and gave a forecast amid increased investor skepticism. While analysts were broadly positive, some also questioned the sustainability of growth, especially amid higher competition. Intuit sank 13% after the software company said it plans to reduce its workforce by about 17%. The shares of space exploration and satellite internet companies were broadly steady after Elon Musk’s SpaceX filed publicly for an initial public offering. Tesla advanced 1.6%, while other Mag 7 stocks were mixed (Amazon +0.6%, Alphabet +0.3%, Meta -0.2%, Apple -0.3%, Mic...
The European Investment Fund (EIF) has committed EUR 200 million to Copenhagen Infrastructure Partners' Advanced Bioenergy Fund II (ABF II) aimed at boosting biomethane and advanced bioenergy production throughout Europe. This investment supports the development, construction, and operation of new biogas facilities to further the continent's energy transition and enhance energy security. By transf...
The European Investment Fund (EIF) has committed EUR 200 million to Copenhagen Infrastructure Partners' Advanced Bioenergy Fund II (ABF II) aimed at boosting biomethane and advanced bioenergy production throughout Europe. This investment supports the development, construction, and operation of new biogas facilities to further the continent's energy transition and enhance energy security. By transforming agricultural waste into renewable energy, these projects are aligned with Europe's strategic goals of reducing reliance on imported fossil fuels and decarbonising various sectors. The fund, part of broader EU initiatives like InvestEU and REPowerEU, reflects the increasing investor demand for renewable gas production and sustainable energy infrastructure across core European markets. In other market news, Enphase Energy was a standout up 13.7% and ending the day at $53.15, near its 52-week high. This week, Enphase launched PowerMatch technology for its IQ Battery systems in North America and select regions, enhancing energy efficiency and savings. Meanwhile, Ningbo Deye Technology Group trailed, down 29.0% to finish the session at CN¥120.46. Enphase Energy is poised for potential growth through its integrated solar and EV charging solutions amid global electrification. Discover more about Enphase Energy's strategic position in the energy sector by exploring our detailed narrative. You might want to get in fast and revisit our Market Insights article titled "What's happening with Renewables & EVs?", where we explored the significant recovery and investment trends in renewable energy and electric vehicles driven by AI data center demand. Best Energy Transition Stocks Tesla closed at $417.26 up 3.3%. GE Vernova closed at $1,024.52 up 1.3%. Equinor ended the day at NOK369.60 down 1.7%. Turning Ideas Into Actions This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and ...
Navios Maritime press release ( NMM ): Q1 GAAP EPS of $3.64 beats by $1.04 . Revenue of $357M (+17.4% Y/Y) beats by $47.5M . Net cash from operating activities: $126.6 million for Q1 2026. Excluding this item, Adjusted EBITDA increased by $50.6 million to $204.1 million for the three month period ended March 31, 2026, as compared to $153.5 million for the same period in 2025. More on Navios Mariti...
Navios Maritime press release ( NMM ): Q1 GAAP EPS of $3.64 beats by $1.04 . Revenue of $357M (+17.4% Y/Y) beats by $47.5M . Net cash from operating activities: $126.6 million for Q1 2026. Excluding this item, Adjusted EBITDA increased by $50.6 million to $204.1 million for the three month period ended March 31, 2026, as compared to $153.5 million for the same period in 2025. More on Navios Maritime Navios Maritime Partners Remains A Buy After A 100% Rally Navios Maritime Partners L.P. Common Units 2025 Q4 - Results - Earnings Call Presentation Navios Maritime Q1 2026 Earnings Preview Nine of ten foreign industrial stocks on this list earn a Strong Buy Seeking Alpha’s Quant Rating on Navios Maritime
To make a proper investment decision, you should try to forecast a company's stock price. You'll need to project certain items, like sales, and the corresponding price-to-sales (P/S) ratio. That sounds simple, but it's challenging to predict how a company will perform five years from now. Still, it's a necessity for long-term investors. Of course, you're not bound by those forecasts. You can, and ...
To make a proper investment decision, you should try to forecast a company's stock price. You'll need to project certain items, like sales, and the corresponding price-to-sales (P/S) ratio. That sounds simple, but it's challenging to predict how a company will perform five years from now. Still, it's a necessity for long-term investors. Of course, you're not bound by those forecasts. You can, and should, update them as new information (e.g., quarterly results) comes in. Chewy's (CHWY +2.75%) stock price has had a wild ride. In early 2021, the shares reached an all-time high of nearly $120. They currently sell at more than 80% below that price. Where will the share price reach in five years? Sales growth It's useful to look at historical sales and earnings growth. During the early days of the pandemic, Chewy's sales soared as many people adopted pets and used the company's online platform to order pet products. Fiscal 2022 sales reached $10.1 billion, up more than 41% from $7.1 billion in 2020. Chewy also reported a profit under generally accepted accounting principles (GAAP) of $0.12 per diluted share, compared to a $0.23 per diluted share loss in 2020. The 2022 fiscal year ended on Jan. 29, 2023. However, that sales pace proved unsustainable. More recent periods seem more reflective of Chewy's growth rate. Last year's sales grew 8.3% based on the same number of weeks in both years. Expand NYSE : CHWY Chewy Today's Change ( 2.75 %) $ 0.54 Current Price $ 20.20 Key Data Points Market Cap $8.4B Day's Range $ 19.30 - $ 20.48 52wk Range $ 19.30 - $ 48.62 Volume 111 Avg Vol 8.5M Gross Margin 28.77 % Management has done a nice job driving sales from autoship customers (83.3% of 2025 sales, up from 79.2%) and from active customers (those who order a product or service at least once in the past year), which grew 4% to 21.3 million. It has a high-single-digit to low-double-digit sales growth goal. Chewy ended 2026 with $12.6 billion in sales, or $29.59 a share. Using an 8% g...
Key Points Fueled by fast sales and earnings growth, Chewy's stock price soared during the early days of the pandemic. Growth has returned to a more reasonable pace. If Chewy meets management's sales goal, the stock could meaningfully appreciate. 10 stocks we like better than Chewy › To make a proper investment decision, you should try to forecast a company's stock price. You'll need to project ce...
Key Points Fueled by fast sales and earnings growth, Chewy's stock price soared during the early days of the pandemic. Growth has returned to a more reasonable pace. If Chewy meets management's sales goal, the stock could meaningfully appreciate. 10 stocks we like better than Chewy › To make a proper investment decision, you should try to forecast a company's stock price. You'll need to project certain items, like sales, and the corresponding price-to-sales (P/S) ratio. That sounds simple, but it's challenging to predict how a company will perform five years from now. Still, it's a necessity for long-term investors. Of course, you're not bound by those forecasts. You can, and should, update them as new information (e.g., quarterly results) comes in. 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 » Chewy's (NYSE: CHWY) stock price has had a wild ride. In early 2021, the shares reached an all-time high of nearly $120. They currently sell at more than 80% below that price. Where will the share price reach in five years? Sales growth It's useful to look at historical sales and earnings growth. During the early days of the pandemic, Chewy's sales soared as many people adopted pets and used the company's online platform to order pet products. Fiscal 2022 sales reached $10.1 billion, up more than 41% from $7.1 billion in 2020. Chewy also reported a profit under generally accepted accounting principles (GAAP) of $0.12 per diluted share, compared to a $0.23 per diluted share loss in 2020. The 2022 fiscal year ended on Jan. 29, 2023. However, that sales pace proved unsustainable. More recent periods seem more reflective of Chewy's growth rate. Last year's sales grew 8.3% based on the same number of weeks in both years. Management has done a nice job driving sales from autoship customers (83.3% of 2025 sales,...
More on Walmart Walmart Earnings Preview: Short-Term Gas Impact Vs. Longer-Term Advertising And Flywheel Trends Walmart: Get Out Before The Correction Walmart: Consolidation In Uptrend Means New Highs Likely (Technical Analysis) Walmart falls after issuing cautious guidance amid the high gas price environment Walmart Non-GAAP EPS of $0.66 in-line, revenue of $177.75B beats by $2.91B
More on Walmart Walmart Earnings Preview: Short-Term Gas Impact Vs. Longer-Term Advertising And Flywheel Trends Walmart: Get Out Before The Correction Walmart: Consolidation In Uptrend Means New Highs Likely (Technical Analysis) Walmart falls after issuing cautious guidance amid the high gas price environment Walmart Non-GAAP EPS of $0.66 in-line, revenue of $177.75B beats by $2.91B
Check out the companies making the biggest moves in premarket trading: Quantum stocks — Shares of quantum computing companies soared following a Wall Street Journal report that the government plans to award $2 billion in grants to nine firms. The deal also included government equity stakes, the report said. Rigetti Computing jumped 15%, D-Wave Quantum surged 17%, and Quantum Computing rallied near...
Check out the companies making the biggest moves in premarket trading: Quantum stocks — Shares of quantum computing companies soared following a Wall Street Journal report that the government plans to award $2 billion in grants to nine firms. The deal also included government equity stakes, the report said. Rigetti Computing jumped 15%, D-Wave Quantum surged 17%, and Quantum Computing rallied nearly 14%. IonQ gained 8%, IBM rose 6.5% and GlobalFoundries added 13%. Walmart — The mega retailer slipped 2% after it issued a worst-than-expected outlook for the full year and its current quarter. Walmart expects adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. Its first quarter adjusted EPS was in line with expectations, while tis revenue topped estimates. Rocket Lab — The space company tumbled 6% after Space X filed a prospectus with the Securities and Exchange Commission to trade publicly on the Nasdaq. CNBC reported last week the company plans to kick off a roadshow to market the deal on June 8. Nvidia — The chip titan said revenue surged 85% year over year to $81.62 billion in the first quarter, exceeding the prediction of $78.86 billion from analysts polled by LSEG. Shares were little changed. Intuit — Shares sank 14% after the financial software company announced a 17% workforce cut. Intuit also missed analyst expectations for revenue in the third fiscal quarter, posting $8.56 billion against an LSEG consensus forecast of $8.61 billion. E.l.f. Beauty — The beauty retailer jumped 7% after beating Wall Street's expectations on the top and bottom lines for the fourth fiscal quarter. E.l.f. said it planned to undo some of its tariff-related price increases, citing hardship for consumers facing higher gas prices. Star Bulk Carriers — Shares of the shipping firm added 3% after posting 56 cents in earnings per share, excluding items, on $281.2 million in revenue for the first quarter. Analysts surveyed by FactSe...
The United States market remained flat over the last week but has shown a 27% rise over the past 12 months, with earnings expected to grow by 17% annually in the coming years. In this context, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best. Top 10 Growth Companies With High Insider Ownership ...
The United States market remained flat over the last week but has shown a 27% rise over the past 12 months, with earnings expected to grow by 17% annually in the coming years. In this context, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best. Top 10 Growth Companies With High Insider Ownership In The United States Name Insider Ownership Earnings Growth Uxin (UXIN) 33.4% 74.1% Upstart Holdings (UPST) 13% 58.1% SharonAI Holdings (SHAZ) 29.9% 105.4% Laird Superfood (LSF) 16.1% 115.9% KVH Industries (KVHI) 16.3% 146.1% Karman Holdings (KRMN) 15.7% 52.6% FirstSun Capital Bancorp (FSUN) 21% 54.2% Corcept Therapeutics (CORT) 11.8% 48.7% Astera Labs (ALAB) 10.7% 31.5% AppLovin (APP) 27.4% 21.6% Click here to see the full list of 180 stocks from our Fast Growing US Companies With High Insider Ownership screener. Let's explore several standout options from the results in the screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: Coastal Financial Corporation, with a market cap of $1.05 billion, is the bank holding company for Coastal Community Bank, offering a range of banking products and services to consumers and small to medium-sized businesses in Washington's Puget Sound region. Operations: Coastal Financial's revenue is primarily derived from its CCBX segment at $255.45 million, followed by Community Bank at $90.69 million, and Treasury & Administration contributing $17.18 million. Insider Ownership: 13.4% Coastal Financial Corporation demonstrates robust growth potential with earnings forecasted to increase by 45.5% annually, outpacing the US market average of 16.8%. Despite no substantial insider buying recently, the company benefits from high insider ownership, aligning management interests with shareholders. Recent first-quarter results showed net interest income rising to US$83.36 million and net income at US$12.02 million, reflecting consistent performance imp...
Queen Elizabeth pressed for her son Andrew Mountbatten-Windsor to be made a government trade envoy back in 2000, according to documents released on Thursday. Mountbatten-Windsor, brother of King Charles, served as the UK’s Special Representative for International Trade and Investment between 2001 and 2011 in an unpaid role that allowed him to travel the world meeting senior business and governme...
Queen Elizabeth pressed for her son Andrew Mountbatten-Windsor to be made a government trade envoy back in 2000, according to documents released on Thursday. Mountbatten-Windsor, brother of King Charles, served as the UK’s Special Representative for International Trade and Investment between 2001 and 2011 in an unpaid role that allowed him to travel the world meeting senior business and government figures. David Wright, the chief executive of British Trade International, said that before the appointment was made, he had a “wide-ranging discussion” with the late queen’s private secretary about Andrew’s appointment. Advertisement “The Queen’s wish is that the Duke of Kent should be succeeded in this role [as trade envoy] by the Duke of York,” Wright said in one document released on Thursday, referring to Mountbatten-Windsor’s previous title. The government agreed to release 11 documents after an opposition party used a rare parliamentary device to request the publication of files about the appointment of Mountbatten-Windsor. Prince Andrew has been stripped of his titles; here are others who have lost their royal titles Chris Bryant, a junior trade minister, said in a written statement to parliament that there was no evidence that formal due diligence or security vetting was carried out at the time.
A key Bank of America stock price indicator is flashing a warning sign that European equities could be at risk of a price crash in the coming weeks. The bank's European Momentum Conviction Indicator (MCI) — a key measure of the underlying strength of stocks' recent performance and future direction — has plunged to 17, BofA quant strategists said. That score is now well inside the critical danger z...
A key Bank of America stock price indicator is flashing a warning sign that European equities could be at risk of a price crash in the coming weeks. The bank's European Momentum Conviction Indicator (MCI) — a key measure of the underlying strength of stocks' recent performance and future direction — has plunged to 17, BofA quant strategists said. That score is now well inside the critical danger zone threshold of below 30, they explained in a note Thursday, suggesting a sharp market reversal could now be in the cards. A 30-or-below reading on BofA's MCI typically points to a greater risk of a 12-month price momentum crash over the next 4-8 weeks. Paulina Strzelinska, BofA quant strategist, said the deepening price momentum crash signal is driven by all three of the indicator's inputs: implied volatility, momentum volatility, and trend reversal risk. Momentum is a key factor in quantitative trading, alongside other signals such as value and volatility, that machine-learning funds use to model their investment strategies and size positions in their portfolios. Strzelinska said the slide points "primarily to volatility‑driven regime‑shift risk", alongside some evidence of trend acceleration, "though not a full‑blown momentum bubble." .STOXX 1Y mountain Stoxx 600. Europe-focused equity funds saw more than $1.5 billion of outflows over the past week, their fifth consecutive week of withdrawals, BofA's analysis showed, reflecting growing investor aversion to the region. The warning comes as investors this week expressed fears over a possible equity market correction coming down the line. Neil Birrell, chief investment officer at Premier Miton Investor, highlighted the "diverging views" on the prevailing macro backdrop among bonds and equity markets, telling CNBC that it's only a matter of time before the r ecent bond market jitters spill over into stocks. — CNBC's Michael Bloom contributed to this report.
Palantir Technologies NASDAQ: PLTR just posted what may be the best quarter in its history as a public company. 85% revenue growth, operating margins approaching 50%, $8 billion in combined cash and short-term securities, and zero signs of stress anywhere in the business. The stock sold off anyway. For investors trying to make sense of that, one of the earliest retail bulls on the name says the re...
Palantir Technologies NASDAQ: PLTR just posted what may be the best quarter in its history as a public company. 85% revenue growth, operating margins approaching 50%, $8 billion in combined cash and short-term securities, and zero signs of stress anywhere in the business. The stock sold off anyway. For investors trying to make sense of that, one of the earliest retail bulls on the name says the reaction isn't a mystery—and it isn't a warning. Get Palantir Technologies alerts: Sign Up When Great Earnings Aren't Enough Palantir Technologies Today PLTR Palantir Technologies $137.41 +0.26 (+0.19%) 52-Week Range $118.93 ▼ $207.52 P/E Ratio 154.39 Price Target $195.16 Add to Watchlist The market's short-term behavior has always been a poor predictor of business quality. Long-term Palantir bull Tom Nash, who has followed the company since its public debut, put it plainly: in the short run, the market is a voting machine. In the long run, it's a weighing machine, a line he credits to Benjamin Graham. A stock priced for perfection, like Palantir, often sells off even when it delivers perfection. High expectations were baked in ahead of the earnings report. Some investors took profits and moved on. That's not panic, it's rational portfolio management. Nash pointed to Amazon.com NASDAQ: AMZN as a parallel case: a company blowing out earnings while still lagging the broader S&P 500, largely misunderstood by the market in the short term. Mispricing is more common than investors tend to acknowledge. Why the Global Chaos Trade Favors Palantir Nash spent years underweighting Palantir's government business in his thesis. That view changed as the global investment environment shifted. The AI arms race among governments is accelerating, and the U.S. Department of Defense has a historically consistent preference for a single primary supplier when it comes to mission-critical data infrastructure. That supplier is effectively Palantir. The broader geopolitical deterioration—supply chain ...
Palantir Technologies (NASDAQ: PLTR) just posted what may be the best quarter in its history as a public company. 85% revenue growth, operating margins approaching 50%, $8 billion in combined cash and short-term securities, and zero signs of stress anywhere in the business. The stock sold off anyway. For investors trying to make sense of that, one of the earliest retail bulls on the name says the ...
Palantir Technologies (NASDAQ: PLTR) just posted what may be the best quarter in its history as a public company. 85% revenue growth, operating margins approaching 50%, $8 billion in combined cash and short-term securities, and zero signs of stress anywhere in the business. The stock sold off anyway. For investors trying to make sense of that, one of the earliest retail bulls on the name says the reaction isn't a mystery—and it isn't a warning. When Great Earnings Aren't Enough The market's short-term behavior has always been a poor predictor of business quality. Long-term Palantir bull Tom Nash, who has followed the company since its public debut, put it plainly: in the short run, the market is a voting machine. In the long run, it's a weighing machine, a line he credits to Benjamin Graham. A stock priced for perfection, like Palantir, often sells off even when it delivers perfection. High expectations were baked in ahead of the earnings report. Some investors took profits and moved on. That's not panic, it's rational portfolio management. Nash pointed to Amazon.com (NASDAQ: AMZN) as a parallel case: a company blowing out earnings while still lagging the broader S&P 500, largely misunderstood by the market in the short term. Mispricing is more common than investors tend to acknowledge. Why the Global Chaos Trade Favors Palantir Nash spent years underweighting Palantir's government business in his thesis. That view changed as the global investment environment shifted. The AI arms race among governments is accelerating, and the U.S. Department of Defense has a historically consistent preference for a single primary supplier when it comes to mission-critical data infrastructure. That supplier is effectively Palantir. The broader geopolitical deterioration—supply chain fragmentation, alliance instability, the collapse of predictable globalization—plays directly into what Palantir does best. The company built its DNA in chaos. Its Foundry platform was originally develop...