The stock has slipped, but even a blowout quarter may not bring it back anytime soon. Palantir Technologies (PLTR 2.66%) is arguably on a generational run. The stock has been an absolute rocket, soaring more than 1,660% over the past three years. The company recently closed out its fiscal year 2025 with fourth-quarter earnings, and Palantir delivered in a big way. Revenue came in at $1.41 billion,...
The stock has slipped, but even a blowout quarter may not bring it back anytime soon. Palantir Technologies (PLTR 2.66%) is arguably on a generational run. The stock has been an absolute rocket, soaring more than 1,660% over the past three years. The company recently closed out its fiscal year 2025 with fourth-quarter earnings, and Palantir delivered in a big way. Revenue came in at $1.41 billion, versus analyst estimates of $1.33 billion, while earnings per share of $0.25 topped estimates of $0.23. Additionally, Palantir issued a massive growth guide for 2026. Its expected full-year revenue of $7.182 billion to $7.198 billion represents as much as 60.8% growth. Thus far, Palantir stock and its shareholders have mostly left its doubters in the dust. Is the stock a buy now? The hype continues to rise, and Palantir continues to deliver Wall Street continues to struggle to wrap its arms around Palantir. The company has topped quarterly revenue and earnings estimates more often than not these past few years. Palantir is sitting pretty in this AI boom. It specializes in developing custom software applications that ingest data and analyze it using AI and machine learning. That can mean optimizing complex supply chains or efficiently distributing a vaccine during a pandemic. The company has a long-standing and lucrative relationship with the U.S. government, which contributed $1.855 billion to Palantir's top line in 2025. Palantir has also rapidly grown its commercial business, especially since launching its AIP platform for AI applications in 2023. Palantir's commercial business grew by a staggering 137% year over year in the fourth quarter, and it still has just 571 commercial customers in the United States. With how useful Palantir's software is across a wide range of industries and use cases, the company could sustain impressive growth well into the future. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -2.66 %) $ -3.71 Current Price $ 135.80 Key Data Poin...
The pre-Inca Chincha Kingdom (circa 1000-1400 CE), along Peru's southern coast, was one of the most wealthy and influential of its time before falling to the Inca and Spanish empires. Scientists have long puzzled over the foundation for that prosperity, and it seems one critical factor was bird poop, according to a new paper published in the journal PLoS ONE. “Seabird guano may seem trivial, yet o...
The pre-Inca Chincha Kingdom (circa 1000-1400 CE), along Peru's southern coast, was one of the most wealthy and influential of its time before falling to the Inca and Spanish empires. Scientists have long puzzled over the foundation for that prosperity, and it seems one critical factor was bird poop, according to a new paper published in the journal PLoS ONE. “Seabird guano may seem trivial, yet our study suggests this potent resource could have significantly contributed to sociopolitical and economic change in the Peruvian Andes,” said co-author Jacob Bongers , a digital archaeologist at the University of Sydney. “Guano dramatically boosted the production of maize (corn), and this agricultural surplus crucially helped fuel the Chincha Kingdom’s economy, driving their trade, wealth, population growth and regional influence, and shaped their strategic alliance with the Inca Empire. In ancient Andean cultures, fertiliser was power.” Last November, Bongers co-authored a paper detailing evidence supporting the hypothesis that the mysterious "Band of Holes" on Mount Sierpe in the Andes might have been an ancient marketplace. Aerial photographs from the 1930s first revealed that long row of around 5,200 precisely aligned holes, seemingly organized into blocked sections, most likely constructed by the Chincha Kingdom. Scholars had suggested various hypotheses for what the site's purpose may have been: defense, storage, or accounting, perhaps, or maybe to collect water and capture fog for local gardens. But nobody had any strong evidence for those suggestions. Read full article Comments
Justin Paget Year to date in 2026, U.S. small-cap stocks represented by the iShares Core S&P Small-Cap ETF ( IJR ) have significantly outperformed large-cap stocks tracked by the SPDR S&P 500 ETF Trust ( SPY ), marking a notable reversal after years of underperformance. IJR is up 10.9%, exceeding the larger SPY index, which moved up only 1.4% YTD. In light of this development, b elow is a list of ...
Justin Paget Year to date in 2026, U.S. small-cap stocks represented by the iShares Core S&P Small-Cap ETF ( IJR ) have significantly outperformed large-cap stocks tracked by the SPDR S&P 500 ETF Trust ( SPY ), marking a notable reversal after years of underperformance. IJR is up 10.9%, exceeding the larger SPY index, which moved up only 1.4% YTD. In light of this development, b elow is a list of small-cap real estate stocks ranked by their last price percentage versus the 200-day simple moving average. The list is topped by Pebblebrook Hotel Trust ( PEB ), with a last price percentage vs 200DSMA of 19.75%. Xenia Hotels & Resorts, Inc. ( XHR ) and Whitestone REIT ( WSR ) are next, with Gladstone Land Corporation ( LAND ) and Community Healthcare Trust Incorporated ( CHCT ) rounding out the rest of the top five. Other notable names include NewLake Capital Partners, Inc. ( NLCP ), which carries a Strong Buy quant rating, and Alexander & Baldwin, Inc. ( ALEX ), a diversified REIT with a Buy rating. The list features a diverse mix of property types, including hotel and resort REITs, retail REITs, healthcare REITs, and specialized agricultural land REITs like Farmland Partners Inc. ( FPI ). Here is the list: Pebblebrook Hotel Trust ( PEB ), last price percentage vs. 200DSMA: 19.75% Xenia Hotels & Resorts ( XHR ), last price percentage vs. 200DSMA: 19.11% Whitestone REIT ( WSR ), last price percentage vs. 200DSMA: 16.36% Gladstone Land ( LAND ), last price percentage vs. 200DSMA: 14.83% Community Healthcare Trust ( CHCT ), last price percentage vs. 200DSMA: 14.18% NewLake Capital Partners ( NLCP ), last price percentage vs. 200DSMA: 14.10% Alexander & Baldwin ( ALEX ), last price percentage vs. 200DSMA: 13.99% The RMR Group ( RMR ), last price percentage vs. 200DSMA: 12.53% RLJ Lodging Trust ( RLJ ), last price percentage vs. 200DSMA: 11.98% Farmland Partners ( FPI ), last price percentage vs. 200DSMA: 11.80% Real Estate ETFs: ( VNQ ), ( XLRE ), ( IYR ), ( USRT ), and ( H...
A 13-year-old suspected of stabbing two boys at a secondary school is a former pupil who was arrested after being seen at a mosque after the attack, which has not been declared a terrorist incident, police said. Two pupils at Kingsbury high school in Brent, north-west London, were seriously injured at lunchtime on Tuesday. Both remain in a “stable” condition in hospital with injuries now thought n...
A 13-year-old suspected of stabbing two boys at a secondary school is a former pupil who was arrested after being seen at a mosque after the attack, which has not been declared a terrorist incident, police said. Two pupils at Kingsbury high school in Brent, north-west London, were seriously injured at lunchtime on Tuesday. Both remain in a “stable” condition in hospital with injuries now thought not to be life-threatening. Det Ch Supt Helen Flanagan, from Counter-Terrorism Policing London, said the suspect, who is a British national and was born in the UK, arrived at the school at about 12.30pm on Tuesday. He went to a first-floor classroom and, after the door was opened, sprayed a substance towards a pupil, who was not injured. The liquid is not thought to have been noxious. The suspect then stabbed a 13-year-old boy in the classroom before running along a hallway and down a flight of stairs. He stabbed a 12-year-old boy on the ground floor before fleeing the school. “Police attended the school, and a manhunt was immediately stood up to try and locate and detain the suspect as quickly as possible,” Flanagan said. “Police were called by a member of the public at approximately 4.15pm over concerns of a child that had been seen at a mosque in north-west London. “Officers attended shortly after and arrested a 13-year-old boy on suspicion of attempted murder, and he remains in custody. “At this point we do not believe the suspect to have any particular connection to that mosque and, at this stage, we think that it may have been coincidental that he ended up in that area, and all of those at the mosque have been incredibly supportive of this investigation. “The incident has not been declared a terrorist incident.” Officers are understood to be leaning towards the motivation for the attack being related to a personal grievance rather than terrorist ideology. Some pupils have suggested the suspect had shouted “Allahu Akbar”, a Muslim phrase, during the attack, while anothe...
Jon Tetzlaff/iStock Editorial via Getty Images Thesis Saia, Inc. ( SAIA ) is a trucking company that moves smaller LTL (less-than-truckload) freight shipments across the country, meaning the truck isn’t filled by just one customer. Over the past few years, the company has been rapidly opening new terminals to expand its network. And the last time I reviewed it, I rated it a Hold because the valuat...
Jon Tetzlaff/iStock Editorial via Getty Images Thesis Saia, Inc. ( SAIA ) is a trucking company that moves smaller LTL (less-than-truckload) freight shipments across the country, meaning the truck isn’t filled by just one customer. Over the past few years, the company has been rapidly opening new terminals to expand its network. And the last time I reviewed it, I rated it a Hold because the valuation had run well ahead of near-term profitability as operating costs climbed. Seeking Alpha Since that February update, the stock price has fallen about 20%, performing much worse than the broader market ( SP500 ). After reviewing the numbers , profit margins still seem under pressure, and the improvement in profitability is not clear or strong enough yet for me to feel confident about becoming more positive or aggressive on the stock. Saia, Inc.’s Q4: What’s Working Seeking Alpha Revenue at $790 million (up 0.1% year-over-year). Beating estimates by $14 million. The ramping terminals, 39 opened since 2022, are already profitable as a group, adding about 80 basis points to market share. Seeing better density and efficiency, like in-sourcing miles to drop purchased transportation to 12% of linehaul from 13.1%. GRI acceptance beat historic levels with over 90% flow-through. Contractual renewals reached 4.9%. A record 0.47% cargo claims ratio. Preventable accidents are down 21%, and lost-time injuries are off 10%. SAIA’s Areas of Weakness Seeking Alpha OR slipping to 91.9% from 87.1% a year ago, worse than the adjusted 89.6% for full 2025, which deteriorated 410 bps y/y. 5.6% jump in operating expenses against flat revenue. EPS at $1.77 missed by $0.14 (down 38% y/y). $4.7M adverse insurance reserve. Weight per shipment fell 1%. Length of haul dipped 0.1%. Rev per shipment ex-fuel slid 0.5%. 18% SoCal volume drop costing $4M. Self-insurance is up 12.3%, health insurance is fueling over 30% of the 6.1% cost per shipment rise, and depreciation climbing 16.4% from capex. Q4 Break...
Diodes' latest quarterly report is a game changer. Diodes (DIOD +27.01%) stock is roaring higher on Wednesday following the publication of the company's fourth-quarter results. The company's share price was up 27.4% as of 3:30 p.m. ET. Diodes published its Q4 results after yesterday's market close, posting sales and earnings that handily topped Wall Street's forecasts. In addition to the Q4 beats,...
Diodes' latest quarterly report is a game changer. Diodes (DIOD +27.01%) stock is roaring higher on Wednesday following the publication of the company's fourth-quarter results. The company's share price was up 27.4% as of 3:30 p.m. ET. Diodes published its Q4 results after yesterday's market close, posting sales and earnings that handily topped Wall Street's forecasts. In addition to the Q4 beats, the company issued strong forward guidance and set three-year performance targets. Diodes stock surges on strong Q4 print With its Q4 report, Diodes delivered non-GAAP (adjusted) earnings per share of $0.34 on sales of $391.58 million. For comparison, the average analyst estimate had called for the business to post an adjusted per-share profit of $0.27 and sales of $380.03 million. Adjusted earnings per share were up roughly 26% year over year, and revenue was up approximately 15%. Demand for artificial intelligence (AI) servers helped power 25% year over year growth for the computing business, and the company also saw double-digit sales gains in the automotive and industrial end markets. Expand NASDAQ : DIOD Diodes Today's Change ( 27.01 %) $ 16.66 Current Price $ 78.36 Key Data Points Market Cap $2.9B Day's Range $ 71.83 - $ 81.71 52wk Range $ 32.93 - $ 81.71 Volume 1.5M Avg Vol 354K Gross Margin 30.00 % What's next for Diodes? Diodes is targeting first-quarter revenue of roughly $395 million -- good for year-over-year growth of roughly 19%. Meanwhile, the business is targeting a gross margin of roughly 31.5% -- in line with the margin in last year's quarter. In addition to guidance for the current quarter, management laid out targets for the next three-year period. The company expects that it will be able to reach $2 billion in annual revenue at the end of the forecast period. For comparison, the business recorded revenue of $1.48 billion last year. Even better, management expects the business will have reached a gross margin of more than 35% -- up from a margin of 31% ...
00:05 Speaker A Now time for some of today's trending tickers, Yahoo Finances, Brooke De Palma, join me now for a look at Cloud Flare, T-Mobile and Astera Labs. We start out with Cloud Flare. company topping fourth quarter revenue estimates and its outlook for revenue also did top expectations. CEO saying here, uh Brooke, we are shipping capabilities. He says at an unmatched pace. says they are a ...
00:05 Speaker A Now time for some of today's trending tickers, Yahoo Finances, Brooke De Palma, join me now for a look at Cloud Flare, T-Mobile and Astera Labs. We start out with Cloud Flare. company topping fourth quarter revenue estimates and its outlook for revenue also did top expectations. CEO saying here, uh Brooke, we are shipping capabilities. He says at an unmatched pace. says they are a key player in fundamentally shaping the future business model of the internet. 00:43 Brooke DiPalma Yeah, and Wall Street mostly bullish on this one. The stock does have 21 buys, 13 holds and two sells. And when you look at some of the red brick that we've heard from Wall Street coming out of this report, Oppenheimer saying longer term, we see Cloud Fair benefiting materially from the growing shift in web traffic to AI agents and bots. Also went to their site and they claimed that they power about one in five sites on the internet. So Wall Street certainly bullish about where exactly this could go, especially with AI now in the picture and certainly using it to its advantage. 01:21 Speaker A Next up, T-Mobile reporting weaker than expected phone subscribers, while revenue came in slightly above estimates. Uh, they also do expect Brooke to add up to it looks like 1 million net accounts in total in 2026 and they raised uh looks like their outlook for service revenue to as much as 81.5 billion is what they're calling for now in 2027. 01:50 Brooke DiPalma Yeah, and it seems like that outlook is what has Wall Street really optimistic here. CFRA CFRA saying in a note to clients that they believe record customer growth performance and network leadership position that T-Mobile has for will continue it to allow it to see market share gains despite these near term cost pressures that are hitting the industry. They also said that they expect the company's broadband momentum to accelerate with 558,000 Q4 net additions, um, as you had noted, they also said that management's interest in ...
00:05 Speaker A Now time for some of today's trending tickers, Yahoo Finances, Brooke De Palma, join me now for a look at Cloud Flare, T-Mobile and Astera Labs. We start out with Cloud Flare. company topping fourth quarter revenue estimates and its outlook for revenue also did top expectations. CEO saying here, uh Brooke, we are shipping capabilities. He says at an unmatched pace. says they are a ...
00:05 Speaker A Now time for some of today's trending tickers, Yahoo Finances, Brooke De Palma, join me now for a look at Cloud Flare, T-Mobile and Astera Labs. We start out with Cloud Flare. company topping fourth quarter revenue estimates and its outlook for revenue also did top expectations. CEO saying here, uh Brooke, we are shipping capabilities. He says at an unmatched pace. says they are a key player in fundamentally shaping the future business model of the internet. 00:43 Brooke DiPalma Yeah, and Wall Street mostly bullish on this one. The stock does have 21 buys, 13 holds and two sells. And when you look at some of the red brick that we've heard from Wall Street coming out of this report, Oppenheimer saying longer term, we see Cloud Fair benefiting materially from the growing shift in web traffic to AI agents and bots. Also went to their site and they claimed that they power about one in five sites on the internet. So Wall Street certainly bullish about where exactly this could go, especially with AI now in the picture and certainly using it to its advantage. 01:21 Speaker A Next up, T-Mobile reporting weaker than expected phone subscribers, while revenue came in slightly above estimates. Uh, they also do expect Brooke to add up to it looks like 1 million net accounts in total in 2026 and they raised uh looks like their outlook for service revenue to as much as 81.5 billion is what they're calling for now in 2027. 01:50 Brooke DiPalma Yeah, and it seems like that outlook is what has Wall Street really optimistic here. CFRA CFRA saying in a note to clients that they believe record customer growth performance and network leadership position that T-Mobile has for will continue it to allow it to see market share gains despite these near term cost pressures that are hitting the industry. They also said that they expect the company's broadband momentum to accelerate with 558,000 Q4 net additions, um, as you had noted, they also said that management's interest in ...
Key Points Lattice delivered a revenue beat and stronger-than-expected Q1 guidance. Its data center segment is now a majority of revenue, overtaking auto and industrial applications. Still, the stock looks expensive after a 150% run over the past year. 10 stocks we like better than Lattice Semiconductor › Shares of Lattice Semiconductor (NASDAQ: LSCC) rallied 12.2% on Wednesday as of 1:43 p.m. EDT...
Key Points Lattice delivered a revenue beat and stronger-than-expected Q1 guidance. Its data center segment is now a majority of revenue, overtaking auto and industrial applications. Still, the stock looks expensive after a 150% run over the past year. 10 stocks we like better than Lattice Semiconductor › Shares of Lattice Semiconductor (NASDAQ: LSCC) rallied 12.2% on Wednesday as of 1:43 p.m. EDT. Lattice makes field-programmable gate arrays (FPGAs), a niche semiconductor product that had previously been used mostly in industrial and automotive "edge computing" applications. However, FPGAs are also used in server motherboards, and the AI revolution is now elevating Lattice's data center business to a majority of its revenue. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Lattice's fourth-quarter earnings report last night showed strong earnings and, perhaps more importantly, a much stronger-than-expected revenue acceleration in its current-quarter guidance. Lattice comes in hot for 2026 In the fourth quarter, Lattice grew revenue 24.2% to $145.8 million, exceeding analyst expectations, while adjusted (non-GAAP) earnings per share grew 116% to $0.32, meeting expectations in the quarter. However, the real reason for today's jump was first-quarter guidance; management forecasts revenue between $158 million and $172 million, which would amount to just over 37% year-over-year growth, along with adjusted EPS of $0.36 at the midpoint, good for 64% year-over-year growth. That revenue guidance was well above the roughly $160 million estimated by Wall Street analysts. The acceleration, unsurprisingly, is coming mainly from the data center segment, which grew from 49% of Lattice's revenue in the year-ago quarter to 64% of revenue in the fourth quarter. What's interesting is that the industrial and automotive segments continued to struggle, down year-over-...
Vici Properties is a much better buy for income-oriented investors. AGNC (AGNC +1.87%) attracts a lot of attention with its eye-popping forward yield of 12.8%. It might seem like a high-yield trap, but its projected EPS of $1.51 will still cover its forward dividend rate of $1.44. It also looks dirt cheap at seven times forward earnings. However, AGNC trades at that discount because its earnings a...
Vici Properties is a much better buy for income-oriented investors. AGNC (AGNC +1.87%) attracts a lot of attention with its eye-popping forward yield of 12.8%. It might seem like a high-yield trap, but its projected EPS of $1.51 will still cover its forward dividend rate of $1.44. It also looks dirt cheap at seven times forward earnings. However, AGNC trades at that discount because its earnings are declining. As a mortgage real estate investment trust (mREIT), AGNC buys mortgages and mortgage-backed securities (MBS), earns interest on those investments, and distributes its profits to its investors. AGNC generates cash by selling its own MBS, then agrees to repurchase them at a set price plus interest at a future date. To profit from those trades, the Fed's short-term rates need to remain lower than its long-term rates. The Fed's interest rate cuts in 2024 and 2025 should have driven those trades in the right direction, but they didn't reduce its MBS yields and borrowing costs at the same rate. As a result, AGNC got stuck taking out loans at higher rates to purchase lower-yielding MBS -- and that imbalance will persist if the real estate market stays chilly. While AGNC's dividend looks sustainable for now, it could be reduced if its earnings continue to decline and its payout ratio exceeds 100%. So instead of taking a chance on AGNC, it might be smarter to invest in a more stable equity REIT: Vici Properties (VICI 0.27%). Expand NASDAQ : AGNC AGNC Investment Corp. Today's Change ( 1.87 %) $ 0.21 Current Price $ 11.43 Key Data Points Market Cap $12B Day's Range $ 11.26 - $ 11.52 52wk Range $ 7.85 - $ 12.19 Volume 828K Avg Vol 20M Gross Margin 100.00 % Dividend Yield 12.83 % Why is Vici a more reliable REIT? Equity REITs purchase physical properties, rent them out, and distribute most of that rental income to their investors. Both mREITs and equity REITs need to pay out at least 90% of their taxable income as dividends to maintain a favorable tax rate. Vici is an expe...
vchal/iStock via Getty Images NuScale Power ( SMR ) -6.9% in Wednesday's trading as TD Cowen downgraded the small modular reactor technology provider to Hold From Buy on concerns that the company's first SMR nuclear plant project might be delayed to 2034. NuScale ( SMR ) customer Nuclearelectrica will make a final investment decision on its Doicesti Romanian small modular reactor project this week...
vchal/iStock via Getty Images NuScale Power ( SMR ) -6.9% in Wednesday's trading as TD Cowen downgraded the small modular reactor technology provider to Hold From Buy on concerns that the company's first SMR nuclear plant project might be delayed to 2034. NuScale ( SMR ) customer Nuclearelectrica will make a final investment decision on its Doicesti Romanian small modular reactor project this week, and TD Cowen analyst Marc Bianchi expects the project will move forward but with new approval conditions that shift more risk to NuScale and push the expected start of operations to 2033 or 2034; the project once was targeted for a 2030 start. The analyst said the near-term financial impact on NuScale ( SMR ) is limited, but the added performance risk could prove more material if the initial module does not operate as expected. Bianchi believes other nuclear utilities are using Doicesti as a test case and "an important validation point for NuScale's commercial potential," and may base their own decisions on its success. The analyst also said he cannot assign a price target to NuScale ( SMR ) "given the early-stage nature of the business." More on NuScale Power Comparing NuScale Power vs. NANO Nuclear Energy, I Will Stay Away From This Industry NuScale: Still Too Much Risk NuScale: Mounting Competition And Execution Risk Cloud The SMR Thesis