Three companies are compounding revenue at rates that dwarf the broader tech market in 2026, yet each carries a specific risk that could unravel the trade fast. The July window for all…
A 35-stock equal-weight fund has been quietly outrunning the Nasdaq-100 for years, and the structural reason behind that gap changes how you think about building a tech position.
Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most…
A fund flashing 62% annual distributions and weekly paychecks sounds like every retiree's dream, yet something quietly eats away at investors' wealth while the big numbers keep the spotlight on the yield.
Meta and Palantir both crushed Q1 expectations, but their valuations now live in completely different universes. The case for owning one and merely renting the other comes down to a single uncomfortable…
Palantir's Alex Karp went on CNBC to blast OpenAI and Anthropic for overselling AI, and his frustration touches a real nerve as enterprises burn cash on tokens without clear returns. But his…
Joey Frenette Palantir and Snowflake both crushed earnings this spring, but the market punished one and rewarded the other in dramatic fashion. Their AI strategies point in completely opposite directions, and only one of…
While retail traders rush back into a stock priced like a lottery ticket, one overlooked mega-cap is quietly printing record cash flow and beating earnings estimates by double digits. The valuation gap…
Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.
Nvidia, AMD, Palantir, and Tesla are all riding the AI wave in 2026, but the gap between their valuations, momentum, and math needed to reach bold 2029 targets reveals which name deserves…
Alex Karp called out OpenAI and Anthropic by name on live television, sent Palantir stock surging 8%, and argued that enterprises are done paying for tokens. The question is whether his numbers…
One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) now carries a market capitalization of a little more than $300 billion as of July 3, 2026, which has taken many investors on a nice…
On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign…
