Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits…
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do…
Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing…
Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question…
Palantir runs elite software margins while Intel bleeds billions building fabs, yet one of them looks like the smarter trade for the next four months and the answer is not the obvious…
Palantir just posted a 51% single-month surge and the kind of revenue guidance that has analysts scrambling to revise their models, yet the stock still trades near Wall Street's consensus target. Here…
Gorilla Technology is funding a billion-dollar AI data center buildout across Asia on a speculative-grade credit rating, and the stock just jumped 5% anyway. The tension between that balance sheet and those…
A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.
Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue…
Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
A value investor ran Palantir through the same stress test he uses on every high-growth stock, and the result left him with a very specific price and a frank admission about what…
Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only…
Wall Street has a consensus target for Palantir, and we think analysts are leaving real money on the table. Here is what the sovereign AI trade reveals that the Street's models keep…
One metric separates Palantir from every other enterprise software company at scale, and understanding it changes how you think about buying the dips that keep rattling nervous shareholders.
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
