Quick Read - Palantir (PLTR) delivered 85% revenue growth and eight straight earnings beats, yet shares still trade 23% below our BUY target. - Palantir's 148x P/E looks extreme versus NVIDIA (NVDA) at 33x but reasonable against AMD (AMD) at 188x, given recurring software...
MSTR raises cash reserves to $3.225 billion without altering its 843,775 BTC holdings, now valued at $54.56 billion. MicroStrategy sold 2,732,318 shares for $263.5 million, increasing its cash reserve to $3.225 billion. The move mirrors last week’s strategy to bolster liqu
Executives at Farnborough Airshow highlight need for private investment as government budgets fail to meet rising defence demand. European defence executives are calling for private investors to inject capital into the sector, citing insufficient public funding amid growin
Kimberly-Clark extends its 54-year dividend growth streak while offering one of the highest yields among Dividend Kings at 4.7%. Kimberly-Clark (NASDAQ: KMB) has increased its dividend for 54 consecutive years, qualifying as a Dividend King with a current yield of 4.7%. Th
Investors await quarterly results from AGNC Investment, Steel Dynamics, and Zions Bancorporation following U.S. market close. AGNC Investment, Steel Dynamics, Zions Bancorporation, W. R. Berkley, and Calix are set to release earnings after Monday’s market close. The report
Archer Aviation shares rise after unveiling an autonomous VTOL aircraft with Anduril, targeting first flight in 2027. Archer Aviation (NYSE:ACHR) shares climbed 14% to $5.06 after announcing a partnership with defense technology firm Anduril to develop "Thunder," an autono
The 15-year lease agreement fully commercializes Hut 8's 1-gigawatt Beacon Point campus, boosting contracted capacity to 949 MW. Hut 8 Mining Corp shares jumped nearly 12% after securing a $9.8 billion, 15-year lease for 352 MW of AI data center capacity at its Beacon Poin
Wall Street's major averages were mostly higher on Monday ahead of some of the top technology names' earnings this week, while semiconductor stocks recovered. The benchmark S&P 500 (SP500) was last +0.4%, while the heavy-tech Nasdaq Composite ( Wall Street's major averages
The coffee chain targets 7,000 U.S. locations by 2034, up from 1,200 currently, leveraging low-cost drive-thru models and food rollouts. Dutch Bros plans to expand its U.S. footprint to 7,000 locations, a near sixfold increase from its current 1,200 stores. The company aim
Braiden Shaw argues AI infrastructure investments mirror past wealth windows like the 1990s internet boom. Finance influencer Braiden Shaw identifies artificial intelligence as the current generation’s singular opportunity to build wealth, comparing it to the late 1990s in
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