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Palantir Posts Profitable 85% Revenue Surge While Shares Retreat

The company says AI-driven demand and higher guidance show durable commercial momentum that investors must reconcile with a very rich valuation.

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Palantir's AIP Drives Customer Surge as Partnerships Expand Commercial Reach

Palo Alto Networks Rerated After Strong Q3 Results and AI Security Gains

TSMC Stakes U.S. Packaging Push as AI Demand Tightens Capacity

Quantinuum Raises $1.68 Billion in Nasdaq Debut, Repricing Public Quantum Peers

Cerebras Stock Rises as ARK Invest Adds to Position

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Plug Power Jumps as Turnaround Bets Build Ahead of May Earnings

Palantir’s Lofty Valuation Meets Fresh Tests as Morgan Stanley Holds Line and New Defense Tie-Ups Land

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Jefferies Lifts Bloom Energy Target to $92, Says Valuation Allows Little Room for Error

Goldman Backs Apple as UBS Stays Neutral Before Jan. 29 Earnings

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

Nvidia Completes $5 Billion Intel Stake as Intel 18 Testing Report Stirs Doubts

Analysts Split on Marvell as Reports Question AWS Trainium Wins

Micron Hits Record Highs as AI Memory Shortage Drives Price-Target Boosts

Nebius Slides After Earnings Miss as Investors Reprice AI Data-Center Bet

Morgan Stanley Names Micron Top Pick, Raises Target to $338 on Tight Memory Supply