U.S. equities found firmer ground Tuesday, buoyed by a robust factory activity report. The rally unfolded as investors grow increasingly discerning about AI-related capital expenditures, creating clear winners and losers.
Palantir Technologies' stock surged after hours as its Q4 earnings and bullish 2026 guidance surpassed analyst forecasts, signaling a powerful acceleration in its AI software business and vindicating CEO Alex Karp's long-term strategy.
Despite Palantir shares trading below $150 ahead of its Q4 report, derivatives activity and analyst commentary point to expectations for a significant post-earnings recovery, driven by sustained commercial and government contract momentum.
Elon Musk merges his space and AI ambitions under one roof as SpaceX finalizes the acquisition of xAI. The strategic move, combining Starlink, social platform X, and chatbot Grok, sets the stage for a landmark public offering and accelerates Musk's vision for off-planet data infrastructure.
Palantir Technologies shatters expectations with Q4 results, reporting a 70% revenue surge and forecasting continued robust growth, as its AI platform becomes a central driver for U.S. commercial business.
A new global survey from JPMorgan Private Bank shows wealthy families remain overwhelmingly cautious on cryptocurrency investments, with a strong preference for traditional portfolio strategies despite market hype.
NXP Semiconductors projects first-quarter revenue above analyst expectations, fueled by resilient automotive chip sales and signs of stabilization in the industrial sector, despite ongoing softness in communications infrastructure.
Elon Musk consolidates his space and AI ventures, creating a private sector titan valued at $1.25 trillion with an ambitious plan to address AI's energy demands by moving data centers into orbit.
Teradyne (TER) shares surged over 10% after the semiconductor test equipment leader posted Q4 revenue and profit that smashed analyst estimates, fueled by surging demand from AI chipmakers. The company's bullish guidance signals confidence in a sustained industry upcycle.
IDEXX Laboratories announces a planned CEO transition for 2026 alongside the launch of its flagship AI veterinary imaging platform, signaling a dual focus on leadership continuity and technological innovation in the competitive animal health diagnostics market.
SAP's latest quarterly earnings revealed a significant deceleration in its crucial cloud business growth, sending shares tumbling and raising fresh doubts about the enterprise software giant's positioning in an AI-dominated future.
As tax deadlines loom, Gen Digital's LifeLock issues a stark warning about a sharp rise in sophisticated, AI-driven identity theft schemes targeting taxpayers. The alert underscores the evolving threat landscape where cyber security, personal finance, and digital fraud increasingly intersect.
Microsoft's aggressive push into AI, marked by massive infrastructure spending and a deepening partnership with OpenAI, is facing a reality check from investors. Despite robust financials, concerns over capital intensity and concentrated risk triggered the stock's sharpest single-day drop in years, signaling a pivotal moment for the tech giant's cloud valuation story.
A new Treasury Department assessment paints a picture of an economy entering the new year with sustained momentum, driven by business investment and consumer spending, while key inflation metrics show continued moderation.
Erik Prince, founder of the private military firm Blackwater, has filed to take his AI-powered drone autonomy company Swarmer Inc. public on Nasdaq. The firm's technology, extensively tested in Ukraine, highlights the accelerating shift toward software-defined warfare.
The data analytics firm smashed fourth-quarter estimates, fueled by a near-doubling of its U.S. revenue. While bullish forecasts signal confidence in its AI-driven future, analysts point to persistent challenges in government contracting and investor relations.
Caterpillar, the industrial titan, rode the AI infrastructure wave to become the top-performing Dow stock in 2025. With record earnings on the horizon, investors are asking if its momentum can defy high valuations and continue into the new year.
While many AI stocks trade at sky-high premiums, Nebius Group presents a contrasting case. Analysts project a staggering revenue surge for 2026, suggesting its current valuation might not fully reflect its growth trajectory in the competitive cloud AI space.
As growth investing maintains its momentum, fueled by economic expansion and AI investment, we analyze three standout ETFs that offer investors diversified, cost-effective exposure to this high-performing segment.
As economic anxieties mount, strategic diversification remains paramount. We examine two Vanguard ETFs that could offer stability and long-term growth opportunities should market conditions deteriorate.
