Palantir Technologies Inc. (PLTR)

Sep 26, 2026

The Pentagon's recent AI shake-up, stemming from Anthropic's clash, is creating shifts in the competitive landscape for federal contracts in defense AI and cybersecurity. This article highlights three companies—HawkEye 360, AEVEX, and Telos—that are positioned to be impacted by these changes due to their specialized offerings and existing government ties. For investors, these developments present an opportunity to identify potential mispricing and focus on companies aligned with evolving Pentagon procurement priorities.

Sep 26, 2026

US fuel prices are significantly increasing, with unleaded gasoline up to $4.48 per gallon and diesel at a record high of $6.53 per gallon. ExxonMobil (XOM) offers a 2.54% dividend yield and has seen a 181% stock appreciation over five years, suggesting it could serve as a hedge against rising fuel costs, though a substantial investment is needed to cover fuel expenses through dividends alone. Wall Street analysts maintain a "Moderate Buy" rating for XOM, with updated price targets reflecting increased earnings estimates for the company.

Sep 25, 2026

VisionWave Holdings (VWAV), a stock down 97% year-to-date, announced a $20 million defense order for unmanned ground vehicles, grouping itself with autonomous defense leaders like Palantir (PLTR) in a paid promotional release. However, the order is conditional, with no payment received, and VisionWave has excluded it from its backlog and recognized no revenue. The article highlights that Palantir, Textron, and General Dynamics have no actual connection to the order, suggesting VisionWave is attempting to gain credibility through association.

Sep 25, 2026

Surf Air Mobility has secured its second contract for its OperatorOS software with Orlando-based Skydance Air, which will pay per-flight fees for using the platform. Concurrently, Surf Air has appointed Barrett Brown, formerly of Palantir Technologies, as the new president of SurfOS, tasked with leading its go-to-market strategy and commercial expansion for its AI-enabled software operating system. This move aims to build on SurfOS's operational problem-solving capabilities within the private aviation and Advanced Air Mobility sectors.

Sep 25, 2026

Surf Air Mobility Inc. (SRFM) stock has surged over 18% due to renewed optimism from strategic partnerships and FAA approval for its SurfOS/OperatorOS platform. The company secured revenue-share deals with Sprintbach Aviation and SkyDance Air for its SaaS platform, aiming for five live operators by year-end 2026. Additionally, its subsidiary Mokulele Airlines landed a four-year, $19.4 million Essential Air Service contract, providing stable cash flow while SRFM expands its software and electric air mobility initiatives.

Sep 25, 2026

Palo Alto Networks CEO Nikesh Arora believes that calls for an AI development slowdown are an "unrealistic" tactic by AI firms to gain regulatory "sympathy" and avoid liability. He advised companies to ensure product safety before release and expressed skepticism about AI posing an existential threat, emphasizing the importance of building security into AI models. Arora's stance follows similar comments from other tech leaders like Jensen Huang and aligns with Palo Alto Networks' recent launch of an AI-powered security service.

Sep 24, 2026

Howmet Aerospace Inc. (NYSE: HWM) stock has pulled back to a historical support level coinciding with its 320-day moving average after hitting a record high. Historical data suggests the stock is poised for a bounce, with previous similar setups leading to an average gain of 11.3% one month later. Additionally, short-term options traders are unusually pessimistic, and the stock's RSI is nearing oversold territory, further indicating a potential rebound.

Sep 24, 2026

Enovix (NASDAQ:ENVX) recently hit a new 52-week low of $2.79, trading below its 50-day and 200-day moving averages. Despite exceeding quarterly revenue and EPS expectations, the company remains unprofitable with deeply negative margins. Analyst sentiment is mixed, holding a "Moderate Buy" consensus with an $11.77 target price, though some recent target cuts and a "sell" rating from Weiss Ratings indicate caution.

Sep 24, 2026

Axon Enterprise (AXON) is transitioning from a hardware company to a software-centric business, showing strong growth in its software and services segments. Despite recent stock volatility and declining profitability due to increased inventory and new product offerings, the company maintains a bullish outlook and raised full-year guidance. However, it faces challenges from public sentiment regarding policing technologies and political scrutiny, alongside competition from firms like Palantir and Motorola Solutions.

Sep 24, 2026

Surf Air Mobility Inc. (NYSE: SRFM) saw its shares jump by over 17% after signing a definitive OperatorOS agreement with SkyDance Air, marking its second commercial deal for the SurfOS flight-operations software. This agreement is a step towards Surf Air Mobility's goal of having five operators live on OperatorOS by the end of 2026, with the company earning a percentage of revenue from SkyDance flights managed through the software. OperatorOS, which has been internally used since 2025 and recently FAA-approved, aims to streamline and optimize aircraft and crew scheduling for Part 135 operators, offering a single AI-enabled solution for managing operations.

Sep 23, 2026

Micron Technology (NASDAQ: MU) saw its stock fall by almost 2% as investors increased bearish bets ahead of its Sept. 30 earnings report, with Michael Burry notably increasing short positions. Despite this pressure, analysts maintain a "Buy" consensus rating for Micron, with an average price target of $1,528.26, and firms like Citigroup and RBC Capital recently reaffirmed their positive outlooks. The company is expected to report significant year-over-year growth in both adjusted earnings per share and revenue.

Sep 23, 2026

Spotify Technology S.A. (NYSE: SPOT) stock has recently fallen below its 200-day moving average, a bearish signal that has historically led to further declines. This event, occurring for the sixth time in 10 years, suggests the stock could drop by an average of 8.2% in the following month. Despite previous call-biased options trading and a reduction in short interest, the current market sentiment indicates potential vulnerability for SPOT shares.

Sep 23, 2026

IREN, a former Bitcoin miner now an AI cloud operator, has secured a deal with Microsoft and boasts $14 billion in funding capacity. The company aims to rapidly build out AI infrastructure, with significant capital expenditure planned for 2027. While Microsoft's involvement de-risks demand, the primary challenge for IREN lies in the efficient and timely execution of its construction and commissioning plans to capitalize on the AI boom.

Sep 23, 2026

Michael Burry has increased his short positions in several technology companies, including Micron Technology, Nebius Group, the iShares Semiconductor ETF, and Palantir Technologies. This move reflects his continued bearish outlook and his skepticism regarding the long-term prospects of these companies. Burry's strategy suggests he is questioning the sustainability of their growth.

Sep 23, 2026

Surf Air Mobility has signed SprintBach Aviation as its first customer for OperatorOS, a software platform designed for private aviation operators. This move is part of Surf Air's strategy to diversify revenue and invest in new technologies, building on its in-house software SurfOS, which is powered by Palantir Technologies. SprintBach Aviation expects the software to streamline its operations and reduce manual work by providing a unified system for dispatchers, pilots, and mechanics.

Sep 22, 2026

ePlus (NASDAQ: PLUS) has seen significant stock price growth over the past six months, outperforming the S&P 500. The company demonstrates strong long-term revenue growth and increasing free cash flow margins, indicating sound financial health and customer appeal. However, its recent EPS growth is modest, aligning with its revenue trend, which suggests stable per-share profitability rather than accelerated expansion.

Sep 21, 2026

This article highlights how Zacks Investment Research's various stock-picking methodologies, including Zacks Rank, Zacks Recommendation, Focus List, ECAP, ECDP, and Top 10 Stocks, have consistently outperformed the S&P 500. It details the performance of specific stocks like PBF Energy, Delek US, Palantir, Adobe, Thermo Fisher, Quest Diagnostics, and Monolithic Power, demonstrating the effectiveness of Zacks' research in diverse market conditions.

Sep 18, 2026

Salesforce CEO Marc Benioff announced AIforce at Dreamforce 2026, an AI connectivity layer designed to integrate Salesforce data with third-party AI tools, while also criticizing Microsoft's Copilot for lacking reliable business data. The launch aims to continue Salesforce's stock momentum after a challenging start to the year, with the company emphasizing data security and integration as key differentiators. Investors are advised to monitor Agentforce and Data 360 adoption for future growth indicators, despite a recent service disruption.

Sep 18, 2026

BigBear.ai (BBAI) is beginning to improve its revenue mix by increasing the contribution of higher-margin artificial intelligence products, particularly its Ask Sage generative AI platforms. This shift has led to expanded gross margins and increased backlog, although adjusted EBITDA losses have widened due to increased spending on growth. The company's progress is compared to AI peers like Palantir and C3.ai, highlighting areas for further improvement in scalability and recurring revenue.

Sep 17, 2026

Chipotle Mexican Grill is piloting a food safety risk management platform built on Palantir Foundry, which generates risk scores for individual restaurant locations using health inspections and employee illness data. Palantir, known for its contracts with US immigration and intelligence agencies, developed this system to shift food safety monitoring from reactive to predictive. The initiative raises civil liberties concerns due to Palantir's background in large-scale surveillance, as critics worry about the potential for data infrastructure designed for enforcement to expand into consumer-facing contexts.

Sep 17, 2026

Thomas Siebel, CEO of C3.ai, disposed of 66,752 shares of Class A Common Stock worth approximately $705,000 on September 14, 2026. This non-discretionary sale was performed to satisfy tax withholding requirements after restricted stock units (RSUs) vested. Despite the sale, Siebel remains a significant stakeholder with 9.3 million shares, and the transaction is not considered a cause for concern regarding his confidence in the company.

Sep 17, 2026

Mercury Systems' shares have dropped 13.8% since its last earnings report, underperforming the S&P 500. The company reported Q4 fiscal 2026 adjusted earnings in line with estimates and revenues that beat expectations, driven by record bookings and increased production. Despite margin pressures due to program mix, Mercury Systems is expanding capacity, automating operations, and expects strong revenue and EBITDA growth for fiscal 2027.

Sep 17, 2026

Nio's U.S.-listed shares are experiencing their worst month of 2026, falling 15% in September and 30% year-to-date, after CEO William Li reportedly rejected a stock buyback. This decision has heightened retail investors' concerns about the EV maker's liquidity, potential for dilution, and path to profitability. Despite having significant cash and short-term investments, Nio's working capital is limited, and its trade and notes payable exceed its cash holdings, leading to fears of further stock issuance.

Sep 16, 2026

G-III Apparel Group (NASDAQ:GIII) shares gapped up following an insider purchase by CEO Morris Goldfarb, who bought 40,000 shares for $1.12 million. The company reported exceeding quarterly EPS expectations despite a revenue decline and declared a quarterly dividend of $0.10 per share. Analyst sentiment remains a "Moderate Buy" with an average target price of $34.50.

Sep 16, 2026

Skyworks Solutions Inc. (SWKS) stock has seen a significant jump due to strong earnings and high wireless-chip demand, further fueled by progress in its merger with Qorvo, including high participation in exchange offers for Qorvo's notes. However, the momentum is met with scrutiny from a "Market Perform" rating by BMO Capital and a fiduciary-duty investigation by Halper Sadeh LLC, adding layers of risk and uncertainty for traders. The company's upcoming presentation at the Goldman Sachs conference will be closely watched for further updates on the merger and market trends.

Sep 16, 2026

This article discusses PLT Health Solutions' approach to joint and cognitive health, emphasizing "experiential longevity" at the Future Nutra Innovation Summit. Steve Fink highlights the evolution of joint health products from reactive, high-dose treatments to fast-acting, low-dose solutions like Kinexa, which supports the entire joint system and offers felt benefits. The piece also covers PLT's diverse cognitive health portfolio, addressing stim-free energy, focus, and neuroplasticity for a growing range of demographics, including younger consumers.

Sep 15, 2026

The Milwaukee Metropolitan Sewerage District (MMSD) is close to awarding a 10-year, $700 million wastewater operations contract amidst a lawsuit filed by the incumbent operator, Veolia North America. A judge has allowed the bidding process to continue but prevented MMSD from signing a final agreement until the lawsuit is resolved. The decision process has been complicated by accusations against Veolia and questions surrounding the challenger, Jacobs Solutions, particularly regarding its past ties to Palantir and union relations.

Sep 14, 2026

Nvidia, Palantir, and Booz Allen Hamilton are reportedly restricting their use of advanced AI models from companies like Anthropic and OpenAI due to concerns that these models could retain or learn from sensitive corporate data and proprietary knowledge. Nvidia and Palantir are developing an alternative system using Palantir software and Nvidia's open Nemotron models for supply chain analysis, allowing companies to customize models with their own data while maintaining control. Anthropic is responding to these concerns by implementing Enterprise Frontier Safeguards, which will store activity data in customer-controlled cloud infrastructure to address data retention issues, though these concerns have not impacted expectations for its IPO.

Sep 14, 2026

The AI application software industry is experiencing an uptrend during regular trading hours, with 44 constituents showing gains and only 2 declining. ServiceNow (NOW.US) is leading these gains, up 6.79%, followed by Adobe (ADBE.US) and Salesforce (CRM.US) with significant increases. The article highlights these top-performing stocks and notes that the "Trending Industry Today" analysis considers turnover ratio, percentage change, and the number of stocks meeting specific percentage change requirements.

Sep 14, 2026

This article analyzes PNC Financial Services Group, advising investors to sell despite its recent outperformance. The author highlights three main concerns: mediocre net interest income growth, a weak net interest margin, and unimpressive EPS growth. The article concludes by suggesting superior alternative stocks to consider.

Sep 14, 2026

Alecta Tjanstepension Omsesidigt increased its stake in NVIDIA Corporation by 1.4% in the second quarter, making NVIDIA its largest holding. The firm now owns 9,841,100 shares valued at approximately $1.97 billion. Other institutional investors have also adjusted their positions, and the article provides an overview of recent news, financial performance, and analyst ratings for NVIDIA.

Sep 12, 2026

This article provides comprehensive information on Freedom Holding Corp (FRHC) including its stock price, key statistics, news, and financial data. It highlights the company's performance, recent news updates from Benzinga, and various financial metrics such as revenue, cash flows, and valuation. The article also includes FAQs regarding buying FRHC stock, competitors, price targets, and dividend information.

Sep 12, 2026

Squarepoint Ops LLC increased its holdings in Herbalife Ltd (HLF) by 39.4% in the second quarter, acquiring an additional 121,026 shares, bringing its total to 428,376 shares valued at $5.6 million. Despite mixed analyst ratings, with a consensus "Hold" and an average price target of $17.00, Herbalife reported a 5.4% year-over-year revenue increase to $1.33 billion but missed EPS estimates. The company also authorized a $250 million share buyback program, indicating management's belief that the stock is undervalued.

Sep 12, 2026

Engineers Gate Manager LP reduced its stake in Star Bulk Carriers Corp. (SBLK) by 14.4% in the second quarter, selling 45,078 shares but still holding 268,029 shares valued at $6.7 million. Despite this, institutional investors collectively own 33.91% of SBLK, and analysts maintain a bullish "Buy" rating with a consensus price target of $31.50. The company also reported strong Q2 earnings, beating EPS estimates, and increased its quarterly dividend to $0.90 per share, yielding 11.5%.

Sep 12, 2026

Squarepoint Ops LLC has acquired 262,692 shares of Capri Holdings Limited (NYSE:CPRI), valued at approximately $4.88 million, giving them a 0.23% stake in the company. Institutional investors collectively own 84.34% of Capri. Despite mixed analyst ratings and recent downgrades, Capri's latest earnings surpassed expectations, with EPS of $0.67 against a $0.40 consensus.