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Palantir Is Moving Deeper Into the Defense Factory
This article first appeared on GuruFocus. Mercury Systems Inc. (MRCY, Financials), the aerospace and defense electronics company, entered a strategic agreement with Palantir Technologies to automate material planning and factory operations supporting U.S. military programs. Warning! GuruFocus has detected 4 Warning Signs with PLTR. …
AMD and Texas Instruments Are Getting Support From the Same Trend
This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the semiconductor company focused on processors and artificial intelligence chips, retained a Buy rating from Citi as the firm pointed to continued spending on AI infrastructure by major cloud providers. Warning! GuruFocus …
ETFs in Spotlight as IBM Rallies Post-Q2 Earnings Despite Top-Line Miss
Shares of International Business Machines IBM inched up 0.4% on July 23, immediately after its weaker-than-expected second-quarter 2026 results. Despite missing Wall Street estimates on both revenues and earnings, the stock has continued its recovery, gaining 8.7% since the results were reported. This resilient …
Texas Instruments (TXN) Climbs as Outlook Tops Expectations
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Large Cap Strategy". A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index's 13.87% …
Palantir Technologies (PLTR) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
A downtrend has been apparent in Palantir Technologies Inc. (PLTR) lately. While the stock has lost 7% over the past two weeks, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that …
Palantir's Business Is Winning. Its Stock Isn't. Monday Decides Which One Matters.
There's a particular kind of tension that builds when a company's operating results and its share price start telling opposite stories. Palantir Technologies walks into its second-quarter report on Monday evening embodying that tension as completely as any name in the market. By almost …
Palantir (PLTR) Is Turning Forward Deployed Engineering Into An Enterprise AI Playbook
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Palantir Technologies is drawing attention for its forward deployed engineering model, which is being …
Mercury Partners with Palantir to Enhance Factory Automation and Accelerate Production Timelines
Mercury Systems Inc ANDOVER, Mass., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), and Palantir (NASDAQ: PLTR, www.palantir.com), a leading provider of AI software bringing commercial approaches to aerospace and defense, today announced a strategic agreement to enhance the automation …
Palantir Stock Could Swing 10% After Today's Earnings
This article first appeared on GuruFocus. Palantir (NASDAQ:PLTR) stock could face a sharp move Today as traders prepare for the software company's second-quarter earnings report, with options pricing pointing to a potential swing of as much as 10% in either direction. Based on Friday …
Palantir Earnings Will Show If the Software Rocket Is Running Out of Fuel
Palantir saw sales growth of 85% last quarter. The Wall Street consensus is that both sales growth and margin will begin to fall off when it reports earnings Monday. Continue Reading
Stock Market Week Ahead: Citadel, SpaceX, Palantir And A Possible Follow Through Day
The busy coming week on the stock market includes a possible follow-through day, and earnings from SpaceX, Palantir, Caterpillar and others. Continue Reading
Palantir Technologies (PLTR) Q2 Earnings: What To Expect
Palantir Technologies (PLTR) Q2 Earnings: What To Expect Data analytics company Palantir Technologies (NASDAQ:PLTR) will be reporting earnings this Monday after market close. Here's what to look for. Palantir Technologies beat analysts' revenue expectations last quarter, reporting revenues of $1.63 billion, up 84.7% year …
IBM (IBM) and Partners Reach Trusted Quantum Breakthroughs Beyond Classical Computing
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. IBM (NYSE:IBM) and its partners report multiple independent breakthroughs in quantum computing. The company says it has achieved quantum advantage using error mitigated …
Jim Cramer Is Sad About nternational Business Machines Corporation (NYSE:IBM)’s Performance
International Business Machines Corporation (NYSE:IBM) is another stock that Jim Cramer has been quite optimistic about. However, its shares are down by 23% year-to-date and by 12% over the past year. The primary reason behind the weak performance is International Business Machines Corporation (NYSE:IBM)'s …
Veteran Bank Sounds Alarm on Palantir Stock Ahead of Earnings
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) faces a cautious view from RBC Capital ahead of its second-quarter results, with the firm citing valuation and questions around commercial demand. RBC maintained an Underperform rating and a $90 price target on Palantir. The …
Palantir CEO Takes Fresh Shot at AI Giants: 'They Sell Tokens'
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) CEO Alex Karp defended Anthropic CEO Dario Amodei while criticizing the broader AI industry during a company-wide meeting on Friday. Karp said Amodei does not match the public image that some Americans may have of …
Palantir Q2 Earnings Preview Ahead of Results
This article first appeared on GuruFocus. Palantir (PLTR, Financials), the artificial intelligence and data analytics software company, is expected to report second-quarter revenue growth of more than 80% as demand for its AI and defense products remains strong. Wall Street expects earnings of 35 …
Palantir Stock Faces Crucial AI Growth Test
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) heads into second-quarter earnings with expectations set exceptionally high, as Wall Street looks for revenue growth above 80% and evidence that surging defence and artificial-intelligence demand can justify the stock's premium expectations. Analysts forecast adjusted …
Will Top-Line Improvement Benefit Palantir in Q2 Earnings?
Palantir Technologies Inc. PLTR will report its second-quarter 2026 results on Aug. 3, after the bell. We expect a significant year-over-year improvement in the company's top line in the to-be-reported quarter, driven by healthy business from both existing and new customers, strengthening both the …
IBM's Enterprise AI Strategy Targets Security, Data Control and Trust
International Business Machines Corporation IBM is framing enterprise AI around control, governance and hybrid deployment rather than a pure model race. That positioning fits clients that need AI to work with regulated data, existing infrastructure and mission-critical applications. The key investor question is whether …
Is IBM Stock Worth Buying After Its Steep 2026 Share Price Pullback?
International Business Machines Corporation IBM has pulled back sharply in 2026, raising the question of whether the lower price has improved the risk-reward profile. The answer is mixed. IBM has dividend support, software momentum and free cash flow, but slower growth, estimate pressure and …
Palantir Reports Earnings Soon; This Options Trade Capitalizes On The High Volatility
Selling the Aug. 7-expiring put with a strike price of 110 could generate around $230 in option premium. Continue Reading
Texas Instruments Inc's Dividend Analysis
This article first appeared on GuruFocus. Assessing the Sustainability and Growth of TXN's Dividend Payments Texas Instruments Inc (NASDAQ:TXN) recently announced a total dividend of $1.42 per share, with the ex-dividend date set for 2026-07-31. This includes a $1.42 per share cash dividend payable …