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Palantir is a 'narrative play,' strategist explains

Laffer Tengler Investments CEO and CIO Nancy Tengler shares her thoughts on Palantir (PLTR) stock and why it's a buy. Video Transcript 00:00 Speaker A You want to own Palantir? 00:01 Nancy Yeah, we own it. We uh we own it in two strategies. …

CrowdStrike Named a Leader in the 2026 IDC MarketScape for MDR/MXDR for the Enterprise Vendor Assessment

AUSTIN, Texas, August 11, 2026--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the IDC MarketScape: Worldwide MDR/MXDR for the Enterprise 2026 Vendor Assessment1. The enterprise MDR market is shifting toward agentic security operations, where AI accelerates triage and takes …

Morgan Stanley sees more upside in these stocks as 'chipflation' worsens

Rapid demand and subsequent higher prices for memory chips are unlikely to end anytime soon, Morgan Stanley warns. The call: Morgan Stanley analyst Erik Woodring caught our attention with a new note out on Tuesday on ways to play the memory chip price increase. …

Apple’s Dip Below $310 is a Great Accumulation Opportunity

Quick Read Apple dropped 7% since Q3 earnings while the broader market climbed, making the $308 entry attractive for long-term accumulation. AAPL's Services segment generates $30 billion quarterly at a 77% gross margin, backed by a fresh $100 billion buyback authorization. The bull case …

SYNEX เร่ง 4 New Growth Engines ครึ่งปีหลัง รับดีมานด์ AI-Cloud ดันรายได้มูลค่าเพิ่ม | ข่าวหุ้นธุรกิจ

Duolingo earnings put a Wall Street warning to the test

Duolingo's latest quartergave investors fresh evidence that user growth is accelerating, but one Wall Street firm still sees a problem with what the market is paying for the language-learning company. Duolingo (DUOL) reported second-quarter revenueof $298.5 million, up 18% from a year earlier, while …

Feathery Launches AI-Powered Proposal Generation for Wealth Management

New tool will help firms deliver a highly personalized client experience at scale SAN FRANCISCO, Aug. 11, 2026 /PRNewswire/ -- Feathery, the AI operating and decisioning system for financial services, today announced the launch of its new AI-Powered Proposal Generation solution for wealth management …

Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices

Micron Technology, Inc.(NASDAQ:MU) stock gained over a percent during Tuesday's premarket session as risk appetite stays steady into the open. Nasdaq futures are up less than half a percent while S&P 500 futures have gained 0.02%. The company executives said at the KeyBanc Capital …

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

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. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue …

Micron vs. SK Hynix: Which Memory Chip Giant Is the Better Buy?

Key Points SK Hynix and Micron have benefited from soaring memory chip prices. One has a closer relationship with Nvidia and a strong position in high-bandwidth memory production. Investors should also consider valuation.10 stocks we like better than Micron Technology › SK Hynix(NASDAQ: SKHY) …

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P …

Dynatrace Says AI Workloads Fuel Observability Demand, Consumption Growth

Key Points Interested in Dynatrace, Inc.? Here are five stocks we like better. AI workloads are driving demand for observability as enterprises need end-to-end monitoring of AI performance, accuracy, security and outputs. Dynatrace says AI-related customers consume its platform at roughly 1.5 times the …

Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market

Wall Street's early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of …

Why Akamai (AKAM) Shares Are Trading Lower Today

Why Akamai (AKAM) Shares Are Trading Lower Today What Happened? Shares of cloud technology company Akamai Technologies (NASDAQ:AKAM) fell 6.4% in the afternoon session after the company reported second-quarter 2026 earnings that revealed a steep drop in profitability and a weak forward-looking forecast. While …

Why Is Atlassian (TEAM) Stock Soaring Today

What Happened? Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 37.4% in the afternoon session after the company reported second-quarter results that surpassed Wall Street's expectations and provided a strong forecast for the upcoming quarter. During the earnings call, management attributed the 27.6% surge …

RXO, BrightView, SiteOne, ServiceNow, and Rocket Lab Shares Are Soaring, What You Need To Know

RXO, BrightView, SiteOne, ServiceNow, and Rocket Lab Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists …

Review & Preview: The S&P 500 Pulls Back

REVIEW PREVIEW NEWSLETTER Losing Momentum. With the S&P 500 hovering near record levels, the stock markets rally hit a wall on Monday. The Dow Jones Industrial Average fell 61 points, or 0.2%. The S&P 500 dipped 0. Continue Reading

Cloudflare (NET) Shares Skyrocket, What You Need To Know

Cloudflare (NET) Shares Skyrocket, What You Need To Know What Happened? Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 7.7% in the afternoon session after the company reported a massive second-quarter beat-and-raise, driven by a significant acceleration in forward-looking metrics. During the …

Q2 Earnings Season Standouts: 3 Companies Raising Guidance

Though the earnings cycle is winding down, Palantir PLTR, General Motors GM, and Bloom Energy BE have been nice standouts so far in the Q2 earnings season, all raising guidance. Guidance upgrades are generally one of the most bullish things to watch for in …

Unity (U) Stock Trades Up, Here Is Why

Unity (U) Stock Trades Up, Here Is Why What Happened? Shares of interactive software platform Unity (NYSE:U) jumped 3.3% in the afternoon session after the company posted a stellar second-quarter earnings report that beat expectations, leading to a wave of analyst upgrades. Unity reported …

Why Is JFrog (FROG) Stock Rocketing Higher Today

Why Is JFrog (FROG) Stock Rocketing Higher Today What Happened? Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 7.6% in the afternoon session after the company reported second-quarter results that beat analyst expectations across the board and raised its full-year financial outlook. During …

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading …

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia › There …

Buy Lenovo Group (LNVGY) Stock for Higher Highs Ahead of Earnings?

Sporting a Zacks Rank #1 (Strong Buy), Lenovo Group LNVGY) is a tech stock that investors will certainly want to keep an eye on ahead of the company's fiscal first-quarter report on Wednesday, August 12. Adding to the bullish backdrop, Lenovo's Zacks Computer-Micro Computers …

Cathie Wood Invests $36.9 Million in Surging Stock

This article first appeared on GuruFocus. Cathie Wood's Ark Invest is leaning harder into space, AI infrastructure and crypto while cutting exposure to several high-flying software names, a rotation that highlights where the aggressive growth investor sees the next leg of disruptive-technology upside. SpaceX …

Micron Stock Rises Despite Reported Apple Supplier Threat

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the memory-chip giant sitting squarely in the middle of the AI spending boom, has its shares gained roughly 1.8% Monday morning. Investors also had a new risk to digest. Barron's reported that Apple (NASDAQ:AAPL) is …

ASML Stock Rises 1.7% as AI Demand Signal Strengthens

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares …

Datadog (DDOG) Grows Fast, Then Gets Punished For Slowing Down

Datadog (NASDAQ:DDOG) just posted one of its strongest quarters in years on July 22, and the stock fell 19% anyway. Earlier on July 16, the company also launched its platform on the AWS Europe (London) Region, giving UK customers a local option for storing …

Palantir CEO Sends Stark Warning for Businesses Betting Big on AI

This article first appeared on GuruFocus. Palantir (NASDAQ:PLTR) CEO Alex Karp is questioning whether businesses are getting enough economic value from their growing reliance on artificial intelligence, while criticizing the dependence that can develop around major AI providers, according to an interview with CNBC. …

Apple Users Face Major iPhone 18 Shock

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) could face a sharper iPhone margin squeeze than investors expected, with TrendForce estimating that the bill of materials for the 256GB iPhone 18 Pro could jump roughly 38% from the comparable model launched in 2025. The …

DoorDash (DASH) Powers Through Growth With Costs Rising Too

DoorDash (NASDAQ:DASH) released its second quarter 2026 financial results on August 5, and the headline numbers moved in the right direction almost across the board. Total orders climbed 27% year over year to 970 million, marketplace gross order value rose 36% to $33.1 billion, …

Cathie Wood Puts $37 Million Into SpaceX

This article first appeared on GuruFocus. Space Exploration Technologies Corp. (SPCX, Financials), Elon Musk's space and AI company, became Cathie Wood's biggest stock purchase last week as ARK Invest leaned further into the post-earnings volatility. ARK bought 316,963 SpaceX shares across several funds for …

Stocks Mixed as Higher Crude Prices Boost T-Note Yields

The S&P 500 Index ($SPX) (SPY) today is up +0.05%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.15%. September E-mini S&P futures (ESU26) are up +0.03%, and September E-mini Nasdaq futures (NQU26) …

Datadog's CEO Sellls Over 127,000 Shares for $36.5 Million. Here's a Closer Look at the Transaction.

Key Points The transaction involved the disposal of 127,141 shares for a total value of ~$36.5 million on August 5, 2026. The sale reduced the insider's direct equity holdings in the company by 17%. The activity occurred following a 113% one-year total return for …

Stock Market Today: Dow Dips, Apple Skids On iPhone Fear; This AI Play Clears Entry (Live Coverage)

Stock Market Today: The Dow Jones index was firm Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock skids. Continue Reading

3 Reasons Why Growth Investors Shouldn't Overlook Palantir Technologies (PLTR)

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. In addition to …