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Trump’s June Portfolio Shuffle: Berkshire Hathaway Buys in as Meta Sells
business3 days ago

Trump’s June Portfolio Shuffle: Berkshire Hathaway Buys in as Meta Sells

President Donald Trump disclosed 1,051 June securities transactions, signaling a broad reshuffle across stocks, bonds and ETFs with total moves estimated between $78.1 million and $263.1 million. The largest single trade was selling $5–$25 million of the Vanguard Dividend Appreciation ETF on June 22, while he bought $1–$5 million of Fidelity National Information Services and Home Depot that same day. He trimmed Meta and Motorola but added stakes in Berkshire Hathaway, Cintas, Visa and Mastercard, and traded a range of ETFs, municipal bonds and defense contractors such as Palantir, RTX, Northrop Grumman, as well as Coinbase. The White House notes assets are held in a trust managed by his children, and the filing does not reveal exact holdings.

via CNBC|
#berkshire-hathaway#business#meta
Marriott slides on Middle East drag as earnings season heats up; Trump‑backed Bitcoin sinks
finance22 days ago

Marriott slides on Middle East drag as earnings season heats up; Trump‑backed Bitcoin sinks

Live earnings updates show Marriott International (MAR) down about 5.5% mid-morning as Middle East headwinds weigh the stock, while Bitcoin (BTC-USD) swings to a loss on news tied to a Trump brothers‑backed project. Palantir Technologies (PLTR) edges higher, and the broader earnings season remains a market engine with Tyson, Marriott, and ON Semiconductor among the reports this week. FactSet data suggest second‑quarter S&P 500 earnings are up roughly 47.5% year over year, well above long‑term averages, signaling robust profit growth for another quarter.

via Yahoo Finance|
#bitcoin-usd#earnings-season#finance
Palantir Gets a Boost as Citi Bets on a Fresh Commercial Upswing
finance1 month ago

Palantir Gets a Boost as Citi Bets on a Fresh Commercial Upswing

Citi upgrades Palantir on expectations the US commercial business is reviving, forecasting fiscal 2027 sales growth around 53% (vs ~45% consensus) with commercial revenue up 67% YoY; Citi keeps Buy but trims the price target to $200 from $225 amid valuation concerns, while checks with partners and management point to strength in both commercial and government segments and potential defense-use benefits; investors will watch whether US commercial growth actually accelerates to push further revisions in 2027 estimates.

via Yahoo Finance|
#2027-revenue-growth#citi#commercial-growth
Palantir and Nvidia Expand Sovereign AI Push in Secure Government Environments
technology1 month ago

Palantir and Nvidia Expand Sovereign AI Push in Secure Government Environments

Palantir shares jumped about 4% after announcing a joint AI initiative with Nvidia to help U.S. government agencies and critical infrastructure deploy advanced AI models in highly secure, air‑gapped environments, using Nvidia’s AI infrastructure alongside Palantir platforms (AIP, Foundry, Apollo, Ontology) with built‑in security, data isolation and deployment support for mission‑specific use cases.

via Yahoo Finance|
#ai#government#nvidia
SNB Urged to Divest Palantir Stake Over Immigration Surveillance Ties
business4 months ago

SNB Urged to Divest Palantir Stake Over Immigration Surveillance Ties

Minneapolis activists urged the Swiss National Bank to sell its $1.1B Palantir stake due to Palantir’s role in U.S. immigration enforcement and ICE surveillance; the SNB held about 6.24 million Palantir shares at end-2025, Palantir faces scrutiny over its surveillance contracts, and a consensus price target implies upside despite recent declines.

via TipRanks|
#business#ice#immigration-enforcement
Buying the AI Dip: 5 Stocks Poised for Long-Term Growth
business5 months ago

Buying the AI Dip: 5 Stocks Poised for Long-Term Growth

AI stocks have pulled back, lowering valuations, but The Motley Fool argues the long-term AI growth story remains intact and highlights five picks: Palantir Technologies, Amazon, Microsoft, Apple, and SoundHound AI. Palantir benefits from its AI Platform (AIP) and is seeing growth in its commercial business; Amazon leverages AI across e-commerce and AWS; Microsoft leads with OpenAI and cloud services; Apple could benefit from Apple Intelligence and a growing services footprint; SoundHound AI excels in voice AI but is not yet profitable. The takeaway: buy on the dip for patient investors, while acknowledging some names carry profitability risk.

via The Motley Fool|
#amazon#apple#business
AI optimism boosts Palantir as analyst upgrades to Buy
market-news6 months ago

AI optimism boosts Palantir as analyst upgrades to Buy

Freedom Capital Markets analyst Almas Almaganbetov upgraded Palantir (PLTR) from Sell to Buy after strong Q4FY25 results and upbeat guidance, saying AI agents pose no long-term risk to Palantir and setting a $170 price target (about 29% upside). The company topped EPS and revenue expectations driven by its AI Platform (AIP), while estimates for 2026–27 were raised; the move contrasted with mixed views from other analysts, and PLTR climbed about 1.7% after the upgrade.

via TipRanks|
#ai#ai-platform-aip#market-news
AI-driven revenue worries spark tech stock selloff
investing6 months ago

AI-driven revenue worries spark tech stock selloff

Investors dumped tech shares after traders realized AI could erode revenues across enterprise software and SaaS, triggering a broad selloff that wiped hundreds of billions in market value. The downturn hit names like Microsoft, SAP, Salesforce, and ServiceNow, with analysts warning AI-enabled tools could compress migration timelines and reduce application‑services revenues, potentially reshaping profitability for IT and software firms in the near term.

via Fortune|
#ai#anthropic#erp
AI Ecosystem Boost Lifts Nvidia as Palantir and Teradyne Impress
business6 months ago

AI Ecosystem Boost Lifts Nvidia as Palantir and Teradyne Impress

Nvidia’s dominance in AI chips gets a boost as Palantir and Teradyne post strong Q4 results that beat expectations, underscoring robust demand for AI-related products and signaling a favorable outlook for Nvidia ahead of its own Feb. 25 earnings report. Palantir’s revenue surged 70% YoY with solid growth in commercial and government sectors, while Teradyne saw 44% revenue growth driven by AI-related chip testing demand, helping lift Nvidia’s stock alongside the broader AI rally.

via The Motley Fool|
#ai-chips#business#nvidia
Palantir rides AI momentum to another record quarter
business6 months ago

Palantir rides AI momentum to another record quarter

Palantir reported Q4 2025 revenue of $1.41B, up 70% YoY, with net income of $609M and adjusted EPS of $0.25, beating estimates. U.S. commercial revenue surged 137% to $507M and government revenue rose 66% to $570M, helped by a Navy ShipOS contract and Palantir’s AI Platform linking LLMs to private data. Full-year 2026 revenue guidance is $7.18–$7.20B (about 61% growth); Q1 2026 revenue guidance is $1.53–$1.54B. Palantir stock rose ~7% after hours as CEO Alex Karp highlighted AI demand and criticized rivals investing in undifferentiated large language models.

via MarketWatch|
#artificial-intelligence#business#earnings
Palantir’s AI Rally Could Deflate: Valuations Run Too Hot for 2026
business6 months ago

Palantir’s AI Rally Could Deflate: Valuations Run Too Hot for 2026

Palantir is 27% off its Nov. 2025 high, yet the article argues the stock faces a sharper decline as its sky-high P/S ratio (around 100) signals an unsustainable valuation amid AI optimism. Despite Gotham and Foundry providing a moat and a cash-rich, debt-free balance sheet, the piece warns that a lasting AI bubble burst and uncertain defense-spending tailwinds could push shares lower in 2026, making a longer downside move more likely than a rebound.

via The Motley Fool|
#artificial-intelligence#business#palantir-technologies