Many analysts are cautious about Palantir’s valuation, but several are bullish on its growing commercial businesses as AI contracts ramp up.
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Warren Buffett may have cut Berkshire’s stake in Apple again in the third quarter
In its latest quarterly report, Berkshire said the cost basis of its consumer products equity holdings fell by roughly $1.2 billion from the prior quarter.
Palantir could see a 20% post-earnings rally this week, pro trader says
Jay Woods reviews Palantir, a key company reporting earnings this week, and why traders will be dissecting this week’s Fed speak.
Stocks from Palantir to Snap could see big swings on earnings this week
Many companies reporting earnings this week could see big swings in their stocks based on options trading activity, according to a CNBC data analysis.
Gold is the ultimate ‘low-trust asset’. A look at 3 miners in our Best Stocks list
Josh Brown and Sean Russo break down three gold miners in their Best Stocks list.
Trading Meta using options as the stock falls on big AI investment outlook
Michael Khouw explains how to navigate Meta after last week’s drop, using options.
Berkshire posts solid earnings. But Wall Street doubts the stock can rally with Buffett’s exit looming
KBW said Berkshire’s shares look “vulnerable” after the post-earnings rally, citing rich valuation and leadership uncertainty as Buffett prepares to step down.
Here are Monday’s biggest analyst calls: Nvidia, Apple, Tesla, Roku, Cisco Sytstems, Palantir, Costco & more
Here are Monday’s biggest calls on Wall Street.
UBS upgrades Cisco, citing surging AI infrastructure demand
UBS sees shares of Cisco rallying 20% from their current levels.
Nvidia will soar nearly 75% as GPU shipments double in the next year, says Loop Capital
Loop Capital pointed to a ramp in the supply of graphics processing units as a catalyst.