Group 1 - NVIDIA Corporation continues to lead the AI and gaming sectors, with a significant increase in revenue driven by strong demand for GPUs, reporting a year-over-year growth of 101% in Q2 2023 [1] - Micron Technology Inc is facing challenges due to a downturn in the memory chip market, with a projected revenue decline of 50% year-over-year for the fiscal year 2023 [1] - Palantir Technologies Inc is expanding its government and commercial contracts, showing a revenue increase of 22% year-over-year in Q2 2023, indicating strong demand for its data analytics solutions [1] Group 2 - The semiconductor industry is experiencing volatility, with supply chain disruptions and fluctuating demand impacting companies like Micron and NVIDIA [1] - The AI sector is driving growth for technology companies, with NVIDIA positioned as a key player benefiting from increased investments in AI infrastructure [1] - The overall market sentiment remains cautious, with investors closely monitoring earnings reports and guidance from major tech firms [1]

While computing needs sophisticated hardware and solid infrastructure to support it, it's all just a pile of circuits and wiring without the software to make it operate. Leading software companies can be massively profitable investments, as they develop products that companies need. Two software companies working in the government space are Palantir Technologies (NASDAQ: PLTR) and BigBear.ai (NYSE: BBAI). But while Palantir has enjoyed a massive growth window, BigBear.ai is struggling to gain traction. Wh ...

Palantir Technologies (NASDAQ: PLTR) has been one of the undisputed beneficiaries of the sweeping adoption of artificial intelligence, thanks to its cutting-edge data mining capabilities. Most of the focus has been on the company's commercial business and Artificial Intelligence Platform (AIP), which has been the biggest driver of Palantir's recent growth spurt. However, its government contracts are back in the spotlight this week, as the company struck its next major deal. Reports emerged late Thursday t ...

Rackspace Technology, Inc. (NASDAQ:RXT) is pushing higher on Friday. Nasdaq index is up 0.93% while S&P 500 is up 0.53%.On Wednesday’s the company announced of a strategic partnership with data-giant Palantir Technologies, Inc. (NASDAQ:PLTR) , designed to accelerate deployment of Palantir’s Foundry and Artificial Intelligence Platform (AIP). Under the deal, Rackspace will host Palantir’s software within its Private Cloud and UK Sovereign data centers, targeting highly regulated industries wary of the public ...

Rackspace Surges Another 50% Higher on Palantir AI Partnership Hype - 24/7 Wall St.[S&P 5006,905.00 +0.65%][Dow Jones49,505.00 +0.28%][Nasdaq 10025,049.60 +1.07%][Russell 20002,662.73 +0.01%][FTSE 10010,708.60 +0.26%][Nikkei 22557,158.00 +0.12%][Stock Market Live February 20, 2026: S&P 500 (SPY) Sinks on US GDP Numbers][Investing]# Rackspace Surges Another 50% Higher on Palantir AI Partnership Hype### Quick ReadRackspace Technology ([RXT]) stock surged 227% after announcing a Palantir partnership. The stock ...

Core Insights - ISG has initiated a study focusing on providers within the Palantir ecosystem, assessing their consulting, implementation, operations, and AI-driven analytics capabilities [1] Group 1 - The study aims to evaluate the capabilities of various providers in the Palantir ecosystem [1] - It will cover aspects such as consulting, implementation, operations, and AI-driven analytics [1]

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR, MSFT, ...

Core Insights - The 2025 Q4 earnings cycle has shown resilience with strong overall growth among S&P 500 companies, particularly highlighted by Cardinal Health (CAH) and Palantir (PLTR) delivering notably strong results [1][9]. Palantir Performance - Palantir reported sales of $1.4 billion, reflecting a 70% year-over-year growth, with U.S. sales reaching $1.1 billion, up 93% year-over-year and 28% sequentially [2][3]. - The company secured over $4.2 billion in total contract value (TCV), marking an increase of more than 130% from the previous year [3]. - Palantir's customer base expanded by 34% compared to the year-ago period [3]. Cardinal Health Performance - Cardinal Health achieved a double-beat relative to consensus expectations, with sales increasing by 18.8% year-over-year and adjusted EPS growing by 36.3% year-over-year [10]. - The growth was broad-based, particularly in Pharmaceuticals and Specialty Solutions, which saw a 19% year-over-year increase and accounts for approximately 90% of total sales [11]. - Following the strong quarterly performance, Cardinal Health raised its FY26 outlook, projecting adjusted EPS in the range of $10.15 - $10.35, indicating a 24.5% year-over-year growth [12].

Core Viewpoint - Palantir shares have recently experienced a significant decline, raising questions about whether this presents a buying opportunity for investors [1] Group 1: Company Performance - Palantir's stock has dropped approximately 20% over the past month, reflecting broader market trends and specific company challenges [1] - The company reported a revenue increase of 13% year-over-year, reaching $525 million in the last quarter, indicating continued growth despite stock price volatility [1] Group 2: Market Context - The decline in Palantir's shares is part of a larger trend affecting technology stocks, particularly those in the data analytics sector [1] - Analysts suggest that the current market conditions may provide a favorable entry point for long-term investors looking to capitalize on Palantir's growth potential [1]

Key Takeaways Mizuho upgraded Palantir's stock to "outperform" from a neutral rating, suggesting the stock's recent slide could be an opportunity for investors to buy the shares at a discount. Wall Street analysts harbor some concerns that the stock could be overvalued after a strong run last year, though the average price target is still upbeat. Palantir shares have slumped lately. Does that make them a deal? Shares of Palantir (PLTR) were down about 1% in late Thursday trading. That leaves them d ...