Palantir, Match Group and Unity Software have been highlighted in this Investment Ideas article.

The Nasdaq closed below its Aug. 4 follow-through day low, a highly bearish signal for the market rally. Walmart, SpaceX, CrowdStrike were big losers.

Polymarket surveillance now runs in-house. Coplan told the CFTC an ex-FBI hire tracks every trade on chain.

This recent rally brought Palantir back into the green compared to a year ago. Is now a good time to buy the stock?

PLTR's expanding margins, surging Rule of 40 score and AI deployment focus strengthen the case for durable, more efficient growth.

Palantir Technologies, along with Unity and Match Group represent three software stocks with improving outlooks.

Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in.

On August 3, Mercury Systems, Inc. (NASDAQ:MRCY) and Palantir Technologies Inc. (NASDAQ:PLTR) announced a strategic alliance aimed at automating material planning and factory operations for U.S. military programs. Working directly alongside the U.S. Department of War, Palantir is leveraging its software suite to boost throughput and slash delivery timelines for key defense industrial suppliers. MRCY […]

The data analytics giant's stock has rallied in recent weeks.

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Madden NFL 27 launching a new Persona Engine with more than 65 behavioral DNA types for every player, Todd Boehly’s Eldridge, a $75 billion asset manager, deploying AI across over 100 portfolio companies including Chelsea FC, and Pac-12 moving its fall Olympic sports, […] The post The Dealmaking 3: Madden’s AI Persona Engine, Boehly’s $75B AI Bet & Pac-12 Free on YouTube appeared first on CorpGov.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

Palantir Technologies (PLTR) is back in focus after its latest quarterly report showed revenue growth of 93% year over year and a higher full year 2026 revenue outlook. This has prompted fresh scrutiny of the stock’s valuation. See our latest analysis for Palantir Technologies. The share price of Palantir Technologies has moved sharply higher over the past month, with a 30 day share price return of about 30% and a 90 day share price return of about 25%, while the 1 year total shareholder...

Palantir Stock Rises as Fresh AI Demand Keeps Post-Earnings Momentum Alive

Billionaire Peter Thiel disclosed a roughly 1% stake in Vista Energy, spending about $76 million to acquire 1.2 million American depositary shares through Thiel Macro LLC.

Mercury Systems (MRCY) remains well-positioned relative to defense spending trends, and the company'

Michael Burry is betting that one of the hottest AI stocks on the market will lose virtually all of its value, and his reasoning is harder to dismiss than you might expect.

The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.

Palantir CEO Alex Karp says the company can maintain its impressive revenue growth trajectory.

Palantir leads SpaceX and Micron as the top AI-themed picks, with strong growth and momentum driving the call.

One trades at 51x forward earnings with zero debt and 39% net margins; the other commands 113x despite similar profitability metrics.

Moby summary of Mercury Systems, Inc.'s Q4 2026 earnings call

Peter Thiel bought a $76 million, 1% stake in Vista, one of Vaca Muerta’s biggest shale producers.

Palantir is already worth nearly $400 billion. Could it become a $1 trillion company next? Here's the simple math -- and a few things Palantir must prove before the trillion-dollar dream becomes reality.

They are two of the highest valued large-cap stocks in the market.

Palantir Technologies, Micron Technology and Space Exploration Technologies Corp. represent three of the most exciting and confusing stocks in the market. How should investors think about trading them?

Campaign finance records show at least four billionaires quietly funding the opposition—and the fight is only growing stronger

A bullish analyst just slapped a $44 price target on a stock trading near $15, but Gorilla Technology's convertible debt, reset provisions, and gap between pipeline promises and recognized revenue raise serious questions about whether that target is a destination or a distraction.

BBAI's 14% monthly gain reflects stronger revenues, margins and contract wins, but losses and widening estimates temper the stock's discounted valuation.

Snowflake has surged over 170% since April, and Wall Street bulls are just now starting to reprice what agentic AI could mean for the company's consumption growth. Whether this rally is the beginning of a much larger breakout or a well-deserved rest stop depends on one critical question investors haven't fully answered yet.

Sandisk and Palantir shareholders have had a strong August.

One strategist on CNBC compared today's market to a plane running on a single engine, and he named exactly which names would go down first if that engine cuts out. The consumer stocks in your portfolio may be more exposed than you think.

Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.

ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.

The pair trade that saw investors go long chips and short software lit up the stock market for much of 2026. Now it’s on life support.

Palantir Technologies stock has had a very strong run over the past few years, yet the current checks suggest it is not an obvious bargain and the intrinsic value estimate from a Discounted Cash Flow (DCF) model now looks broadly in line with the share price. Palantir Technologies has returned about 10.9% over the past three years, which is a very large gain in total and sets a high bar for future returns from today's level. AI driven defense and government software demand can support long...

Thiel Macro is suddenly back in action with a roster that seems less concerned about an AI bubble, and more concerned with an AI bottleneck.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).