Thesis Summary Palantir Technologies Inc. (NYSE:PLTR) rallied over 14% on Monday after it was added to the S&P 500 Index (SP500). The stock is up over 30% in the last month, in stark contrast to many other SaaS and AI companies. Palantir has taken it upon itself to prove to…

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. Stocks on Monday were bouncing back from last week’s sell-off, with the S & P 500 and Nasdaq Composite both solidly in the green. Tech…

Shares of Trump Media by climbed more than 7% Monday, a respite from the stock’s two-months-long losing streak ahead of the date when its majority shareholder, former President Donald Trump, can begin selling his shares.Shortly before 1 p.m. ET, shares of Trump Media were trading at $18.39, up 7.59% from…

Introduction A little more than a year ago, I published an article recommending the stock of Warrior Met Coal (HCC). The stock has done well, nearly doubling along the way to its peak, and still up about 50% after a recent pull-back. Today, I am recommending a similar company, Alpha…

Sen. Bernie Sanders, I-Vt., on Sunday said Vice President Kamala Harris should increase her proposed 28% tax rate on long-term capital gains, marking his latest divergence with the Democratic presidential nominee’s economic platform.”I would go higher than that,” Sanders told NBC’s “Meet the Press” of Harris’ proposed capital gains tax…

It was a rough start to the historically weak month of September on Wall Street. Economic growth concerns and investor trepidation ahead of Tuesday’s presidential debate and the Federal Reserve’s policy meeting later in the month sank the market. For the week: The S & P 500 gave back over…

Investment thesis Zuora (NYSE:ZUO) is a leading software provider for businesses to manage their subscription-based services. The company’s dominant position is highlighted in the image below, taken from the 2024 Gartner Magic Quadrant for Recurring Billing Applications. According to a study by Juniper Research, the subscription-based economy that the company…

Exchange-traded fund inflows have already topped monthly records in 2024, and managers think inflows could see an impact from the money market fund boom before year-end.”With that $6 trillion plus parked in money market funds, I do think that is really the biggest wild card for the remainder of the…

Big banks are jumping headfirst into the AI race. Over the past year, Wall Street’s largest names — including Goldman Sachs , Bank of America , Morgan Stanley , Wells Fargo to JPMorgan Chase — ramped up their generative artificial intelligence efforts with the aim of boosting profits. Some are…

Introduction I don’t think JPMorgan (NYSE:JPM) needs to be introduced to any investor. As a US-based financial conglomerate, the financial institution is a household name. While I also like the company from an earnings perspective, its dividend yield is currently pretty low at 2.1%. That’s why I focused on the…