Palantir Technologies and BigBear.ai, both serving government AI and data analytics, saw their stocks rise 4% on Friday, with Palantir surpassing the $180 psychological level. This move reflects regained ground after earlier losses in 2026 rather than a breakout. In contrast, ServiceNow, which focuses on enterprise workflow software, remained flat, indicating less investor enthusiasm for commercial AI applications today. The government AI sector's strength is supported by significant federal budget allocations for AI investments through 2027, highlighting a strong pipeline for these companies. Investors should watch if Palantir holds above $180 and consider the differing risk profiles between Palantir and BigBear.ai, given their year-to-date performance.
In June 2026, President Donald Trump executed more than 1,000 stock trades, including purchases in SpaceX shortly after its IPO and multiple transactions in tech and defense companies like Palantir. The largest trade was a sale of Vanguard ETF shares...
Since President Trump's second term began in January 2025, the S&P 500 has gained about 28%, despite a sharp 12% drop in April following new tariffs. Trump's investment accounts saw over 1,000 trades in June alone, involving millions in major stocks ...
In June, President Donald Trump disclosed more than 1,000 financial transactions involving stocks, bonds, and ETFs, indicating a broad reshuffling of his investment portfolio. His transactions ranged between $78.1 million and $263.1 million, with pur...
Michael Burry has issued a warning that the rapid growth in AI data centers is fueled by complex financial arrangements like circular financing and off-balance-sheet vehicles, which obscure true leverage and risk, similar to the 2008 financial crisis...
Palantir reported a strong quarter with U.S. commercial revenue up 149% year-over-year and GAAP net income of $1.06 billion, yet its stock remains down 1.44% year to date. Despite impressive earnings growth and raised cash flow guidance, the stock tr...
