Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30%
Palantir Technologies Inc.
Author Archive - Fatima Gulzar
Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc.
ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure
On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT).
Paramount Skydance Corporation (PSKY) vs. Warner Bros. Discovery, Inc. (WBD): A Deal Stuck in Legal Limbo
Paramount Skydance Corporation's (NASDAQ:PSKY) roughly $110 billion deal to buy Warner Bros. Discovery, Inc.
Visa Inc. (V) vs. Mastercard Incorporated (MA): Visa Bets $2.4 Billion on Stopping AI-Powered Fraud
On August 3, 2024, Visa Inc.
Grab Holdings Limited (GRAB) vs. Sea Limited (SE): Grab Raises Its Outlook as AI and Affordability Pay Off
On August 4, 2026, Grab Holdings Limited (NASDAQ:GRAB) raised its full-year revenue and profit forecasts.
ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom
Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V.
Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction
Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street's estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling.
Alphabet Inc. (GOOGL) vs. Meta Platforms, Inc. (META): Washington and Brussels Both Turn Up the Heat on AI Safety
Alphabet Inc. (NASDAQ:GOOGL)'s Google, along with Meta Platforms, Inc.
Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)
Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S.
Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?
Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion...
ExxonMobil Holdings Corporation (XOM) vs. Chevron Corporation (CVX): Trump Attacks the Oil Giants for Making “Too Much Money”
On August 3, 2026, President Trump accused ExxonMobil Holdings Corporation (NYSE:XOM) and Chevron Corporation (NYSE:CVX) of making "too much money" off high fuel prices just three...
The Boeing Company (BA) vs. Southwest Airlines Co. (LUV): A Long-Delayed Plane Finally Clears the Runway
The FAA certified The Boeing Company (NYSE:BA)’s 737 MAX 7 on Monday, the smallest version of its bestselling jet, nearly a decade after the company first expected approval.
AstraZeneca PLC (AZN) vs. Bristol-Myers Squibb Company (BMY): Wall Street Doesn’t Buy This Merger Talk
AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock's biggest one-day drop since 2020, after reports that it held merger talks with U.S.
Rivian Automotive, Inc. (RIVN) vs. Ferrari N.V. (RACE): A Mass-Market EV Bet Against Ultra-Luxury Pricing Power
Rivian Automotive, Inc. (NASDAQ:RIVN) and Ferrari N.V. (NYSE:RACE) both beat estimates last week but for opposite reasons.
Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently.
Hedge Funds Favor argenx (ARGX) Over Forte Biosciences, Inc. (FBRX): Argenx Agrees to Buy Forte Biosciences
argenx SE (NASDAQ:ARGX) agreed to buy Forte Biosciences, Inc.
NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea
NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the...
Brown-Forman Corporation (BF-B) Says No to Sazerac’s $15 Billion Takeover Bid, Again
Brown-Forman Corporation (NYSE:BF-B) rejected a renewed $15 billion takeover bid from privately held spirits company Sazerac, calling the offer "not actionable." Sazerac's proposal...
Hedge Funds are Bullish on AstraZeneca PLC (AZN)
AstraZeneca PLC (NYSE:AZN) topped second-quarter profit expectations, with core earnings per share of $2.63 versus the $2.48 analysts expected.
Baker Hughes Company (BKR) Posted Record Orders, so Why is it Warning About 2026 Spending?
Baker Hughes Company (NASDAQ:BKR) shares jumped more than 6% after the company beat second-quarter profit estimates and posted record orders, even as it warned that oil and gas...
The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)
Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world's most valuable company more than once in the past two weeks.
UniCredit S.p.A. (UNCFF) Is Taking Over Commerzbank AG (CRZBY). The Only Question Left Is How.
UniCredit S.p.A. (OTC:UNCFF) now controls 48% of Commerzbank AG (OTC:CRZBY) after a tender offer that valued the German bank at about €43.6 billion.
United Airlines Holdings Inc. (UAL) Wanted to Merge With Delta Air Lines Inc. (DAL). Here Is Why It Never Happened.
United Airlines Holdings Inc. (NASDAQ:UAL) approached Delta Air Lines Inc. (NYSE:DAL) last year about merging the two most valuable U.S. carriers.
Hedge Funds Are Bullish on DXC Technology (DXC)
DXC Technology (NYSE:DXC) shares have fallen 16.41% so far this year as of July 29, 2026.
Hedge Funds Favor Union Pacific Corporation (UNP) Over Canadian Pacific (CP): UNP Beat Earnings and Just Got a Major Win
Union Pacific Corporation (NYSE:UNP)'s Big Boy 4014, the world's largest operating steam locomotive, has been touring the country this summer, and grown adults keep tearing up...
Blackstone Inc. (BX)’s Profit Jumped 26% on AI Bets but the Stock Barely Moved. Here’s Why.
Blackstone Inc. (NYSE:BX) just posted one of its stronger quarters in years.
Honeywell Technologies (HON)’s First Earnings as a Standalone Company: Bull vs Bear Analysis
Honeywell Technologies (NASDAQ:HON) used to be one giant company that made everything from thermostats to jet engines. Not anymore.
UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn’t Enough
Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July.
GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?
Logistics companies make money by moving packages.
Freeport-McMoRan Inc. (FCX) and Digital Realty Trust, Inc. (DLR) Highlight the Companies Cashing In on AI Infrastructure
Big tech companies are spending close to $700 billion this year building AI data centers. Most of the attention goes to chipmakers like Nvidia.
Intel Corporation (INTC) Just Had Its Best Quarter in 15 Years. Is the Turnaround Finally Real?
Intel Corporation (NASDAQ:INTC) had its best quarter in nearly 15 years.
The Iran War Is Creating Winners and Losers: Lockheed Martin (LMT) vs. American Airlines (AAL)
American Airlines Group Inc. (NASDAQ:AAL) and Lockheed Martin Corporation (NYSE:LMT) Corporation (NYSE:LMT) both reported earnings the same day this week.
CSX Corporation (CSX) and Knight-Swift Transportation Holdings Inc. (KNX) Show the Freight Cycle Is Turning. Southwest Airlines Co. (LUV) Shows Fuel Costs Still Hurt Airlines.
Three transportation companies reported earnings on the same day this week: railroad firm CSX Corporation (NASDAQ:CSX), trucking company Knight-Swift Transportation Holdings Inc...
International Business Machines Corporation (IBM) Survived One AI Scare in February. This One Might Be Different.
International Business Machines Corporation (NYSE:IBM)‘s stock dropped 25% on July 14.
Space Exploration Technologies Corp. (SPCX) Stock Just Lost $1 Trillion in a Month. Is the Selloff a Buying Opportunity or a Warning?
Space Exploration Technologies Corp. (NASDAQ:SPCX) stock fell for a seventh straight session on Monday, dropping 3.3% to $119.85. That's below its $135 IPO price from June.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people ...
Alphabet and Tesla Were Punished for Heavy Spending. IBM Already Took Its Hit a Week Earlier.
Three big earnings reports came out this week. Alphabet Inc. (NASDAQ:GOOGL) and Tesla, Inc.
Ryanair Holdings plc (RYAAY)’s Profit Fell by a Third on the Iran War. Is the Selloff a Buying Opportunity?
Ryanair Holdings plc (NASDAQ:RYAAY)'s fiscal first-quarter profit fell 34% to €538 million from €820 million a year earlier.
Ryan Cohen Says He’s Coming for eBay “One Way or Another.” What GameStop (GME) Shareholders Need to Know
Ryan Cohen built Chewy into a top online pet retailer and sold it to PetSmart. He then rebuilt GameStop Corp. (NYSE:GME)’s balance sheet after the meme-stock era.
Advanced Micro Devices, Inc. (AMD) Stock Surges as Goldman Sees Big Earnings Coming
On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450.
Mizuho Raises its Price Target on Lam Research Corporation (LRCX)
On July 9, Mizuho raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $400 from $380. The firm maintained an Outperform rating on the stock.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO Says
On June 4, WSJ reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Chief Executive C.C.
Is GE Vernova Inc. (GEV) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy?
On July 7, Barron’s said GE Vernova Inc. (NYSE:GEV) fell 6.5% Tuesday. Caterpillar and Cummins dropped 3.1% and 2.7%, respectively.
Microsoft Corporation (MSFT) to Cut 4,800 Jobs
On July 6, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) said it will cut 4,800 jobs, or about 2.1% of its global workforce.
Micron Technology, Inc. (MU) Stock Rises After Entering Bear Market
On July 8, Barron’s reported that Micron Technology, Inc.
Broadcom Inc. (AVGO) Agreement a Strategic Positive for Apple, says Evercore ISI
On July 8, Evercore ISI called the multiyear agreement with Broadcom Inc.
Is Alphabet Inc. (GOOGL) Among the Ray Dalio Stock Portfolio: 10 Best Stocks to Buy?
On July 8, Bloomberg, citing UN Trade and Development (UNCTAD), reported that Alphabet Inc.
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