ERShares Private-Public Crossover ETF(XOVR.US)

Why this new Palantir bull says the stock is worth its hefty price

Truist Securities analyst Arvind Ramnani initiated coverage of Palantir Technologies with a buy rating, citing its standout margins and revenue growth. Despite its high valuation, Ramnani believes the stock's premium is justified due to its unique financial profile, which includes the highest margins among 111 software companies analyzed. Palantir's AI advancements have broadened its business, with a total addressable market that has nearly tripled since its 2020 listing. The company is positioned for significant capital returns, supported by a free-cash-flow margin over 40%.

Interactive Brokers | 8-K: FY2025 Q3 Revenue: USD 1.655 B

3 Technology Stocks to Sell in 2026

Tech stocks are facing challenges, with the S&P 500 Information Technology Index down -1.75% YTD. Experts suggest caution, particularly with high-valued AI stocks like Palantir, which has seen a 162.95% return but may be losing appeal due to weak cash flow. Analysts predict a more subdued market in 2026, advising investors to reassess their portfolios. Apple is also under scrutiny, with concerns over declining sales in China and rising operating expenses, leading to a negative outlook for its stock performance in the coming year.

ROI-Talent, not territory will define AI future: Taosha Wang

In a significant move, Meta acquired Manus, a Chinese-founded AI startup, for over $2 billion, challenging the narrative of U.S.-China tech decoupling. Manus, known for its agentic AI, has seen rapid growth, surpassing $100 million in annual recurring revenue shortly after its launch. The deal signals a thaw in global growth-stage capital for China-linked founders and highlights a shift towards talent-focused strategies in the AI race. The acquisition underscores the importance of talent over territory in the evolving landscape of AI development, as companies navigate geopolitical tensions.

Meta glasses are selling so well that they plan to double production capacity to meet the surge in demand

According to reports, as the sales momentum of Ray-Ban Meta glasses is strong, Meta has suggested that EssilorLuxottica SA increase its annual production capacity to 20 million pairs or more by the end of 2026. If demand is strong enough, production capacity will be further established to over 30 million pairs