Palantir Technologies Inc. represents a leveraged bet on AI's exponential growth toward full automation, positioning it as a winner in the AI "application layer." Palantir's position today is similar to Nvidia's dominance in AI hardware in the last 5 years. For AI bulls, not being exposed to PLTR is a risk in itself. AI may plateau, grow linearly, or exponentially; the latter option supports Palantir's acceleration, with TCV growth signaling potential 100%+ YoY revenue increases.

Allarity Therapeutics (NASDAQ:ALLR) shares more than doubled after the pharmaceutical firm annoucned that its investigational therapy for advanced ovarian cancer, stenoparib, has received Fast Track Designation from the US Food and Drug Administration (FDA). The FDA's Fast Track program is designed to speed the development and review of drugs that target serious conditions and address unmet medical needs.

RBC is gaining traction from aerospace and industrial strength, a healthy backlog and accretive acquisitions.

NOC wins a $99.1M contract to develop advanced command and control systems for the U.S. Department of Defense.

The U.S. National Index, the 20-City Composite, and the 10-City Composite continue to display growth with 1.9%, 2.1% and 2.6%, respectively. Housing wealth erodes in real terms for second consecutive month, with home price gains of 1.9% trailing consumer inflation of 2.7%.

Flying cars may still sound like science fiction, but in the battle between Joby Aviation Inc JOBY and Archer Aviation Inc ACHR, the future is already diverging into two very different business models. On one side, Joby is positioning itself as the "sky limo" of tomorrow—fast, sleek, and aimed at premium intercity travel.

Valuations across UK domestic banks have recovered strongly with a 140% total shareholder return since the start of 2024 but the sector still offers value, even if it is slightly less attractive than before, analysts at Jefferies believe. The implied cost of equity (COE) is now below 14%, which makes the investment case "less compelling" than before, the broker remains constructive on the sector and sees Lloyds Banking Group PLC (LSE:LLOY) and Barclays PLC (LSE:BARC) over NatWest Group PLC (LSE:NWG).

LULU faces margin pressure from tariffs, weak U.S. traffic and cost inflation, raising doubts over its premium valuation.

ULTA drives growth with digital innovation, skincare demand and brand partnerships, but faces margin pressure from rising costs.

WDC rebounds with surging margins, rising HDD demand and guidance for double-digit revenue growth ahead.

Marvell Technology's second-quarter earnings are likely to be driven by surging demand for custom AI silicon, electro-optics and data center.

Starbucks sees foot traffic spike 24% thanks to PSLs. “It's great just to get people in the door,” analysts say.

ALGT faces steep earnings cuts, a 20% share drop and soaring expenses, signaling mounting financial and operational strain.

MCO moves to secure majority ownership in Egypt's MERIS, expanding its reach across the Middle East and Africa credit markets.

Hancock Whitney Corp. HWC shares have been performing remarkably well of late. At present, the stock is trading near its 52-week high of $63.82 hit during Monday's trading session.

VRT, MTZ and HOOD stand out as momentum picks, combining strong yearly gains with recent pullbacks for potential entry points.

In late August, shares of networking technology company Ubiquiti NYSE: UI did something that made Wall Street snap to attention: the stock surged over 30% in just a few days.

TT climbs 19.7% with strong HVAC demand, AI-driven sustainability and rising earnings powering its growth momentum.

GES eyes Q2 gains from Europe, digital and acquisitions, but faces margin strain and softer demand in North America and Asia.

Texas Instruments' 8.9% stock surge is fueled by AI, data centers and CHIPS Act aid, but trade and auto risks keep outlook cautious.