Palantir Technologies (PLTR 0.44%) and Amazon (AMZN 0.63%) beat the S&P 500 (^GSPC 1.04%) over the past year, and both companies should benefit as adoption of artificial intelligence (AI) increases. But Brent Thill at Jefferies has a sell rating on Palantir and a buy rating on Amazon, as detailed below:

HANGZHOU, China , Feb. 14, 2025 /PRNewswire/ -- ZEEKR Intelligent Technology Holding Limited ("Zeekr Group" or the "Company") (NYSE: ZK), the world's leading premium new energy vehicle group, today announced the closing of Strategic Integration Transactions with Geely entities that was previously announced on November 14, 2024. Following the completion of such transactions, Lynk & Co has become the Company's indirect non-wholly-owned subsidiary.

I have a buy rating on Jacobs with a price target of $178, a 37% upside from the current market price. J's 1Q25 results were muted, but the long-term outlook is positive with potential margin improvement. I also like the Company's prudent management approach toward capital allocation, which focuses more on returning capital to shareholders rather than doing inorganic expansion.

I maintain a buy rating for OneStream, citing strong 4Q24 earnings, despite ARR growth slowing to 23% y/y due to FX headwinds and deal delays. OneStream's 4Q24 revenue grew 29.1% y/y to $132.5 million, with SaaS ARR up 39% y/y, reflecting robust demand and customer retention. AI solutions, especially SensibleML, are driving significant growth, with Finance AI bookings quadrupling y/y, enhancing forecast accuracy and productivity.

Carnival (CCL -0.12%) (CUK 0.17%) has made a huge rebound in its business, and its stock is up more than 200% since bottoming out in 2020.

Invesco S&P International Developed Momentum ETF offers momentum exposure with a 0.25% expense ratio, suitable for tactical rather than core holdings due to high turnover. IDMO's portfolio, based on the S&P World Ex-U.S. Momentum Index, is growth-tilted and rebalanced semi-annually, leading to higher volatility in downturns. While the Fund may outperform in bull markets, its high turnover ratio and trading expenses could hinder long-term performance compared to more stable ETFs like VEA.

One of the most exciting things for an investor is to find that breakout stock before it explodes. Even if you invest a small amount in an up-and-coming stock, it could translate into gains of 1,000% or more.

None of these three stocks are conventionally cheap, but they all have huge growth potential from megatrends already in place, making them attractive stocks for investors to buy for the long term. Here's why electronic design automation (EDA) company Synopsys (SNPS 3.65%), design and product management software company PTC (PTC 0.82%), and advanced composite materials company Hexcel (HXL -1.09%) are stocks worth taking long-term positions on.

While electric vehicles (EVs) still promise to transform the global automotive industry, small players like Lucid Motors (LCID 13.59%) no longer generate the same excitement they did in 2020 and 2021. Business performance has also been lackluster, with slow growth and huge losses.

In a move that many would have once considered surprising, investors seem to have written off the artificial intelligence (AI) prospects of Google parent Alphabet (GOOGL 1.38%) (GOOG 1.32%).

TikTok is back on Apple and Google's US app stores after disappearing on January 18, just before a nationwide ban was set to take effect. The app had remained unavailable for new downloads but continued working for existing users.

LOS ANGELES, CA / ACCESS Newswire / February 14, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Trade Desk, Inc. ("Trade Desk" or "the Company") (NASDAQ:TTD) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Earnings Call Scheduled for 7:00 A.M. U.S. ET on March 5, 2025 GUIYANG, China , Feb. 14, 2025 /PRNewswire/ -- Full Truck Alliance Co. Ltd.

Direxion Daily TSLA Bull 2X Shares offers double the daily movement of Tesla, but comes with significant risk due to its leveraged nature. Loss recoupment and volatility are critical factors; negative movements impact TSLL more severely than equivalent positive movements, making it unsuitable for long-term holding. Tesla's recent earnings were underwhelming, but future growth potential lies in autonomous driving, energy storage, AI, and robotics.

Spanish telecom group Telefonica has hired investment bank JPMorgan to sell its Mexican business, newspaper Cinco Dias reported on Friday, citing unidentified financial sources.

The Franklin FTSE Japan ETF's performance is heavily influenced by the USD/yen exchange rate. The Bank of Japan's aims to raise rates could do little for the yen, as the FOMC could offset the BO by not cutting rates again this year. The prospects of rising US tariffs could negatively impact Japanese firms and weaken the yen.

Restaurant Brands International reported strong Q4 results and issued robust guidance, reinforcing the sustainability of its long-term growth algorithm. QSR's digital innovation, menu expansion, and operational efficiency are driving solid growth for Tim Hortons Canada and Burger King US. International growth remains strong with significant contributions from Australia, Spain, the UK, Brazil, and new markets like Italy and New Zealand.

I maintain a hold rating for O'Reilly Automotive due to its expensive valuation at 29.5x forward earnings, despite strong fundamentals. ORLY's 4Q24 results showed solid performance with 4.4% comps growth and $4.1 billion in revenue, but EPS missed consensus due to a one-time charge. Industry tailwinds, such as the increasing complexity of car repairs, support demand for ORLY's DIFM services, which grew faster than DIY sales.

Paul Christopher of Wells Fargo Investment Institute discusses his investment strategy within the current economic environment, and explains why he thinks U.S. equities could still get a boost this year despite elevated Treasury yields.

NatWest Group PLC (LSE:NWG) delivered stronger-than-expected results for 2024, with income and return on equity exceeding forecasts. The bank reported a return on tangible equity of 17.5 per cent, a key measure of profitability, which surpassed its own upgraded guidance.