AeroVironment, Inc.

Palantir Technologies Inc.

Oracle Corporation

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York City morning: focus on job openings and industrial sentiment

Since the beginning of the year, Palantir stock has soared 95% and has performed the best in the S&P 500


Investors who played against Palantir are giving up. What are the dangers of such bets?


Voyager Technologies, Inc.

Lockheed Martin Corporation

Listings of space companies are still quite rare, but their success stories could pave the way for a whole wave of "unicorn" IPOs

Voyager IPO: shares of space station developer and partner Palantir have emerged

CoreWeave, Inc. Class A Common Stock

Shares of CoreWeave, a provider of cloud-based services for developing and training AI models, have soared 300% since March, while military and civilian AI developer Palantir is up more than 460% in 12 months. At the same time, their price/earnings multiples are highly inflated compared to companies in the S&amp;P 500 index. While retail investors are buying up both companies in the hope that they will repeat the fate of Nvidia, one of the main beneficiaries of the AI boom, such rapid growth is causing some analysts to compare them to so-called meme stocks. Are the risks justified and what is needed to make the growth sustainable?

Palantir and CoreWeave are growing faster than the S&P 500. Why are they being compared to meme stocks?


AI developer has no margin for error, analyst warns


"It's like the Tesla effect": should we expect new records from Palantir shares?


Tesla, Inc.

The robotaxi service is scheduled to launch in Texas in June, and it largely supported Tesla stock in May

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New York City morning: focus on job openings and industrial sentiment

Investors who played against Palantir are giving up. What are the dangers of such bets?

Voyager IPO: shares of space station developer and partner Palantir have emerged

Palantir and CoreWeave are growing faster than the S&P 500. Why are they being compared to meme stocks?

"It's like the Tesla effect": should we expect new records from Palantir shares?

Katie Wood's funds have cut their stake in Tesla. Does she doubt the future of robotaxis?