Palantir Technologies Inc.

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: buyers set for revenge



The Walt Disney Company

Novo Nordisk A/S

U.S. stocks retreated from record highs late last week when fresh employment data showed that the U.S. labor market was not as robust as thought. Wall Street is expecting a relatively quiet macroeconomic agenda this week with no significant releases scheduled, <a href="https://finance.yahoo.com/news/job-market-concerns-take-center-stage-as-earnings-season-rolls-on-what-to-watch-this-week-113608612.html#:~:text=Markets%20will%20be%20greeted%20with%20a%20quieter%20week%20of%20economic%20news%20with%20no%20major%20releases%20anticipated.">write</a> Yahoo Finance. Investors' attention may be drawn to the publication of ISM's U.S. services sector business activity index for July, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-services-data-in-focus-boe-expected-to-cut-rates-dcdd3318?mod=central-banking_news_article_pos5">accounts</a> The Wall Street Journal. The previously reported data on activity in the manufacturing sector came in below forecasts - along with weak employment figures, this "heightens concerns about a slowdown in the economy," <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-services-data-in-focus-boe-expected-to-cut-rates-dcdd3318?mod=central-banking_news_article_pos5#:~:text=This%20data%20follows%20below%2Dforecast%20ISM%20data%20on%20the%20manufacturing%20sector%2C%20which%2C%20alongside%20the%20weak%20jobs%20figures%2C%20%E2%80%9Camplifies%20concerns%20about%20economic%20slowdown%2C%E2%80%9D%20said%20Aaron%20Hill%2C%20analyst%20at%20FP%20Markets%2C%20in%20a%20note.">the WSJ quoted FP Markets analyst Aaron Hill as saying</a>.

Disney, Palantir and Novo Nordisk reports: what investors need to know this week

Investbank reiterated a buy recommendation on Palantir shares and expects strong results in the August 4 report

Palantir has struck its biggest deal yet with the Pentagon. Wedbush sees this as a new driver

Shares of the civilian and military software developer have soared more than 100% this year, but Piper Sandler still sees upside potential for them

Analysts see high risk in Palantir shares. Why do they advise buying them?

Oracle Corporation

Since the beginning of the year, the company's shares have risen by almost 90%

"Messi in the world of AI": why does Wedbush advise buying Palantir stock?

AeroVironment, Inc.

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.

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