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Latest financial and economic news and analysis

Seeking Alpha News Agency
5 days ago•Seeking Alpha
Stocks Medium Importance Neutral
Palantir: Entering After The Post Q2 Rally Is The Price Of Being Right

Palantir: Entering After The Post Q2 Rally Is The Price Of Being Right

I upgrade Palantir to Buy, as Q2 results provide strong medium-term revenue visibility and mitigate near-term AI commoditization risks. PLTR's Q2 revenue growth (~19% sequentially) and raised full-year guidance ($8.15b) reduce downside risk and support consensus estimates through 2027. US commercial revenue acceleration (~149% YoY) demonstrates resilience against AI commoditization, while high net dollar retention (157%) underpins forward growth.

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PLTR PLTR
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Invezz News Agency
5 days ago•Invezz
Stocks Medium Importance Neutral
Three SaaS stocks that are poised to be AI winners

Three SaaS stocks that are poised to be AI winners

Tech market cycles typically reward early physical builders, but long-term economic rewards often migrate to the software application layer. Just as networking hardware, PC chips, and mobile handsets eventually ceded margin dominance to Microsoft and Google, today's foundational AI infrastructure may ultimately empower top-tier software platforms as well.

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MSFT Microsoft Corporation
Source: Invezz
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Seeking Alpha News Agency
5 days ago•Seeking Alpha
Stocks Medium Importance Neutral
Impressive Quarter Highlights Ongoing Strengths In Everus Construction Group (Upgrade)

Impressive Quarter Highlights Ongoing Strengths In Everus Construction Group (Upgrade)

Everus Construction Group delivered a standout Q2 2026, with GAAP EPS of $1.64, beating estimates by 44% and driving the stock up 6%. ECG raised FY 2026 revenue and EBITDA guidance, fueled by robust data center demand, strong execution, and a 41% YoY backlog increase to $4.55 billion. Recent acquisitions (Epsilon Industries, SE&M Constructors) expand ECG's modular and MEP capabilities, while net debt remains conservative at $120 million (0.3x leverage).

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ECG ECG
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Business Wire News Agency
5 days ago•Business Wire
Stocks Medium Importance Neutral
Celestica Announces Pricing of Equity Offering

Celestica Announces Pricing of Equity Offering

TORONTO--(BUSINESS WIRE)--Celestica Inc. (NYSE: CLS) (TSX: CLS) (“Celestica” or the “Company”), a global leader in data center infrastructure and advanced technology solutions, today announced the pricing of its previously announced equity offering of 9,677,419 common shares at a price to the public of $310 per share (the “Offering”). The gross proceeds from the Offering, before underwriting discounts and Offering expenses, are expected to be $3,000,000,000. Celestica has granted the underwrite.

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CLS CLS
Source: Business Wire
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MarketBeat News Agency
5 days ago•MarketBeat
Stocks Medium Importance Neutral
LifeMD Q2 Earnings Call Highlights

LifeMD Q2 Earnings Call Highlights

LifeMD NASDAQ: LFMD reported second-quarter revenue of $47.3 million, within its prior guidance range, while posting an adjusted EBITDA loss of approximately $3.5 million as elevated customer acquisition costs and a lower introductory price for branded GLP-1 care pressured profitability.

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LFMD LFMD
Source: MarketBeat
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PRNewsWire News Agency
5 days ago•PRNewsWire
Stocks Medium Importance Neutral
Taboola Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Taboola (TBLA)

Taboola Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Taboola (TBLA)

Taboola told investors its quarter was strong and raised its full-year ex-TAC gross profit outlook. The same release cut 2026 revenue and non-GAAP net income guidance -- and the stock fell.

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TBLA TBLA
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