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Palantir's Market Cap Soars $118B in a Week, Valuation Pressures Mount
Palantir's stock jumped 39.8% last week, adding $117.6B in market value. The company's valuation now stands at 50.7 times its updated revenue forecast.
Ondas Shares Rally 22% as Q2 Earnings Loom, Revenue Hurdle Awaits
Ondas (ONDS) shares surged 21.6% this week to $9.11 as investors eye Thursday's Q2 report. The company faces a steep revenue challenge: hitting its $525M target requires nearly triple current quarterly sales.
Rivian Faces Uphill Climb as R2 Deliveries Must Nearly Double
Rivian shares gained 4% on Friday, but the EV maker must deliver 42,441–47,441 vehicles in H2 to meet its annual target, a near-doubling of H1 output.
Lockheed Martin Lags Market as Missile Orders Await Production
Lockheed Martin's stock rose just 0.9% last week, lagging the S&P 500's 3.6% gain, even as the company secured a $58.6B missile contract and posted record backlog. Analysts are cautiously optimistic.
SMCI's $60B Order Backlog Faces Cash Conversion Test Ahead of Q4 Report
Super Micro (SMCI) climbs 5.96% to $31.13 ahead of Q4 earnings, but focus shifts from demand to cash conversion as $60B in orders raises execution questions.
Premium Smartphone Sales Hit Record as Apple and Samsung Dominate
Premium phones priced above $600 reached a record 29% of global unit sales in H1 2026, with Apple and Samsung controlling 84% of the segment, according to Counterpoint.
Fidelity Bitcoin Fund Inflows Hit $116.5M, But BlackRock Dominates
Fidelity's FBTC attracted $116.5M in weekly inflows, yet BlackRock's IBIT dominated with 80% of category flows. Unverified ether transfers cloud demand signals.
Student Loan Forgiveness: Servicing Fees in Focus as $11B Relief Advances
The $11 billion student loan forgiveness plan raises questions about servicing fees. Nelnet (NNI) and Maximus (MMS) face margin pressure as they handle the discharges.