is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g., , ), Palantir had been pulling its punches. That changed in a recent interview that Palantir co-founder and CEO Alex Karp gave to CNBC. In the interview, Karp said what the company’s business model has ...
Essent Group Ltd. ESNT sits between mortgage credit, housing affordability and capital discipline. The stock’s appeal is less about momentum and more about valuation and balance-sheet protection. The debate is whether those supports are enough while rates, affordability pressure and reserve needs limit near-term growth. Why ESNT Looks Inexpensive ESNT trades at 1.04X trailing 12-month ...
Jonathan Rose found all of them in 14 major stocks. Here’s what to avoid – and where the money is going instead. Listen to the audio version of this article (generated by AI). Editor’s Note: One thing I’ve learned over the years is that markets often give you clues before a big change takes place. ...
The healthcare sector is one of the best-performing sectors in the S&P 500 over the past month, with a gain of around 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also been reflected in the performances of smaller firms. One of those is mid-cap Hims ...
Key Points Advanced Micro Devices (NASDAQ: AMD) has been a fantastic stock to own in 2026. It’s up around 142% so far this year, easily outpacing the 4.5% growth put up by Nvidia, which it’s commonly compared to. This rise has brought it close to a $1 trillion valuation, currently around $850 billion. That means ...
Listen to the audio version of this article (generated by AI). The other morning on my daily livestream, I put up a chart that made everyone watching think I’d made a mistake. On one side was Bitcoin. Down nearly 30% this year, and below $60,000 for the first time since 2024. On the other side ...
The crowd is still way too worried about interest rates—and their fear is handing us a shot at two stout monthly dividends (yielding up to 11.9%) on the cheap. We can thank new Fed chair Kevin Warsh for ginning up the panic here. Because he was appointed by President Trump, the suits expected Warsh to ...
Listen to the audio version of this article (generated by AI). Editor’s Note: One of the things I appreciate most about Jonathan Rose is that he doesn’t stop at the headline. He asks the next question. In this case, it wasn’t “what is Bitcoin doing?” but “why are the miners behaving differently?” That’s the kind ...
Key Points CoreWeave (NASDAQ: CRWV) stock plunged 18% over two trading sessions after Bloomberg revealed that Meta Platforms (NASDAQ: META) is entering the neocloud business. Admittedly, one can understand the concerns, as Meta is a “Magnificent Seven” company with a massive cash hoard and 32 large-scale data centers across the planet. Although CoreWeave is a ...
Takeaways Samsung’s numbers were exceptional; the selloff shows the market wanted exceptional plus another upside surprise. The key shift is from strong AI demand to whether AI demand can keep accelerating fast enough to justify current valuations. Watch Samsung’s full results for HBM guidance, capex discipline and any softening in conventional memory pricing. The biggest ...
