Palantir, Anduril join forces with tech groups to bid for Pentagon contracts, FT reports

Palantir and Anduril are forming a consortium with tech giants for U.S. government contracts, emphasizing AI and advanced defense technologies amidst military efficiency initiatives.

Should you own Palantir stock for 2025? UBS answers

UBS rated Palantir Technologies as Neutral with an $80 target, highlighting valuation concerns despite strong fundamentals and anticipated revenue growth in AI-driven markets.

Palantir stock rises on UBS coverage, army deal

Tech selloff on less dovish Fed a ‘buying opportunity,’ Wedbush says

Wedbush analysts suggest a technology stock sell-off creates a buying opportunity, driven by AI advancements, with optimism for significant gains by 2025, especially benefiting firms like Tesla.

Tesla remains a narrative king within the market: Barclays

Tesla shares surged 90% post-US election, adding $730 billion to market cap, fueled by narratives around AI and significant retail interest, mirroring past stock behavior and Bitcoin.

Wedbush sees tech stocks up another 25% in 2025

Wedbush predicts a 25% rise in tech stocks by 2025, fueled by AI investments, government initiatives, regulatory changes, and potential benefits for companies like Tesla.

Futures tick higher as traders brace for Fed, data-packed week

U.S. stock index futures rise ahead of a Federal Reserve interest rate cut and key economic data releases amid strong market performance, especially in AI and crypto sectors.

Nasdaq tops NYSE in listings for 6th straight year as IPO optimism grows

MicroStrategy stock surges on Nasdaq-100 inclusion announcement

MicroStrategy shares rose 6% as it joins Nasdaq-100, boosting its Bitcoin-focused strategy and market cap to nearly $94 billion, with potential for S&P 500 inclusion.

Street calls of the week

Weekly analyst updates highlight upgrades for Robinhood and Monolithic Power, downgrades for Applied Optoelectronics and Spotify, and a neutral rating for Palantir Technologies.