Palantir is poised to win a new U.S. Army contract that could eventually deliver annual recurring revenue approaching $100 million, said a William Blair analyst.
Before the US market kicks off on Wednesday, let's examine the pre-market session and unveil the notable performers among the S&P500 top gainers and losers.
Let's have a look at what is happening on the US markets before the opening bell on Thursday. Below you can find the top S&P500 gainers and losers in today's pre-market session.
Seeking insights into today's market movers? Discover the S&P500 gap up and gap down stocks in today's session on Wednesday. Stay informed about the latest market trends.
The momentum trade just hit a wall and the unwind has been nothing short of brutal. JPMorgan analysts Dubravko Lakos-Bujas, Arun Jain and Bhupinder Singh note that the sharp reversal in momentum has erased two years of gains in just three weeks – one of the fastest unwinds in four decades.
The outlook for Arista stock depends on the company's battle versus Nvidia as cloud computing giants build new artificial intelligence data center networks.
Erste noted that while Arista is on its way to creating a cross-vendor ecosystem to enable coordination between artificial intelligence (AI) networks and computing infrastructure, it is currently facing a decline in its operating margins.
Arista Networks Inc (NYSE:ANET) is a strong buy with significant upside potential. Recent dip is due to overstated concerns about AI spending and competition, but long-term fundamentals remain strong. Buy now for potential gains, says analyst.
Volatility has swept the markets over recent weeks, with tariff talks and economic data causing a risk-off environment. Many stocks, including those involved in the data center side of the AI frenzy, have faced pressure. Could this be an opportunity?
