Goldman warms to Palantir today, while GE Aerospace sits well off its highs, Broadcom pitches open AI networking, Truist hedges on IBM and Snowflake lets AI do the data shopping.
Palantir builds data and AI software for governments and companies, and Goldman upgraded it on the view that engineers embedded with clients give it a head start on AI agents. The test is whether that lead holds as Microsoft builds out its own.
Read More →GE Aerospace builds and services jet engines for airlines and the military, and its commercial engine business keeps growing even as the stock slid for three months. Watch whether that growth can justify a richer valuation than peers.
Read More →Broadcom makes the chips and switches that connect AI data centers, and it is pushing open Ethernet networking to link ever larger AI clusters. Next week's Open Compute summit is the showcase, but customer orders afterward are the real test.
Read More →IBM sells mainframes, Red Hat software and consulting, and Truist started coverage with a Hold, doubting how fast AI spending turns into IBM orders. Software bookings and AI projects reaching production would change that view.
Read More →Snowflake runs a cloud platform where companies store and share data, and a new preview lets users find marketplace data just by asking its AI assistant. The bigger question is whether this week's rebound in AI software stocks holds.
Read More →This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial professional before making investment decisions.
