Guggenheim

Palantir AI growth, Ukraine integration, and nationalization

52 clusters · 160 sources · last updated 5 days ago

Latest: NVIDIA and Palantir lead emerging Sovereign AI trend

Palantir’s AI-driven platforms continue to secure commercial and government contracts. In the second quarter of 2026, the company reported revenue of $1.935 billion, a 93% year-on-year increase, fueled by significant gro

Kratos Defense & Security Solutions financial activity

4 clusters · 5 sources · last updated 8 days ago

Latest: Kratos Defense & Security Solutions reports growth amid stock volatility

Kratos Defense & Security Solutions reported second-quarter financial results that exceeded market expectations, with revenue reaching $458 million—a 30.5% increase year-over-year. Adjusted earnings per share of $0.21 su

Market momentum for Eli Lilly and Lam Research

2 clusters · 7 sources · last updated 12 days ago

Latest: Eli Lilly and Lam Research see positive market momentum

Market momentum for Eli Lilly and Lam Research has trended positively. Eli Lilly shares rose following news that its weight-loss medication, Zepbound, is scheduled to return to the CVS drug formulary on October 1, a move

U.S. discount retail performance and consumer trends

3 clusters · 5 sources · last updated 21 days ago

Latest: Dollar General and Dollar Tree report second-quarter earnings beats

Dollar Tree has experienced fluctuations in analyst sentiment and institutional interest. While some firms, such as Wall Street Zen and Jefferies Financial Group, upgraded the company to a “buy” rating, others like Barcl