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The Latest Breaking News from Alex Zukin

Palantir’s ‘Too Expensive’ Excuse No Longer Valid at 52-Week Lows: Here’s Why I Am Buying PLTR Stock

While PLTR stock has nearly halved, its fundamentals continue to stay strong in the presence of its Ontology moat.

Barchart

Why This Analyst Says Palantir Stock Is ‘Too Big to Ignore’

Wolfe Research calls Palantir's AI platform best-in-class, but flags its lofty valuation. Here's why one analyst says the stock is "too big to ignore."

Barchart

Down 11% YTD, Should You Buy the Dip in This AI Stock?

Strong financials combined with outstanding AI growth opportunities make a compelling case for this software company.

Barchart

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Microsoft Shares Surge On Upbeat Q1 Results, Analysts Raise Price Targets

Azure and AI growth, margin expansion, and strong performance drive positive outlook

Zenger

Microsoft earnings finally show Wall Street AI's financial potential

Higher-than-expected AI consumption contributed to revenue growth, Microsoft CFO Amy Hood said during the company’s earnings call.

Fortune

Stock Market Today: Stocks Gain Ground Ahead of Inflation Data, Fed Meeting

The major indexes continued to rise ahead of tomorrow's CPI report and Wednesday's Fed policy announcement.

Kiplinger

Wolfe Sees Snowflake As 4th Hyperscaler After Amazon AWS, Microsoft Azure, and Google Cloud

Wolfe Research analyst Alex Zukin initiated coverage of Snowflake (NYSE:SNOW) with an Outperform rating and a $250 price target. The price target implies a 33.8% upside. Zukin saw the potential for Snowflake "to become the 4th hyperscaler" after Amazon.com Inc (NASDAQ:AMZN), Amazon Web Services, Microsoft Corp's (NASDAQ:MSFT) Azure, and Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google's Cloud. Zukin saw Snowflake growing…

Benzinga

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Analysts Slash Their PTs On Oracle As They Did Not Buy Its Growth Story

Analysts slashed their price targets on Oracle Corp (NYSE:ORCL) post Q3 results. Piper Sandler analyst Brent Bracelin downgraded to Underweight from Neutral with a PT of $70 (8.7% downside), down from $100. Bracelin found it challenging to reach double-digit organic growth next year, sustaining a cloud shift considering more than 70% of revenue came from the…

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