The Latest Breaking News from Andrew Left

Amentum Holdings has quickly become a key nuclear and defense contractor with a discounted valuation, record backlog, and growing analyst attention, making it a quietly strategic play on U.S. energy security and military modernization.

As chipmaker NVIDIA Corp. (NASDAQ:NVDA) surges past $5 trillion in market capitalization, several prominent analysts have reacted to the stock’s unrelenting rally, amid growing concerns regarding its sustainability and speculations of an AI bubble.

In a landscape where high Price-to-Earnings (P/E) ratios often scare investors, a different metric defies skeptics that AI powerhouse, Palantir Technologies Inc. (NASDAQ:PLTR), which was battered last week for its high valuations following a Citron Research report, is not quite overpriced.

Over $73 billion has been wiped off high-flying Palantir’s market cap in recent days.

Despite a sharp sell-off that has seen Palantir Technologies Inc. (NYSE:PLTR) shares plummet nearly 15% in the last five sessions, Wedbush Securities analyst Dan Ives is urging investors to see the dip as a buying opportunity.

Short-seller Andrew Left‘s Citron Research intensified its campaign against Palantir Technologies Inc. (NYSE:PLTR) on Wednesday, posting a direct comparison to private competitor Databricks that highlights Palantir’s slower growth on several key metrics.

Renowned short-seller Andrew Left's Citron Research has issued a bearish report on Palantir Technologies Inc. (NASDAQ:PLTR), arguing the stock is significantly overvalued and its price is "detached from fundamentals and analysis".

Shares of UnitedHealth Group (NYSE:UNH) soared on Friday with news that several prominent investors had purchased shares of the health insurance company.

UnitedHealth Group (NYSE:UNH) stock is soaring Friday morning with a handful of large investors revealing long positions in the health insurance company via quarterly 13F filings.