Palantir: Digital Twin Behemoth Barreling Towards The Mag 7

Posted Jun 26 by Two Blokes

Palantir is positioned as the orchestration layer for digital-twin platforms, benefiting from rapid AI-compute

Source: Two Blokes Trading

What's up with inflation? Not much: PCE likely to show a small rise in prices despite tariffs.

Posted Jun 26 by Two Blokes

Higher inflation from tariffs is still expected to flow through the U.S. economy, but Wall Street investors ar

Source: Two Blokes Trading

Silver (XAG) Forecast: Silver Bounces, But Traders Wait on Core PCE for Price Prediction Clarity

Posted Jun 26 by Two Blokes

Silver holds $36.30 support as gold slips and DXY weakens. Traders eye PCE data for a catalyst in this bullish

Source: Two Blokes Trading

Will Microsoft's AI Services Help Maintain Its Cloud Growth Momentum?

Posted Jun 26 by Two Blokes

MSFT rides on a surge in AI-driven Azure adoption as custom agents and new MU model push cloud growth even hig

Source: Two Blokes Trading

Meta hires key OpenAI researcher to work on AI reasoning models

Posted Jun 26 by Two Blokes

Meta has hired a highly influential OpenAI researcher, Trapit Bansal, to work on its AI reasoning models under

Source: Two Blokes Trading

Novo Nordisk to Expand Access to Wegovy with WeightWatchers Partnership

Posted Jun 26 by Two Blokes

The pharmaceutical giant said WeightWatchers will work with CenterWell Pharmacy to fulfill and deliver Wegovy

Source: Two Blokes Trading

Here's Why You Should Retain SPGI Stock in Your Portfolio Now

Posted Jun 26 by Two Blokes

SPGI posts solid Q1 growth across all divisions, bolstered by acquisitions and a strong recurring revenue mode

Source: Two Blokes Trading

After the New York City primaries, look to Texas and other red states for lessons on how to make housing markets work, @greg_ip

Posted Jun 26 by Two Blokes

Austin, Texas, and other red-state cities have set an example for how to make housing markets work.

Source: Two Blokes Trading

CAT Outpaces Industry in 3 Months: Time to Buy the Stock?

Posted Jun 26 by Two Blokes

Caterpillar outpaces peers with a dividend hike, strong ROE and rising demand from AI, data centers and clean

Source: Two Blokes Trading

UPS Trades at Premium Valuation: Should Investors Buy the Stock?

Posted Jun 26 by Two Blokes

UPS trades at a premium to the industry, but soft demand, high costs, and falling estimates raise near-term ca

Source: Two Blokes Trading

VKTX Initiates Phase 3 Study on Obesity Candidate VK2735

Posted Jun 26 by Two Blokes

Viking begins phase III VANQUISH program for VK2735, targeting weight loss in obese adults with or without typ

Source: Two Blokes Trading

Alphabet: The Buffett Stock

Posted Jun 26 by Two Blokes

Alphabet is undervalued as the market overstates AI disruption risks and understates growth in Cloud, YouTube,

Source: Two Blokes Trading