Palantir (PLTR) partners with Nvidia (NVDA) on sovereign AI architecture using Blackwell Ultra systems. 17 analysts raise earnings estimates. What it means.
Author: Trader Edge
Gold stabilizes near $5,183/oz as Middle East conflict pushes oil above $100. Dollar strength and reduced Fed rate cut expectations cap gains. Silver climbs 1.6%.
Cryptio raises $45M Series B led by BlackFin Capital Partners as banks embrace crypto. The platform serves 450+ clients including Circle and Société Générale.
Goldman Sachs downgrades growth outlook as Iran conflict drives oil prices higher and Treasury yields climb. S&P 500 down 1.4% since strikes began.
American Airlines (AAL) stock drops 3% as jet fuel prices surge to $200/barrel, analysts slash targets, and flight attendants issue no-confidence vote.
The Pentagon labeled Anthropic a supply chain risk over Claude AI’s built-in policy preferences, sparking a lawsuit and raising questions about AI in defense.
Tilly’s (TLYS) stock soared 56% after posting Q4 EPS of $0.10 vs. -$0.32 estimates, with revenue beating forecasts and strong Q1 2026 guidance ahead.
Marathon Petroleum (MPC) stock surges 5% after crushing Q4 earnings expectations with $4.07 EPS and returning $4.5B to shareholders throughout 2025.
Nio (NIO) stock rallies after Q4 revenue surges 76% YoY. Nomura upgrades to Buy with $6.60 target while vehicle margins climb to 18.1%.
Ondas (ONDS) stock jumps 2.3% premarket after unveiling an AI-powered ISR partnership with Palantir (PLTR) and World View Enterprises for advanced surveillance.
Dick’s Sporting Goods (DKS) stock jumps 5% after Q4 revenue reaches $6.23B, topping estimates, while full-year sales outlook surpasses Wall Street targets.
Dollar General (DG) stock dropped 5% despite beating Q4 estimates with $1.93 EPS. Weak fiscal 2026 guidance disappointed Wall Street investors.
Ryanair (RYAAY) upgraded to outperform by Evercore ISI as jet fuel costs surge. The only airline with raised EPS estimates while rivals face steep cuts.
Joby Aviation (JOBY) stock climbed as the company launched test flights of its production electric air taxi, advancing toward FAA certification by 2026.
Bumble (BMBL) stock surges 25% after beating Q4 revenue estimates and unveiling Bumble 2.0 redesign plans. JPMorgan upgrades while Q1 guidance impresses.

