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Lauren Cassidy discusses why Palantir (PLTR) remains a high-conviction, long-term investment despite its post-earnings selloff and broader weakness in AI stocks. She highlights its strong earnings, surging commercial business, customer retention and unique ability to connect data across complex sys…
Marvell (MRVL) shares plunged after announcing it will buy Lumentum (LITE) in a $115 billion all-stock deal. Palantir (PLTR) continues to post impressive earnings backed by more-than-doubled commercial revenue growth. Apple (AAPL) is closing out what CEO John Ternus calls a record fiscal year for t…
ISM & PMI manufacturing data continue to show robust growth even as inflation remains a key overhang due to persistent pricing concerns. Meanwhile, tentative talks between the U.S. and Iran sent crude oil sliding on Monday's session. Marley Kayden and Sam Vadas turn to their final takeaways of …
CME Group Chairman and CEO Terry Duffy joins Market Overtime to reflect on his career, the evolution of financial markets and the future of trading. Terry shares how he got his start on Chicago's trading floors, the lessons learned from an early-career trading mistake, and how he navigated conseque…
Shopify (SHOP) shares dropped 10% in the minutes after the opening bell following earnings. Diane King Hall explains why investors are skeptical on the ecommerce platform's growth story. Onsemi (ON) moved higher on its earnings beat while Bloom Energy (BE) surged after Barclays upgraded the stock. …
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