logo
In Trump's Washington, Palantir is winning big

In Trump's Washington, Palantir is winning big

Washington Post4 days ago
Elon Musk has left government, but another Silicon Valley player is making its mark in President Donald Trump's Washington: Palantir.
The software and data analytics company has garnered at least $300 million in new and expanded business since Trump took office for his second term, helping to make it the S&P's top performing stock of 2025. That includes contracts at the Federal Aviation Administration and the Centers for Disease Control and Prevention, as well as Fannie Mae, according to federal records.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

HSBC Reiterates Buy on Amazon (AMZN), $256 PT
HSBC Reiterates Buy on Amazon (AMZN), $256 PT

Yahoo

time8 minutes ago

  • Yahoo

HSBC Reiterates Buy on Amazon (AMZN), $256 PT

Inc. (NASDAQ:AMZN) is one of the . On August 4, HSBC analyst Paul Rossington reiterated a Buy rating on the stock with a $256.00 price target. Amazon has had a strong second quarter due to its growth in North America and International divisions. AWS growth was not as hoped, highlighting the need to spend more money to allow AI and cloud growth which are currently at early stages. 'While AWS growth disappointed vs Microsoft's 4QFY25 result, both updates outline the increased investment required to support growth at what remains the early stages of cloud and AI cycles, for which AMZN, with a leading share of the cloud market, looks well placed." christian-wiediger-rymh7EZPqRs-unsplash "As a result, 2Q25 capex of USD32.2bn was 25% higher than consensus of USD25.6bn. We believe this should now be considered the quarterly run-rate going forward. Cash & cash equivalents of USD61.5bn were broadly in line after taking higher capex into account.' Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Must-Watch AI Stocks on Wall Street and Disclosure: None.

What to Watch Ahead of Disney Q3 Earnings
What to Watch Ahead of Disney Q3 Earnings

Yahoo

time8 minutes ago

  • Yahoo

What to Watch Ahead of Disney Q3 Earnings

Disney (NYSE:DIS) reports third-quarter results for fiscal 2025 before the market opens on August 6. Consensus estimates call for adjusted EPS of approximately $1.45 on revenue of $23.7 billion, implying modest 2% top-line growth YoY. The stock is up 4% year-to-date and trades roughly 7% below its 52-week high of $124.70. Investor attention will focus on direct-to-consumer (DTC) margins and subscriber momentum. In Q2, Disney's DTC segment generated $336 million in operating income, up from $47 million a year earlier and added 1.4 million Disney+ subscribers. Subscriber stability and continued margin expansion will be key focus areas, as investors assess whether Disney's cost discipline is translating into lasting DTC profitability. The Experiences segment (theme parks and cruises) continues to perform well. Q2 experiences operating income rose 8% YoY to $2.5 billion, with investors assessing whether gating capacity or rising costs could pressure margins in Q3. Investors may also listen for commentary on recent releases such as Snow White and Fantastic Four, as sentiment around Disney's film strategy has been mixed and studio margins remain under pressure. With forward guidance unchanged ($5.75 adjusted EPS full year) and streaming margins expected to contribute more in H2, Disney's Q3 commentary will be critical. Management will need to demonstrate both streaming discipline and theme park profitability to support the current valuation. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Triumph Financial, Inc. (TFIN): A Bull Case Theory
Triumph Financial, Inc. (TFIN): A Bull Case Theory

Yahoo

time8 minutes ago

  • Yahoo

Triumph Financial, Inc. (TFIN): A Bull Case Theory

We came across a bullish thesis on Triumph Financial, Inc. on by HighLine09. In this article, we will summarize the bulls' thesis on TFIN. Triumph Financial, Inc.'s share was trading at $55.96 as of August 4th. TFIN's trailing P/E was 124.66 according to Yahoo Finance. A close-up of a cash register, with passengers lined up at the window, illustrating the company's payments and holdings. Triumph Financial (TFIN), a Dallas-based financial holding company, has evolved from a traditional community bank into a fintech platform focused on modernizing the trucking industry's financial infrastructure. Positioned as a non-traditional community bank, Triumph operates through four segments—Banking, Factoring, Payments, and Intelligence—creating an integrated ecosystem to streamline freight transactions. The company's freight factoring arm provides immediate liquidity to trucking firms, leveraging its banking subsidiary for low-cost funding, and has achieved high returns through invoice purchases. By introducing Factoring-as-a-Service (FaaS) and AI-driven instant decision models, Triumph has extended its technology to large brokers, reinforcing its market presence and monetizing its platform. The Payments division, anchored by TriumphPay, addresses the inefficiencies and fraud risks inherent in analog payment systems. With its acquisition of HubTran, Triumph enhanced auditing capabilities and now processes over 50% of U.S. brokered freight transactions, touching $30.5 billion in annualized volume. Complementing this is LoadPay, a digital wallet offering 24/7 access to funds for small carriers, bypassing traditional ACH systems while building loyalty through integrated financial solutions. The Intelligence segment, launched in late 2024, leverages Triumph's vast, neutral dataset to deliver actionable insights and dynamic pricing through recent acquisitions like and ISO, boasting gross margins above 90%. Despite a challenging freight recession and declining EPS since 2021, Triumph continues to invest heavily in technology, prioritizing scale and network density before monetization. Management expects its fee-based revenues from Payments, LoadPay, FaaS, and Intelligence to surpass historical factoring income by late 2025, offering higher-margin, resilient earnings. With catalysts including freight market normalization and product adoption, Triumph is positioned to become the dominant digital payments and intelligence network in trucking, unlocking significant long-term value. Previously, we covered a bullish thesis on Northeast Bank (NBN) by Rock & Turner in May 2025, which highlighted its disciplined loan acquisition strategy and strong credit quality. The stock has appreciated about 9.7% since our coverage, as the thesis played out with sustained growth. The thesis still stands, given its hybrid model. HighLine09 shares a similar view on Triumph Financial but focuses on its fintech-driven trucking ecosystem. Triumph Financial, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 13 hedge fund portfolios held TFIN at the end of the first quarter which was 14 in the previous quarter. While we acknowledge the potential of TFIN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store