Will SpaceX Soar After It Joins the Nasdaq-100? History Offers a Compellingly Clear Answer.

SpaceX joins the Nasdaq-100 on July 7 under a new fast-track rule after its record $75+ billion IPO in June. While the index inclusion may trigger some buying activity, historical precedent suggests significant stock gains are not guaranteed. The article advises investors to focus on long-term fundamentals rather than short-term index inclusion effects.

07/02/2026, 5:05 AM • The Motley Fool

1 Wall Street Analyst Just Called Palantir "Undervalued." Is He Right?

UBS analyst Karl Keirstead argues that Palantir Technologies is undervalued despite its high P/E ratio of 131, citing the company's accelerating growth (85% YoY revenue growth, 325% EPS growth) and competitive moat in AI systems. Using the PEG ratio of 0.46 and 2027 free cash flow multiples, the analyst and author contend that Palantir's premium valuation is justified by its exceptional growth trajectory and lack of real competition in complex data integration.

07/02/2026, 3:02 AM • The Motley Fool

This Palantir Rival Could Soar 36% in a Year, According to Wall Street. Is It a Buy Right Now?

BigBear.ai stock is down 37% in 2026 but has a median price target suggesting 36% upside potential. While the company showed improved Q1 2026 performance driven by its Ask Sage acquisition and new contract wins, analysts remain cautious. BigBear.ai trades at a premium valuation (12x sales vs. Nasdaq's 5.4x) and faces slowing growth prospects, with analysts projecting mid-single digit growth in 2027. The article suggests investors consider other AI opportunities rather than betting on BigBear.ai's turnaround.

07/01/2026, 8:23 PM • The Motley Fool

Stock Market Today, July 1: Meta Shakes Up Cloud Sector and Tech Stocks Weigh on Markets

Major U.S. indexes declined on July 1, 2026, as tech profit-taking intensified and manufacturing growth slowed. Meta surged on cloud computing expansion plans, while chipmakers like Nvidia, Micron, and Sandisk fell sharply. The Nasdaq dropped 0.66%, the S&P 500 fell 0.22%, and the Dow slipped 0.03%. Fed Chair Kevin Warsh reaffirmed commitment to lowering inflation amid easing price pressures.

07/01/2026, 5:12 PM • The Motley Fool

Palantir’s Valuation Problem Just Met 2 New Growth Catalysts

Palantir Technologies stock has declined nearly 40% in 2026 amid valuation concerns, but two recent announcements suggest a buying opportunity. The company announced a seven-year strategic partnership with Zeta Global worth $100M+ in annual run-rate revenue, and secured a foundational role in the Army's Next Generation Command and Control (NGC2) initiative under a $20 billion ceiling contract. Technical indicators suggest the sell-off may be driven by weak hands rather than fundamental deterioration, with earnings expected August 3, 2026.

07/01/2026, 11:44 AM • Investing

Buy SpaceX Stock Before It Soars, Says Wall Street. A $10,000 Investment Could Be Worth This Much in a Year.

While Wall Street analysts project 33% upside for SpaceX stock with a median target price of $227, the article warns investors to avoid the stock. SpaceX trades at an extremely expensive 114x sales valuation—twice that of Palantir—while growing much slower at 15% revenue growth. Historically, large IPOs have crashed 50% in their first year, making SpaceX a risky investment despite its ambitious AI and space ambitions.

07/01/2026, 5:12 AM • The Motley Fool

Is The Deal Between Nvidia and Palantir a Game Changer?

Nvidia and Palantir have expanded their strategic partnership to develop sovereign AI solutions for U.S. government agencies. The collaboration combines Nvidia's advanced GPUs and Nemotron AI models with Palantir's infrastructure systems to create secure, air-gapped AI environments. While both companies show strong financial performance and benefit from the partnership, the analyst suggests it's a positive development but not necessarily a transformative 'game changer.'

06/30/2026, 2:15 AM • The Motley Fool

Why Palantir Stock Is Up Today

Palantir Technologies announced a strategic collaboration with Nvidia to help U.S. government agencies run Nvidia's Nemotron AI models in secure environments. The partnership aims to provide an intelligent engine for training and deploying AI systems while maintaining data control. Palantir's stock gained 2.53% on the news, with analysts noting the company's valuation has become more reasonable following a 44% decline from its 52-week high.

06/29/2026, 6:23 PM • The Motley Fool

SpaceX Will Join the Nasdaq-100 on July 7. Here's What a $10,000 Investment Could Be Worth in December, According to History.

SpaceX will be added to the Nasdaq-100 on July 7, marking one of the quickest additions to the index. While the company reported $18.7 billion in 2025 revenue (up 33% YoY), it posted a $4.9 billion net loss. Historical data on large IPOs shows mixed results, with more than half of newly public stocks trading below their offering price within six months. SpaceX's valuation of 112 times sales is considered expensive, and the stock could range from $2,300 to $31,700 on a $10,000 investment by year-end based on historical precedents.

06/29/2026, 3:13 PM • The Motley Fool

If AI Is Such a Sure Thing, Why Are So Many Insiders Selling?

Despite soaring public enthusiasm for AI investments, prominent insiders including Stanley Druckenmiller, Peter Thiel, and Michael Burry are quietly selling or hedging their AI-related positions. Industry experts warn the AI bubble could be more explosive than the dot-com peak, raising questions about whether insider actions reflect rational caution about future expectations.

06/28/2026, 6:34 PM • GlobeNewswire

Palantir's Bold Biosecurity Opportunity Could Be Bigger Than Investors Think

Palantir and Ginkgo Bioworks are positioned on opposite sides of an emerging biosecurity debate. Palantir represents the intelligence layer for threat identification, while Ginkgo represents the biological infrastructure layer for faster biological responses. The article explores whether future value will come from identifying threats first or building faster biological response capabilities.

06/28/2026, 11:30 AM • The Motley Fool

Is SpaceX Overvalued Right Now?

SpaceX's IPO raised $75 billion and briefly surpassed Microsoft and Amazon in market cap. However, the stock has declined from its peak of $226 to $155. Trading at 109 times sales with a $2 trillion market cap and a net loss of $4.9 billion in 2025, SpaceX appears overvalued. Additional concerns include staggered insider lockup expirations throughout 2026 that could create selling pressure. While SpaceX has strong fundamentals in commercial launches and Starlink, the analyst recommends watching rather than buying at current valuations.

06/26/2026, 12:11 PM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Ark Invest CEO Cathie Wood added to positions in Palantir, Cerebras Systems, and Coinbase Global on Thursday after all three stocks declined at least 5%. Palantir has fallen 48% from its November peak despite accelerating revenue growth and strong earnings. Cerebras, a recent AI chip IPO, has surrendered over half its value but shows impressive technology potential. Coinbase faces headwinds from declining cryptocurrency interest, with revenue down significantly in recent quarters.

06/26/2026, 11:11 AM • The Motley Fool

Stock Market Today, June 25: Micron Surges, Apple Falls, and Inflation Data Weighs on Stocks

On June 25, 2026, markets showed mixed performance as inflation data weighed on sentiment. Micron Technology surged 16% on strong AI chip demand, while Apple tumbled 6% after raising MacBook and iPad prices. The PCE index hit a three-year high of 4.1%, reinforcing expectations for potential Federal Reserve rate increases. All Magnificent Seven stocks declined, with Palantir falling to a 52-week low.

06/25/2026, 5:04 PM • The Motley Fool

Why Palantir Stock Just Set a 52-Week Low

Palantir Technologies stock dropped 5.2% and hit a 52-week low of $106.39 despite announcing new contracts with the U.S. Army and Zeta Global. The deals are not expected to significantly impact revenue, with the Zeta partnership generating only $100 million for Zeta over multiple years. However, the analyst notes the stock's valuation is becoming more attractive, approaching defensible levels with a price-to-FCF-to-growth ratio under 2.0.

06/25/2026, 1:12 PM • The Motley Fool