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15 minutes ago
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Trending tickers: latest investor updates on Palantir, AMD, Boeing, Opendoor and BP
Palantir (PLTR) Shares in Palantir (PLTR) rose in pre-market trading on Monday morning as the US data analytics company heads into its second-quarter earnings announcement, buoyed by investor enthusiasm over a new long-term military contract and continued demand for artificial intelligence (AI) infrastructure. The company, known for supplying AI-driven software to government and commercial clients, has forecast second-quarter revenue between $934m and $938m (£704m) £706m), ahead of Wall Street's consensus estimate of $899.1m. Palantir (PLTR) is scheduled to report earnings this Monday, after the US market close. Investors pushed the stock to an all-time i) on Friday disclosed a new agreement with the US Army worth up to $10bn over the next decade. According to a company release, the deal will enable Palantir to deliver a 'comprehensive framework for the army's future software and data needs,' consolidating multiple existing projects under a single procurement umbrella. Adding to investor optimism, Palantir (PLTR) on Friday disclosed a new agreement with the US Army worth up to $10bn over the next decade. According to a company release, the deal will enable Palantir to deliver a 'comprehensive framework for the Army's future software and data needs", consolidating multiple existing projects under a single procurement umbrella. While the agreement was heralded by some as a win, analysts urged caution. 'Palantir (PLTR) has had a monster run this year, up over 100%, fuelled by AI optimism and strong government demand,' said Lale Akoner, global market strategist at eToro. 'But heading into Monday's earnings, the stock feels priced for perfection.' Read more: 'I've seen F1 go from a man's world to women at the front of the queue' Akoner noted that Palantir's (PLTR) AI platform is gaining traction in the commercial sector, particularly in the US where company-led bootcamps have driven faster adoption. However, she cautioned that the path from early-stage pilots to large-scale recurring revenue 'remains more promise than proof". She also offered a measured view of the US Army contract, describing the $10bn figure as 'a bit misleading". 'It's not new money, but rather a bundling of existing contracts into a single agreement,' Akoner said. 'It streamlines procurement but doesn't guarantee future spending or revenue growth.' 'What matters now is whether Palantir (PLTR) can deliver consistent topline growth, margin expansion, and clear signs of AI monetisation. With the stock trading at a sky-high multiple, any softness in results or guidance could trigger a sharp pullback. This quarter needs to deliver.' AMD (AMD) Shares in AMD (AMD) were higher ahead of the US opening bell on Monday, as the chipmaker prepares to report second-quarter earnings after markets close on Tuesday. Investors are focused on GPU sales, AI revenue, and the company's outlook for the second half of the year. AMD (AMD) is expected to post Q2 revenue of $7.43bn, up 27% year-on-year, driven by strong data centre demand, according to estimates compiled by Visible Alpha. However, adjusted net income is projected to fall to $796.6m, or 48 cents per share, down from $1.26bn, or 69 cents per share, a year ago. In May, AMD (AMD) warned it would take an $800m hit in the quarter due to tighter US export restrictions on its chips to China. Despite that headwind, AMD (AMD) has a track record of outperforming Wall Street expectations, having beaten revenue estimates in every quarter over the past two years, with an average upside of 1.5%. The stock has gained more than 40% in 2025 so far, closing Friday near $172, buoyed by investor optimism around its AI strategy. Last week, UBS (UBS) raised its price target for AMD to $210 from $160, citing confidence in the company's ability to secure regulatory approvals to resume sales of its MI308 chips to China. Bank of America (BAC) also lifted its target, increasing it to $200 from $175. Boeing (BA) Shares in Boeing (BA) were lower in pre-market trading on Monday after union members who build the company's fighter jets in the St Louis area voted to reject its latest contract offer and will begin to strike, according to the International Association of Machinists and Aerospace Workers. The walkout adds further strain to Boeing's (BA) defence and space unit, which accounted for roughly 30% of the company's revenue in the second quarter. It marks the first time in nearly three decades that unionised defence workers at Boeing's St Louis-area facilities have gone on strike. Boeing's (BA) proposal included a 20% general wage increase over four years, a $5,000 ratification bonus, and enhanced vacation and sick leave. However, the union rejected the offer, calling it insufficient. Read more: Stocks to watch this week: BP, Diageo, Disney, Uber and WPP "We're disappointed our employees rejected an offer that featured 40% average wage growth and resolved their primary issue on alternative work schedules," Boeing said in a statement on Sunday. Boeing (BA) added: "We are prepared for a strike and have fully implemented our contingency plan to ensure our non-striking workforce can continue supporting our customers." Boeing (BA) has been hit by a series of crises in recent years, including two fatal crashes and a mid-air blowout of a piece of one of its planes. Opendoor (OPEN) Shares in Opendoor (OPEN) rose 8% in early trading on Monday, ahead of the technology-driven real estate platform's second-quarter earnings report, due after the US market close on Tuesday. The company has seen a sharp rebound in investor attention, with the stock up 271% over the past 30 days, fuelled by a wave of retail enthusiasm and a high-profile endorsement from EMJ Capital founder Eric Jackson. In a widely circulated post on X, Jackson laid out his investment thesis and set an ambitious $82 price target for the shares, helping propel Opendoor (OPEN) into the memestock spotlight. Last quarter, Opendoor (OPEN) beat analysts' revenue estimates by 9.3%, reporting $1.15bn in revenue, down 2.4% year-on-year, and selling 2,946 homes, a 4.3% decline. Still, it was a standout quarter: the company exceeded EBITDA forecasts and issued guidance for the following quarter that came in ahead of analyst expectations. Jackson described Opendoor (OPEN) as a 'deep value turnaround' story, with the potential to grow annual revenue from approximately $5bn in 2024 to $12bn by 2029. He pointed to the company's aggressive cost-cutting, leadership in its market niche, and the prospect of interest rate cuts as key tailwinds. He also called for improved management execution and operational discipline. Retail traders piled into the stock following Jackson's post, but some of the momentum has since cooled. Goldman Sachs (GS) currently maintains a sell rating on Opendoor, with a price target of just $0.90. BP (BP.L) Shares in BP (BP.L) rose 1% in London on Monday after the oil major announced its largest oil discovery in 25 years, located offshore Brazil, in a move the company says underscores its upstream ambitions at a time of rising investor pressure to cut costs. BP (BP.L) told the City it had made a significant oil and gas find at the Bumerangue prospect in Brazil's deepwater Santos Basin, 404km from Rio de Janeiro. The exploration well was drilled to a depth of 5,855m in waters 2,372m deep. The company said it encountered a 500m hydrocarbon column in a 'pre-salt carbonate reservoir' spanning over 300 sq km. 'We are excited to announce this significant discovery at Bumerangue, BP's largest in 25 years,' said Gordon Birrell, BP's executive vice president for production and operations. 'This is another success in what has been an exceptional year so far for our exploration team, underscoring our commitment to growing our upstream. Brazil is an important country for BP, and our ambition is to explore the potential of establishing a material and advantaged production hub in the country.' The announcement comes as BP (BP.L) prepares to update investors on Tuesday about its $5bn cost-cutting programme, under intensifying scrutiny from activist investor Elliott Management. The US hedge fund, which has built a 5% stake in BP, is pushing for deeper operating expense reductions, urging the group to target $20bn of free cash flow by 2027. Elliott wants chief executive Murray Auchincloss to increase cost savings by an additional $5bn on top of the $4bn–$5bn target he outlined in February, based on a 2023 baseline. A person familiar with Elliott's thinking told the Financial Times the fund had 'identified tens of thousands of BP support staff globally' as an example of what it sees as an overly large and inefficient cost while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
15 minutes ago
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Not Enough People Are Talking About Domino's Pizza Stock Right Now
Key Points Domino's shouldn't be hurt much by tariffs -- and could even be helped. The company has a solid track record, with its stock more than quadrupling over the last 10 years. Warren Buffett has invested heavily in Domino's Pizza, which is noteworthy because he hadn't bought many stocks lately. 10 stocks we like better than Domino's Pizza › What's the hottest topic of the year for investors? That's easy: The Trump administration's trade policies. Stocks have been a virtual yo-yo depending on which way the trade policy winds have blown. Worries about the negative impact of steep tariffs have caused the stock market to sink. The relief that came with the delay of tariffs or the striking of trade deals with tariffs that aren't too painful has caused the market to rise. I've noticed something, though, with the recent discussion of how Trump's tariffs can help or hurt investors. Not enough people are talking about Domino's Pizza (NASDAQ: DPZ) right now. Peace of mind for the pizza-minded How many times were tariffs mentioned in Domino's Pizza's second-quarter earnings call in July? Zero. What about the Trump administration's trade policies? Zilch. The closest reference was a comment by the company's CFO, Sandeep Reddy: "We have not seen any material impact to date from global macro or geopolitical uncertainty." Neither analysts nor Domino's management expressed concerns about tariffs affecting the company's business. That's because tariffs shouldn't be much of a factor for Domino's Pizza. Domino's operates its own dough manufacturing facilities throughout the U.S. and Canada that supply fresh dough to over 7,600 stores. Its biggest third-party food cost is cheese, nearly all of which is purchased from one U.S. supplier. Most of the meat toppings in the U.S. are purchased from one U.S. supplier, too. When prices fluctuate, Domino's has been able to easily pass the higher costs or savings along to franchisees. I think Domino's Pizza could even benefit from high tariffs. If consumers have to pay higher prices for many products, they could cut back on eating out. However, pizza is relatively cheap. Domino's routinely offers deals where a large pizza can be purchased for $10 or so. It wouldn't be surprising if the company experienced higher sales as budget-conscious consumers bought more pizza as they reduced spending on dining at more expensive restaurants. Domino's business is resilient. The company's supply chain provides a significant competitive advantage. It boasts the largest advertising budget. CEO Russell Weiner noted in the Q2 call, "[W]hen consumers are looking for value, that's actually a big pro for us because I think we're set up." Delivering it hot Any tariff-resistant stock warrants consideration in the current market environment. But tariff-resistant stocks with great track records of delivering for investors deserve extra attention. Domino's Pizza falls into this category. The company began business in 1960 with just one location. Today, Domino's is the largest pizza company in the world. It has more than 21,300 locations in over 90 global markets. Domino's Pizza is one of the most recognized brands. Over the last 10 years, Domino's stock has more than quadrupled. The pizza giant is also outperforming the S&P 500 so far in 2025, with a gain of around 11%. In Q2, Domino's Pizza added 178 stores worldwide. Most of these (148) were in international markets, reflecting the company's expanding global presence. Operating income jumped 14.8%. Domino's is well-positioned for sustained growth. Even Buffett has bought a slice Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) initiated a new position in Domino's Pizza in the third quarter of 2024. The conglomerate bought more shares in the following two quarters. At the end of the first quarter of this year, Berkshire owned 7.7% of Domino's. What's especially notable about these transactions is that Buffett has been a net seller of stocks for 10 consecutive quarters. He and his team haven't bought many stocks in recent years. Domino's Pizza is one of the exceptions. I think that's something to talk about. Should you invest $1,000 in Domino's Pizza right now? Before you buy stock in Domino's Pizza, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Domino's Pizza wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $624,823!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,820!* Now, it's worth noting Stock Advisor's total average return is 1,019% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Keith Speights has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway and Domino's Pizza. The Motley Fool has a disclosure policy. Not Enough People Are Talking About Domino's Pizza Stock Right Now was originally published by The Motley Fool 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
Yahoo
15 minutes ago
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Micah Parsons' viral Steelers trade comments resurface amid Cowboys contract drama
Micah Parsons sent shockwaves through the NFL with his trade request becoming official — but this wasn't the first time he's discussed leaving the Cowboys, as his viral Steelers trade comments have begun to resurface on social media. Back in February, Parsons sat down with former Steelers CB turned CBS Sports analyst Bryant McFadden in a one-on-one interview. McFadden asked Parsons if he rocked with the Steelers and claimed he could see the young defender wearing the Black and Gold — and in response, the Cowboys superstar dropped a bombshell. "Yeah, I do," Parsons said, confirming his interest in the Steelers. "I said, if I ever returned home, it was going to be Pittsburgh." Parsons, a Pennsylvania native, would surely be welcomed with open arms in Pittsburgh — but the path to making that dream a reality is nearly impossible, potentially requiring the Steelers to part ways with another high-profile edge rusher. For up-to-date Steelers coverage, follow us on X @TheSteelersWire and give our Facebook page a like. This article originally appeared on Steelers Wire: Micah Parsons' Steelers trade interest resurfaces amid contract drama
