markets

Matt Phillips4/17/25

Palantir pops back on list of top retail stocks

Palantir has returned to the radar screens of active retail traders over the last week or so, with the defense contractor and AI software company showing up on JPMorgan’s rankings of stocks with the biggest buying interest from the unwashed masses.

It’s the first time Palantir — which was the best performer in the S&P 500 last year with a 340% gain — made the list of top buys since early mid-March.

JPMorgan analysts estimate retail accounted for roughly 16% of net buying for the four-session stretch between April 9 and April 15. The return of retail activity corresponded with some favorable headlines for the company regarding a new contract with NATO, which helped the shares shake off more general slump for Big Tech recently. The Nasdaq 100 is down over 5% in April, while Palantir is up about 10%.

In fact, among JPM’s listing of the top recent retail buys — led by Tesla and Amazon — Palantir was the only stock that was actually up over the period analysts examined.

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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