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"The classic way we look at valuations may not be appropriate today," economist David Rosenberg said.

SpaceX's valuation could climb to $350 billion from $210 billion, and Palantir has a market cap of $174 billion.

After several years in the doghouse for many investors, AT&T (T) is firing on all cylinders and back to its winning ways. I previously highlighted AT&T as a contrarian bet at the beginning of 2024, when the stock was trading at $17.31, and the stock has performed well since then, gaining over 35%. I remain bullish on the telecom giant based on its more focused and streamlined approach to the business, its commitment to returning capital to shareholders, its attractive 4.9% dividend yield, and it

A deeper looks shows that despite the growth, some software stocks have gotten ahead of analysts’ price targets.

The latest announcement is out from CONX ( (CNXX) ). CONX Corp has acquired a controlling interest in RED Technologies, a leader in spectrum-sharing technologies, for up to €18.6 million. This strategic acquisition aims to enhance CONX’s position in the connectivity sector by leveraging RED’s innovative solutions for the CBRS market. The deal promises to bolster the development of advanced features aligning with the FCC’s vision, while RED’s management remains in charge to drive growth in the U.

Utility companies have long delivered reliable power, a service we’ve come to depend on without question. However, growing demand is putting new pressure on the grid and highlighting the need for expansion. The source of the new demand is hardly a secret – AI technology is booming, and it requires large-scale data centers to support its software and applications. And those data centers are notorious power consumers. This situation has made it profitable for utility companies to start expanding t

BMO Capital downgraded Prologis (PLD) to Underperform from Market Perform with a price target of $104, down from $120. Prologis is a “world-class company with a moat business,” but its valuation screens expensive, the analyst tells investors in a research note. The firm says the company’s s embedded growth is set to moderate back to pre-COVID levels by 2026. Industrial leasing demand is down 56% year-over-year, and BMO does not see a near-term rebound with Amazon expanding modestly and shifting