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The AI Infrastructure Emperor: How Palantir Is Quietly Winning the Most Important Technology Race of Our Time

Palantir Technologies (NASDAQ: PLTR) reported first-quarter 2026 results on Monday that should, by any rigorous analytical standard, settle several long-running arguments about the company's commercial viability, competitive positioning, and long-term earnings power. Revenue of $1.63 billion, up 85% year-on-year. Net income tripling to $876 …

Nitish Kishor | 04 May 2026

Twilio CEO Hails 'Milestone Quarter' as AI & Segment Fuel Stock Jump

Twilio Inc. (NYSE:TWLO) shares jumped after the communications platform reported a beat-and-raise quarter that the chief executive described as a 'milestone' for the company's repositioning around AI-era customer engagement. After several years in which the stock has been a focal point for the broader …

Nitish Kishor | 04 May 2026

Esperion Surges on $1.1bn Archimed Bid, But Is the CVR Worth the Wait?

Esperion Therapeutics (NASDAQ:ESPR) jumped sharply after the developer of the LDL-cholesterol-lowering therapies Nexletol and Nexlizet (bempedoic acid and the bempedoic acid/ezetimibe fixed-dose combination) agreed to be taken private by Paris-based healthcare specialist Archimed in a transaction with an enterprise value of up to $1.1bn. …

Nitish Kishor | 04 May 2026