Palantir is poised to win a new U.S. Army contract that could eventually deliver annual recurring revenue approaching $100 million, said a William Blair analyst.
The S&P 500 is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability.
But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Wedbush analyst Daniel Ives highlights AI's growing impact on enterprise spending in 2025. AI now comprises 12% of IT budgets, with many companies increasing investments.
Oracle is an emerging hyperscaler central to AI infrastructure globally. Its stock price is undervalued in many ways and set up for a solid rebound in 2025.
