Market Signal Briefing

Journalist

Posted: November 23, 2025

Key Takeaways
Why is MSTR influencing Bitcoin’s outlook?
MSTR has formed a bearish fractal pattern—mirroring its 2021–2022 downtrend—and insider selling suggests weakness that historically aligns with BTC declines.

What does Bitcoin’s recent 33% drop signal?
Such pullbacks often precede steep December losses, hinting at a potentially deeper downturn if selling pressure persists.

Strategy (formerly MicroStrategy), the leading corporate holder of Bitcoin, currently holds a portion of its treasury worth $56.23 billion in the market, and could be a key determinant of the king coin’s next phase.

The company, which added 9,062 Bitcoin [BTC] in November at publication time, has seen its MSTR token plunge into a bearish phase, according to recent analysis.

Historically, this has not been favorable for Bitcoin investors.

Insider sell-off and emerging fractal patterns
MSTR has formed a fractal pattern, a similar movement that previously led the asset into a significant bearish phase that lasted roughly a year between 2021 and 2022.

This pattern has now become visible as insiders, including company directors, sell off their MSTR holdings into the open market, with millions of dollars in sales already recorded.

Source: X

The earlier fractal formation involved MSTR trading lower on the chart for 689 days. So far, the current downtrend that mirrors that move has only covered about 364 days, according to chart data.

When overlaid on Bitcoin’s daily chart, the movement shows a striking correlation. While this does not guarantee the same outcome, it suggests that Bitcoin could sweep further to the downside.

Source: TradingView

This implies that Bitcoin could enter a bearish phase lasting around 325 days, which aligns with a potential bottom around October 2026.

Notably, MSTR has a Net Asset Value (NAV) multiple of 0.95, suggesting it is trading at a slight discount relative to its Bitcoin holdings.

Bitcoin’s December performance
A recent Alphactal analysis shows that Bitcoin has now pulled back 33% from its all-time high in the market.

Source: Alphractal

Historically, such declines have often been followed by a bearish December, during which the asset records major losses in value.

“The crypto market just flashed one of the clearest signs of structural weakness. And this opens the door to heavy volatility in the coming days—both up and down.”

This suggests that while selling pressure remains dominant in the market, there is still a strong possibility that a deeper bearish move could occur in December.

AMBCrypto analyzed how Bitcoin has performed in December over the past five years.

Market analysis revealed that, aside from December 2021—when Bitcoin declined and continued that trend into the new year, triggering a broader bearish cycle—other years followed a different pattern.

Source: TradingView

In those other years, December either remained bullish or preceded the beginning of a broader Bitcoin rally, with the asset recording notable gains.

For now, there is no clear guarantee of what December will bring based solely on historical charts.

However, when viewed through the lens of the four-year cycle, 2025 could witness a similar drop to what the market is experiencing today.

Broader market still under pressure
The broader market remains in a bearish phase, with liquidity across the ecosystem dropping significantly.

Between the market’s peak in October and now, approximately $1.54 trillion has been wiped from the total crypto market capitalization, highlighting the intensity of the downturn.

Bitcoin alone has accounted for roughly $800 billion of this outflow within a short period, suggesting that investors are exiting both Bitcoin and altcoins alike.

Until market confidence returns, Bitcoin could continue to record even lower levels on the chart as selling pressure continues to mount.

8h05 ▪
4
min read ▪ by
Luc Jose A.

Summarize this article with:

Solana has just recorded 18 consecutive days of positive net inflows on its ETFs, a first in the sector. Launched in early November, these financial products have already attracted over 500 million dollars, triggering significant interest from institutional investors. In a market still overshadowed by the shadow of the 2022–2023 bear cycle, this dynamic surprises and raises questions about Solana’s repositioning in crypto portfolios.

In brief

Solana records 18 consecutive days of positive flows on its ETFs, an unprecedented record in the crypto ecosystem.
Nearly 500 million dollars have been invested since launch, including 444.1 million USD on the Bitwise BSOL fund alone.
The phenomenon is based on solid initial funding provided by several major issuers: Bitwise, Grayscale, 21Shares, Fidelity and VanEck.
The consistency of daily flows demonstrates sustained institutional interest, rarely seen so early after a launch.

Uninterrupted flows : an exceptional trajectory for Solana ETFs
The launch of Solana ETFs on November 3 marked the start of an unprecedented sequence in the crypto market: 18 consecutive days of positive net flows, up to and including November 20.

Indeed, 500 million dollars have flowed into these products in just over two weeks. The Bitwise BSOL fund has firmly established itself as the leader, capturing 444.1 million USD alone, nearly 90% of total flows.

Each trading day showed sustained interest from allocators, highlighting the exceptional nature of this consistency. The most significant flows for BSOL were recorded on the following dates :

November 3 : 65.2 million USD ;
November 6 : 29.2 million USD ;
November 18 : 23 million USD ;
November 19 : 35.9 million USD ;
November 20 : 20.1 million USD.

These figures place the Bitwise fund far ahead of other issuers, who have also contributed to supporting the overall momentum.

This phenomenon is part of the continuity of significant initial capital provided by the issuers, which had already set the tone. Bitwise alone had injected 222.9 million USD into BSOL. Followed by TSOL (21Shares) with 111 million USD, GSOL (Grayscale) with 102.7 million, while Fidelity (FSOL) and VanEck (VSOL) completed the offer with more modest amounts.

This launch base served as a springboard for uninterrupted momentum, with each business day ending with additional contributions. It is rare, even in the more mature traditional ETF sector, to observe such consistency in inflows from the early days of listing.

Institutional confidence is settling in
If the scale of amounts invested in Solana ETFs is striking, it is also the profile of issuers and the structure of secondary contributions that confirm the underlying trend.

Thus, funds launched by Fidelity (FSOL), Grayscale (GSOL), VanEck (VSOL), and 21Shares (TSOL) also recorded regular inflows, although more measured. Fidelity displays 9.8 million USD in flows, followed by Grayscale with 41.1 million, VanEck with 3.5 million, and 21Shares with 1.2 million. The fact that several heavyweights in traditional finance are participating in this dynamic is a strong signal.

Beyond the figures, growing interest in these products reflects a deeper shift: the rehabilitation of Solana in institutional portfolios after a period of technical uncertainty and mistrust linked to its past outages.

Solana’s ecosystem today benefits from a renewed narrative: its network performance, low transaction costs, and ambitions in the tokenization of real-world assets seem to be attracting asset management professionals once again. Furthermore, the timing of the launch of these ETFs, during the crypto market recovery phase, has likely helped amplify this traction effect by positioning SOL as a strategic asset in the context of sectoral reallocation.

While Solana ETFs resist while Bitcoin faces record withdrawals, sustained interest in SOL marks a notable break in market dynamics. The question remains whether this momentum can be anchored sustainably or if it reflects only a tactical respite in an still uncertain cycle.

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Luc Jose A.

Diplômé de Sciences Po Toulouse et titulaire d'une certification consultant blockchain délivrée par Alyra, j'ai rejoint l'aventure Cointribune en 2019.
Convaincu du potentiel de la blockchain pour transformer de nombreux secteurs de l'économie, j'ai pris l'engagement de sensibiliser et d'informer le grand public sur cet écosystème en constante évolution. Mon objectif est de permettre à chacun de mieux comprendre la blockchain et de saisir les opportunités qu'elle offre. Je m'efforce chaque jour de fournir une analyse objective de l'actualité, de décrypter les tendances du marché, de relayer les dernières innovations technologiques et de mettre en perspective les enjeux économiques et sociétaux de cette révolution en marche.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Grayscale has officially launched public trading for its Sui-focused investment vehicle, the Grayscale Sui Trust (GSUI), now available on the OTCQX over-the-counter market. The announcement was shared on the company’s social channels and marks a new entry point for investors looking for regulated exposure to the Sui ecosystem.
The Grayscale Sui Trust allows traditional investors to gain exposure to SUI, the native asset of the Sui Network, through a familiar brokerage account rather than directly purchasing or custodying tokens.

Today, Grayscale Sui Trust (Ticker: $GSUI) has begun trading on OTCQX @OTCMarkets👇

Learn more about Grayscale Sui Trust (Ticker: $GSUI) and see important disclosures: https://t.co/DcWQ0lS2dO pic.twitter.com/TyFNVmo295

— Grayscale (@Grayscale) November 20, 2025

According to Grayscale, shares of the trust are designed to reflect the market value of SUI, minus fees and expenses. It’s important to note that the product has historically traded at both premiums and discounts relative to its net asset value.

Mysten Labs: “More Institutions Can Join the Sui Vision”
In the announcement post, Eman Abio, Co-Founder and Chief Product Officer at Mysten Labs, welcomed the development, saying it gives investors and institutions another way to participate in Sui’s mission to power “the next generation of the internet, fast, resilient, and intuitive enough for billions of users.”

The listing broadens access for those who want exposure to Sui’s technology but prefer to invest through regulated securities.

“$Sui was built to power the next generation of the internet — fast, resilient, and intuitive enough for billions of users. Through Grayscale, more investors and institutions can now take part in that vision, supporting the continued growth of @SuiNetwork’s technology and the…

— Grayscale (@Grayscale) November 20, 2025

Key Product Details

As of November 21, 2025, the Grayscale Sui Trust reports:

AUM: $4.23 million

NAV per share: $19.89

Shares outstanding: 212,900

SUI per share: 14.51

Expense ratio: 2.50%

Eligible shares trade under the ticker GSUI on OTCQX and can be bought or sold through most mainstream brokerage platforms.

Risks and Performance Notes
Grayscale cautions that GSUI is a speculative product, and investors could lose their entire investment. The Trust has also not consistently met its investment objective, with NAV performance seeing notable swings year-to-date and since inception.

Since the trust does not operate a redemption program, shares can trade significantly above or below the value of the underlying SUI held in custody.

Why This Matters for the Sui Ecosystem
Sui has built a reputation as a high-performance Layer 1 designed for scalable applications and rapid transaction processing. The trust’s OTCQX listing gives traditional market participants a regulated, simpler path to gain exposure to the network’s growth.

$GSUI is speculative and entails significant risk, including the risk that an investor could lose their entire investment.

— Grayscale (@Grayscale) November 20, 2025

For the Sui ecosystem, this represents:

Greater institutional visibility

More liquidity pathways

Broader participation beyond crypto-native users

What is the Outlook? 
With GSUI now trading publicly, Sui joins a growing list of digital assets that have dedicated Grayscale products.

While performance volatility and premium/discount dynamics remain, the listing signals deeper market infrastructure forming around Sui, and adds another bridge between traditional capital and emerging Web3 networks.

Disclaimer
The information discussed by Altcoin Buzz is not financial advice. This is for educational, entertainment and informational purposes only. Any information or strategies are thoughts and opinions relevant to accepted levels of risk tolerance of the writer/reviewers, and their risk tolerance may be different from yours.

We are not responsible for any losses that you may incur as a result of any investments directly or indirectly related to the information provided. Bitcoin and other cryptocurrencies are high-risk investments, so please do your due diligence.

Copyright Altcoin Buzz Pte Ltd.

It's one of the oldest and most recognizable brands in the delivery business, but how much do you actually know about UPS and its historic turnaround?

With roots tracing back to 1907, United Parcel Service (UPS +4.17%) is not only the oldest continuously operating delivery and logistics company, but it's also the biggest by several measures, including its fleet of 500+ cargo aircraft and the integrated global service network it runs in more than 200 countries and territories.

It's a well known company, but the same can't be said for its stock. Here are two things every UPS investor should know. 

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1. UPS is still early in its biggest reboot ever
Despite its long heritage and deep "big brown" culture, UPS is currently only about one-third of the way through the most significant operational and strategic overhaul in its history. The multiyear plan -- unveiled in January 2025 and targeted to run through 2027 -- aims to reshape the network away from high-volume, low-margin e-commerce customers like Amazon, while steering capacity toward higher-margin categories such as small-business shipping, logistics, and premium international services.

In its Oct. 28 earnings results and investor presentation, UPS noted that its Q3 volume with Amazon was down 21% from a year ago, and that 93 buildings had been closed as part of its cost reduction push.

"Our focus on revenue quality yielded solid results, as U.S. revenue per piece grew by 9.8% in the third quarter," UPS CEO Carol Tomé said in a statement, emphasizing the benefit of combining revenue-per-piece growth with expense control.

While UPS sees this "moment of disruption" as an opportunity, investors haven't fully signed on yet and recently pushed shares of UPS to a five-year low. While the stock has had a nice 12% rebound since the company reported Q3 results, it is still down 25% year to date, making it the fourth-worst performer among 80 members of the industrial sector.

Image source: UPS.

2. There are pros and cons of a record-high dividend yield
In fairness, UPS was trending lower long before this year, and is down 60% from its all-time high in February 2022. That decline has lifted its dividend yield to an unprecedented 7%, and raised its dividend payout ratio to 98%. While that level suggests there's little financial wiggle room if the company is going to continue making the payments, UPS has been unequivocal in its support for the quarterly payouts to shareholders.

"Commitment to the dividend is one of UPS's core principles and a hallmark of the company's financial strength. UPS has either maintained or increased its dividend each year since going public in 1999," the company said in a Nov. 6 press release announcing its latest dividend.

As UPS continues to rightsize and retool its business away from low-margin work for Amazon, its dividend payout ratio should fall, in line with increasing sales and profits. On average, analysts currently estimate the company's earnings per share will grow by 4% and 11% in 2026 and 2027, respectively, assuming the company executes on its plans.

Investor takeaway
In short, UPS is in the messy middle innings of a multiyear transformation, a move that's pressuring today's results in order to improve tomorrow's economics. For investors, the two big things to know are that the overhaul is still early and that the unusually high dividend yield is both a risk marker and a potential reward if the turnaround stays on track.

Berkshire's recent filings reveal that the company now owns nearly 18 million shares of Alphabet.

Berkshire Hathaway (NYSE: BRK.A) (BRK.B +0.58%) has, for the most part, been selling stocks for much of the year, with its cash balance hitting record levels. CEO Warren Buffett doesn't appear to have been finding many bargains out there worth pursuing.

That's why Berkshire's latest move raised some eyebrows: adding Alphabet (GOOG +3.26%)(GOOGL +3.50%) to its portfolio. Buffett generally avoids tech stocks, which leads many analysts to conclude the purchase wasn't made by him. And this could be a sign of many more changes to come, especially since the billionaire investor is stepping down at the end of the year.

Image source: Getty Images.

Buffett regretted not investing in Alphabet earlier
According to Berkshire's 13F filing, the company owns approximately 17.8 million shares of Alphabet as of the end of September.

Alphabet is what I'd consider to be a prototypical Buffett stock. It has two highly popular assets in Google Search and YouTube, which have strong competitive advantages that the billionaire investor often seeks out when finding blue chip stocks to invest in. They also have what he refers to as a "share of mind," in that people often think of those brands and generally have good feelings about them.

In years past, Buffett admits to missing out on Google. And his partner, the late Charlie Munger, said that "we just sat there sucking our thumbs," admitting that they saw the success the business had become, but failed to pull the trigger.

The big reason Buffett may have passed on the tech giant in the past is because he isn't overly comfortable investing in tech stocks; it's not within what he would say is in his "circle of competence" -- something he suggests investors stay within, to ensure they aren't investing in businesses they aren't familiar with.

Could this move be a sign of greater changes ahead?
For Berkshire to now invest in Alphabet suggests to me that perhaps Greg Abel, Berkshire's incoming CEO, may be more willing to have the stock be among the company's top holdings. It could be a sign that, at the very least, there's going to be a greater appetite for tech stocks in Berkshire's portfolio in the near future, so Buffett didn't oppose this latest buy.

There are tech stocks in Berkshire's portfolio, but they are generally more modest positions. Amazon is a holding, but it accounts for just 0.7% of the entire portfolio. Alphabet, meanwhile, accounts for 1.7% right now. It's quickly become one of the larger holdings in the Berkshire portfolio, and I believe there could be more tech stocks to find their way there in the coming months.

While this doesn't mean Berkshire's new management is necessarily going in a completely different direction than Buffett, but with different competencies, the new CEO may simply be more comfortable holding more of a position in tech.

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Why a transition to tech could make Berkshire's stock an even better buy
Berkshire's portfolio is full of recognizable consumer brands, which, unfortunately, may not make for great investments anymore. While Coca-Cola and Kraft Heinz are well-known businesses and are top Berkshire holdings, both have significantly underperformed the S&P 500 (^GSPC +0.98%) in the past five years; the former is up over 33%, while the latter has declined by 21%. By comparison, the broad index is up more than 83% during that time frame.

A transition away from these types of slower-growing businesses and into more tech stocks could be a move that ends up paying off for investors. I wouldn't be surprised to see more of these types of moves in the future for Berkshire, as a change in management could mean a different mix of stocks for the company.

While Buffett leaving the company may have investors worried about its future, I'm optimistic it could help reenergize its portfolio and lead to better returns in the long run.

SummaryDomino's Pizza stands out for its consistent global execution, asset-light franchise model, and strong brand, delivering steady growth and shareholder returns.DPZ delivered solid Q3 results, with robust same-store sales, expanding margins, and impressive cash flow conversion compared to peers like YUM and PZZA.Despite ambitious expansion targets and international risks, DPZ trades at lower multiples than peers, offering a reasonable margin of safety and an attractive risk-reward profile.With Berkshire Hathaway increasing its stake and ongoing operational excellence, DPZ earns a buy rating for its resilience, growth prospects, and shareholder value. CHJ/iStock via Getty Images

If you are interested in business, you may have heard the saying that often the winner in an industry is not the one with the best product. McDonald’s (MCD), for example, is definitely not the best hamburger I have ever

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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D-Wave's share price has skyrocketed over the past year.

John M. Markovich, Chief Financial Officer of D-Wave Quantum (QBTS 0.34%), exercised 200,000 options and immediately sold the resulting shares for a transaction valued at approximately $4.6 million, according to a SEC Form 4 filing.

Transaction summaryMetricValueShares sold200,000Transaction value$4.6 millionPost-transaction shares1,482,874Post-transaction value (direct ownership)$30.4 millionTransaction value based on SEC Form 4 weighted average purchase price ($22.94); post-transaction value based on November 20, 2025 market close ($20.41).

Key questionsWhat was the structure and intent of this transaction?
This transaction involved the exercise of 200,000 options for common stock followed by an immediate open-market sale of the same number of shares. This structure indicates a liquidity event rather than a discretionary sale of previously held shares.How significant is this transaction relative to recent insider activity?
Since April 2025, Mr. Markovich made six sales, with a median sale size of 125,000 shares. The current transaction, at 200,000 shares, is larger than the recent median and represents approximately 11.9% of his direct holdings at the time of sale.What is the current value and composition of the insider's direct holdings?
After this transaction, Mr. Markovich holds 1,482,874 shares directly, with a market value of approximately $30.4 million as of the November 20, 2025 close.How does the executed price compare to recent market levels and stock performance?
The weighted average sale price was $22.94 per share, which was above the closing price of $20.41 on November 22, 2025. Over the prior 12 months, D-Wave Quantum shares generated a total return of 597% as of the transaction date, indicating substantial share price appreciation.Company overviewMetricValuePrice (as of market close November 20, 2025)$22.94Market capitalization$7.08 billionRevenue (TTM)$24.1 millionNet income (TTM)($398.8 million)* 1-year performance is calculated using November 20, 2025 as the reference date.

Company snapshotD-Wave Quantum offers quantum computing systems, cloud-based quantum access, open-source programming tools, and professional quantum onboarding services. Its main revenue sources include system sales, cloud subscriptions, and enterprise services.The company's business model is based on a combination of hardware sales, recurring cloud service fees, and professional services for quantum application development and deployment.D-Wave's primary customers span manufacturing, logistics, financial services, and life sciences sectors seeking advanced computational solutions for optimization, AI, and modeling challenges.D-Wave Quantum is a technology company specializing in quantum computing hardware, cloud-based quantum access, and supporting software solutions. The company leverages a hybrid revenue model combining hardware, subscription-based cloud services, and professional consulting to accelerate enterprise adoption of quantum computing. With a focus on real-world applications across industries, D-Wave aims to provide a competitive edge through scalable quantum solutions and a robust developer ecosystem.

Foolish takeD-Wave Quantum CFO John Markovich's sale of company stock is not a red flag. He maintained nearly 1.5 million shares after the sale, suggesting he believes the stock is worth holding on to.

D-Wave is far above its 52-week low of $1.97 reached last November, so it seems Mr. Markovich was taking advantage of the share price gain to sell some of his holdings. The company's shares have soared in 2025 as the popularity of quantum computing stocks in general took off.

News reports in October even suggested the Trump administration was interested in obtaining equity stakes in D-Wave and other quantum companies, but the Commerce Department debunked those rumors. Still, D-Wave remains an expensive stock.

This can be seen in its forward price-to-sales (P/S) ratio of about 281. The P/S multiple measures how much investors are prepared to pay for every dollar of projected revenue over the next 12 months.

Fellow pure-play quantum computer company IonQ has a forward P/S ratio of 136, about half of D-Wave's. The elevated valuation suggests now is not the time to buy D-Wave stock, but it's a good time to sell, which explains Mr. Markovich's action.

GlossaryOptions: Contracts granting the right to buy company shares at a set price within a specific timeframe.
Exercise (of options): The act of using options to purchase company shares at the predetermined price.
Open-market sale: Selling shares directly on a public stock exchange, available to all investors.
Liquidity event: A transaction that converts assets, like stock options, into cash.
Insider activity: Buying or selling of a company’s stock by its executives, directors, or major shareholders.
Direct holdings: Shares owned outright by an individual, not through intermediaries or funds.
Weighted average purchase price: The average price paid per share, weighted by the number of shares bought or sold at each price.
Total return: The investment's price change plus all dividends and distributions, assuming those payouts are reinvested.
TTM: The 12-month period ending with the most recent quarterly report.
Quantum computing: Advanced computing using quantum mechanics, enabling certain calculations much faster than traditional computers.
Cloud-based quantum access: Using the internet to access quantum computing resources remotely, rather than owning physical hardware.
Developer ecosystem: The community and resources supporting programmers who build applications for a specific technology platform.

Palantir's recent pullback does little to offset a valuation that already assumes years of flawless execution in a brutally competitive AI software market.

Palantir Technologies (PLTR 0.62%) has given investors a fresh reminder that momentum cuts both ways. After a stunning run earlier this year, the software company behind data-integration and AI (artificial intelligence) platforms for governments and enterprises has seen its share price slide more than 15% from levels earlier this month.

That kind of pullback naturally tempts investors. Is this a buy-the-dip opportunity?

There's certainly a lot to like. The business is growing quickly, and management recently raised its outlook. But there's still one big problem: The growth stock's valuation remains incredibly high.

Image source: Getty Images.

Rapid growth already priced in
To be fair, Palantir's growth isn't your average growth. The tech company's third-quarter revenue grew 63% year over year to $1.18 billion, a significant acceleration from the prior quarter. U.S. revenue rose 77% year over year in the period, and U.S. commercial revenue, specifically, surged 121% year over year as customers expanded early projects into broader deployments. With commercial revenue representing enterprise spend on its platform, the company is clearly diversifying away from its heavy reliance on the U.S. government. Though investors shouldn't count out U.S. government revenue, which grew at a solid rate of 52% year over year.

Management now expects fourth-quarter revenue to grow about 61% year over year and has lifted its full-year 2025 revenue outlook to about 53% growth, while also calling for strong adjusted free cash flow for the full year of between $1.9 billion and $2.1 billion. Those figures highlight how Palantir is not just growing fast; it is doing so while generating tons of cash.

That combination of torrid growth and improving profitability has turned Palantir into one of the market's highest-profile AI software names.

A crowded field with better options
But with so much growth and profit in this space, competition wants in on it. Direct competitors Snowflake (SNOW 4.34%) and privately held Databricks, for instance, have been doubling down on AI. And Snowflake, in particular, seems willing to spend just about any amount to compete effectively. The company's operating expenses in its most recent quarter exceeded $1.1 billion, or nearly 100% of the period's revenue. At the same time, deep-pocketed hyperscale cloud providers have their own AI data cloud offerings.

Additionally, it's worth noting that competing tech giants like Microsoft and Amazon have meaningful structural advantages -- and a war chest of cash isn't the only one. Each operates an enormous cloud business and has a more diversified business. Palantir, by contrast, remains a much smaller business with far fewer resources, tied to a focused family of platforms. And Palantir still generates a large portion of its revenue from government contracts, which can be lumpy and exposed to shifting political priorities.

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But the biggest risk to the stock isn't competition or customer concentration -- it's valuation. The business is executing well, but the share price already assumes that exceptional growth and strong economics will persist for many years. A forward price-to-earnings ratio of more than 165 as of this writing doesn't leave much margin of safety if AI spending normalizes, or if customers start favoring competing platforms from cloud providers that bundle their AI data clouds with other services.

Palantir's story is undeniably interesting. The company is growing quickly and generating meaningful free cash flow, while also winning sizable commercial deals on top of a long history of government work.

The issue, however, is price. Even after the recent sell-off, the stock looks stretched. Owning Palantir here would require confidence that it can sustain very high growth and fend off well-capitalized rivals while navigating any shift in government or enterprise budgets without a major reset in its valuation.

Given that trade-off, staying on the sidelines may be the best idea for those considering buying this dip in the stock price. Investors looking to build AI exposure can find alternatives with lower valuations and broader business lines, including the large cloud providers that already sit at the center of enterprise technology budgets. Until Palantir's price better reflects the real competitive and execution risks it faces, the stock is probably worth avoiding.

Daniel Sparks and his clients have positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, Palantir Technologies, and Snowflake. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Robert F Spillane, a member of Magnite's Board of Directors, sold 12,500 shares in the company on Nov. 21, 2025. The transaction was valued at approximately $177,750.

Semiconductors have a long-term runway, and this fund provides access to the biggest companies.

This year -- and probably 2026 -- will go down as the years where semiconductors and tech stocks ruled Wall Street. The advancement of artificial intelligence (AI) is having a profound impact on the stock market and the world in which we live -- and I think we're just at the beginning.

There are numerous ways to invest in AI, but I'm more inclined to invest in infrastructure than try to predict which companies will develop the best programs, most effective chatbots, and farthest-reaching concepts, such as robot personal assistants -- the latter being Elon Musk's vision.

Additionally, I strive to diversify my portfolio whenever possible -- it's better to invest in a basket of stocks in a hot sector than to try to pick one or two and hope to strike it rich.

That's why I think the best investment you can make today is not in a single stock, but in an exchange-traded fund (ETF) that focuses on creating the infrastructure that makes AI possible. And for that reason, I'm turning to the VanEck Semiconductor ETF (SMH +0.32%).

Image source: Getty Images.

All about the SMH ETF
The VanEck Semiconductor ETF tracks the performance of the MVIS US Listed Semiconductor 25 index, which comprises the largest and most liquid companies listed in the U.S. that are involved in chip production and equipment businesses. This ETF has been a strong performer, showing a 38% gain in 2025 vs. 17% for the tech-heavy Nasdaq Composite.

No single stock in the ETF can have more than a 20% weighting; however, Nvidia currently holds the largest concentration in the VanEck Semiconductor ETF. The fund holds nearly 35 million shares of Nvidia stock, giving it an 18.5% weighting. Other top companies represented include Taiwan Semiconductor Manufacturing, Broadcom, Micron Technology, and Advanced Micro Devices.

Stock

Year-to-Date Return

Shares Held

Weighting in SMH

Nvidia

35.8%

34,986,193

18.5%

Taiwan Semiconductor

41.3%

11,914,625

9.5%

Broadcom

46.8%

8,391,010

8.1%

Micron Technology

172%

9,970,903

6.8%

Advanced Micro Devices

91.4%

9,721,919

6.6%

Data source: VanEck (data as of Nov. 18, 2025).

These five stocks comprise nearly half of the entire ETF, providing investors with significant exposure to various avenues of semiconductor infrastructure. Nvidia is the leading manufacturer of graphics processing units (GPUs) used in data centers for high-performance computing tasks, including training and running AI models. Advanced Micro Devices, meanwhile, is a leading provider of central processing units (CPUs) that data centers need to run everyday tasks.

Broadcom designs and manufactures AI accelerators that speed up the calculations required to run AI workloads. Broadcom recently announced a deal to collaborate with OpenAI, the maker of ChatGPT, for 10 gigawatts of custom AI accelerators.

Micron creates the dynamic random access memory (DRAM) that computers, servers, and AI GPUs use to run AI workloads. Taiwan Semiconductor is the largest manufacturer of semiconductor chips, utilizing its foundries to produce products designed by Nvidia, Broadcom, AMD, and other companies.

The fund has an expense ratio of 0.35%, which translates to $35 annually for every $10,000 invested. That's more expensive than you'll see from an index fund that follows the full S&P 500, but it's much cheaper than many boutique ETFs that are highly focused on a specific theme. Considering that the VanEck ETF covers only 25 stocks and is one of the more focused ETFs you'll find, and considering the oversize returns you get from the semiconductor industry, the 0.35% expense ratio is a bargain.

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Why the SMH ETF is a good investment today
We are at the very beginning of a massive technological revolution driven by AI and machine learning. Grand View Research estimates that the global AI market was $279 billion in 2024 and is expected to grow to $3.5 trillion by 2033, with a compound annual growth rate (CAGR) of 31.5%.

While I don't think you can expect the VanEck ETF to more than double the return of the broader market every year, I believe it will outperform the market, making up for one or two corrections along the way. Remember, the key to stock market investing is consistency and compounding returns. However, by investing in the VanEck Semiconductor ETF for the long term, I believe investors can gain a significant advantage in achieving their long-term goal of saving for a prosperous retirement.

Oman signed an agreement with Airbus on Sunday to design, manufacture and launch the sultanate's first communications satellite, Oman's state news agency reported.

Japanese Prime Minister Sanae Takaichi's administration has approved a massive economic stimulus package worth JPY 21.3 trillion ($135.4 billion), marking the country's largest fiscal effort since the COVID-19 era. The move aims to ease the pressure of persistent inflation on households and businesses.

The Midnight privacy-focused ecosystem is moving closer to its upcoming token distribution, and a key milestone has now been completed. The team has officially minted the entire 24 billion NIGHT supply on the Cardano blockchain — and the cost of the mint has surprised many in the community.

SummaryCompaniesPlaintiffs allege Meta hid product risks from users and authoritiesMeta accused of ineffective youth safety features and prioritizing growth over safetyMeta opposed unsealing of internal documents in courtMeta allegedly ignored valid research findings on mental health impactsTikTok allegedly influenced National PTA to publicly support its safety claimsNov 22 (Reuters) - Meta shut down internal research into the mental health effects of Facebook and Instagram after finding causal evidence that its products harmed users’ mental health, according to unredacted filings in a class action by U.S. school districts against Meta and other social media platforms.

In a 2020 research project code-named “Project Mercury,” Meta

(META.O), opens new tab scientists worked with survey firm Nielsen to gauge the effect of “deactivating” Facebook and Instagram, according to Meta documents obtained via discovery. To the company’s disappointment, “people who stopped using Facebook for a week reported lower feelings of depression, anxiety, loneliness and social comparison,” internal documents said.

Sign up here.

Rather than publishing those findings or pursuing additional research, the filing states, Meta called off further work and internally declared that the negative study findings were tainted by the “existing media narrative” around the company.

Privately, however, staff assured Nick Clegg, Meta’s then-head of global public policy, that the conclusions of the research were valid.

“The Nielsen study does show causal impact on social comparison,” (unhappy face emoji), an unnamed staff researcher allegedly wrote. Another staffer worried that keeping quiet about negative findings would be akin to the tobacco industry “doing research and knowing cigs were bad and then keeping that info to themselves.”

Despite Meta’s own work documenting a causal link between its products and negative mental health effects, the filing alleges, Meta told Congress that it had no ability to quantify whether its products were harmful to teenage girls.

In a statement Saturday, Meta spokesman Andy Stone said the study was stopped because its methodology was flawed and that it worked diligently to improve the safety of its products.

“The full record will show that for over a decade, we have listened to parents, researched issues that matter most, and made real changes to protect teens,” he said.

PLAINTIFFS ALLEGE PRODUCT RISKS WERE HIDDENThe allegation of Meta burying evidence of social media harms is just one of many in a late Friday filing by Motley Rice, a law firm suing Meta, Google

(GOOGL.O), opens new tab, TikTok and Snapchat

(SNAP.N), opens new tab on behalf of school districts around the country. Broadly, the plaintiffs argue the companies have intentionally hidden the internally recognized risks of their products from users, parents and teachers.

TikTok, Google and Snapchat did not immediately respond to a request for comment.

Allegations against Meta and its rivals include tacitly encouraging children below the age of 13 to use their platforms, failing to address child sexual abuse content and seeking to expand the use of social media products by teenagers while they were at school. The plaintiffs also allege that the platforms attempted to pay child-focused organizations to defend the safety of their products in public.

In one instance, TikTok sponsored the National PTA and then internally boasted about its ability to influence the child-focused organization. Per the filing, TikTok officials said the PTA would “do whatever we want going forward in the fall… (t)hey’ll announce things publicly(,), (t)heir CEO will do press statements for us.”

By and large, however, the allegations against the other social media platforms are less detailed than those against Meta. The internal documents cited by the plaintiffs allege:

Meta intentionally designed its youth safety features to be ineffective and rarely used, and blocked testing of safety features that it feared might be harmful to growth.Meta required users to be caught 17 times attempting to traffic people for sex before it would remove them from its platform, which a document described as “a very, very, very high strike threshold."Meta recognized that optimizing its products to increase teen engagement resulted in serving them more harmful content, but did so anyway.Meta stalled internal efforts to prevent child predators from contacting minors for years due to growth concerns, and pressured safety staff to circulate arguments justifying its decision not to act.In a text message in 2021, Mark Zuckerberg said that he wouldn’t say that child safety was his top concern “when I have a number of other areas I’m more focused on like building the metaverse.” Zuckerberg also shot down or ignored requests by Clegg to better fund child safety work.Meta’s Stone disputed these allegations, saying the company’s teen safety measures are effective and that the company’s current policy is to remove accounts as soon as they are flagged for sex trafficking.

He said the suit misrepresents its efforts to build safety features for teens and parents, and called its safety work “broadly effective.”

"We strongly disagree with these allegations, which rely on cherry-picked quotes and misinformed opinions,” Stone said.

The underlying Meta documents cited in the filing are not public, and Meta has filed a motion to strike the documents. Stone said the objection was to the over-broad nature of what plaintiffs are seeking to unseal, not unsealing in its entirety.

A hearing regarding the filing is set for January 26 in Northern California District Court.

Reporting by Jeff Horwitz in San Francisco; Editing by Nick Zieminski and David Gregorio

Our Standards: The Thomson Reuters Trust Principles., opens new tab

These Vanguard ETFs offer an easy way to invest.

Want to know a winning investment strategy that requires only two steps? First, buy a low-cost index fund. Second, hold it for the long term.

Of course, there are some important details glossed over in those two steps. For example, you'll want to buy funds that are likely to perform well over time. It's not hard to find such funds, though. Here are three Vanguard exchange-traded funds (ETFs) to buy with $1,000 and hold forever.

Image source: Getty Images.

1. Vanguard S&P 500 ETF
Warren Buffett revealed years ago that his will instructs that most of the money his family inherits be invested in a low-cost index fund. The legendary investor specifically recommended Vanguard. I suspect Buffett had the Vanguard S&P 500 ETF (VOO +1.00%) in mind.

As its name indicates, this Vanguard ETF owns all the stocks in the S&P 500 (^GSPC +0.98%) index. That translates to 504 stocks, as some members of the S&P 500 have multiple share classes.

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Probably the best thing about investing in the Vanguard S&P 500 ETF is that you'll own positions in the most successful companies in the country. And the more successful they become, the greater weight they'll make up in the S&P 500 index (and therefore the Vanguard S&P 500 ETF).

The Vanguard S&P 500 ETF has delivered an average annual return of nearly 15% since its inception in 2010. That's higher than the long-term historical return of around 10% for the S&P 500. But these kinds of gains, combined with a low annual expense ratio of only 0.03%, make this Vanguard ETF one of the best investments around for long-term investors.

2. Vanguard Russell 1000 Growth ETF
What's the best-performing Vanguard ETF of all? The honor goes to the Vanguard Russell 1000 Growth ETF (VONG +0.59%). This fund has delivered an average annual return of 17.4% since its inception in 2010.

The Vanguard Russell 1000 Growth ETF attempts to track the performance of the Russell 1000 Growth Index. This ETF currently owns 391 stocks, with top holdings including Nvidia (NVDA 0.97%), Apple (AAPL +1.78%), Microsoft (MSFT 1.32%), Broadcom (AVGO 1.99%), and Amazon (AMZN +1.51%). These five stocks make up roughly 46% of the fund's portfolio.

NASDAQ: VONGVanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF

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One primary common denominator with the stocks owned by this Vanguard ETF is high growth. The average earnings growth rate for the fund's portfolio is 31%. Another similarity is the large size of the companies represented. The median market cap of the stocks in which the Vanguard Russell 1000 Growth ETF is invested tops $1.5 trillion.

There's no guarantee that this ETF will continue to produce the high returns going forward that it has achieved in the past. However, the structure of the Russell 1000 Growth Index ensures that the stocks with the strongest growth are more heavily weighted. I predict that long-term investors will be happy with the performance they'll get with this Vanguard ETF.

3. Vanguard Small-Cap Value ETF
The Vanguard Small-Cap Value ETF (VBR +2.52%) isn't anywhere close to ranking among the top-performing Vanguard ETFs. Since its inception in 2004, this ETF has delivered an average annual return of 8.92%. That's not bad, but it's low compared to the returns delivered by the Vanguard S&P 500 ETF and Vanguard Russell 1000 Growth ETF.

Why should you consider investing in the Vanguard Small-Cap Value ETF? Over the long term (we're talking several decades here), small-cap value stocks have outperformed every other type of equity.

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The Vanguard Small-Cap Value ETF, as its name suggests, focuses on stocks with smaller market caps that have relatively attractive valuations. This fund owns 843 stocks. The average price-to-earnings ratio of its portfolio is 17.6, well below the earnings multiple of 28.9 for the Vanguard S&P 500 ETF.

Investors can own such a large basket of small-cap value stocks cost-effectively, too. The annual expense ratio for the Vanguard Small-Cap Value ETF is only 0.07%, much lower than the average expense ratio of 1.1% for similar funds.

Keith Speights has positions in Amazon, Apple, and Microsoft. The Motley Fool has positions in and recommends Amazon, Apple, Microsoft, Nvidia, and Vanguard S&P 500 ETF. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

November 22, 2025 7:36 PM EST | Source: The Rosen Law Firm PA
New York, New York--(Newsfile Corp. - November 22, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of America's Car-Mart, Inc. (NASDAQ: CRMT) resulting from allegations that America's Car-Mart may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased America's Car-Mart securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=46025 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On September 4, 2025, during market hours, Benzinga published an article entitled "America's Car-Mart Stock Plunges After Sales Volume Dip, Delinquency Uptick." The article stated that America's Car-Mart, Inc. stock was trading "lower after the company reported first-quarter results. The company reported a first-quarter loss of 69 cents per share, compared with a net loss of 15 cents per share in the year-ago period."

On this news, America's Car-Mart's stock fell 18.2% on September 4, 2025.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/275637

November 22, 2025 7:40 PM EST | Source: The Rosen Law Firm PA
New York, New York--(Newsfile Corp. - November 22, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Western Alliance Bancorporation (NYSE: WAL) resulting from allegations that Western Alliance Bancorporation may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Western Alliance Bancorporation securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=46349 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On October 16, 2025, Western Alliance Bancorporation disclosed that it had initiated a lawsuit against a borrower, Cantor Group V LLC, alleging fraud related to collateral loans.

On this news, Western Alliance Bancorporation's stock fell 10.88% on October 16, 2025.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. At the time Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/275638

The nuclear fuel provider has seen its stock decline 47% from its most recent high. Here's why the dip could be a buying opportunity.

Nuclear power may have taken a back seat in the last decade, but it's roaring back to the forefront thanks to the electrification of our grid and advances in artificial intelligence (AI).

According to the Bank of America Institute, U.S. electricity demand is projected to skyrocket at an impressive 2.5% compounded annually -- 5 times faster than the previous decade. Nuclear power is the largest source of low-carbon, clean energy, accounting for 18% of U.S. electricity today. With interest in nuclear energy surging, now may be the time to get in.

Centrus Energy (LEU +0.17%) is one nuclear company that could play a pivotal role. As the U.S. aims to reduce reliance on foreign energy, Centrus could become a vital player in the domestic nuclear fuel supply chain.

The stock has been volatile, trading as low as $50 and as high as $464 this year. Today, the stock is down 47% from its 52-week high, and shares are priced below $270. Does that make Centrus a buy today? Let's dive into the investment opportunity ahead to find out.

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Centrus plays a key role in the nuclear supply chain
Centrus Energy provides nuclear fuel components, along with enrichment and technical services, to customers. The bulk of its revenue comes from its low-enriched uranium (LEU) segment. Here, it sells LEU, the fissile component of most nuclear fuel, to utilities that operate commercial nuclear power plants. To fulfill its delivery commitments to customers, it sources uranium and related products from a range of global suppliers.

In its technical solutions segment, Centrus provides advanced uranium enrichment for the nuclear industry and the U.S. government, along with advanced manufacturing, engineering, and other technical services to both government and private-sector customers. A significant portion of this segment's revenue is derived from the high-assay, low-enriched uranium (HALEU) operation contract with the Department of Energy.

At the moment, there are no commercially active HALEU reactors. The only HALEU reactors are test reactors, and these may not be operational until the late 2020s or early 2030s. A few companies are developing HALEU or HALEU-capable reactor designs, including TerraPower, Kairos Power, Westinghouse Electric, and Oklo.

Domestic nuclear fuel production is a huge opportunity
Centrus Energy is uniquely positioned as the only producer of HALEU for both commercial and national security applications that is licensed by the Nuclear Regulatory Commission (NRC). It's also the only company capable of producing HALEU outside of Russia, which is vital as HALEU will power the next generation of nuclear reactors.

Centrus is also the only U.S. company with a proven enrichment technology capable of meeting both commercial and national security needs. Stifel analysts have noted Centrus is "uniquely positioned" to play a significant role in rebuilding the nuclear enrichment supply chain.

Right now, Centrus relies on outside sources to deliver LEU. It has two commercial agreements to sell LEU, one of which is with TEXEX, a Russian entity, which it will need to diversify away from in the coming years. The company currently has a waiver from the Department of Energy that allows it to import LEU for all of its committed deliveries to U.S. customers in 2026 and 2027. However, the Russian LEU import ban is expected to be fully phased in by 2028 -- creating an urgent need to replace about 25% of enriched uranium currently imported from Russia.

Image source: Getty Images.

Centrus aims to produce LEU and HALEU in-house using its advanced centrifuge technology. To do this, it will need to expand the uranium enrichment capacity at its Piketon, Ohio, plant. This hinges on Department of Energy funding, private investment, and long-term customer commitments. If Centrus succeeds, it could transition from reseller to a producer of key nuclear fuels.

Is Centrus Energy stock a buy?
Centrus is well positioned to become a key player in the nuclear fuel supply chain. The stock isn't cheap by any means, priced at 48.6 times this year's projected earnings per share (EPS). However, with the recent decline in the stock price, it's well off its high valuation of 88 times this year's EPS. Its growth trajectory is heavily dependent on becoming a primary domestic supplier of nuclear fuel. The timing of the growth is uncertain, as it's tied to the build-out of its Piketon plant, which will require significant upfront investment.

Centrus' valuation remains on the high end, but reflects investor optimism about its potential role in the future of nuclear energy. The stock is pricey, which makes it vulnerable to large price swings, so it's not ideal for conservative investors with a short time frame.

That said, I believe nuclear is the future, and Centrus Energy could be an important player, which is why I think this dip is a good opportunity for investors to build a small position in the nuclear company.

These elite growth stocks are excellent long-term investments.

If you have extra cash you can commit to a long-term investment strategy, investing in leading technology companies could be rewarding over the next decade. The world is rapidly moving to a digital economy powered by artificial intelligence (AI). The growth of the best AI stocks over the past few years suggests investors see huge long-term potential.

Here are two stocks to capitalize on this opportunity.

Image source: Getty Images.

1. Palantir Technologies
Companies are adopting AI to increase efficiency in their operations, and Palantir Technologies (PLTR 0.57%) is reaping the benefits. It has expanded its software platforms from mainly serving U.S. defense intelligence to also serve Fortune 500 companies.

Palantir continues to close big deals with leading enterprises. It closed 204 deals last quarter, valued at $1 million or more, with 53 deals exceeding $10 million. This is the best quarter yet for closing large contract values. U.S. commercial revenue is exploding, more than doubling year over year in the third quarter.

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The stock is expensive, trading at 63 times 2026 revenue estimates. However, Palantir also continues to exceed expectations, which may justify the premium.

Management raised its revenue guidance for 2025. The company now expects revenue to increase by 53% for the year. Palantir also continues to produce robust growth in free cash flow, which further supports the stock's high valuation.

Wedbush Securities analyst Dan Ives believes Palantir's market cap, currently at $392 billion, will increase to $1 trillion in the next few years. The value Palantir brings to organizations in terms of cost savings will continue to drive strong revenue growth for many years to come. This company appears well-positioned to generate tens of billions of dollars in annual revenue within the next decade.

2. Alphabet (Google)
Major companies continue to migrate their data to cloud computing services to gain more insights and build applications using AI. Alphabet (GOOG +3.33%) (GOOGL +3.50%) is experiencing tremendous momentum from this opportunity, making it one of the best stocks to profit from the AI revolution.

The stock is up 55% this year, supported by record revenue. Third-quarter revenue grew 16% year over year to reach $102 billion. Revenue from Search, subscriptions, and YouTube all grew solidly in the quarter, led by enhancements to these services using AI. But investors are increasingly recognizing Google Cloud as the company's crown jewel.

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Google Cloud revenue grew 34% year over year and now has a backlog of $155 billion. This indicates that it will become a significantly larger contributor to the company's revenue growth over the next several years.

Google is well-positioned to benefit from an AI-driven economy. It has data centers, chips, and Gemini, its proprietary AI model that powers all the company's consumer services. This AI infrastructure, combined with the 2 billion users who use Google services daily, puts the company in a lucrative position.

With a capital spending budget exceeding $90 billion, all supported by its robust operating cash flows, Alphabet is well-positioned to build cutting-edge AI and grow the company's value. Investors are getting one of the most dominant tech companies at a reasonable price of just 26 times next year's earnings estimate.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of DSFIY, DSMFF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of DSP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.