MarketPulse

tech stock rotation

2 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Palantir's 18% Pullback Offers Entry Point as Tech Rotation Creates AI Opportunity

Palantir retreats 18% amid tech sector rotation, but strong Rule of 40 score and 56% revenue growth justify premium valuation amid AI market expansion.
PLTRvaluationenterprise software
The Motley FoolThe Motley Fool··Dave Kovaleski

Microsoft Stock Rebounds From $410 Lows as Analysts Maintain $600 Bull Case

Microsoft shares fell 24% to $410 from October 2026 highs amid Azure AI slowdown concerns, but analysts see 48% upside with $600 median target.
MSFTAMZNcapital expendituresAI spending