Bulls and Bears: Penguin Solutions, Draftkings, Palantir — And Stocks End Week With Solid Gains

examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

U.S. stocks finished the week with solid gains as technology shares continued to drive the market higher, offsetting lingering concerns over inflation and interest rates.

The S&P 500 and Nasdaq Composite posted another week of advances, while the Dow Jones Industrial Average lagged but remained near record territory.

Investor sentiment was supported by resilient economic data and continued optimism that artificial intelligence spending will remain a powerful engine for corporate earnings, even as the Federal Reserve maintains a cautious policy stance.

Technology and semiconductor stocks once again led the market, with AI-related names benefiting from renewed confidence in enterprise spending and data center investment.

Investors continued to favor companies tied to the AI supply chain, while broader market leadership expanded beyond the largest mega-cap stocks.

At the same time, easing geopolitical tensions in the Middle East helped push oil prices lower, reducing inflation concerns and supporting risk appetite across equities.

Despite the positive momentum, investors remain focused on upcoming earnings reports and economic data that could shape the market’s next move.

Treasury yields stayed elevated as traders weighed the possibility of higher-for-longer interest rates, while analysts cautioned that lofty valuations in AI-linked stocks leave little room for disappointment. provides daily reports on the stocks most popular with investors.

Here are a few of this past week’s most bullish and bearish posts that are worth another look.

The Bulls " Fox, Comcast Remain Big Winners Of 2026 World Cup, Even With Team USA’s Exit," by Chris Katje, reports that Fox Corp. (NASDAQ: FOX, FOXA)) and Comcast Corp. (NASDAQ: CMCSA ) remained the biggest commercial beneficiaries of the 2026 FIFA World Cup despite the U.S.

Men’s National Team’s elimination in the Round of 16, as record-breaking television audiences and strong advertising demand continued to fuel ratings success for Fox Sports and Telemundo.

The article notes that the U.S.-Belgium match became the most-watched soccer broadcast in U.S. history, while the tournament’s expanded 48-team format and North American host locations helped deliver unprecedented viewership. " Penguin Solutions Delivers Q3 Double Beat, Raises FY26 Outlook On ‘Very Strong’ AI-Driven Demand," by Adam Eckert, reports that Penguin Solutions Inc. (NASDAQ: PENG ) surged after posting a fiscal third-quarter earnings and revenue beat, driven by robust demand for AI infrastructure and high-performance computing solutions.

The company exceeded Wall Street expectations on both the top and bottom lines and raised its fiscal 2026 outlook, with management citing "very strong" AI-driven demand, expanding customer deployments and continued momentum across its AI server and memory businesses. " Michael Burry Bullish On Sportsbooks, Goes Long DraftKings, Flutter," by Erica Kollmann, reports that famed investor Michael Burry has taken sizeable long positions in DraftKings Inc. (NASDAQ: DKNG ) and Flutter Entertainment plc (NYSE: FLUT ), arguing that the growing threat from prediction markets will ultimately be curtailed by regulators.

Burry said his position is weighted roughly 60% toward Flutter and 40% toward DraftKings, reflecting his belief that prediction markets currently benefit from a regulatory loophole that allows them to compete with traditional sportsbooks without the same state taxes and oversight, a disparity he expects lawmakers to eventually eliminate.

The move marks a notable shift for Burry, who has recently been best known for his bearish bets against AI-related stocks.

For additional bullish calls of the past week, check out the following: Broadcom and Nvidia Just Made Morningstar’s ‘Cheap Stocks to Buy’ List Crinetics Pharmaceuticals Stock Doubles After The Close: Here’s Why Micron Is Up 700%.

It’s Still Cheaper Than Nvidia, AMD And Even Intel The Bears " Nvidia, Microsoft, Palantir Are All Exposed: CIO Warns Investors May Be Missing The Real Risk," by Surbhi Jain, reports that SEI Investments CIO Nathan Shetty believes investors are focusing too heavily on AI earnings growth while overlooking a potentially larger threat: persistently high interest rates.

Shetty argues that AI leaders such as Nvidia Corp. (NASDAQ: NVDA ), Microsoft Corp. (NASDAQ: MSFT ) and Palantir Technologies Inc. (NASDAQ: PLTR ) remain highly vulnerable to valuation compression if the Federal Reserve keeps rates elevated for longer than markets expect, because their current valuations assume years of strong growth supported by lower discount rates.

He noted that Nvidia trades at roughly 31 times earnings, Microsoft at about 23 times, and Palantir at more than 148 times earnings, warning that even exceptional companies can see their stocks decline if investors begin demanding lower valuation multiples in a higher-rate environment. " Rackspace Technology Stock Tanks After Cutting 2026 Outlook," by Adam Eckert, reports that Rackspace Technology Inc. (NASDAQ: RXT ) shares plunged more than 29% after the cloud computing company slashed its 2026 revenue outlook, saying it will exit several low-margin businesses — including public cloud resale, certain colocation services and basic hosting — to accelerate its transition toward higher-margin enterprise AI offerings.

The company also cited deployment delays caused by supply timing and geopolitical factors, and filed a prospectus to sell up to $250 million of common stock. " Why ZIM Stock Is Falling On Hapag-Lloyd Merger Update," by Lekha Gupta, reports that ZIM Integrated Shipping Services Ltd. (NYSE: ZIM ) shares fell after the company provided an update on its pending $4.2 billion all-cash acquisition by Hapag-Lloyd, saying it continues to work with regulators and relevant state authorities as the deal undergoes review ahead of an expe