The stock market ended mixed on Friday, as the S&P 500 edged higher on the first trading day of 2026, driven by gains in semiconductor stocks.
S&P 500 rose 0.2% to close at 6,858, while NASDAQ finished flat at 23,236.
Tweet of the Day
Great take on Figure Technology Solutions $FIGR, a stock I’m researching right now. https://t.co/fIclKO9gjd
— David Sharek (@GrowthStockGuy) December 22, 2025
Chart of the Day
Here is the one-year chart of Palantir (PLTR) as of December 15, 2025, when the stock was at $183.
Last quarter, US commercial revenue grew 121% year over year, making it the fastest-growing part of the company and accounts for 34% of total revenue. Demand is being driven by Artificial Intelligence Platform, which uses AI to create processes for how an organization operates.
Palantir closed $1.3 billion in US commercial Total Contract Value (TCV) last quarter, 342% higher than the $300 million the sales team closed in the year-ago period, with customers signing larger contracts faster as CEOs take direct ownership of AI transformation. Management emphasized that real enterprise AI at scale requires Palantir’s platform.
PLTR is currently in our Growth Portfolio. We do not have it in the Aggressive Growth Portfolio as the valuation is very high.
