Palantir Technologies ( NYSE:PLTR ) has ridden the artificial intelligence (AI) wave with relentless force through 2025, delivering data analytics platforms that governments and enterprises can't get enough of.
US stocks have been in a sharp uptrend over the past seven months, with the benchmark S&P 500 index currently up more than 35% versus its year-to-date low in April. Still, a handful of outperformers are trading at relatively low forward valuations heading into 2026.
Overseas Equity ETF posted a return of 7.27% in the third quarter of 2025. Leading contributors in the First Eagle Overseas Equity ETF this quarter included Samsung Electronics Co Ltd Pfd Non-Voting, Alibaba Group, Barrick Mining, Newmont and Prosus N.V. Class N. The leading detractors in the quarter were Shimano, FUCHS SE Pref Registered Shs, SMC Corporation, Haleon and Philip Morris.
Global Equity ETF posted a return of 1.80% in the third quarter of 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Oracle, Alphabet Inc. Class C, Samsung Electronics Co Ltd Pfd Non-Voting, Barrick Mining and Newmont Corporation. The leading detractors in the quarter were Elevance Health, Philip Morris, Shimano, Comcast Corporation Class A and Salesforce.
Newmont Mining (NEM) is recommended as both a trade and investment, benefiting from gold's outperformance and conservative management. Central banks' continued gold buying and a shift from Bitcoin to gold support further gains for gold and gold miners like NEM. NEM's restructuring, cost reductions, and disciplined capital allocation position it well, especially with energy costs falling and gol...
Two beaten-down income machines are flashing rare deep-value signals. Major macro trends are creating powerful tailwinds that the market is overlooking. I am doubling down while prices stay dislocated and yields remain elevated.
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