Black Creek Investment Management acquired 502,120 shares of Eagle Materials for $103.78 million in Q4 2025, representing 5.1% of its portfolio. The investment signals confidence in construction's next cycle, with Eagle Materials showing resilient operating metrics including 9% cement volume growth and 34% organic aggregates growth, despite residential softness. The company maintains disciplined leverage at 1.8x net debt ratio and continues share buybacks.

Palantir delivered exceptional Q4 2026 results with $1.41B revenue (70% YoY growth) and 57% adjusted operating margins, beating expectations and raising full-year guidance to $7.18-7.20B (61% growth). The U.S. commercial segment surged 137% YoY, while government revenue grew 66%. Despite a 142x forward earnings valuation, the company's consistent beat-and-raise track record and strong contract pipeline support continued momentum in enterprise AI infrastructure.

U.S. Treasury Secretary Scott Bessent announced the cancellation of all 31 contracts with Booz Allen Hamilton ($4.8 million annual spending, $21 million total obligations) due to the firm's failure to protect sensitive taxpayer data. The decision stems from a 2018-2020 IRS data breach where former employee Charles Littlejohn stole and leaked confidential tax returns of approximately 406,000 taxpayers, including President Trump's. Booz Allen's stock dropped 8.12% on the news.

The U.S. Treasury Department cancelled all contracts with Booz Allen Hamilton, totaling $21 million in commitments, citing a data breach where an employee leaked tax records of hundreds of thousands of people between 2018 and 2020. The cancellation has caused BAH shares to drop nearly 11%, with investors concerned about potential further contract cancellations from the Trump administration.

Natural gas surged over 30% to above $6/MMBtu due to Winter Storm Fern, marking the largest weekly gain ever for a Nymex contract. Silver jumped 13% to $116/oz, its best day since 2008, while gold rose 2.2% to $5,100. U.S. equities gained modestly with the S&P 500 and Nasdaq up 0.7%, driven by technology and mining stocks. Dollar weakness supported the commodity rally.

U.S. stock futures rose modestly Thursday evening after President Trump announced a deal securing 'total' U.S. access to Greenland, easing recent tariff tensions with the European Union. The S&P 500, Nasdaq, and Dow futures all posted small gains. Despite market optimism, precious metals continued rallying with gold up 2.30% and silver up 2.11%, while Asian markets opened higher on Friday.

The government shutdown has created significant economic uncertainty, impacting Federal Reserve data collection and potentially disrupting December rate cut expectations. The market is repositioning for potential volatility, with implications for rate-sensitive sectors and economic growth in Q1 2026.

NVIDIA collaborated with Booz Allen, Cisco, MITRE, ODC, and T-Mobile to create the first AI-native wireless stack for 6G, enabling advanced applications like multimodal integrated sensing and communications with unprecedented spectral efficiency.

Booz Allen Hamilton reported weaker-than-expected Q2 2026 earnings, missing profit estimates and lowering full-year guidance due to a funding slowdown in its civil business segment, causing its stock to drop over 10%.

BigBear.ai is a technology company developing AI-powered decision intelligence solutions for various industries, including national defense and enterprise applications. The company has gained credibility as a defense tech innovator, and it is now leveraging its expertise to expand into the private sector. However, the company faces intense competition from larger tech rivals and uncertainties around its ability to maintain its innovative edge and generate consistent profitability.

SMX, a technology and mission solutions provider, has appointed Scott Barr as its new Chief Operating Officer. Barr brings over 25 years of leadership experience in the federal contracting industry and will focus on optimizing operational performance, scaling delivery capabilities, and ensuring mission-focused outcomes for SMX's customers.

Several large-cap stocks, including PDD Holdings, Regeneron Pharmaceuticals, and Burlington Stores, were among the top losers last week, with declines ranging from 11.9% to 29.3%. The reasons for the losses varied, from mixed clinical trial results to earnings misses and tariff concerns.