Buy on Pullback: Palantir and Celestica Highlighted as AI Stocks With Upside

Investment analyst discusses September stock market strength and highlights Palantir Technologies and Celestica as buy-on-pullback opportunities amid AI sector momentum.

The article covers key market developments including strong September performance despite seasonal weakness, driven by Oracle's guidance boosting data center stocks. A Texas-based subprime auto lender Tricolor Holdings filed for bankruptcy with fraud allegations, potentially impacting the $80 billion subprime auto market and affecting BlackRock and J.P. Morgan investments. The piece also examines how expiring EV tax credits and EPA emission standard rollbacks will significantly impact automakers, with GM and Ford expected to save billions on regulatory credits while Tesla and Rivian face headwinds.

• Palantir Technologies identified as strong buy-on-pullback opportunity alongside Celestica due to expanding margins
• Tricolor Holdings bankruptcy raises concerns about subprime auto loan market stability and proper loan structuring
• Major automakers GM and Ford positioned to save billions from eliminated EPA emission credit requirements
• EV market facing headwinds from expiring tax credits and regulatory changes benefiting traditional automakers