A huge global rally in stocks is underway today after Palantir delivered yet another blockbuster earnings call that blew through analysts’ expectations yesterday and—separately—a poll of manufacturers showed they were surprisingly optimistic about the future.Palantir stock was up 10.86% in overnight trading, after closing 0.81% yesterday.Nasdaq 100 futures rose 0.41% this morning. Apple, Alphabet, and Amazon also rose yesterday and remained buoyant in overnight trading. S&P 500 futures were up 0.14% this mo ...

Core Insights - A significant shift in stock markets has occurred, with investors selling off software stocks due to concerns that agentic AI will render many applications obsolete [1] Group 1: Market Trends - The stock market has seen a mass sell-off of software stocks as investors react to the potential impact of agentic AI on the industry [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies and has served as an adviser to several seed-round startups, providing insights into current industry themes [1]

格隆汇2月3日｜杰富瑞分析师指出，Palantir Technologies的业绩对美国联邦支出变化高度敏感。Palantir 第四季度营收同比大增70%，达14.1亿美元，超过了分析师预期，原因在于美国政府对其人工智能技术 的需求增加。分析师称，Palantir管理层表示，美国国内需求强劲到公司已无力承接海外市场中更具雄 心的项目。因此，公司正错失国际市场的相关机会。此外，Palantir的股价相较同行以及其自身历史交 易水平存在显著溢价。 ...

瑞穗证券将帕兰提尔目标价从205美元下调至195美元。 来源：滚动播报 ...

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Core Insights - Palantir Technologies Inc. (NASDAQ:PLTR) is recognized as one of the top AI software stocks to invest in, with recent coverage from Phillip Securities giving it a Buy rating and a price target of $208 [1] - The company's fundamentals are expected to improve, and its total addressable market (TAM) is projected to grow, with Palantir currently capturing only 2.4% of its estimated $119 billion TAM from 2020 [2] - Truist Securities also initiated coverage with a Buy rating and a price target of $223, emphasizing the company's potential in aiding governments and enterprises in adopting generative AI [3] Group 1 - Phillip Securities highlighted that Palantir's AI software is growing at over 25% annually, suggesting that the addressable market has likely expanded, indicating significant upside potential for the stock [2] - Truist Securities noted the improving momentum of Palantir, particularly with the launch of its Artificial Intelligence Platform (AIP), describing it as a "best-in-class AI asset" [4] - Palantir specializes in big data analytics and AI platforms, serving key government and commercial enterprises [4] Group 2 - The stock is currently trading at a high valuation, but the strong opportunities in the generative AI space are seen as a positive factor for future growth [3] - The overall sentiment in the market suggests that while Palantir has potential, there are other AI stocks that may offer greater upside with less risk [5]

分组1: Palantir Technologies - Palantir Technologies reported fourth-quarter results with an adjusted earnings of $0.25 per share and revenue of $1.4 billion, reflecting a 69.2% year-over-year increase [3] - U.S. revenue rose by 93%, with U.S. commercial revenue growing 137% and U.S. government revenue increasing by 66% year-over-year [3] - For Q1 fiscal 2026, Palantir expects revenue between $1.532 billion and $1.536 billion, exceeding the $1.33 billion estimate, and for the full year, revenue is projected between $7.182 billion and $7.198 billion, above the consensus estimate of $6.28 billion [3] 分组2: California Electric Vehicle Incentive Program - California Governor Gavin Newsom proposed a $200 million electric vehicle incentive program aimed at first-time buyers, requiring manufacturers to offer matching incentives [4] - The program would provide rebates for passenger vehicles priced at or below $55,000, $80,000 for vans, SUVs, and pickup trucks, and $25,000 for used vehicles [4] 分组3: Amazon Job Cuts - Amazon plans to eliminate an additional 2,200 corporate jobs, following previous cuts of 14,000 in October and 16,000 announced recently [5][7] - The job separations are set to begin on April 28 across various locations in Washington, with 401 positions lost due to facility closures [6]

分组1: Palantir Technologies - Palantir Technologies reported Q4 results with an adjusted earnings of $0.25 per share and revenue of $1.4 billion, a 69.2% year-over-year increase, surpassing Wall Street's expectations of $0.23 per share and $1.34 billion in revenue [3] - U.S. revenue rose by 93%, with U.S. commercial revenue growing 137% and U.S. government revenue increasing by 66% year-over-year [3] - For Q1 fiscal 2026, Palantir expects revenue between $1.532 billion and $1.536 billion, exceeding the $1.33 billion estimate, and for the full year, revenue is projected to be between $7.182 billion and $7.198 billion, above the consensus estimate of $6.28 billion [3] 分组2: California Electric Vehicle Incentive Program - California Governor Gavin Newsom proposed a $200 million electric vehicle incentive program aimed at first-time buyers, requiring manufacturers to offer matching incentives [4] - The program would provide rebates for passenger vehicles priced at or below $55,000, $80,000 for vans, SUVs, and pickup trucks, and $25,000 for used vehicles [4] 分组3: Amazon Job Cuts - Amazon plans to eliminate an additional 2,200 corporate jobs, following previous cuts of 14,000 in October and 16,000 announced recently [5][7] - The job separations are set to begin on April 28 across various locations in Washington, with 401 positions lost due to facility closures [6]

Atlanta Fed President Raphael Bostic said on Monday, “We have so much momentum in the U.S. economy that the Fed needs to keep the policy rate in a mildly restrictive stance,” adding that he does not project any rate cuts in 2026.Following the manufacturing data, traders slightly pared expectations for Fed rate cuts. U.S. rate futures have priced in a 91.0% probability of no rate change and a 9.0% chance of a 25 basis point rate cut at the next central bank meeting in March. The next rate cut is expected to ...

格隆汇2月3日｜花旗银行将PALANTIR目标价从235美元上调至260美元。 ...