Though rare, dissenting opinions do exist when it comes to the most influential businesses in the AI arena. Nvidia: Implied downside of 42% Arguably no AI stock is more loved by Wall Street than Nvidia. Its graphics processing units (GPUs) hold the bulk of AI-data center market share and act as the brains powering split-second decision-making, generative AI solutions, and the training of large language models. Out of the 66 analysts who've issued a buy-, hold-, or sell- equivalent rating on Nvidia, 59 rate ...

Palantir’s stock rose more than 8% to another intraday high Tuesday, after the software firm reported $1 billion in quarterly revenue for the first time while citing an “astonishing” impact from artificial intelligence.https://t.co/kQ26inpjfN https://t.co/C49rH50r0q ...

Group 1 - Angelalign (06699) opened nearly 19% higher after a positive earnings forecast, driven by strategic price adjustments in its core Chinese business and continued growth in revenue outside China [1] - Songjing Technology (01079) resumed trading with an opening increase of over 40% [1] - Jingtai Holdings (02228) opened more than 9% higher after announcing a significant partnership with DoveTree, valued at approximately HKD 47 billion (USD 5.99 billion) for AI pharmaceutical development [1] Group 2 - Shunmei Co., Ltd. (02145) saw an early morning increase of over 5%, projecting a revenue of RMB 4.09 billion to RMB 4.11 billion for the first half of 2025, a year-on-year growth of 16.8%-17.3% [2] - Nine Dragons Paper (02689) rose over 10% following the successful commissioning of its PM56 production line, which can produce 250,000 tons of high-grade cultural paper annually [2] Group 3 - Giant Star Legend (06683) increased over 1% after announcing a collaboration with Jiushi Wen Chuan for a large-scale IP and cultural tourism project in Shanghai [3] - South Manganese Industry (01091) surged over 15%, expecting to turn a profit of at least HKD 150 million in the first half of 2025, compared to a loss of HKD 162.8 million in the same period of 2024 [3] Group 4 - China Shenhua (01088) rose over 3% after announcing plans to acquire significant assets from its controlling shareholder, which would enhance its coal production capacity by 74.5% [4] - Boya Interactive (00434) fell over 6% due to a profit warning, expecting a decrease of approximately 25%-35% in profit for the first half of 2025 compared to the same period in 2024 [4] Group 5 - Wuling Motors (00305) increased over 9% after announcing a projected net profit of approximately RMB 84 million for the first half of 2025, a significant increase from RMB 21.125 million in the same period of 2024 [5] Group 6 - Hims & Hers Health (HIMS.US) dropped 12.36% after reporting second-quarter sales of USD 545 million, below market expectations [6] - Palantir (PLTR.US) rose 7.85% after reporting second-quarter revenue of over USD 1 billion, a 48% year-on-year increase [6] Group 7 - Futu Holdings (FUTU.US) increased by 2.82% after UBS raised its target price, citing strong expected performance in the second quarter [7] - Daqo New Energy (DQ.US) rose 3.68% as market signals indicated positive changes in the photovoltaic polysilicon sector [7] Group 8 - Li Auto (LI.US) saw a slight increase in stock price after announcing adjustments to its electric vehicle model pricing [8] - Vertex Pharmaceuticals (VRTX.US) fell 20.60% after failing to meet key endpoints in a clinical trial [8] Group 9 - Chinese gaming stocks collectively rose, with Bilibili (BILI.US) up 2.07% following a report indicating a 14.08% year-on-year increase in the domestic gaming market [9] Group 10 - Taiwan Semiconductor Manufacturing Company (TSM.US) fell 2.70% amid reports of a potential technology leak involving its 2nm chip process [9] - Advanced Micro Devices (AMD.US) decreased by 1.40% despite reporting a 32% year-on-year revenue increase for the second quarter [10]

Summary of Palantir Technologies (PLTR) Conference Call Company Overview - **Company**: Palantir Technologies (PLTR) - **Market Cap**: $413.4 billion - **Enterprise Value**: $411.4 billion - **Industry**: Emerging Software Key Financial Highlights - **2Q Revenue**: $1,004 million, which is 7% above Street estimates and represents a 48% year-over-year growth [1][20] - **EBIT Margin**: 46%, which is approximately 320 basis points above expectations [1] - **3Q Revenue Guidance**: 11% above Street estimates [1] - **2025 Revenue Guidance**: Raised by 7% at midpoint, with EBIT margin increased to 46% from 44% [1] - **Free Cash Flow**: $569 million, a 283% increase year-over-year [20] Commercial and Government Segments - **Commercial Business Growth**: Accelerated to +92% year-over-year, with notable customer use cases including Citibank and Fannie Mae [19] - **Government Business Growth**: Increased by 53% year-over-year, driven by demand for AI in defense and intelligence [19] - **Key Contracts**: - $218 million delivery order for the US Space Force - Increased ceiling for the Maven smart system contract to $795 million [19] Valuation and Price Target - **Price Target**: Raised to $141 from $90, based on a valuation of 95x EV/FCF estimates [21] - **Valuation Metrics**: - 2025E Revenue Growth: 47% - 49% Free Cash Flow margin [22] Risks and Concerns - **Potential Risks**: - Slowing momentum in the commercial segment due to macroeconomic factors - Increased competition and availability of off-the-shelf AI solutions [23] - **Positive Outlook**: Tailwinds in the government segment could drive revenue acceleration [23] Additional Insights - **Customer Engagement**: Palantir is capturing meaningful wallet share in enterprise AI engagements, indicating strong customer reliance on its solutions [2] - **Investment in AI**: Palantir is investing in AI features to enhance customer value and accelerate development processes [3][18] - **Market Performance**: The stock has seen a significant increase of 48% since the last earnings report [1] Conclusion Palantir Technologies is demonstrating strong growth in both commercial and government sectors, with significant revenue and free cash flow increases. The company is well-positioned in the enterprise AI market, although it faces potential risks from competition and macroeconomic conditions. The raised price target reflects confidence in its future performance.

Palantir shares closed at a record high on Tuesday after the data analytics software provider raised its full-year outlook amid booming demand for its AI platform. Monitor these chart levels. https://t.co/Bm7Z0JgzXJ ...

Palantir Jumps 8% To Record High After Revenue Boosted By ‘Astonishing’ AI Impact https://t.co/9ZBlNvfiYB ...

Palantir’s stock rose more than 8% to another intraday high Tuesday, after the software firm reported $1 billion in quarterly revenue for the first time while citing an “astonishing” impact from artificial intelligence.https://t.co/kQ26inpjfN https://t.co/GSjlJd5T83 ...

Sometimes traditional stock analysis just lets you down. That's how I feel about the stock of Palunteer and it is the best acting stock in the S&P 500. Up almost 8% today after great earnings and 109% year to date after this oil quarter.Palanteer has bedeled many of the analysts who cover the company ever since it came public almost 5 years ago. They have a difficult time evaluating it because it seems so overvalued. The software company/ AI consultant trades at over 200 times next year's earnings estimates ...

周一盘后，Palantir发布了2025年第二季度财报。业绩全面超出市场预期，并上调了全年业绩指引，刺 激盘后股价上涨约4%。这份财报不仅刷新了公司的营收纪录，也再次强化了其在人工智能（AI）业务 领域的竞争优势。 关键财务数据显示，本季度总营收达到10.04亿美元，同比增长48%，首次突破十亿美元大关，显著高 于市场预期的9.4亿美元。调整后每股收益（EPS）为0.16美元，超过预期的0.14美元。运营现金流为 5.39亿美元，自由现金流5.69亿美元，现金流转化率达到57%，盈利能力和现金流表现均保持稳健。 从收入结构来看，美国市场是增长的主要驱动力。美国商业收入达到3.06亿美元，同比大幅增长93%； 美国政府收入为4.26亿美元，同比增长53%。商业业务的高速扩张，使Palantir的收入结构更加均衡，不 再过度依赖政府合同。 公司高管在财报电话会上也释放了乐观信号。首席执行官Alex Karp表示："这是一份爆炸性的财报，怀 疑论者已经被征服。AI业务正在对我们的营收产生惊人的影响。" 首席技术官Shyam Sankar指出："在 AI监管放松的背景下，我们的技术将在更多市场落地，这只是个开始。" ...

智通财经APP获悉，Palantir(PLTR.US)召开FY25Q2财报电话会。Palantir表示，未来5年美国业务有望实 现10倍收入增长，很多公司在财报会上提及Palantir，让合作更顺利，无需从陌生状态起步，起点更高 且能持续提升。公司维持小规模灵活销售团队，由资深员工负责大交易，瑞安全职处理合同，专注于创 造价值再获取回报。 Q：除了使用大型语言模型（LLM）之外，Palantir 是如何让人工智能对一线工作者和决策者（而非仅 仅是数据科学家）更有用的？ A：象牙塔的 AI 研究者与一线实际情况差异很大。但我们始终扎根于生产一线——无论是工厂车间的 工人还是消防单元。我们在一线看到，AI 正赋予美国工人超能力：ICU 护士有更多时间陪伴患者，减 少整理临床记录的时间；潜艇基地工人从 3 天的零件报价工作中解放，专注解决生产问题。 最让我兴奋的是松下能源的案例，我们开发的 AI 能培训曾在赌场工作的工人操作精密的日本高端电池 技术。这扩大了就业，增强了能动性和创造力，也是我们推行 "美国科技奖学金" 的原因。实际中，一 些创意 AI 应用来自蓝领工人（如自学的汽车从业者），他们不仅用 AI，还构建 ...