Group 1 - Trump is expected to announce a new Federal Reserve chair soon, narrowing down candidates to four, excluding Treasury Secretary Scott Bencet [2] - Trump plans to impose drug tariffs starting small and eventually reaching 250%, with an initial rate not disclosed [2] - Trump threatened to significantly increase tariffs on India within 24 hours due to its oil purchases from Russia, although he did not specify new rates [3] Group 2 - The EU has decided to suspend retaliatory tariffs against the US that were set to take effect on August 7, while still retaining the option to reinstate them [5] - The EU is currently in discussions with the US to implement a trade agreement reached last month, amid dissatisfaction from several EU member states regarding the perceived leniency of the agreement [5] - US stock markets opened higher, with notable gains in companies like Pfizer and British Petroleum, while cryptocurrency stocks like Coinbase saw declines [6] Group 3 - Palantir's stock surged by 8% to reach a new all-time high, with its market capitalization exceeding $400 billion, following an upgrade in target price by Wedbush from $160 to $200 [7]

Market Overview & Trends - US futures are heading higher after a tumultuous week on Wall Street [1] - President Trump threatened to hike tariffs on India due to its purchases of Russian oil [1] - Gold price forecast raised by Citi to $3,500 per ounce over the next 3 months due to deteriorated US growth and inflation outlook [44] Company Earnings & Performance - BP reported adjusted profits of $2.4 billion for the second quarter, a third higher than analysts expected, and raised its quarterly dividend by 4% [1] - Palantir reported a 48% increase in revenue for the second quarter to more than $1 billion [1] - Pfizer's adjusted earnings per share came in at $0.78, exceeding the expected $0.58, with revenue at $14.65 billion versus an expected $13.5 billion; plans $7.2 billion in cost savings by 2027 [5][6] - Caterpillar's earnings per share came in at $4.72, lower than the expected $4.88, but revenue exceeded expectations at $16.57 billion versus $16.33 billion [8][9] - Marriott International's adjusted earnings came in at $2.65, beating expectations of $2.61, with revenue at $6.74 billion against an expected $6.68 billion [11] - Saudi Aramco is reporting a profit decline for the 10th straight quarter, free cash flow fell 20% in the second quarter [31] - Diageo expects to save about $625 million, up from $500 million previously expected, but forecasts flat sales for fiscal 2026 due to tariffs [32][33] IPO Market - IPO market is warming back to life after the 2022 bear market [14] - In Q1 2021, there was $131 billion in IPOs offered in the US [17] - Over 90% of IPO stocks trade lower than they did on their first day of trading [26] Company Specific News - TSMC is reporting a possible leak of trade secrets related to its advanced chip techniques [29] - Disney's third quarter earnings are expected, with focus on parks and streaming business [34]

周二，Palantir(PLTR.US)股价触及历史新高，截至发稿，该股涨超8.6%，报174.5美元。消息面上， Palantir第二季度营收同比大增48%，首次突破10亿美元大关，连续第八个季度实现营收加速增长。 ...

智通财经APP获悉，周二，Palantir(PLTR.US)股价触及历史新高，截至发稿，该股涨超8.6%，报174.5美 元。消息面上，Palantir第二季度营收同比大增48%，首次突破10亿美元大关，连续第八个季度实现营收 加速增长。 ...

Palantir Technologies stock (NASDAQ: PLTR) has had a remarkable run this year, more than doubling since early January to trade at around $160 per share. The stock has been buoyed by surging interest in generative AI and a wave of new government contracts following the re-election of Donald Trump as U.S. President. Earnings momentum has also been strong: Palantir recently delivered a beat-and-raise quarter, with Q2 revenue growing 48% year-over-year to over $1 billion. The company raised its full-year revenu ...

Palantir stock popped more than 7% Tuesday after the software analytics provider lifted its full-year outlook, boosted by the artificial intelligence wave. U.S. revenues grew 68% year over year $733 million, while U.S. commercial revenues nearly doubled from $306 million in the year-ago period. CEO Alex Karp called the earnings results a "once in a generation, truly anomalous quarter" during an earnings call with analysts. Palantir's U.S. government revenues rose 53% from the year-ago period to $426 million ...

Dan Ives of Wedbush Raising his price Target and Palantir to $200, writing, we believe it in the next few years, volunteer has the potential to be $1,000,000,000,000 cap dollar market cap as the AI revolution takes hold. Dan, I am sure you are listening to what Mandeep was saying about how there is no way for the valuation of Palantir to be more than the combined market caps of Salesforce and Adobe. They can't grow into this quickly enough.What is your counterpoint. And I wonder what Mandeep is going to say ...

In all my analyses of Palantir (NASDAQ: PLTR ), my rating was a hold, except for the last one, where my rating was a sell . In a nutshell, my thesis was that even with the tailwinds of defenseEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we ha ...

Market Overview - As of August 5, 2025, U.S. stock index futures showed mixed movements with Dow futures down 0.01%, S&P 500 futures up 0.19%, and Nasdaq futures up 0.29% [1] - European indices also saw positive performance, with Germany's DAX up 0.77%, UK's FTSE 100 up 0.54%, France's CAC40 up 0.21%, and the Euro Stoxx 50 up 0.34% [2][3] - WTI crude oil prices fell by 0.89% to $65.70 per barrel, while Brent crude oil dropped by 0.76% to $68.24 per barrel [3][4] Economic Insights - MUFG reported a significant shift in market sentiment towards interest rate cuts, with a 90% probability of a rate cut in September following disappointing non-farm payroll data [5][6] - San Francisco Fed President Mary Daly indicated a growing likelihood of multiple rate cuts this year, with the market pricing in at least two cuts by the end of the year [6] - Goldman Sachs warned of a potential slowdown in U.S. GDP growth to 1.1% in Q4 2025, citing weak consumer spending and investment due to tariff pressures [9] Company Performance - Palantir reported a record quarterly revenue exceeding $1 billion, driven by strong growth in U.S. government and commercial orders, with a 48% year-over-year increase [10] - Pfizer's Q2 revenue grew by 10% to $14.65 billion, surpassing expectations, and the company raised its full-year profit guidance [11] - BP's Q2 profit exceeded expectations at $2.35 billion, with plans for a comprehensive business review under new leadership [12] - Yum China reported a 14% increase in operating profit, reaching $304 million, with a net addition of 336 stores in Q2 [13] - Diageo's FY2025 sales slightly declined but showed organic sales growth of 1.7%, with plans for further cost reductions amid economic uncertainty [14]

Palanteer beating expectations, surpassing a billion dollars in quarterly revenue for the first time and raising its fullear outlook not only above what it had previously said, but even above above what Wall Street had been expecting, higher numbers than that. It says that's happening among demand for its AI software continues to accelerate. Joining us right now is Greg Moscowitz.He is Missouo's senior enterprise software analyst. And and Greg, thanks for being here this morning. I I know you were thinking ...