消息面上，Palantir第二季收入首破10亿美元，同比增长48%、环比增长14%，高于市场预期的9.4亿美 元；经调整每股盈利16美仙，高于预期的14美仙。期内，美国业务收入同比增长68%达7.33亿美元，其 中美国商业业务更增长近一倍达3.06亿美元。公司上调全年业绩预期，目前预计全年收入将在41.42亿至 41.5亿美元之间，高于之前预期的38.9亿至39亿美元。(格隆汇) 格隆汇8月5日｜美国国防软件及数据分析公司Palantir(PLTR.US)盘前涨超5.5%，报169.55美元，开盘后 势创历史新高。 ...

Meta Platforms could be a $4.7 trillion company in five years, in which case it would be worth more than Palantir and Nvidia combined today. Here's the bottom line: Meta Platforms is the second largest ad tech company, behind only Alphabet's Google, and it is successfully using AI to strengthen its value proposition for consumers and brands. Ad tech spending is forecast to increase at 14% annually through 2030, according to Grand View Research. That gives Meta a good shot at similar earnings growth within i ...

Palantir posted second-quarter earnings that topped analysts' expectations and raised its outlook on strong demand for its Artificial Intelligence Platform. https://t.co/RSvCNqQKJW ...

A Palantir exec had some strong words for Large Language Models. The Denver-based AI software company reported its first-ever billion-dollar quarter in Monday's Q2 earnings report, and the executives opened the investors call with comments on LLMs and how it plans to win the AI race. "LLMs, on their own, are at best a jagged intelligence divorced from even basic understanding," Ryan Taylor, the company's chief revenue officer and chief legal officer, told shareholders on the earnings call. "In one moment, t ...

Palantir再次上调了全年业绩指引，预计全年营收将增长约6.5%，营业利润指引上调约11.4%。 二季度调整后每股收益(EPS)为0.16美元，同比增长77.8%，同样高于分析师预期。公司二季度调整后营 业利润率达到46%，同比增速也显著加快。 Palantir第二季度营收达10.04亿美元，同比大幅增长48%，首次突破10亿美元大关，超出分析师预期的 9.393亿美元。 CEO亚历克斯.卡普表示，AI的突破是公司增长的关键驱动力，并重申了公司成为"未来占主导地位的软 件公司"的战略目标。 ...

Market Overview - Markets experienced a strong rebound, with the Dow gaining +585 points (+1.34%), S&P 500 up +91 points (+1.47%), Nasdaq increasing +403 points (+1.95%), and Russell 2000 rising +44 points (+2.05%) [1] Bond Market - Bond yields remained steady, with the 10-year yield at +4.20% and the 2-year yield at +3.69%, indicating a potential need for interest rate reductions [2] Economic Indicators - Factory Orders for June reported a decline of -4.8%, which was better than expected, following a record high increase of +8.3% in the previous month [3] Company Earnings - Palantir Technologies reported Q2 earnings of 16 cents per share, beating expectations, with revenues reaching $1.0 billion, surpassing the anticipated $938.3 million, marking a +68% growth in the U.S. market, +93% in commercial, and +53% in government sectors [4] - Palantir's revenue guidance for the next quarter is set at a low-end of $1.083 billion and $4.14 billion for the full year, exceeding previous estimates [5] - Hims & Hers Health reported earnings of 17 cents per share, missing consensus estimates, with revenues of $545 million falling short of the expected $553.2 million, leading to a -12% drop in after-market trading [6] - Vertex Pharmaceuticals saw a significant decline of -13.5% despite beating earnings estimates, due to the failure of a pain drug in Phase 2 testing and the resignation of CSO David Altshuler [7] Upcoming Earnings Reports - Anticipation builds for Q2 earnings reports from major companies including Caterpillar, McDonald's, Pfizer, and Amgen, with AMD and Rivian reporting after the market closes [8] Trade Deficit and Economic Data - The U.S. Trade Deficit is expected to improve to -$61.0 billion from -$75.5 billion, with S&P and ISM Services PMI expected to remain above the growth threshold of 50 [9]

Palanteers results are out. What do you make of this report. >> It's a blowout across the board.I mean, look, that's why they're the messy of AI, right. I mean, it just speaks to this is transformational the type of growth they're seeing. And you combine that with what we saw last week from the hyperscalers that that just shows this AI revolution.It's just starting in terms of the next stage of growth. Huge huge step forward for Palanteer. Karp telling me Dan Alex Karp CEO said told me there is no one in so ...

Palantir's CEO, Alex Karp, saw no reason to be humble after his company's blockbuster second-quarter earnings. "As usual, I've been cautioned to be a little modest about our bombastic numbers, but there's no authentic way to be anything but have enormous pride and gratefulness about these extraordinary numbers," he said as he kicked off his part of the earnings call on Monday. He struck a similar tone in his letter to shareholders. The company also raised its full-year revenue guidance midpoint to just nort ...

Palantir Technologies on Monday raised its annual revenue forecast for the second time this year, expecting robust demand for its AI-linked services from businesses and governments, sending its shares up 5% in extended trading.Initially backed by the CIA, the company has capitalized on its expertise in managing and analyzing data to help train and run new artificial intelligence apps using its platforms.The data analytics and defense software firm projected revenue in the range of $4.14 billion to $4.15 bil ...

Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.29%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.13, delivering no surprise.Over the last four quarters, the compa ...