Christian Garrett, 137 Ventures partner, joins 'Money Movers' to discuss being an early investor in Palantir. ...

Palantir Technologies Inc. PLTR is back in the spotlight with its second-quarter earnings report due after market close on Monday. The stock has soared by more than 110% year-to-date and over 560% in the past year. It's now trading just shy of its 52-week high of $160.92, closing in on that level Monday morning with a 2.9% gain to $158.79. While Palantir has beaten estimates in recent quarters, investors are on edge—will the AI- fueled rally justify itself? View PLTR stock's wide ride here. PLTR Stock: A Bu ...

Core Viewpoint - US AI application software stocks experienced an initial rise on Monday, indicating positive market sentiment towards this sector [1] Company Summaries - Palantir (PLTR.US) saw an increase of over 3% ahead of its latest earnings report scheduled for after market close today [1] - Unity Software (U.US) rose by more than 7%, reflecting strong investor interest [1] - Shopify (SHOP.US) increased by over 4.5%, suggesting positive market dynamics for e-commerce platforms [1] - Cloudflare (NET.US) experienced a rise of over 3.7%, indicating continued growth in the cloud services sector [1]

Core Viewpoint - The AI application software stocks in the US market experienced an upward trend on Monday, with notable gains in several companies ahead of their earnings reports [1] Company Summaries - Palantir (PLTR.US) saw an increase of over 3% and is set to release its latest earnings report after the market closes today [1] - Unity Software (U.US) rose by more than 7% [1] - Shopify (SHOP.US) increased by over 4.5% [1] - Cloudflare (NET.US) gained more than 3.7% [1]

智通财经APP获悉，在Palantir(PLTR.US)即将公布财报之前，投资者们又看到了一幅熟悉的情形——该 股股价接近历史高位，市盈率在标普500指数成分股中高居榜首。华尔街长期以来一直对Palantir失控的 估值持谨慎态度，给予该股"卖出"或"持有"评级的分析师数量是给予"买入"评级的分析师数量的两倍 多。该股的远期市盈率高达236倍，是第二昂贵的科技公司CrowdStrike(CRWD.US)的两倍多，是同类科 技公司的八倍之多。 然而，这种狂热也引发了一些不安。如果Palantir想要让投资者满意，那么在本周一美股盘后发布财报 时，该公司需要达到极高的预期门槛。Robert W. Baird & Co. 董事总经理 Ted Mortonson 表示："Palantir 现在处在一个必须交出爆炸性数据的境地，他们必须彻底击败市场预期。" DA Davidson的科技研究主管Gil Luria指出，Palantir的每股收益在过去几个季度"轻松"超出预期。他认 为该公司似乎"比其他任何一家上市软件公司都更有动能"，而市场预期也"前所未有地高"。他提到， Palantir预计的2025年有机营收增长率为 ...

Palantir’s rally is turning early insiders into billionaires, with CTO Shyam Sankar the latest to join the ranks https://t.co/EHKEYuiQNq ...

"脆弱就业"拉响政策转向警报!本周财报成市场情绪试金石。上周五，美国股市从历史高点暴跌，原因是最新就业数据揭示美国 劳动力市场根基不如预期稳固。市场定价和经济学家认为，上周五的报告很可能改变整体经济叙事以及美联储未来的政策走 向。根据芝商所美联储观察工具(CME FedWatch Tool)的数据，在周五就业报告发布后，市场对美联储9月降息的概率预期从之 前一天的38%飙升至83%。尽管经济增长担忧给市场蒙上阴影，但在此之前，大型科技公司的财报显示人工智能(AI)领域的投资 不会在短期内停止，市场原本度过了积极的一周。凯投宏观高级市场经济学家James Reilly在给客户的报告中写道，上周五的市 场抛售很可能"过头了"，因为AI仍将是全球股市的"关键驱动力"。而在本周，经济数据面相对清淡，市场将迎来122家标普500 成分股密集披露财报，包括Palantir(PLTR.US)、礼来(LLY.US)和迪士尼(DIS.US)等行业巨头。 大摩继续看涨美股：盈利前景强劲，建议逢低买入。摩根士丹利策略师Michael Wilson周一表示，由于未来一年的企业盈利前景 强劲，投资者应该趁美国股市抛售之际买入。Wils ...

盘前市场动向 1. 8月4日(周一)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.44%，标普500指数期货涨0.56%，纳指期货涨 0.79%。 | = US 30 | 43,778.50 | 43,895.50 | 43,507.50 | +189.90 | +0.44% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,272.90 | 6,282.90 | 6,225.00 | +34.90 | +0.56% | | 트 US Tech 100 | 22,942.10 | 22,961.00 | 22,705.30 | +178.80 | +0.79% | 2. 截至发稿，德国DAX指数涨1.11%，英国富时100指数涨0.41%，法国CAC40指数涨0.86%，欧洲斯托克50指数涨1.29%。 | 德国DAX30 | 23,730.79 | 23,758.65 | 23,503.00 | +259.42 | +1.11% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9,1 ...

Let's talk about Palunteer and whether or not we should see some fireworks. The options market, I'm just checking right now, is implying a pretty decent size move. What exactly is the street expecting or analysts expecting when it comes to Palunteer's results.>> Yeah, Dom Street's expecting upside here in terms of the quarter, but I think Street's underestimated. I mean, we're seeing this AI revolution. Palunteer is one of the leaders, and I think that's why they're the messy of AI.You know, when it comes t ...

该合同预计完成日期为2035年7月31日。 截至发稿，Palantir盘前涨1.98%。 智通财经APP获悉，Palantir(PLTR.US)的子公司Palantir USG Inc.已经获得美国陆军授予的一份价值100 亿美元的固定价格合同。根据该合同，美国陆军将把现有的分包合同和主合同整合为一份全面的企业协 议。 ...