Yahoo Finance·2025-09-14 23:11Group 1: Palantir Technologies - Palantir Technologies has experienced a significant surge in demand for its AI platform, leading to a notable increase in its stock price [1] - The company's revenue and earnings growth in recent quarters has resulted in a 5x increase in stock price over the past year, with a current market cap of $385 billion [2] - The strong demand for Palantir's AI software has driven its stock performance, but it is currently trading at a high valuation multiple [8] Group 2: ASML Holding - ASML Holding is a key player in the semiconductor industry, holding a near-monopoly in extreme ultraviolet lithography (EUV) machines essential for advanced chip manufacturing [4][5] - The company reported a 40% sequential increase in net bookings to 5.5 billion euros in Q2 and expects 15% revenue growth to 32.5 billion euros by the end of 2025 [6] - ASML's revenue increased by 34% in the first half of 2025, indicating potential for stronger-than-expected performance due to robust AI infrastructure spending [7]