Palantir and AMD earnings: Key takeaways for investors

Palantir's Financial Performance - Palantir's Q2 EPS is 16 cents, exceeding the expected 14 cents [1] - Revenue increased by 48% to $1004 billion, surpassing the anticipated $93925 million [1] - Q3 adjusted operating income is projected between $493 million and $497 million, exceeding expectations [2] - Q3 revenue is expected to range from $1083 billion to $1087 billion, also surpassing expectations [2] - Adjusted operating income guidance for the year is raised to between $1912 billion and $192 billion, exceeding expectations [2] - Revenue forecast for the year is now between $4142 billion and $4150 billion, also exceeding expectations [2] Business Segments Performance - US government revenue reached $426 million, exceeding expectations [1] - US commercial revenue reached $306 million, exceeding expectations [1] AI and Competition - Palantir believes America is currently leading in both government and commercial AI sectors, but warns against complacency [5] - Palantir's CEO aims to increase revenue by tenfold in the next 5 years [7] - Snowflake, Oracle, and Microsoft are considered competitors, although Palantir also partners with some of them [16] AMD's Financial Performance - AMD's Q2 adjusted EPS is 48 cents, aligning with expectations [37] - Q2 revenue reached $769 billion, surpassing the anticipated $743 billion [37] - Q3 revenue is projected between $84 billion and $9 billion, exceeding the expected $837 billion [38]