Yeah, they exceeded very high expectations. Their growth accelerated from more than 60% to more than 70%. There's no other software company even close.If you look at software companies two through ten. They're happy to grow somewhere between 20 and 30% and they're usually decelerating. So what Palantir's doing is remarkable.We're running out of superlatives. It's remarkable and it exceeds very high expectations that came in, which is what is implied by the valuation. That's why the valuation is so high on c ...

Company Performance - Palantir has exceeded high expectations with growth accelerating from over 60% to over 70%, significantly outpacing other software companies that typically grow between 20% and 30% [1][2] - The company has a unique combination of skills, including ownership of customer data and a team of forward-deployed engineers, which allows them to effectively solve customer problems [3][4] - Palantir's commercial business is growing rapidly, with a year-over-year growth rate of 137%, while the government business grew by 66% [8][12] Financial Metrics - Palantir's "rule of 40" score is an impressive 127%, indicating a strong balance between revenue growth and operating margin, far surpassing the performance of other software companies [9][10][11] - The company is more profitable than major competitors like Microsoft, Adobe, Oracle, and Salesforce, while also growing at a rate three to four times faster than these companies [12] Market Position - Palantir is positioned as a unique player in the software industry, with no close competitors in terms of their capabilities and customer relationships [2][3] - The company is expected to continue its growth trajectory, with projections suggesting that the commercial business will soon surpass government revenue [8][14] Customer Relationships - Palantir has established strong relationships with CEOs and decision-makers, which facilitates customer acquisition and retention [3][14] - The company's mission resonates well with its clients, contributing to its ability to deliver significant improvements in mission-critical systems [5][6]

As Elon Musk’s startup aims for a 2026 IPO, eager investors must navigate private markets, investment vehicles with lots of caveats and plenty of uncertainty.Tap the link to see what it really takes to invest in SpaceX before an IPO: https://t.co/dTOWK4LH5Z🎨: Madison Ketcham https://t.co/d7mUWbPXx6 ...

Today in Bloomberg Deals: Public Policy Holding Company tests investor demand for lobbyists, SpaceX combines with xAI and Elliott intensifies Toyota standoff. https://t.co/geW7D3OVW5 ...

去年12月月底的时候，根据我国相关媒体发布的消息可以得知，我国一口气向国际电信联盟申报了超过20万颗卫星频轨资源，此次申报数量为史无前例，一 方面代表了中国航天低轨发射事业开始进入高峰期，另外一方面也说明在大国博弈的层面上，我国在这个领域必须要采取相应的反制手段了。 然而就在我国申请20多万颗卫星频轨资源刚刚一个月后，马斯克旗下的SpaceX就对外发出了重磅消息:该公司已经向美国联邦通信委员会直接申请部署100万 颗卫星，为自己未来打造太空数据中心奠定基础。 而对此，该公司的创始人马斯克则公开回应: 我们将先从小规模做起，然后再逐步扩大规模。这些卫星看起来数量很大，但实际上相距甚远。以至于从一颗卫星很难直接看到另一颗卫星。太 空是如此的浩瀚，简直令人难以想象。 低轨道卫星频轨资源，目前国际上奉行的是先到先得的原则，在此基础上，马斯克的这家公司已经获得了绝对优势的资源，我国属于后来者，为了尽可能的 打破该公司的垄断，只能够采用这种大规模申请，大规模通过的方法尽可能的得到一定的资源，以确保在未来的发展中不会被美国直接垄断掉。而我国的这 个做法，迅速就引起了美国和马斯克方面的关注，这次直接申请100万颗卫星就是在中 ...

2026 年 02 月 04 日 开源晨会 0204 ——晨会纪要 数据来源：聚源 -20% 0% 20% 40% 60% 80% 2025-02 2025-06 2025-10 沪深300 创业板指 昨日涨跌幅前五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 综合 | 5.630 | | 国防军工 | 4.424 | | 机械设备 | 3.976 | | 建筑材料 | 3.520 | | 钢铁 | 3.284 | | 数据来源：聚源 | | 源 证 券 证 券 研 究 报 昨日涨跌幅后五行业 | 行业名称 | 涨跌幅(%) | | --- | --- | | 银行 | -0.851 | | 非银金融 | 0.172 | | 煤炭 | 0.381 | | 石油石化 | 0.437 | | 公用事业 | 0.671 | 数据来源：聚源 吴梦迪（分析师） wumengdi@kysec.cn 证书编号：S0790521070001 观点精粹 【中小盘】SpaceX 拟部署百万颗卫星系统，重视运力和太空算力投资机会——中 小盘策略专题-20260203 【银行】2026 年净息差展望：筑底 ...

The $1.25 trillion merger between SpaceX and xAI are increasing expectations about the Space X IPO, which could come as early as June.What Polymarket Projects For Space X’s Market CapPolymarket traders are currently estimating that the closing market cap of SpaceX will be around $1.67 trillion, derived from the following probability bands:29% chance of >$2 Trillion34% chance of $1.4 Trillion – $2 Trillion9% chance of $1 Trillion – $1.4 Trillion15% chance of <$1 Trillion12% chance of “No IPO before 2028”To p ...

Group 1: Metals Trade - Silver has surged 1,213% recently, while gold is on track for its best day since 2008, indicating strong demand from central banks for gold as a reserve currency [2] - The market is expected to see a consolidation phase for a month or two after the recent rally in precious metals, but the bull market in industrial and precious metals remains intact [3][4] - A downside target for gold is around $4,200, while silver's downside target was $72, which was reached recently [5] Group 2: Technology Sector - The market is experiencing a broadening out, moving beyond just tech stocks, with a differentiation between winners and losers in the AI tech trade [8][11] - Earnings reports from major tech companies like Google are anticipated, which could influence market dynamics [10] - Valuations are becoming a key focus, with companies like Meta, Alphabet, and NVIDIA trading at reasonable valuations compared to others in the tech sector [12][13] Group 3: IPO Market - There is a significant pipeline of highly valued private companies expected to go public this year, with eight IPOs scheduled in the U.S. this week, the highest since 2021 [19][20] - Companies like SpaceX and OpenAI are among those generating excitement in the IPO market, with SpaceX trading at rich valuations due to its growth potential [20][21] Group 4: Interest Rates and Economic Impact - The Reserve Bank of Australia has raised interest rates, indicating a shift in global monetary policy as inflation pressures remain [23] - The rise in long-term interest rates and the weakness in the yen are expected to have global money flow effects and potential economic impacts [24]

stocks in the market. >> Join Pro for exclusive access to Josh >> WELCOME BACK. WE HAVE SO MUCH NEWS TO DISCUSS AND COVER TODAY.SO LET'S GET STRAIGHT TO THIS MORNING'S PANEL. JOINING ME IN STUDIO IS PETER BOOCKVAR CHIEF INVESTMENT OFFICER AT ONE POINT BFG WEALTH PARTNERS AND A CNBC CONTRIBUTOR. ALSO WITH US, TONY ZHANG, CHIEF STR CONTRIBUTOR.AND JASON WARE, CHIEF INVESTMENT OFFICER AND HEAD OF RESEARCH AT ALBION FINANCIAL GROUP. WELCOME TO ALL OF YOU. SO MUCH TO GET TO, PETER.I'M GOING TO KICK THIS ONE OFF ...

Wedbush’s Dan Ives @DivesTech says Tesla could eventually merge with SpaceX and xAI, forming one company across AI, autonomy, space, and robotics.That level of integration would be something we’ve never seen before!Huge value opportunity, or too complex to manage? What’s your take?👇 $TSLADan Ives (@DivesTech):SpaceX and xAI combine…Tesla next? In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on ...