Q4 Business Update ©2026 Palanr Technologies Inc. 2025 Disclaimer Safe Harbor This presentaon contains "forward-looking" statements within the meaning of the federal securies laws, and these statements involve substanal risks and uncertaines. All statements other than statements of historical fact could be deemed forward-looking, including, but not limited to, statements regarding our financial outlook, product development, distribuon, and pricing, expected benefits of and applicaons for our soware platform ...

Palantir Technologies Inc. (NASDAQ:PLTR) is set to report fourth-quarter earnings on Monday, highlighting a surge in AI-focused government and commercial initiatives, including partnerships with Nvidia Corp. (NASDAQ:NVDA) and the U.S. Navy.Palantir Expands AI Infrastructure With Chain ReactionIn December 2025, Palantir unveiled Chain Reaction, a new operating system designed to address the growing demands of artificial intelligence infrastructure.The platform focuses on easing constraints in power and compu ...

Palantir (PLTR) has been one of the most explosive stocks of the year. From a low of $63.40, Palantir exploded to a high of about $207.52 for a return of about 229% a share. That means for every $10,000 risked on PLTR since January, you had the opportunity to walk away with about $32,900 in less than a year. More News from Barchart Now back to $191, investors are being handed another opportunity for further upside. Partnering with Nvidia (NVDA) and CenterPoint Energy (CNP), the three launched Chain Re ...

RT Gareth Jenkinson (@gazza_jenks)9 months ago, @rkbaggs and I launched @Cointelegraph's daily X show Chain Reaction.We started with X spaces. We learned a lot. We had great conversations with big names. But we had a bigger vision.In June we started our video livestreams. We haven't looked back since. Millions of views, deep dives with industry leaders, great conversations.2026 is going to be a big year. ...

Core Viewpoint - The current tech bull market is expected to continue for another two years, supported by government initiatives and advancements in AI technology [2] Group 1: Market Analysis - Dan Ives of Wedbush believes the market is not in a bubble, despite some narratives suggesting otherwise [1] - Recent examples of market overreactions include concerns about OpenAI's impact on Google Search and Apple's initial AI strategy [1] - Ives emphasizes the importance of thorough research over following market hype [1] Group 2: Government Support and AI - A recent executive order for a major AI project, likened to the Manhattan Project, indicates strong governmental backing for the AI sector [2] - The U.S. is reportedly ahead of China in technology for the first time in 30 years, benefiting major tech companies [2] Group 3: Top Tech Stocks - A list of the 12 most profitable tech stocks was compiled based on high TTM net income and net income margin, focusing on those favored by hedge funds [5][6] - Palantir Technologies Inc. reported a TTM net income of $1.09 billion and is involved in developing a new software platform called Chain Reaction to enhance AI data center construction [7][8][9] - ASML Holding achieved a TTM net income of $11.08 billion, with a net income margin of 29.38%, and is projected to see significant growth due to increased demand for its advanced lithography technology [11][12][13]

完整早报音频，请点击标题下方小耳机收听 【新东方员工发长文 吐槽加班 ，账号被封，公司回应：违反集团内部举报机制】 12 月 4 日，据媒体报道，多位 网友称，有新东方杭州课程顾问在公司内部群中发布了一篇长文。图片显示，该长文内容对课程顾问岗位的加班强 度、指标远超实际、工作内容冗杂等问题进行控诉。据报道，消息发出不久，就被删除了，账号也被封了。 4 日下午，记者致电杭州新东方教育有限公司，一工作人员表示，该信确系由杭州新东方一员工发出的，已经删 除，因集团内部是有明确的举报机构和举报机制的，他（她）这种对全部员工发出的形式是不正确的，我们肯定要 进行相应的处理，这件事将有对接的老师进行跟进处理。（极目新闻） 【豆包手机售罄后或 26 年底才有货】 豆包手机一经公布，便引起市场轩然大波，作为工程样机数量之少，也引发 二手市场涨价潮。据最新了解，伴随官方宣告售罄，作为豆包手机第一代产品或将不会再继续批量生产。一名供应 链人士证实，"字节跳动此次确实是试水市场，手机备货量不多，首批产品约 3 万台的备货。"同时，"此轮售罄后 项目方并未追加物料投入。"这也意味着短期内市场流通量将保持固定。尽管未扩大首批规模，但项 ...

Core Insights - The AI boom is shifting focus from model size and chip launches to energy and compute infrastructure, as highlighted by Palantir's new partnership with Nvidia and CenterPoint Energy [1][2] - The real constraint on AI innovation is identified as the power grid, which is lagging behind the rapid deployment of AI technologies [1][2] Group 1: AI Infrastructure Bottleneck - All technology companies with AI ambitions are facing limitations due to the slow approval of data center capacity by utilities, which is years behind AI deployment plans [2] - The exponential growth in industry demand for AI cannot be met without adequate energy distribution [2] Group 2: Strategic Positioning of Palantir - Palantir's initiative, Chain Reaction, aims to serve as the coordination layer for re-architecting energy infrastructure, focusing on utilities, grid operators, and data-center planners [3] - The longevity of infrastructure provides a strategic advantage over rapidly evolving AI models [3] Group 3: Nvidia's Role and Market Dynamics - Nvidia's involvement indicates a shift in compute economics, where the limiting factor is now the ability to build and power environments rather than chip fabrication speed [4] - Without significant grid expansion, Nvidia's future demand for GPUs may face constraints [4] Group 4: Future of AI Companies - The narrative is shifting from benchmarks of AI models to the availability of megawatts and the optimization of energy-compute networks [5] - The next leading AI companies will succeed not by having larger models but by having more robust power grids [7]

Core Viewpoint - Palantir has launched Chain Reaction, a new operating system aimed at enhancing the American AI infrastructure, reflecting the country's growing ambitions in the AI sector [1] Group 1 - The introduction of Chain Reaction is timely, coinciding with the increasing focus on AI development in the United States [1] - This new operating system is designed to support the expanding landscape of AI technologies and applications [1] - The launch signifies Palantir's commitment to being at the forefront of AI infrastructure advancements [1]

Core Insights - Palantir Technologies Inc. has introduced Chain Reaction, an operating system aimed at enhancing American AI infrastructure [1] - The primary challenge to AI innovation is shifting from algorithms to power and compute resources [1] - The current phase in American energy infrastructure development necessitates software that can operate on a significantly larger scale [1] - Chain Reaction is specifically designed to facilitate the acceleration of AI development in collaboration with energy producers and power distributors [1]