Palantir Technologies' stock on Monday zoomed up 8% on the Nasdaq in after-hours trading following news that the company's revenue forecast for FY26 far exceeded Wall Street estimates. At the time of writing, it was up 6.97% to $158.06 per share.The data analytics company said it expects FY26 revenues to jump to around $7.19 billion or gain 61%, per a Bloomberg report. Further, for the current quarter, Palantir reported a sales forecast of close to $1.53 billion, also exceeding Wall Street estimates.Palanti ...

近期，Palantir因协助特朗普政府大规模驱逐移民的政策而成为舆论焦点。在联邦特工于明尼阿波利斯 枪杀两名抗议者后，相关争议持续发酵。 智通财经获悉，数据挖掘公司Palantir Technologies Inc.(PLTR.US)发布远超华尔街预期的2026财年营收 展望，为其今年以来表现低迷的股价注入强心剂。这家丹佛公司周一发布声明称，预计全年营收将达 71.8亿至72亿美元，较分析师平均预估的62.7亿美元实现碾压级超出。其对当前季度约15.3亿美元的销 售预测同样击败市场预期。 消息公布后，该股盘后交易时段暴涨约8%。此前其股价已从去年11月的高点下挫29%，2026年开年至 收盘累计下跌17%。尽管如此，该股市盈率仍高达约141倍，位居标普500指数成分股前列。截至发稿， 该股盘前上涨5.6%。 据声明显示，这家依赖政府合同支撑美国大部分营收的公司，第四季度收入同比激增70%至14.1亿美 元，每股收益25美分亦超越23美分的平均预期。 美国国土安全部采购的Palantir应用程序ELITE，可向ICE执法官员提供包含AI提取地址在内的可操作数 据。周一财报还显示，Palantir第四季度在美国政 ...

Core Insights - The article discusses how technology, capital, and ambition are reshaping financial order, particularly through the lens of Palantir's evolution from a controversial data contractor to a significant player in the stock market and defense industry [4][9]. Group 1: Palantir's Transformation - In 2025, Palantir's stock surged, achieving a market cap exceeding $400 billion, with a revenue growth rate of 62.7% year-over-year in Q3 2025 [10][12]. - The company transitioned from being labeled a "data butcher" to an "AI faith stock," with retail investors buying nearly $8 billion worth of shares in 2025, pushing its price-to-sales ratio above 100 [13][10]. - Palantir's commercial business saw a remarkable 121% year-over-year revenue increase in Q3 2025, challenging the perception of its reliance on government contracts [12][10]. Group 2: Historical Context and Controversies - Palantir's origins are tied to the CIA, and its long-standing contracts with ICE have led to significant ethical concerns, resulting in low ESG ratings and exclusion from many investment portfolios [15][17]. - The company faced financial isolation due to its poor ESG scores, which led to divestment by major funds and banks, forcing it to seek alternative financing sources [17][15]. - The 2022 turning point for Palantir was marked by the Ukraine war and the rise of AI, which provided new business opportunities and a chance to reshape its public image [18][19]. Group 3: The Rise of the "Giant Bank" - The establishment of "Giant Bank" by Palantir's founders represents a challenge to the existing financial order, aiming to create a new financial infrastructure that supports hard tech industries [23][24]. - Giant Bank's unique approach allows it to assess hard tech companies' data in ways traditional banks cannot, facilitating funding for defense contractors like Anduril [25][24]. - The bank's model emphasizes a relationship-driven approach, leveraging connections within the government to streamline access to contracts for its clients [26][25]. Group 4: Reindustrialization and Economic Implications - The article highlights a shift in focus from Silicon Valley to the Midwest, where companies like Anduril are revitalizing the manufacturing sector, particularly in defense [31][32]. - The "American Dynamism" movement aims to reconstruct national infrastructure using Silicon Valley's venture capital, with significant political lobbying efforts to support hard tech companies [33][32]. - As manufacturing in Ohio shows growth, the article suggests that this reindustrialization effort is becoming a reality, driven by a coalition of tech and political leaders [35][36]. Group 5: Challenges Ahead - Despite the progress, the article warns of underlying challenges, such as reliance on foreign materials for manufacturing and the energy demands of new technologies [39][38]. - The "Triffin Dilemma" is highlighted as a critical issue, where the U.S. faces conflicting needs for a strong dollar to maintain financial dominance while also needing a weaker dollar to support domestic manufacturing [40][39]. - The future of this reindustrialization effort remains uncertain, hinging on whether the supply chains can sustain the ambitious goals set by the tech and political elite [41][40].

Company Achievements - High Tide Inc. has surpassed 2 million Cabana Club members, establishing itself as the largest cannabis loyalty program in Canada [1][2] - The paid loyalty tier, ELITE, has exceeded 104,000 members, marking significant growth in the company's discount club model [1][2] Business Strategy - The growing membership base is seen as a key driver for traffic, margin, and differentiation as High Tide expands its Canna Cabana locations across Canada [2] - The company aims to grow to over 300 Canna Cabana locations, leveraging its loyalty programs for continued growth [2] Financial Developments - High Tide has filed a preliminary short form base shelf prospectus to replace its previous prospectus, allowing for flexibility in financing opportunities over a 25-month effective period [3][4] - The prospectus enables the company to offer securities up to an aggregate price of C$100,000,000 [3][5] - Proceeds from the sale of securities may be used for general corporate purposes, capital projects, internal expansion, or acquisitions [6] Market Position - High Tide operates the largest cannabis retail chain in Canada, with 202 locations across several provinces [9] - The company is recognized as one of Canada's Top Growing Companies and has received accolades for its rapid growth in the cannabis retail sector [13]