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Palantir raised its 2025 revenue forecast, citing surging U.S. government and commercial AI demand, sending shares up 14% after hours and boosting broader AI sector sentiment despite European scrutin…
Palantir reports Q2 earnings Monday after market close; analysts expect $1.81B revenue but options imply an 11% swing. Slowing growth guidance and valuation concerns despite likely beat-and-raise his…
Palantir's Q1 revenue surged 85% YoY to $1.6B, yet shares fell 31% in 2026 amid AI bubble fears and a lofty 137x P/E. Bears cite European rivals and OpenAI/Anthropic competition; bulls point to stron…
ServiceNow (NOW) surged 6% on Q2 AI-driven beat-and-raise results, while Salesforce (CRM) rose 4% on a $1.6B VA deal. Federal AI spending is reviving enterprise software after a rough 2024 stretch, t…
Google Cloud CEO Thomas Kurian engaged in discussions with a Pentagon official, indicating ongoing collaboration but no immediate market-moving news.
Microsoft filed an amicus brief supporting the Department of Defense lawsuit against Anthropic, highlighting national security supply chain risks and advocating for a temporary restraining order to e…
Wedbush Securities rates Apple and Microsoft as defensive top picks amid geopolitical uncertainty, emphasizing Microsoft's cloud and AI strength and Apple's solid device lineup and cash flow.
On MSFT Q4 fiscal 2025 call, Nadella called quantum the next cloud accelerator, boosting interest in quantum firms and partnerships; IonQ and Rigetti gains highlighted, with Rigetti favored for execu…