Palantir reported a remarkable 92.83% revenue increase driven by strong U.S. commercial and government AI deployments, raising its FY26 revenue guidance to about $8.15 billion. Salesforce posted a steadier 13.27% revenue growth, fueled by its Agentforce AI embedded in Customer 360 apps and a $25 billion share repurchase program. Palantir focuses on hypergrowth with heavy reinvestment, while Salesforce emphasizes cash returns and product pivoting. Investors will watch if Palantir sustains triple-digit commercial growth and if Salesforce's AI bookings translate into faster revenue growth in FY27.
Palantir has been upgraded to a 'Buy' rating due to its unique AI architecture and meta-compute layer, which create a strong competitive advantage in enterprise and government AI markets. The company's value-based pricing benefits from AI compute cos...
OpenAI has hired Jessica Schumer, daughter of Senate Minority Leader Chuck Schumer, to manage government relations and partnerships in Northeastern states. Jessica Schumer brings extensive experience from Amazon and the Obama administration, strength...
Investors pulled $700 million from the iShares Expanded Tech-Software Sector ETF (IGV) just hours before Snowflake reported a strong quarter with 37% product revenue growth and an increased full-year forecast, driven partly by AI. Despite Snowflake's...
The Schwab U.S. Large-Cap Growth ETF (SCHG) heavily concentrates its portfolio in just three tech giants—NVIDIA, Apple, and Microsoft—making up nearly a third of its holdings. Despite being marketed as a diversified large-cap growth fund, this concen...
Goldman Sachs highlights that the AI capital spending cycle is in its early stages, driven by a shift from consumer-led to corporate capex-led growth in the US economy. While stocks like NVIDIA led previous gains, the market is now rotating leadershi...
