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Coverage Timeline
newest first- Aug 5, 2026BIG TECHDow Hits a Record as AI Capex Jitters Hit Nasdaq→
- Aug 4, 2026IPOPalantir Revenue Jumps 93%, Stock Surges 29%$1.94B Q2 revenue→
- Aug 4, 2026BIG TECHPalantir Revenue Nearly Doubles, Erases Short Bets$1.94B Q2 revenue→
- Aug 4, 2026BIG TECHThe AI Trade Is Splitting Into Two Economies→
- Aug 3, 2026BIG TECHPalantir Posts Blowout Quarter, Revenue Up 93%$1.94B Q2 revenue→
- Aug 3, 2026BIG TECHPalantir's Commercial Business Just Tripled Its Bet$1.94B Q2 revenue→
- Jul 17, 2026FUNDINGNuclear Startup Valar Atomics Talks $6B Valuation~$1B at $6B→
All Coverage
BIG TECH
Dow Hits a Record as AI Capex Jitters Hit Nasdaq
The Dow closed at a record for a fifth straight session while the Nasdaq fell on AI-capex jitters, and Palantir's still-standing 29% earnings pop shows investors separating AI infrastructure spending from AI software margins.
IPO
Palantir Revenue Jumps 93%, Stock Surges 29%
IPO$1.94B Q2 revenue
Palantir Revenue Jumps 93%, Stock Surges 29%
Palantir posted $1.94B in Q2 revenue, raised full-year guidance to roughly $8.15B, and watched its stock climb 29% in a single session as US commercial revenue grew 149% year over year.
BIG TECH
Palantir Revenue Nearly Doubles, Erases Short Bets
BIG TECH$1.94B Q2 revenue
Palantir Revenue Nearly Doubles, Erases Short Bets
Palantir's Q2 revenue rose 93% to $1.94B and full-year guidance climbed to at least $8.15B, sending shares up 29% in a single session and wiping out roughly $3B in short-sellers' gains.
BIG TECH
The AI Trade Is Splitting Into Two Economies
BIG TECH
The AI Trade Is Splitting Into Two Economies
Amazon just crossed $3 trillion and Palantir posted its best quarter ever on real enterprise deployment, while SpaceX's stock and AI pricing power keep getting cheaper -- the money is bifurcating into what's shipped and what's still promised.
BIG TECH
Palantir Posts Blowout Quarter, Revenue Up 93%
BIG TECH$1.94B Q2 revenue
Palantir Posts Blowout Quarter, Revenue Up 93%
Palantir's Q2 revenue jumped 93% to $1.94B, with U.S. commercial revenue up 149%, and the company raised full-year guidance well above what Wall Street expected.
BIG TECH
Palantir's Commercial Business Just Tripled Its Bet
BIG TECH$1.94B Q2 revenue
Palantir's Commercial Business Just Tripled Its Bet
Palantir posted 93% revenue growth and raised its full-year commercial guidance after U.S. commercial revenue surged 149% -- the clearest evidence yet that enterprise AI deployment, not just government contracts, can carry a real growth story.
FUNDING
Nuclear Startup Valar Atomics Talks $6B Valuation
FUNDING~$1B at $6B
Nuclear Startup Valar Atomics Talks $6B Valuation
Valar Atomics, a three-year-old maker of small modular nuclear reactors backed by Palmer Luckey and Palantir's Shyam Sankar, is in talks to raise roughly $1 billion at a $6 billion valuation, three times its mark from just four months ago.