BIG TECH
Coverage Timeline
newest first- 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
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.