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05.08.26 - 14:27
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Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy (ZeroHedge)
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Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy
S&P 500 futures are up following yesterday's first ATH since June; both tech and small caps are lagging, pointing to another potential broadening. A jump in US tech stocks is holding too, with Nasdaq-100 contracts rising after a 3.3% surge in the session before, powered by semiconductor stocks and blowout Palantir earnings. S&P futures are up 0.4%, just shy of 7800, a new all time high, while Nasdaq futures underperform, rising 0.2%, as results from AMD and SpaceX failed to impress, sending shares in both lower in after-hours trading. AMD's forecast didn't meet high expectations, while SpaceX investors focused on the hikes being made to its AI spending. Semis/memory are lower with some likely profit-taking after yesterday's surge; NVDA/GOOG are leading Mag7 names higher as it appears that squeeze portion of this rally has room left to run, as JPM says keep an eye on IGV as the squeeze may turn into a narra...
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05.08.26 - 08:01
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Palantir: Starke Zahlen und die alte Leier ist zurück ? ist die Bewertung zu hoch? (Ariva)
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Die Aktie von Palantir legt nach den Quartalszahlen um mehr als ein Viertel zu. Kaum springt der Kurs in die Höhe, geht die Diskussion auch schon wieder los: Ist die Aktie zu hoch bewertet? Die Reaktion der Analysten reichen von 80 bis 255 US-Dollar. Wer behält recht? Charttechnisch wartet jedenfalls die nächste Hürde auf die Aktie. Wird sie geknackt, dann dürften die Bullen richtig loslegen. Palantir liefert erneut Zahlen, die selbst höchste Erwartungen übertroffen haben. Der Umsatz stieg im zweiten Quartal gegenüber dem Vorjahr um 93 Prozent auf 1,94 Milliarden US-Dollar. Das war die höchste Wachstumsrate der Unternehmensgeschichte. Der bereinigte Gewinn erreichte ......
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04.08.26 - 20:24
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S&P 500 Rally Faces Earnings Test | Open Interest 8/4/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new S&P 500 record is in sight as earnings put the rally to the test. SpaceX and Palantir take center stage, while oil slides on hopes for a US and Iran breakthrough. Plus, Redd Brown joins us on McDonald's leadership shakeup, Bob Sloan of S3 says SpaceX is the "frothiest trade the market has even seen." Phantom CEO Jim Cantrell takes a deep dive into the space boom, and Goldman's Amanda Lynam joins us with a look at hidden credit stress. (Source: Bloomberg)...
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04.08.26 - 19:57
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ROUNDUP 3: KI-Datenfirma Palantir mit starkem Wachstum - Aktie steigt 30 Prozent (DPA-AFX)
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Das Geschäft der für ihre Zusammenarbeit mit US-Sicherheitsbehörden bekannten Datenanalyse-Firma Palantir ist im vergangenen Quartal rasant gewachsen. Das KI-Unternehmen konnte den Umsatz im Jahresvergleich mit einem Plus von 93 Prozent fast verdoppeln. Mit Erlösen von knapp 1,94 Milliarden Dollar übertraf Palantir deutlich die Erwartungen der Analysten, die im Schnitt eher mit 1,8 Milliarden Dollar gerechnet hatten. Allein binnen drei Monaten wuchs der Umsatz um rund ein Fünftel. Die Aktie zog um 30 Prozent an..
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04.08.26 - 18:42
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Palantir Jumps After ′Otherworldly′ Demand Lifts Outlook (Bloomberg)
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Palantir Technologies jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as “otherworldly.” Bloomberg's Mandeep Singh joins to discuss this as well as how Anthropic has struck a deal for computing capacity from Volta Infra Holdings Ltd., a months-old infrastructure startup, to keep pace with demand for its products. (Source: Bloomberg)...
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04.08.26 - 16:54
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Wayfair Rises, Caterpillar Surges on Earnings | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Wayfair (W) shares jumped after the furniture retailer gave third-quarter guidance during its earnings call. The company said it expects high single-digit revenue growth in the current quarter.
- McDonald's (MCD) is rising after the fast-food chain reported comparable sales for the second quarter that are slightly below the sell-side consensus estimate, while adjusted EPS was ahead.
- Caterpillar (CAT) shares are surging after the company's second-quarter earnings blew past Wall Street's second-quarter expectations, easing concerns over the growth of power-generation equipment sales to data centers.
- Palantir (PLTR) shares jumped after the company boosted full-year revenue and income forecasts and described commercial demand for its data analytics tools as “otherworldly.” Palantir now expects $4.89 billion to $4.91 billion in adjusted income from operations this year. (Source: Bloomberg)...
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04.08.26 - 16:42
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′This quarter was otherworldly′: Palantir earnings surge past expectations (The Guardian)
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Shares soar as yearly revenue up 93%, even as opposition grows to company's role in Trump immigration agendaIn a sea of companies reporting mixed financial results this quarter, Palantir stands out. Although Palantir was not immune to the AI jitters that caused industry-wide drops in share prices earlier this year, the AI and analytics company reported that its overall revenue grew 93% year over year to $1.94bn. That's well over the $1.8bn Wall Street expected Palantir to bring in for the second quarter.The glowing financials sparked a 10% surge in share prices in the immediate aftermath. Despite growing opposition to Palantir's work with various governments including the crucial role the company plays in the Trump administration's immigration agenda, Palantir's revenue from US government contracts grew 90% year over year to $809m. Continue reading......
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04.08.26 - 15:13
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Palantir′s Karp Calls 2Q Sales ′Otherworldly, Staggering′ (Bloomberg)
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Palantir Chief Executive Officer Alex Karp said US commercial sales in the second quarter were “staggering" and "otherworldly." Sales rose by 149% and the company boosted its full-year revenue outlook. Bloomberg's Neil Campling reports. (Source: Bloomberg)...
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