WS #13390

From 500 msgs · 5 key-dev

Palantir (PLTR) gapped up ~15-18% on 'otherworldly' Q2 earnings and raised guidance, with US commercial revenue up 90% YoY, reinforcing AI infrastructure demand; Micron and Marvell also surged on AI memory/storage news.

AI infrastructure earnings beat

Palantir (PLTR) gapped up ~15-18% on 'otherworldly' Q2 earnings and raised guidance, with US commercial revenue up 90% YoY, reinforcing AI infrastructure demand; Micron and Marvell also surged on AI memory/storage news.

Full world state #13390

AI infrastructure earnings beat — World state #13390 · River