WS #13398

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Palantir Q2 revenue +93%, raised FY guidance by ~$500M, stock +25%, reinforcing AI demand narrative and lifting software/tech peers. Amazon crosses $3T market cap on AWS strength, but Bezos plans $4.1B share sale, creating a bearish overhang on AMZN. Fed officials (Williams, Paulson) signal current rates sufficient, reducing rate-hike odds and supporting growth equities.

Palantir AI earnings blowout

Palantir Q2 revenue +93%, raised FY guidance by ~$500M, stock +25%, reinforcing AI demand narrative and lifting software/tech peers.

Amazon crosses $3T market cap on AWS strength, but Bezos plans $4.1B share sale, creating a bearish overhang on AMZN.

Fed officials (Williams, Paulson) signal current rates sufficient, reducing rate-hike odds and supporting growth equities.

Full world state #13398 →