WS #13399

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Palantir's Q2 revenue surged 93% and guidance was raised, sending shares up ~25% and reinforcing the AI trade. Amazon's market cap surpassed $3 trillion, but Bezos's planned $4.1B share sale is a bearish counter-signal. Fed officials Williams and Paulson signal current rates are sufficient, dampening rate-hike expectations and supporting growth stocks.

Palantir AI Earnings Blowout

Palantir's Q2 revenue surged 93% and guidance was raised, sending shares up ~25% and reinforcing the AI trade.

Amazon's market cap surpassed $3 trillion, but Bezos's planned $4.1B share sale is a bearish counter-signal.

Fed officials Williams and Paulson signal current rates are sufficient, dampening rate-hike expectations and supporting growth stocks.

Full world state #13399