WS #13408

17:22→17:52 UTC

From 499 msgs · 14 key-dev

Palantir's blowout quarter (+26%) and Caterpillar's AI-driven power demand surge validate AI capex, lifting the entire AI complex including Broadcom, Marvell, and semiconductor names.

AI earnings supercycle

Palantir's blowout quarter (+26%) and Caterpillar's AI-driven power demand surge validate AI capex, lifting the entire AI complex including Broadcom, Marvell, and semiconductor names.

Full world state #13408 →