Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Palantir Technologies said investment gains connected to its early stake in Space Exploration Technologies (SpaceX) helped buoy its second-quarter earnings, highlighting how non-core holdings can swing quarterly performance for growth-stage software companies.
THE APEX TIMES
THE APEX TIMES
In the wake of an earnings performance that one commentator called a hurdle for superlatives, Palantir’s CEO used the moment to argue that competing AI companies want to keep customers dependent by controlling the customer data their models learn from.
THE APEX TIMES
Ahead of a scheduled Falcon 9 launch carrying BlueBird satellites 11 to 13, a Meta executive’s comments circulated in market coverage linked WhatsApp connectivity to AST SpaceMobile’s satellite plans.
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A new market-valuation check suggests Palantir’s shares could be materially undervalued, even as the company’s outlook on AI-related demand adds to the complexity for investors trying to model future cash flows.
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A new Yahoo Finance piece frames Palantir as a standout growth narrative, pointing to strength in both commercial and government demand, improving cash generation, and repeated earnings upside.
THE APEX TIMES
The options market’s pricing, as cited in a recent market report, points to stronger expectations for Amazon shares in the second half of 2026 even after the company passed a major valuation threshold.
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Palantir reported a sharp rise in revenue tied to its AI-focused software business, and CEO Alex Karp said investors are starting to believe the company’s growth story as the stock moved higher after hours.
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A Yahoo Finance recap of Meta’s latest earnings call found investors and analysts pressing hard on what management’s AI plans could ultimately cost, even as the advertising engine showed strength.
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A Yahoo Finance column points to Netflix’s weaker recent results as a key driver of a stock underperformance streak, while arguing the company still has several long-term strengths that investors may be overlooking.
