Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.
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The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.

Gorilla Technology stock collapsed 11% on its earnings filing Tuesday, then did something traders did not expect on Wednesday. The question now is whether the buyers piling back in actually read the same filing that spooked them 24 hours ago.

They are two of the highest valued large-cap stocks in the market.
Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.
Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
Aug 7 (Reuters) - Global equity funds recorded inflows for an 11th consecutive week, as optimism about a strong earnings season and cooling crude oil prices boosted investors' appetite for risk assets
Despite a dip in total revenue, USA Today Co Inc (TDAY) posts its second consecutive profitable quarter, fueled by surging digital subscription ARPU and a transformative Palantir partnership.
Palantir's Q2 may have finally justified its lofty premium.
The analytics company posted 93% revenue growth last quarter, which was an acceleration from the previous period.
President Donald Trump discussed efforts to de-escalate US-Iran tensions with Qatari Emir Tamim bin Hamad Al Thani.

Palantir's (PLTR) second quarter earnings results beat Wall Street's estimates. Morning Brief host Julie Hyman chats with Business Insider executive editor Dan DeFrancesco and Yahoo Finance Breaking Business News Reporter Jake Conley about the results and the valuation.
Palantir Technologies Inc (NYSE:PLTR) shares jumped 20% to about $152 in early trade on Tuesday the company reported second quarter 2026 results that exceeded Wall Street expectations for both earnings and revenue. The company reported adjusted earnings per share of $0.41, compared with the...
Palantir's AI Growth Is Accelerating. Wall Street Just Raised Its Price Target
Palantir Technologies (NASDAQ:PLTR) shares surged 16. 1% in pre-market trading after the artificial intelligence and data analytics company reported record second-quarter 2026 results that comfortably surpassed Wall Street expectations.
Alex Karp accused AI firms of hoarding customer data to “addict” clients to their models while touting Palantir’s software layer.
On Monday, Palantir Technologies, Inc. (NASDAQ:PLTR) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook. Jim Cramer, Analysts React to Palantir’s Blowout Quarter CNBC’s Jim Cramer took to X and reacted to Palantir’s post-earnings rally on X, saying buyers were "walking up Palantir like the old days," before asking, "But are the old days still viable?" After market buyers walking up Palant
U.S. futures climbed higher on growing optimism stoked by standout earnings from top American companies, looking past geopolitical uncertainty.
Palantir’s AI software business delivered a blockbuster quarter, with revenue soaring 93% and shares jumping 14% after hours.
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
Palantir Technologies (PLTR) lifted its full-year revenue guidance on Monday after a surge in US com