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Morning Bid: Earnings overload
Reuters1d agoneutral
Morning Bid: Earnings overload

August 4 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets World markets turned quieter on Tuesday after yesterday's equity rally and oil

Alex Karp Rips Frontier AI Labs for 'Marxist Overtones' After Palantir's Blowout Earnings— Says They Want to 'Colonize Your Enterprise'
Benzinga1d agoneutral
Alex Karp Rips Frontier AI Labs for 'Marxist Overtones' After Palantir's Blowout Earnings— Says They Want to 'Colonize Your Enterprise'

Palantir Technologies Inc. (NASDAQ:PLTR) CEO Alex Karp reiterated on Monday that he believes AI frontier labs are not trustworthy enough for enterprise use. During the earnings call, following the company’s robust results, the CEO argued that companies should support technologies that strengthen U.S. interests rather than benefit adversaries, while criticizing what he described as a small group of elites controlling economic gains at others’ expense. Karp argued that enterprises are effectively

Palantir Technologies Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Palantir Technologies Q2 Earnings Call Highlights

Palantir Technologies (NASDAQ:PLTR) reported second-quarter 2026 revenue growth of 93% year over year to $1.935 billion, driven by accelerating demand in its U.S. commercial and government businesses. The company also raised its full-year revenue, operating-income and free-cash-flow outlooks. Chief

Investing.com2d agoneutral
Software catches a bid as investors rotate ahead of Palantir earnings

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Earnings, PMI and Other Key Things to Watch this Week
Barchart2d agoneutral
Earnings, PMI and Other Key Things to Watch this Week

Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.