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Dan Ives thinks the AI spending wave has barely started, and the hyperscalers are finally proving the skeptics wrong. The question now is which stocks stand to benefit most before the rest of the market catches on.
Second-quarter revenue jumped 93% to about $1.94 billion.
Jim Cramer called it the most exciting moment of his career on live television, pointing to a trillion-dollar spending wave that sent two very different stocks surging in real time. What exactly is driving the frenzy, and which companies are cashing in?
Palantir Technologies' (PLTR) artificial intelligence strategy is driving its improving financial re

Palantir Technologies stock (PLTR) tears higher on Tuesday since releasing blowout second quarter earnings yesterday. Portfolio Wealth Advisors president and CIO Lee Munson and Schwab Asset Management CEO and CIO Omar Aguilar come on Opening Bid to share their takeaways from Palantir's earnings results, which CEO Alex Karp has called "otherworldly."
The S&P 500 and the Dow Jones Industrial Average opened Tuesday's trading session on pace to set fresh record highs. All three major indexes opened higher. The Dow was up 1.2%, or 641 points. The S&P 500 rose 0.

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 just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.
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...
U. S. stock index futures traded higher on Tuesday, indicating Wall Street could build on the strong gains recorded over the past several trading sessions.
Palantir‘s (NASDAQ:PLTR) stock is ripping higher early Tuesday, with Palantir shares up 16% to $145.50 after the company posted a blowout Q2 2026 and raised its full-year outlook. The rally follows Monday’s after-close earnings release, and it hasn’t spread to peer agentic-AI names. The bounce comes off a rough stretch. Palantir stock was down 29% ... Palantir Rockets 16% After Q2 Blowout; C3.ai, UiPath Sit Out the Rally
Stock Market Today: The Dow Jones index rallies Tuesday as Caterpillar and Palantir surge on earnings. SpaceX earnings are due late.
Full-year revenue guidance raised to $8.15 billion from $7.65 billion
Palantir's AI Growth Is Accelerating. Wall Street Just Raised Its Price Target
Pre-Market Stock Futures: Futures are trading higher after a solid start to August, with all major indices finishing higher on Monday. The President tapping the brakes on attacks on Iran and a return to the negotiating table, combined with massive technology earnings and tumbling oil prices, was just the ticket for traders and investors to ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Apple, CoreWeave, eBay, Exxon Mobil, Intuit, Nebius Group, Palantir Technologies, SK hynix, and
The number you need to know on Palantir right after earnings.
Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.
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
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.
"You are paying for the right for them to migrate your IP, your know-how, your expertise to their model so that they can build a competitive business that doesn't require your business, your people...