Key Takeaways PLTR's U.S. commercial revenues jumped 71% year over year, hitting a $1B annual run rate for the first time. Total contract value in U.S. commercial soared 239%, with $1M deals more than doubling year over year. AIP bootcamps accelerate adoption, enabling clients to deploy production-grade AI with faster time-to-value.Palantir Technologies (PLTR) , a pioneer in big data and artificial intelligence, is experiencing a sharp increase in enterprise momentum, driven by the rapid growth of its Art ...

Growth stocks have been on a tumultuous ride in 2025. The confluence of geopolitical turmoil, high interest rates, the artificial intelligence (AI) superbuild, and valuation concerns has created dramatic volatility. While everyone obsesses over the "Magnificent Seven," a collection of transformative companies are quietly hitting key inflection points -- and some may offer truly compelling opportunities at current valuations. Here are 10 growth stocks that deserve serious consideration right now. The insurte ...

Palantir Technologies is on an unstoppable tear. Even after a strong performance in 2024 where it soared 341%, it's up another 78% so far this year. Every time it seems the stock may be running out of room to rise higher, it finds another gear. Investors also have shown concern about Advanced Micro Devices, also known as just AMD, and whether its chips can provide much competition to Nvidia's advanced AI chips. AMD's growth rate has been accelerating and showing improvement, but with the stock down 12% over ...

Palantir (PLTR -4.09%) stock has been one of the top performers in 2025. In the first half of the year, its stock has soared around 90%. That's fantastic news for Palantir shareholders, but they must ask the question: Has Palantir's business performed well enough to warrant that rise? Judging from its finances and stock valuation, that answer would be a resounding no. The reality is that Palantir's fundamentals don't support its current price tag, and investors need to be cautious holding onto shares at the ...

Palantir (NASDAQ: PLTR) has been one of the top-performing stocks in the S&P 500 this year, frequently hovering around the number one spot with impressive year-to-date gains of 73.80%. However, another tech stock has been posting similar numbers, and it may surprise you.Roblox (NYSE: RBLX) stock has surged 73.95% year-to-date, currently trading at $100.65 after a solid 12% rally over the past month alone.​​That said, both Palantir and Roblox dipped over 4% following Monday’s trading session, hinting at some ...

In the latest close session, Palantir Technologies Inc. (PLTR) was down 4.14% at $130.68. This change lagged the S&P 500's daily loss of 0.11%. Elsewhere, the Dow saw an upswing of 0.91%, while the tech-heavy Nasdaq depreciated by 0.82%. Coming into today, shares of the company had gained 3.24% in the past month. In that same time, the Computer and Technology sector gained 8.76%, while the S&P 500 gained 5.17%. Market participants will be closely following the financial results of Palantir Technologies Inc. ...

投资策略 - 投资组合配置为50%低成本基金和50%个股 侧重于非对称押注 [1] - 投资视角聚焦宏观和基本面 但承认市场动量和情绪才是关键驱动因素 [1] - 采用长期持有策略 持股周期至少10年 避免择时交易 [1] - 估值方法不依赖传统市盈率指标 而是分析供需关系和人类行为预测 [1] 持仓情况 - 当前持有Palantir约1100股 计划长期持有 [2] - 公开看涨标的包括AMD、Palantir、特斯拉、HIMS、美国大盘股及比特币 [1] 行业分析框架 - 研究重点超越财务数据 涵盖行业格局和长期增长趋势 [1] - 方法论强调创新思维 保持好奇心并适度逆向操作 [1] 公司研究 - Palantir在AI竞赛中具备独特定位 自2024年5月起维持强力买入评级 [1]

2025年上半年股市表现 - 2025年上半年股市波动较大 但部分公司表现突出 主要受人工智能(AI)发展势头、能源行业强劲表现和大胆企业战略推动 [1] 表现最佳公司 Palantir Technologies (PLTR) - 年初至今回报率达80.07% 远超大盘表现 [2] - 增长动力来自AI领域日益重要的角色和政府业务扩张 [2] - Foundry软件平台在各行业获得更多采用 与埃森哲合作及参与核电站现代化项目巩固了其在AI领域的重要地位 [3] - 政府合同不断增加 包括与美国国防部及其他联邦机构的关键交易 增强了投资者信心 [3] NRG Energy (NRG) - 年初至今回报率达77.99% [6] - 强劲的第一季度业绩和从LS Power收购天然气发电厂显著提高了发电能力 [6] - AI相关数据中心推高电力需求 公司处于有利位置满足需求 [7] - 第一季度净利润达7.5亿美元 调整后每股收益2.68美元 同比增长84% [7] 其他表现突出公司 - Howmet Aerospace (HWM)回报率达71.90% 受益于全球航空旅行复苏和飞机零部件需求增长 [8] - Seagate Technology (STX)上涨66.20% 因支持AI基础设施的数据存储解决方案需求增长 [8] - Supermicro (SMCI)上涨60.92% 因其在构建AI优化服务器中的重要作用 [8] - GE Vernova (GEV)上涨60.87% 因投资者对可再生能源和电网现代化的兴趣增加 [10] - Newmont (NEM)上涨56.52% 受通胀担忧和美元走弱推动的黄金价格上涨驱动 [10] - Uber (UBER)上涨54.71% 得益于移动和配送业务的持续强劲表现 [10] - GE Aerospace (GE)上涨54.54% 因商业和国防航空领域需求强劲 [10] - CVS Health (CVS)上涨53.00% 受重组努力和更广泛的医疗服务推动 [11] - Jabil (JBL)上涨51.47% 因消费电子和汽车市场的稳定需求支撑 [11]

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公司动态 - Palantir Technologies与美国政府签订为期5年、价值1亿美元的合同，共同开发核操作系统(NOS) [1] - 该合同是公司近期一系列政府及能源行业合作的一部分，包括与美国陆军和主要能源公司的协议 [10] - 公司股价在6月27日因被纳入罗素1000指数而出现抛售，但6月30日午盘反弹上涨5% [4][5] 行业趋势 - 全球多国重启核能计划以支持脱碳战略，美国两党均支持核电站现代化改造 [2] - AI需求激增导致数据中心电力需求超出当前基础设施承载能力，推动关键基础设施升级投资 [3] - 能源行业正采用数字孪生和AI控制系统，核设施现代化需要整合AI、物联网传感器及预测性维护技术 [8][9] 财务与市场表现 - 公司当前股价136.32美元，52周波动区间21.23-148.22美元，市盈率592.7倍 [1] - 23名分析师给出的12个月平均目标价89.32美元，较现价存在34.48%下行空间，最高预测155美元 [7] - 公司市销率高达112倍，市场对其估值存在分歧 [12] 竞争环境 - OpenAI近期击败Palantir获得美国国防部合同，显示行业竞争加剧 [12] - 尽管获得新合同，部分分析师仍维持持有评级，认为需观察8月财报表现 [11][12]