Palantir's Judgment Night, Micron's Paradox, SpaceX Opens Its Books

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Palantir's Judgment Night, Micron's Paradox, SpaceX Opens Its Books

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Palantir reports second-quarter results after the closing bell with Wall Street looking for 81% revenue growth to $1.81 billion, yet the stock sits roughly 40% below its November high and the analysts covering it are openly at war — Cleveland Research flagging soft commercial spend while Baird and Oppenheimer hold $200 targets, and CEO Alex Karp insisting growth is capped by supply rather than demand. Micron presents an even stranger picture: record revenue of $41.4 billion, up 346%, with the stock down about a third from its summer high, because the market has stopped worrying about memory demand and started worrying about whether anyone can afford what the memory enables — Uber burned its entire annual AI budget in four months, Amazon and Walmart have capped employee usage, and a UBS survey found 60% of businesses now route work to cheaper models. Then on Wednesday SpaceX opens its books to public shareholders for the first time, where the xAI segment's $818 million in quarterly revenue against a $2.5 billion operating loss is the number that will define the print, days before roughly 912 million locked-up shares become tradable. Andrew closes on a week with almost nowhere to hide: AMD tomorrow afternoon, Friday's payrolls report, and a rates market assigning a 63% probability to a September rate hike.

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