Palantir's Otherworldly Quarter, Dow Record, Shorts Swarm SpaceX

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Palantir's Otherworldly Quarter, Dow Record, Shorts Swarm SpaceX

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Palantir delivered a quarter Alex Karp called otherworldly: revenue of $1.935 billion, up 93% year over year against a $1.81 billion consensus, adjusted earnings of 41 cents versus 34 expected, and US commercial revenue up 149% to $764 million — killing outright the bear case that commercial customers were pulling back. Management raised full-year guidance to roughly $8.15 billion against a $7.72 billion consensus and lifted its US commercial forecast to at least 134% growth, sending shares up 9% after hours. The broader reversal was arguably the bigger story, with the Dow closing at a record 53,178 on a 693-point gain, Meta up 6%, Alphabet and Microsoft each up close to 5%, and Amazon reaching a $3 trillion valuation for the first time after its strongest week since 2015 — a complete about-face from July, when the tech sector shed almost 8% on AI spending fears. Andrew also previews an unusual evening ahead: AMD reports with consensus at $11.3 billion in revenue and $1.61 in adjusted earnings after a 125% year-to-date run, while SpaceX opens its books as a public company for the first time carrying roughly $23.6 billion in short interest that has now overtaken Tesla in dollar terms. He closes on what has to hold from here — Friday's payrolls with consensus near 88,000 jobs, a rates market still pricing a 63% chance of a September hike, and Thursday's insider unlock.

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