-- Wedbush週二發布的一份報告指出，Palantir Technologies (PLTR) 繼續成為人工智慧轉型的主要受益者，其人工智慧平台在業界「無與倫比」。 Wedbush分析師表示，該公司第一季財務業績強勁，總營收年增85%，創歷史新高。其人工智慧平台在企業和聯邦政府部門持續獲得「前所未有的」市場認可。 報告稱，Palantir美國業務年增104%，年化收入超過50億美元，驗證了分析師的長期觀點，即該平台正成為大型企業人工智慧的預設作業系統。 報告也指出，Palantir再次全面上調了2026年全年業績預期，充分利用了市場對其人工智慧能力的強勁需求。分析師認為，Palantir是今年最值得持有的科技股之一。 Wedbush維持對該公司股票的「跑贏大盤」評級和230美元的目標價。
Price: $137.54, Change: $-8.49, Percent Change: -5.81%
ServiceNow (NOW) said Tuesday it is significantly expanding its partnership with Nvidia (NVDA) to extend agentic artificial intelligence governance from desktops to data centers.This includes the introduction of Project Arc, a new enterprise autonomous desktop agent secured by the Nvidia OpenShell runtime, that will autonomously complete complex work for employees, according to the company.Also, ServiceNow entered an expanded multi-year strategic agreement with Lenovo to allow enterprises to cut costs, increase productivity, improve governance through AI-native workflow automation, according to a statement.ServiceNow and FedEx (FDX) are also expanding their collaboration by embedding trusted logistics intelligence from FedEx Dataworks directly into existing ServiceNow Source-to-Pay journeys, as well as building net-new supply chain management workflows, the company added.Additionally, ServiceNow announced an expansion of its strategic partnership with Microsoft (MSFT) for a deepened product integration between ServiceNow AI Control Tower and Microsoft Agent 365.Price: $91.54, Change: $-0.43, Percent Change: -0.47%
Sterling Infrastructure (STRL) climbed 47% amid heavy trading after the company overnight reported a stronger-than-expected surge in Q1 earnings and sales while guiding sales above market expectations.More than 1.55 million shares of the company traded intraday compared with a daily average of about 510,000.DigitalOcean (DOCN) reported Q1 non-GAAP earnings and sales Tuesday above market expectations. The company also raised its full-year 2026 non-GAAP earnings per share and revenue forecast range, beating expectations.Shares soared 37%, with intraday trading volume of over 9.90 million from a daily average of about 4.34 million.Backblaze (BLZE) reported late Monday a swing to Q1 non-GAAP net income per share amid a jump in sales from a year ago.Shares catapulted 63%, with intraday trading volume at over 31.9 million from a daily average of roughly 824,000.Price: $793.45, Change: $+263.96, Percent Change: +49.85%
EBay's (EBAY) board is meeting this week to review the unsolicited $55.5 billion acquisition offer from GameStop (GME) Chief Executive Ryan Cohen, Semafor reported Tuesday, citing sources familiar with the matter.Cohen failed to convince serious shareholders to back his move during an interview on CNBC on Monday, according to the report.EBay and GameStop did not immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $105.62, Change: $-3.71, Percent Change: -3.39%