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Equities

S&P 500 Posts Weekly Gain Amid AI Monetization Optimism

The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the artificial intelligence buildout is being monetized.The market benchmark ended the week at 7,489.72. The index is now down 0.1% quarter-to-date but up 9.4% year-to-date.Microsoft (MSFT) and Amazon.com (AMZN) rose this week as quarterly results from the tech giants showed revenue growth in areas related to AI products and services, helping calm worries surrounding hundreds of billions of dollars of investments earmarked for the AI buildout.Microsoft reported triple-digit AI annual recurring revenue growth and an accelerating Azure trajectory into the end of 2026, Dan Ives, global head of technology at Wedbush Securities, said in a note to clients. The software behemoth's quarterly results, which included Azure's full-year revenue surpassing $100 billion for the first time, reinforced the idea that "any knee-jerk reactions to the elevated capex framework represent strong buying opportunities," Ives said.Shares of Microsoft were up 22% this week.The consumer discretionary sector in the S&P 500 had the largest percentage gain of the week, up 8.3%, followed by a 5.4% advance in communication services and a 1.2% rise in consumer staples.Sales at Amazon's cloud computing unit delivered the fastest growth in 18 quarters, helping the e-commerce giant exceed market expectations for Q2 earnings and revenue. Shares jumped 17% this week even as the e-commerce behemoth expanded its capital expenditure by about $20 billion to $220 billion.A consortium of banks led by Morgan Stanley (MS) is in talks to lend $15 billion to a data-center developer to build a campus and power plant for Anthropic in Texas, The Wall Street Journal reported Thursday, citing people familiar with the matter. Alphabet's (GOOG, GOOGL) Google would provide financial guarantees and chips for the project. Shares of Alphabet are up 12% this week.The three worst-performing S&P 500 sectors this week were utilities, real estate and materials, down 4.2%, 2.2%, and 1.7%, respectively.C.H. Robinson Worldwide (CHRW) said a jury in Texas issued a $604 million advisory verdict against the firm and two other defendants in a lawsuit stemming from a trucking accident involving an independent motor carrier. Shares declined 21% this week.Edison International (EIX) said Thursday that Southern California Edison believes it is likely its equipment was associated with the ignition of the 2025 Eaton Fire, according to a Thursday quarterly filing. Southern California Edison recorded $1.6 billion in settlement-related losses and said it expects to incur additional material losses related to the fire, per the filing. Shares of Edison slumped 8% this week.Palantir Technologies (PLTR), Space Exploration Technologies (SPCX), Advanced Micro Devices (AMD), Caterpillar (CAT), Walt Disney (DIS), SanDisk (SNDK), Uber Technologies (UBER) and Take-Two Interactive Software (TTWO) are among the companies reporting their quarterly results next week.Economic data due next week includes non-farm payrolls, job openings and labor turnover survey, and ISM manufacturing and services purchasing managers' indexes.

S&P 500$AMD$AMZN$CAT$CHRW$DIS$EIX$GOOG$GOOGL$MS$MSFT$PLTR$SNDK$SPCX$TTWO$UBER
Wire

Palantir Valuation Remains Unattractive Amid Commercial Momentum Durability Concerns, RBC Says

Palantir Technologies (PLTR) valuation remains unattractive amid concerns around the durability of commercial momentum as channel checks indicate clients are rethinking their relationships with the company, RBC Capital Markets said in a research report emailed Friday.Among the primary concerns is the long-term growth algorithm, which is consistent with RBC's top issue regarding the sustainability of growth amid stiff competition, according to the note. The company will report Q2 results on Aug. 3.Trends imply a surge in qualified contract value and annual contract value during Q2, following declines in recent quarters, which is not surprising, given the Middle East geopolitical instability, analysts wrote.The brokerage said it reiterated its underperform rating on the stock and price target of $90 per share.Price: $120.48, Change: $-1.79, Percent Change: -1.46%

$PLTR
Wire

Palantir Technologies Likely to Deliver Q2 Revenue Beat, Raise Annual Outlook, Oppenheimer Says

Palantir Technologies (PLTR) is expected to report "solid" Q2 revenue growth and raise its full-year outlook when it releases its quarterly financial results on Aug. 3, Oppenheimer said in a note Monday.The investment firm expects Q2 revenue to rise about 85% from a year earlier, above the 79% midpoint of the company's guidance. Palantir is also expected to increase its full-year growth forecast to more than 75% from its current projection of 71%, according to the note.Palantir's US commercial business remains strong, with revenue expected to grow at least 135% in Q2 and 125% for the full year, Oppenheimer said, adding it expects Palantir to raise its US commercial outlook, while viewing international expansion as a longer-term opportunity.The company launched new agentic artificial intelligence tools at DevCon 6 to reduce reliance on external software and speed up deployment. The firm said it expects "further innovation" to help the company capture growing AI demand.Oppenheimer reiterated an outperform rating on Palantir Technologies, with a price target of $200.Shares of Palantir Technologies were up 3.2% in Monday trading.Price: $126.88, Change: $+3.96, Percent Change: +3.22%

$PLTR
Sectors

Sector Update: Tech Stocks Rise Pre-Bell Monday

Technology stocks were rising pre-bell Monday, with the State Street Technology Select Sector SPDR Fund (XLK) up 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) 2.2% higher.Broadcom (AVGO) and Samsung Electronics signed a memorandum of understanding to expand their strategic collaboration across memory and foundry technologies to support next-generation artificial intelligence infrastructure. Shares of Broadcom were up nearly 2% premarket.Palantir Technologies (PLTR) patient discharge tracking software has failed to yield noticeable performance improvements for the UK's National Health Service, The Financial Times reported, citing an analysis by the Health Foundation. Palantir Technologies stock was up more than 2% pre-bell.Synopsys (SNPS) shares were up more than 1% after the company introduced new agentic AI capabilities for chip and electronic system design developed in collaboration with Nvidia (NVDA), to automate complex engineering workflows and improve productivity.

$AVGO$NVDA$PLTR$SNPS$XLK$XSD
Wire

Nvidia, Microsoft, Other Tech Giants Reportedly Urge Policymakers Against 'Premature' Open-Weight AI Restrictions

Nvidia (NVDA), Microsoft (MSFT), Meta Platforms (META), Palantir (PLTR) and over 20 other tech companies penned a letter Friday urging policymakers to avoid "premature restrictions" on open-weight artificial intelligence models.The companies didn't immediately reply to requests for comment from.Price: $209.25, Change: $+0.49, Percent Change: +0.23%

$META$MSFT$NVDA$PLTR
Wire

Nvidia, Microsoft, Other Tech Firms Urge Policymakers Against 'Premature' Open-Weight AI Restrictions

Nvidia, Microsoft, Other Tech Firms Urge Policymakers Against 'Premature' Open-Weight AI Restrictions

$META$MSFT$NVDA$PLTR
Insider Trading

Palantir Technologies Insider Sold Shares Worth $2,144,770, According to a Recent SEC Filing

Alexander D. Moore, Director, on July 15, 2026, sold 16,000 shares in Palantir Technologies (PLTR) for $2,144,770. Following the Form 4 filing with the SEC, Moore has control over a total of 1,095,095 Class A common shares of the company, with 1,095,095 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1321655/000182395226000018/xslF345X05/wk-form4_1784333024.xml

$PLTR
Sectors

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.3% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 2.3%.The Philadelphia Semiconductor index shed 2.4%.In sector news, DeepSeek is planning a new fundraising round at a valuation of about 500 billion yuan ($74 billion) ahead of a potential listing on Shanghai's STAR Market, Reuters reported. According to the report, DeepSeek is looking to raise up to 50 billion yuan just weeks after the funding round in June. The startup has begun early discussions on a potential IPO, targeting an initial filing this year, although the plans remain subject to change, multiple reports said.In corporate news, Palantir (PLTR) Chief Technology Officer Shyam Sankar said China's latest AI models have been developed partly through the unauthorized use of technology created by AI companies in the US, Bloomberg reported Wednesday, citing his interview. He added that these Chinese open-source AI models are largely the result of "distillation attacks," the report said, adding that the technique refers to when developers use results from existing AI systems to train new models with similar capabilities at a lower cost. Palantir shares were up 0.3%.Nvidia (NVDA) has shipped only a limited number of H200 AI chips to China and Hong Kong despite the issuance of US export licenses, Under Secretary of Commerce for Industry and Security Jeffrey Kessler told a congressional hearing on Tuesday. Nvidia shares were down 0.2%.Microsoft (MSFT) is overhauling its cybersecurity business to capitalize on corporate demand for AI-powered security tools, The Information reported. Hayete Gallot, who took over the security business in February, has directed teams to build AI security products while cutting some traditional offerings and consolidating engineering teams, according to the report. Microsoft shares rose 2.9%.Apple (AAPL) has held talks with bankers in recent months about possible deals for chip companies, as it looks to enhance its efforts to build server chips for running AI, The Information reported. Apple shares climbed 3.7%.

$AAPL$MSFT$NVDA$PLTR
Sectors

Sector Update: Tech

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 2.6%.The Philadelphia Semiconductor index shed 3%.In corporate news, Palantir (PLTR) Chief Technology Officer Shyam Sankar said China's latest AI models have been developed partly through the unauthorized use of technology created by AI companies in the US, Bloomberg reported Wednesday, citing his interview. He added that these Chinese open-source AI models are largely the result of "distillation attacks," the report said, adding that the technique refers to when developers use results from existing AI systems to train new models with similar capabilities at a lower cost. Palantir shares were down 0.2%.

$PLTR
Wire

Market Chatter: Palantir Technologies CTO Says China's AI Models Rely on Unauthorized Use of US Technology

Palantir Technologies (PLTR) Chief Technology Officer Shyam Sankar said China's latest artificial intelligence models have been developed partly through the unauthorized use of technology created by AI companies in the US, Bloomberg reported Wednesday, citing his interview.He added that these Chinese open-source AI models are largely the result of "distillation attacks," the report said, adding that the technique refers to when developers use results from existing AI systems to train new models with similar capabilities at a lower cost.Meanwhile, Sankar said he understood France's decision to replace Palantir's technology for its domestic intelligence agency with a local alternative as part of efforts to build greater tech sovereignty, according to the report.Palantir didn't immediately reply to' request for comment.(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: $133.76, Change: $+0.04, Percent Change: +0.03%

$PLTR
Wire

Rackspace Technology's Enterprise AI Buildout Could Generate Up to $600 Million in Annual Revenue, RBC Says

Rackspace Technology (RXT) may generate $450 million to $600 million in annual enterprise AI revenue at full deployment by 2028, driven by expanded GPU infrastructure under its partnership with Advanced Micro Devices (AMD), with adjusted earnings before interest, taxes, depreciation and amortization margins topping 50%, RBC Capital Markets said in a Thursday research note.According to the report, Rackspace's planned $250 million at-the-market offering and asset-backed financing are expected to fund its AI expansion, while its lower fiscal 2026 guidance reflects a shift toward higher-margin enterprise AI deployments rather than weaker demand.RBC lowered its 2026 estimates to reflect the updated outlook, the planned exit from certain businesses, and expected contributions from the GPU deployment.The brokerage said Rackspace's expanded partnership with Palantir Technologies (PLTR) enhances its ability to deliver AI infrastructure and managed services to regulated sectors, including healthcare, financial services and energy.RBC maintained its sector perform rating and $4 price target on the stock.Rackspace Technology shares were up 9.7% in Friday trading.Price: $4.76, Change: $+0.39, Percent Change: +8.95%

$AMD$PLTR$RXT
Sectors

Sector Update: Tech Stocks Decline Premarket Wednesday

Technology stocks were declining premarket Wednesday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.2% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.2% lower.Palantir Technologies (PLTR) entered a strategic partnership with SNP to develop artificial intelligence applications for corporate digital updates and automated data management, SNP said. Shares of Palantir Technologies were down more than 2% pre-bell.Meta Platforms (META) should resume negotiations over copyright payments with news publishers after complaints from the French Society for Related Rights of the Press and the French Alliance of General News Media, France's competition watchdog said. Meta Platforms stock was nearly 1% lower premarket.Salesforce (CRM) said the US Air Force's 441st Vehicle Support Chain Operations Squadron is using its Missionforce National Security platform to manage a $13.5 billion fleet of more than 84,000 vehicles across nearly 389 locations. Salesforce shares were down more than 1% pre-bell.

$CRM$META$PLTR$XLK$XSD
Sectors

Sector Update: Tech

Technology stocks were declining premarket Wednesday, with the State Street Technology Select Sector SPDR Fund (XLK) down 1.2% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.9% lower.Palantir Technologies (PLTR) entered a strategic partnership with SNP to develop artificial intelligence applications for corporate digital updates and automated data management, SNP said. Shares of Palantir Technologies were down more than 2% pre-bell.

$PLTR
Insider Trading

Palantir Technologies Insider Sold Shares Worth $24,050,000, According to a Recent SEC Filing

Shyam Sankar, Chief Technology Officer and Executive Vice President, on July 02, 2026, sold 185,000 shares in Palantir Technologies (PLTR) for $24,050,000. Following the Form 4 filing with the SEC, Sankar has control over a total of 1,242,685 Class A common shares of the company, with 642,786 shares held directly and 599,899 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1321655/000182415926000009/xslF345X05/wk-form4_1783468921.xml

$PLTR
Research

DA Davidson Upgrades Palantir Technologies to Buy From Neutral, Adjusts PT to $175 From $165

Palantir Technologies (PLTR) has an average rating of overweight and mean price target of $190.30, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

$PLTR
Sectors

Sector Update: Tech Stocks Rise Premarket Monday

Technology stocks were rising premarket Monday, with the State Street Technology Select Sector SPDR Fund (XLK) up 1.6% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.3% higher.Palantir Technologies (PLTR) said it teamed with Nvidia (NVDA) to release an intelligent engine for operating artificial intelligence models within sovereign environments, including secure US government networks. Separately, Palantir said it has expanded its partnership with air mobility platform Surf Air Mobility (SRFM). Shares of Palantir Technologies were up more than 3% pre-bell.Applied Digital (APLD) shares were up more than 2% after the company said its unit modified an existing financing package to expand its total revolving credit commitments to $430 million.Alphabet's (GOOG, GOOGL) Google has placed limits on Meta Platforms' (META) use of its Gemini AI models after the social media company requested more computing capacity than Google could provide, the Financial Times reported, citing people familiar with the matter. Meta Platforms stock was up more than 1% premarket.

$APLD$GOOG$GOOGL$META$NVDA$PLTR$SRFM$XLK$XSD
Sectors

Sector Update: Tech

Technology stocks were rising premarket Monday, with the State Street Technology Select Sector SPDR Fund (XLK) up 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) 1.3% higher.Palantir Technologies (PLTR) said it teamed with Nvidia (NVDA) to release an intelligent engine for operating artificial intelligence models within sovereign environments, including secure US government networks. Separately, Palantir said it has expanded its partnership with air mobility platform Surf Air Mobility (SRFM). Shares of Palantir Technologies were up more than 3% pre-bell.

$NVDA$PLTR$SRFM
Research

President Capital Upgrades Palantir Technologies to Buy From Neutral, Adjusts PT to $133 From $25.50

Palantir Technologies (PLTR) has an average rating of overweight and mean price target of $189.87, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

$PLTR
Wire

Palantir, Zeta Partnership Validates Enterprise AI Opportunity, Wedbush Says

Palantir Technologies' (PLTR) partnership with Zeta Global (ZETA) is validating another enterprise AI opportunity, Wedbush said in a report Tuesday.Earlier, the companies said they are partnering to build the enterprise AI infrastructure layer that connects operational intelligence, customer intelligence, and marketing execution.This partnership pairs Palantir's Foundry with Zeta's Data Cloud to be rearchitected on Foundry with Athena, Zeta's AI-powered intelligence layer, to process enterprise data and support marketing decisions, the report said."With Zeta Cloud now leveraging Foundry, customers will have a trusted path from governed enterprise data to real-time decisions and measurable marketing outcomes," the note said.This partnership is expected to drive more than $100 million in revenue for Zeta over multiple years, the report said.Wedbush kept its outperform rating on Palantir.Price: $118.89, Change: $-0.61, Percent Change: -0.51%

$PLTR$ZETA
Sectors

Sector Update: Tech Stocks Fall Pre-Bell Tuesday

Technology stocks were falling pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) 3.8% lower and the State Street SPDR S&P Semiconductor ETF (XSD) down 6.7%.Accenture (ACN) stock was up nearly 3% after the company said it is raising its fiscal 2026 share repurchase plan by $2 billion to a total of $7.5 billion in buybacks.Palantir Technologies (PLTR) and Zeta Global (ZETA) said they have signed a strategic partnership to develop artificial intelligence infrastructure. Zeta Global shares were up more than6% premarket.Viavi Solutions (VIAV) said it has launched its Ultra Ethernet Transport validation solution for AI fabrics, aimed at hyperscalers, cloud providers, and network equipment manufacturers deploying next-generation AI networks. Viavi Solutions stock was down more than 7% pre-bell.

$ACN$PLTR$VIAV$XLK$XSD$ZETA

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