MongoDB Q1 FY2027 Earnings Beat Expectations, Raises Full-Year Outlook 
HP Q2 2026 Earnings Beat Expectations Despite Memory Chip Pressure 
Marvell Stock Rises After Record Q1 FY2027 Earnings Fueled by AI Demand 
Elon Musk Explores Possible Tesla-SpaceX Merger Amid Growing AI Investments 
Meta Subscription Push Could Add Billions in Recurring Revenue, Says Rosenblatt 
Universal Music Group Rejects Pershing Square Takeover Proposal 
Kentucky School District Secures $27 Million in Social Media Addiction Lawsuit Settlements 
SK Hynix Joins $1 Trillion Club as AI Chip Demand Fuels Stock Surge 
Samsung Union Dispute Escalates Over Semiconductor Bonus Vote 
NIO CEO Says China’s Auto Industry Has Passed Its Golden Era Amid Weak Car Sales 
Salesforce Q1 FY2027 Earnings Beat Expectations Despite Soft Q2 Revenue Outlook 
Samsung to Invest $1.5 Billion in Vietnam Semiconductor Testing Plant by 2027 
Huawei Chip Breakthrough Sparks Rally in Chinese Semiconductor Stocks 
Morgan Stanley Names Top AI Security and Data Center Stocks for 2026 
US Quantum Stocks Surge After $2 Billion Government Investment 
Blue Origin New Glenn Rocket Explodes During Launch Pad Test, Delaying Space Ambitions 
Palantir (NASDAQ:PLTR) has urged clients to avoid Chinese AI startup DeepSeek, citing security concerns. Chief Revenue Officer Ryan Taylor stated that U.S. government agencies are unlikely to use DeepSeek's models. The White House has confirmed national security reviews of the AI app, and NASA has already banned its use.
Palantir, co-founded by tech billionaire Peter Thiel, provides data analytics solutions to government agencies, including military applications. More than 40% of its Q4 revenue came from U.S. government contracts. The company is also expanding its commercial sector focus, expecting U.S. business revenue to grow 54% in 2025 to over $1.8 billion.
Palantir’s stock surged 22% in extended trading after the company forecasted 2025 revenue between $3.74 billion and $3.76 billion, surpassing analyst estimates of $3.52 billion. For Q1, it expects revenue between $858 million and $862 million, above market projections of $799.4 million. The company earned 14 cents per share in Q4, beating the expected 11 cents.
Demand for Palantir’s AI platform (AIP), which aids in testing and debugging AI models, has contributed to its growth. Taylor also noted that expanded tariffs ordered by former President Trump could drive further demand for Palantir’s supply-chain analytics.
While Palantir discourages commercial clients from using DeepSeek, it will continue working with those who choose to do so. The company remains aligned with U.S. government policies and is positioning itself as a key AI and data analytics provider amid rising global AI competition.
