PLTR, SNAP, CRWV, ON, SOFI: 5 Trending Stocks Today - Palantir Technologies (NASDAQ:PLTR)
U.S. indices rose Monday. Palantir (PLTR) gained 2.10% to $125.65 and after-hours rose after raising full-year 2026 guidance. Snap (SNAP) jumped 7.46% to $5.04 after a Q4 loss beat and revenue rose 19% to $1.6B. CoreWeave (CRWV) rose 19.49% on AI data-center demand. ON (ON) fell 1.48% to $80.40 after Q2 EPS beat; SoFi (SOFI) rose 10.55% to $18.03 on member growth.
How this was made
The 30-second read
Why it matters
The newest actionable catalysts are guidance raises (PLTR), earnings beats with cash flow improvement (SNAP), and an AI data-center growth outlook (ON). CoreWeave’s move is tied to demand expectations ahead of earnings, while SoFi’s move is tied to member growth and cross-selling progress.
Market read
Stock-specific earnings and guidance catalysts drove outsized after-hours moves, suggesting near-term momentum trades but with varying confirmation levels across names.
What to watch
The watchlist framing mixes guidance, earnings beats, and demand expectations; traders should separate confirmed financial results (PLTR, SNAP, ON) from expectation-led moves (CRWV, SOFI).
Background
The article is a retail-trader watchlist covering five US stocks that moved on Monday, including earnings and guidance updates for several names.
Ticker impact
Palantir raised full-year 2026 guidance for revenue, adjusted operating income, and free cash flow, citing accelerating AI adoption.
Bullish bias for the next session(s), with elevated volatility around further AI-demand commentary.
The article attributes the move to a guidance increase and quotes CEO Alex Karp describing accelerating demand, aligning with the reported after-hours jump.
Snap reported a Q4 loss of 10 cents per share (better than a 12-cent loss estimate) and revenue up 19% to $1.6B, with positive free cash flow.
Near-term bullish drift likely, especially if investors extrapolate ad-performance improvement.
The article provides specific earnings and revenue figures plus after-hours strength, indicating a fresh catalyst rather than a recap.
CoreWeave shares jumped 19.49% as the article cites a surge in AI data-center demand ahead of its upcoming earnings report.
Potential continuation into earnings, but risk is high if demand narrative is not confirmed in results.
The article does not provide earnings numbers or guidance, only demand expectations and the timing of an upcoming report.
ON Semiconductor reported Q2 EPS of 74 cents (vs 71 cents estimate) and revenue up 9% to $1.6B, and said its AI data center business should more than double in 2026.
Bullish bias with potential follow-through if the market believes the 2026 growth trajectory is credible.
The article includes both the earnings beat and a specific forward-looking growth statement tied to AI infrastructure demand.
SoFi said it reached an inflection point with 1.1 million net new members and 15.8 million total, alongside continued cross-selling growth.
Moderately bullish near-term, but conviction is lower without quantified earnings or guidance updates.
The article provides operational metrics and a price move, but the newest disclosed facts are not tied to a specific earnings/guidance datapoint.
Market effects
AI adoption and data-center power demand are reinforced across software (PLTR), ad-tech (SNAP), AI infrastructure (CRWV), and semis/power (ON).
Primarily US-listed large-cap and growth names; no direct regional macro linkage beyond the broad market rally.
AI infrastructure and power demand narratives can influence global supply-chain and capex expectations, though the article is US-focused.
Counterpoint
Some of the upside may be sentiment-driven around AI narratives and after-hours reactions, with risk that earnings details or guidance granularity disappoint.
Key entities
- public_companyPalantir Technologies Inc.
Raised full-year 2026 guidance and described accelerating demand for customer-controlled AI platforms.
- public_companySnap Inc.
Reported Q4 results with a loss beat, revenue growth, and positive free cash flow.
- public_companyCoreWeave Inc.
Shares surged on a cited surge in AI data-center demand ahead of upcoming earnings.
- public_companyON Semiconductor Corp.
Beat Q2 EPS and revenue and guided that its AI data center business should more than double in 2026.
- public_companySoFi Technologies Inc.
Reported 1.1 million net new members and highlighted cross-selling growth as an inflection point.
