$PLTR

Palantir (PLTR) reported a 35% increase in U.S. commercial customers and signed 220 contracts worth at least $1 million, signaling sustained demand. The company raised its full-year revenue guidance to $3.42 billion, up from $3.22 billion, and increased its 2026 revenue outlook to $8.15 billion. Analysts have a 'Moderate Buy' rating on the stock.

Palantir (PLTR) and PwC US are expanding their alliance to focus on enterprise AI, M&A transformation, and ERP modernization. The partnership aims to integrate Palantir's Foundry and AIP platforms with PwC's expertise, potentially accelerating deal execution by 50% and reducing transaction costs by 45%. No financial details were disclosed.

U.S. equities declined midday Friday after strong jobs data raised Fed rate hike odds. SanDisk (SNDK) +10.3%, Lululemon (LULU) -17.5%. Semiconductors rose, software and retail fell. Bitcoin (BTC) -1.8%. S&P 500 -0.3%, Nasdaq -0.3%.

The Schwab U.S. Large-Cap Growth ETF (SCHG) has significant holdings in NVIDIA (11.01%), Apple (9.83%), and Microsoft (7.17%), totaling nearly a third of the fund. SCHG has underperformed the SPDR S&P 500 ETF (SPY) and Invesco QQQ Trust (QQQ) year-to-date, with returns of 10.12%. The fund's concentration in mega-cap stocks and its indexing methodology contribute to this underperformance. Investors seeking broader market exposure may prefer QQQ or SPY.

Palantir (PLTR) stock rose 7.7% on Thursday after expanding its partnership with PwC US to offer AI and analytics tools to enterprise clients. The company already collaborates with Deloitte and Accenture. Investor Michael Burry reiterated his bearish stance, questioning Palantir's $440 billion valuation and citing concerns about receivables and executive spending.

Coles will end its partnership with Palantir in 2027, following public pressure. Palantir's software was used for internal operations like rostering. Coles claims no customer data was shared. Palantir is still used by Rio Tinto and Australia's Department of Defence.

U.S. stock futures rose slightly ahead of the August Nonfarm Payrolls report, with Nasdaq futures up 0.4%. Key companies in focus include TSLA, LULU, ORCL, NVDA, and PLTR. Economists expect 53,000 jobs added in August, with the unemployment rate forecast at 4.1%. Fed Governor Waller suggested a rate hike could be appropriate if inflation doesn't moderate. NVDA shares rose after a $12.93B deal, LULU shares fell 17% after missing estimates, and ORCL shares rose 1% after a network equipment agreeme

Palantir (PLTR) fell 7% despite winning a U.S. Army production contract for TITAN systems, as software sector weakness overshadowed the defense win. The iShares Expanded Tech-Software Sector ETF (IGV) dropped 3%, while the defense ETF (ITA) declined 0.7%. Salesforce (CRM) also slipped 1%. Palantir's stock price is influenced by software sector trends rather than defense contractor movements.

Snowflake (SNOW) rose 16.6% and Palantir (PLTR) gained 7.7%, leading 23 newcomers to top stock lists. Both companies are in the AI sector and were highlighted by Raymond James Financial (RJF).

Palantir (PLTR) rose 8.07% to $183.13 on Thursday, recovering from Wednesday's losses. The rebound followed a new U.S. Army contract for AI-driven systems and easing concerns about competition from Google. The stock remains sensitive to AI, defense spending, and valuation trends, with notable selling by ARK Invest.