Palantir (PLTR) is Seeing a Flood of Demand from US Commercial Customers
Palantir (PLTR) is doing bootcamps to show potential corporate customers use cases, and its creating a flood of demand.
Palantir (PLTR) is doing bootcamps to show potential corporate customers use cases, and its creating a flood of demand.
Cadence Design Systems (CDNS) builds software that produces advanced computers. CDNS has been hot due to new advances in AI.
Uber Technologies (UBER) has been a red-hot stock this past year as profits have been rising rapidly. Here’s my 1st look at UBER:
Fortinet (FTNT) is seeing a slowdown in Product sales (-10%) while Service sales are doing well (+25%) as the stock flies higher.
AMD (AMD) is seeing strong demand for its new AI infrastructure from big enterprises including Meta, Amazon and Microsoft.
RH (RH) posted a loss last quarter as th company dissapointed investors once again. But the stock does have long-term potential.
Snowflake (SNOW) is finally seeing signs the macro environment for data consumption is picking up. And its AI offerings are helping.
Cadence Design Systems (CDNS) is benefiting from generational trends like AI that are boosting demand for semiconductors.
Shares of AMD (AMD) broke out after the company introduces its MI300 line of AI chipsets. But now shares of NVIDIA look better.
GitLab (GTLB) posted good results last quarter, which pushed the stock to new highs. But was this due to price increases not demand?
Last quarter, Palantir’s (PLTR) US commercial business grew 33% year-over-year driven by the company’s AI Platform (AIP).
Cadence Design Systems (CDNS) makes software that designs microchips & is seeing increasing adoption for its AI portfolio.