Palantir (PLTR) tăng 15,7% tiền thị trường nhờ kết quả kinh doanh quý II mạnh mẽ và chiến lược AI

The Huoxing Finance report states that on August 4, according to BIT (bit.com) market data, Palantir (PLTR) surged 15.7% in pre-market trading in the U.S., reaching $145. Palantir’s latest earnings report after yesterday’s market close showed that second-quarter revenue increased 93% year-over-year to $1.94 billion, with net profit reaching $1.06 billion, and the company significantly raised its full-year guidance. Palantir expects full-year 2026 revenue to reach at least $8.15 billion, higher than the previous expectation of under $7.7 billion. U.S. commercial business revenue is projected to reach $3.4 billion, representing at least a 134% year-over-year increase, becoming the primary growth driver. Investors are once again paying attention to Palantir’s “AI Sovereignty” business model. Palantir CEO Alex Karp stated that enterprises and governments are seeking control over their own data, AI systems, and decision-making processes, which has become a key source of growth for the company. “AI Sovereignty” refers to enterprises avoiding having their core data used by external AI model companies for training, while ensuring their AI systems serve their own business needs. Palantir believes that in the future, enterprises will need more than just foundational models—they will require AI platforms capable of managing data, embedding into business processes, and protecting competitive advantages.