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Palantir Stock Soars On Defense Deals: What's Going On?
Cathie Wood Sees Palantir Dominating Enterprise AI, Wonders How Microsoft Will Manage 'Massive Disruption' — Will Excel Finally Die?
The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Palantir Q1 2025 earnings conference call
Analysts Reset Palantir Stock Forecast Amid Rally
Tesla, Palantir And Coinbase Are Among Top 11 Large-Cap Gainers Last Week (Apr 21-Apr 25): Are The Others In Your Portfolio?