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Cathie Wood Sees Palantir Dominating Enterprise AI, Wonders How Microsoft Will Manage 'Massive Disruption' — Will Excel Finally Die?
These Stocks Are Moving the Most Today: Tesla, Domino's, Nvidia, Merck, Spirit AeroSystems, Meta, and More -- Barrons.com
Market Technical Analysis: Will the US Stock Market's Rebound Ignite Your Next Trade?
Palantir Q1 2025 earnings conference call
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.
Analysts Reset Palantir Stock Forecast Amid Rally
1604 : maybe bear will be out today. beware