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  • Palantir surged 27% to a record high after reporting stronger-than-expected fourth-quarter results and guidance driven by AI. Adjusted EPS hit 14 cents vs. 11 cents expected, and revenue reached $828 million, surpassing the $776 million forecast. The company also provided better-than-expected guidance, projecting Q1 revenue of up to $862 million and full-year sales between $3.74 billion and $3.76 billion, topping estimates. CEO Alex Karp credited Palantir’s AI advancements for its rapid growth, calling it a key player in the AI revolution.
  • Revenue climbed 36% year-over-year, driven by strong U.S. commercial (64%) and government (45%) growth. The company expects U.S. commercial sales to hit $1.08 billion in 2025, marking a 54% increase. Palantir's stock surged 340% in 2024, aided by the AI boom and its addition to the S&P 500 and Nasdaq 100. Karp emphasized the company’s mission to bolster U.S. technological dominance, downplaying concerns over China’s DeepSeek and stressing the need for an aggressive, nationwide AI effort.

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Palantir’s strong earnings, AI-driven growth, and bullish outlook signal potential upside for its stock and broader AI-related investments.

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