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Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing extreme volatility and intense community interest following its recent IPO, with traders aggressively speculating on its potential as a specialized player in drone warfare software. The conversation is heavily polarized between bullish participants targeting massive gains based on its combat-tested defense contracts and skeptical investors cautioning against the company's limited revenue and high speculative valuation.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a flurry of strategic acquisitions, including the recent purchase of Indo Earth Moving, which bolsters its position in the drone and robotic defense sector. The community is heavily focused on the upcoming earnings report and the companys potential to secure major government defense contracts, leading to intense debates between bullish long-term investors and short-sellers over volatility and dilution.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging as investors cheer news of high-volume HBM4 memory shipments for the new Vera Rubin AI platform, further solidifying its role as a critical bottleneck supplier in the compute stack. While some community members are cautious about the rapid run-up ahead of earnings, bulls remain focused on the long-term memory super-cycle and the company's expanding influence in the AI data center landscape.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is surging as investors react to a significant new defense contract for missile propulsion subsystems, fueling bullish sentiment despite heavy short interest. The community is actively debating the company's potential as a defense industry "prime" player while monitoring technical breakouts and high institutional trading volume.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is trending due to intense retail and institutional focus on the memory chip sector, driven by a persistent supply shortage and expectations of a multi-year AI-linked demand cycle. The community is sharply divided, with bulls pointing to the sector as a 'super cycle' beneficiary while vocal bears warn of a potential parabolic bubble and imminent rug-pull risks.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is seeing significant market activity fueled by a mix of regulatory progress, including recent DOE and NRC approvals for its subsidiary's test reactors, and high-stakes speculation ahead of upcoming earnings. While bullish investors view the company as a long-term play on AI-driven energy demand and Sam Altman's strategic backing, skeptics continue to voice concerns regarding the stock's lack of revenue, high cash burn, and recent insider selling.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently drawing significant community attention as shareholders speculate on an imminent launch date announcement for the BlueBird-7 satellite, bolstered by recent FCC license updates and ongoing partnership integration with FirstNet. While the stock experiences high volatility driven by broader market macro pressures and intense short interest, the community remains heavily focused on the company's long-term potential to establish space-based cellular infrastructure, with many investors actively accumulating shares during price dips in anticipation of future growth.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing downward pressure as investors react to a full-year guidance miss and ongoing concerns regarding leadership transitions and tariff headwinds. While the community remains divided between those viewing the current valuation as a prime entry point and those concerned about waning brand momentum and stiff competition, many are closely watching for potential board updates or a catalyst from the upcoming search for a permanent CEO.

General Mills, Inc. engages in the manufacture and marketing of branded consumer foods sold through retail stores. Its product categories include snacks, ready-to-eat cereal, convenient meals, pet food, refrigerated and frozen dough, baking mixes and ingredients, yogurt, and ice cream. It operates through the following segments: North America Retail, International, North America Pet, and North America Foodservice. The North America Retail segment includes grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment refers to the retail and foodservice businesses outside of the US and Canada. The North America Pet segment includes pet food products sold in national pet superstore chains, e-commerce retailers, grocery stores, regional pet store chains, mass merchandisers, and veterinary clinics and hospitals. The North America Foodservice segment offers ready-to-eat cereals, snacks, refrigerated yogurt, frozen meals, unbaked and fully baked frozen dough products, baking mixes, and bakery flour. The company was founded by Cadwallader C. Washburn on June 20, 1928 and is headquartered in Minneapolis, MN.

General Mills, Inc.

General Mills is seeing heightened trading interest and community debate ahead of its upcoming earnings report, with investors focused on how the company manages margin pressure and shifting consumer demand. While some traders are bottom-fishing on the stock's recent price weakness and its defensive dividend profile, others remain cautious about the long-term impact of evolving dietary trends and the competitive landscape for packaged food brands.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is seeing intense investor focus as the stock navigates a volatile consolidation phase following a massive, multi-year run to all-time highs. The community is heavily debating whether the stock is currently building a new base for a breakout toward triple digits, fueled by ongoing defense contracts, the drone sector's strategic importance in modern combat, and upcoming earnings.

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ETFs in Focus as Oracle Shares Spike 8% Post Q3 Earnings Beat

Oracle shares jump after a Q3 earnings beat and higher 2027 revenue outlook, pushing investors to consider ETFs with sizable exposure to the cloud giant.

<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

Equity

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities. 

Palantir Surges on Earnings Strength: Time to Buy PLTR-Heavy ETFs?

Palantir's Q4 beat and strong guidance lifted PLTR, boosting ETFs like PLTW, IGV and SHLD, though valuation concerns persist.

<ul class="summary-bullets"><li>Oracle plans to issue the bonds in a single tranche, and the offering may be divided into up to eight parts.</li><li>Bond maturities shall range from three to 40 years.</li><li>On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.</li></ul>Oracle Corp. (ORCL) has reportedly launched a major U.S. dollar bond offering, expected to be in the range of $20 billion to $25 billion.&nbsp;Earlier, the company announced it was looking to raise between $45 billion and $50 billion through a mix of debt and equity sales to ramp up its cloud business. infrastructure capabilities.<h2 class="st-heading-2">Debt Structure</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-02/oracle-kicks-off-8-part-dollar-bond-sale-amid-ai-borrowing-push">report</a>, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs. The remaining planned funding will come from equity-linked and common stock sales, signaling a multi-pronged strategy to support growth initiatives.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_091944_png_b2a93bce82.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="930" height="99"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>The stock saw 641% increase in retail chatter over 24 hours as of Monday morning. The bond’s maturities range from three to 40 years, the report stated.&nbsp;<h2 class="st-heading-2">Strategic Rationale</h2>The move reflects Oracle’s effort to finance the expansion of AI-driven cloud services for major clients. The company previously raised $18 billion in September 2025, after cementing a $300 billion contract with OpenAI.&nbsp;&nbsp;On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.“Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers, including AMD, Meta, NVIDIA, OpenAI, TikTok, xAI and others,” the company stated.&nbsp;Oracle’s approach comes amid an increasingly competitive cloud landscape, with rivals such as Microsoft (MSFT) and Amazon.com (AMZN) also investing heavily in infrastructure.&nbsp;ORCL stock has declined by over 1% in the last 12 months.&nbsp; Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-rexecutive-shakeup-service-outages-rival-pressure/cZbgVYGR4k9">Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.

<ul class="summary-bullets"><li>Phillip Securities launched coverage on Palantir with a ‘Buy’ rating.</li><li>The firm stated that Palantir’s long-term growth prospects hinge on expanding product demand and a market that remains largely untapped.&nbsp;</li><li>Palantir is expected to report fourth-quarter earnings on February 2.</li></ul>Palantir Technologies Inc. (PLTR) drew investor focus on Thursday after Phillip Securities launched coverage with a bullish outlook, assigning a ‘Buy’ rating and a $208 price target.&nbsp;The target implies a potential 26% upside to Palantir’s closing price as of Wednesday.&nbsp;Phillip Securities stated that Palantir’s long-term growth prospects hinge on expanding product demand and a market that remains largely untapped.&nbsp;Palantir has captured only a tiny portion of its potential revenue pool, accounting for about 2.4% of a $119 billion opportunity identified in 2020, leaving room for sizeable expansion if adoption accelerates in commercial and government sectors, the firm added.&nbsp;&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 1% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_092031_png_86f1f1cc67.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits" width="935" height="107"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Deals At Davos&nbsp;</h2>On Wednesday, Palantir signed several deals&nbsp;at the World Economic Forum (WEF) meeting in Davos, Switzerland. The company has partnered with U.K.-based AI company Sovereign AI (S-AI) and Accenture to develop advanced sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into the Asia-Pacific region.&nbsp;Additionally, Palantir also strengthened its agreement with HD Hyundai. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services.Last week, Citi upgraded the stock to ‘Buy’ from ‘Neutral’ and lifted its price target to $235, citing expectations for much higher consensus forecasts in 2026, according to The Fly. The bank pointed to faster enterprise adoption and rising defense spending as major growth drivers.Palantir is expected to report fourth-quarter earnings on February 2. Analysts see a revenue of $1.34 billion and earnings per share (EPS) of $0.23, according to Fiscal AI data.&nbsp;PLTR stock has gained 115% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-glsi-stock-surging-premarket-today/cmUzwq3R4QY">Why Did Greenwich LifeSciences Stock Soar Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Palantir’s AI Potential Spurs New Buy Call From Phillip Securities – Firm Sees 26% Upside Potential

Palantir has captured only a tiny portion of its potential revenue pool, accounting for about 2.4% of a $119 billion opportunity identified in 2020, the firm said.

<ul class="summary-bullets"><li>Palantir also strengthened its alliance with HD Hyundai in a deal reportedly worth ‘‘hundreds of millions of dollars”.</li><li>Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.</li><li>CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market and does not consider international corporate sales as a major priority.</li></ul>Palantir Technologies Inc. (PLTR) garnered retail buzz on Wednesday, driven by a series of partnerships to advance AI-based infrastructure.The stock slid 0.2% in pre-market trading on Wednesday, with <a href="https://stocktwits.com/symbol/PLTR">PLTR</a> among the top trending tickers on Stocktwits at the time of writing.Over the past 24 hours, message volumes on PLTR increased more than 200%, according to Stocktwits data. &nbsp;<h2 class="st-heading-2">Partnerships with S-AI and HD Hyundai</h2>Palantir tied up with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific. The collaboration will support the rollout of Dell AI Factory and NVIDIA-powered data centers designed to handle high-intensity AI workloads.Palantir’s Chain Reaction platform will help develop the full infrastructure lifecycle, from power generation to compute deployment, while Accenture will handle digital transformation, operations, and delivery.Prior to that, Palantir strengthened its alliance with HD Hyundai, its largest and longest-running partnership in South Korea. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services. The partners also plan to establish a Center of Excellence to drive AI adoption across the HD Hyundai Group.According to a Reuters report on Tuesday, the HD Hyundai deal is worth ‘hundreds of millions of dollars’ to Palantir over several years.Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.Speaking on the sidelines of the event, CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market, adding that, outside of Korea, international corporate sales are not a major priority for the company."We're doing so well in America, we have to selectively engage abroad,” he said.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Last week, Citi upgraded Palantir to ‘Buy from ‘Neutral’ and raised its price target to $235, citing expectations for significantly higher consensus estimates in 2026, according to The Fly. The firm sees accelerating enterprise adoption and rising defense budgets as key drivers, describing a potential “supercycle” for Palantir’s government business and forecasting a 70%-80% revenue growth in 2026.&nbsp;Separately, Truist initiated coverage with a ‘Buy’ rating and a $223 price target. Truist highlighted Palantir’s unique market position and strong exposure to AI adoption across both government and enterprise customers. The firm also expects Palantir to maintain healthy margins while benefiting from AI-driven revenue growth.<h2 class="st-heading-2">What Is Retail Saying?</h2>Sentiment on Stocktwits changed to ‘neutral’ from ‘bearish’ a day earlier.One user noted the stock breaking to the downside.<stembedurl>https://stocktwits.com/peloswing/message/642346837</stembedurl>Another bearish user saw the stock as overvalued.<stembedurl>https://stocktwits.com/GRTiVST/message/642384227</stembedurl>The stock has gained over 130% in the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-avr-stock-surge-pre-market-today/cmUDFTBR4fG">Why Did AVR Stock Surge Pre-Market Today?&nbsp;</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background, in this photo illustration in Brussels, Belgium, on November 3, 2025.

PLTR Stock Garners Retail Attention On AI Infrastructure Deals At Davos

Palantir partnered with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centres across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific.

ETFs to Watch as Oracle Dips Despite Beating on Q2 Earnings

ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but misses on revenues. 

The Zacks Analyst Blog Highlights Palantir, Direxion Daily PLTR Bull 2X Shares, GraniteShares 2x Long PLTR Daily ETF, iShares U.S. Tech Independence Focused ETF, iShares Expanded Tech-Software Sector ETF and Global X Defense Tech

PLTR hits $1B revenue for the first time, boosting PLTU, PTIR, IETC, IGV, and SHLD as AI-driven growth fuels ETF gains.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.


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