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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming quarterly report is dominating discussion, with traders focused on whether results and forward guidance can exceed already elevated expectations. Bulls point to AI demand and growth, while skeptics warn that the premium valuation and broader tech weakness could leave the stock vulnerable even after a beat.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios reported FDA accelerated approval of VOCERYQ for recurrent respiratory papillomatosis has renewed focus on competition for Precigens PAPZIMEOS, which treats the same disease. Traders debate whether VOCERYQs treatment approach will challenge PAPZIMEOS or whether Precigens first-mover advantage, full approval, and established commercial launch will help it retain an edge.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians better-than-expected third-quarter results and raised full-year outlook drove a sharp rally, with traders highlighting stronger bookings, cost control and improving yields. The subsequent pullback is being debated as profit-taking and broad market weakness, while fuel costs, debt and lingering concerns about demand remain bearish counterpoints.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 earnings report, with investors focused on Auvelitys launch for Alzheimers agitation, prescription growth, and the path to profitability. The steep share-price decline and managements limited commentary have intensified debate: bears worry that uptake is weaker than expected and costs remain high, while bulls argue that samples and long-term-care channels may be obscuring demand and expect the report to clarify the trend.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

A Defense Department grant to expand U.S. production of Amprius batteries for drones is the main catalyst, with traders viewing it as strategic validation and potential support for future demand. The initial rally faded, prompting debate over whether the long-term capacity boost outweighs uncertainty about customer orders, revenue impact, and the facilitys later ramp-up.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to a 52-week high, alongside heavy call-option activity, has fueled speculation about a possible buyout and short covering ahead of Q3 results. The acquisition talk is unconfirmed; others point to BRIUMVIs sales growth and upcoming subcutaneous data as the underlying story, while cautioning that earnings and clinical milestonesnot rumorswill matter.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rockets quarterly results are drawing attention, with bulls praising profitability and market-share gains despite a difficult housing market. The reaction is tempered by concerns about weaker near-term guidance, soft mortgage demand, and elevated Treasury yields and mortgage rates; traders debate whether lower rates could revive the business.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak forward outlook following its quarterly report, with PC demand pressure and supply constraints weighing on expectations, drove a steep selloff. Traders are divided between dip buyers calling the drop an overreaction and bears who see the guidance and execution concerns as signs of deeper problems, amid broader weakness in chip and AI stocks.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

Healthcares strong rally and relative outperformance are drawing attention, with traders describing a rotation from technology into the sector and pointing to XLVs breakout and fresh highs. Some see healthcare as a defensive haven, while others caution that the rally could lose momentum.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 results beat expectations and its delivery outlook improved, with the R2 ramp drawing attention; a Jefferies upgrade added to the bullish case. Traders see improving execution and demand, while skeptics question the muted share-price reaction and ongoing cash burn and automotive losses.

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TTM Technologies to Report Q3 Earnings: Buy, Sell or Hold the Stock?

TTMI heads into Q3 earnings with projected 86.57% EPS growth and strong AI demand, but its rich valuation and supply constraints leave investors weighing risks.

TTMI's Defense Pipeline Strengthens: Is Long-Term Growth Ahead?

TTM Technologies' $1.7B defense backlog, $7 billion-plus pipeline and advanced manufacturing investments strengthen its growth prospects amid rising demand.

TTMI Targets Defense Growth With Epiq Acquisition to Stay Ahead

TTM Technologies expands its defense reach with Epiq, adding software-defined radios, advanced RF and space computing while deepening vertical integration.

Is the Options Market Predicting a Spike in Mercury Systems Stock?

Investors need to pay close attention to MRCY stock based on the movements in the options market lately.

Here's How Much $1000 Invested In Mercury System 20 Years Ago Would Be Worth Today

Mercury System (NASDAQ:MRCY) has outperformed the market over the past 20 years by 1.03% on an annualized basis producing an average annual return of 10.17%. Currently, Mercury System has a market capitalization ofread more...

Mercury Systems (MRCY) Down 13.8% Since Last Earnings Report: Can It Rebound?

Mercury Systems (MRCY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Here's How Much $100 Invested In Mercury System 20 Years Ago Would Be Worth Today

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Mercury Systems Extends CEO Bill Ballhaus' Contract Through August 2030

(RTTNews) - Mercury Systems Inc. (MRCY), an aerospace and defense electronics company, on Wednesday announced that it entered into an agreement to extend the employment contract of Chairman and CEO Bill Ballhaus for another three years through August 15, 2030...

Mercury Systems (MRCY) Q4 2026 Earnings Call Transcript

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Did Mercury Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Did Mercury Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders? Did Mercury Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, Aug. 25, 2026 Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or...

Mercury Systems, Inc. is an aerospace and defense electronics company, providing breakthrough capabilities in signal and data processing. The company was founded on July 14, 1981 and is headquartered in Andover, MA.

Mercury Systems Inc

PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>The companies stated they would automate factory operations and material planning to increase production without extending delivery schedules or raising costs.</li><li>Palantir will deploy its Foundry platform to build a digital model of Mercury's manufacturing operations, improving planning and decision-making.</li><li>The partnership expands Palantir's growing presence in defense technology following collaborations with companies including Anduril, SpaceX, and OpenAI.</li></ul>Shares of Palantir (PLTR) and Mercury Systems (MRCY) rose in morning trade on Monday after the companies announced a strategic partnership aimed at improving manufacturing efficiency for U.S. defense programs. This marks another move deeper into the defense sector for Palantir, which is scheduled to report second quarter (Q2) earnings after the bell.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> rose over 2% at market open, while&nbsp;<a href="https://stocktwits.com/symbol/MRCY">MRCY stock</a> gained over 6%.&nbsp;On Stockwits, retail sentiment around Palantir remained in the ‘neutral’ zone over the past day, while sentiment around Mercury Systems improved to ‘bullish’ from ‘neutral’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_16_c682cba40c.png" alt="image (16).png" width="1271" height="696"><figcaption>MRCY stock retail sentiment on August 1 as of 9:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Palantir, Mercury Systems Partner To Improve Defense Manufacturing</h2>Palantir said it would deploy its software to help Mercury automate factory operations and material planning for programs supporting the U.S. Department of Defense. The companies stated that the initial focus will be on reducing manual work, improving manufacturing efficiency, and increasing production without raising costs or delaying deliveries.Palantir also plans to build Mercury, an "enterprise ontology" described as a digital twin of the company's operations and business practices, using its Foundry platform to enable faster decision-making and more predictable production schedules.<h2 class="st-heading-2">Partnership Adds To Palantir's Defense Expansion Ahead Of Earnings</h2>Over the past two years, Palantir has increasingly positioned itself as a key technology partner for defense manufacturers and military programs. The company has worked closely with defense startup Anduril and other technology firms, including SpaceX (SPCX) and OpenAI, on projects designed to modernize U.S. military capabilities. That consortium has secured work tied to the Pentagon's Golden Dome missile defense initiative and the Army's Robotic Combat Vehicle program.In its Q2 report scheduled after the bell, Wall Street is expecting Palantir to report earnings per share (EPS) of $0.35 on revenue of $1.8 billion.&nbsp;PLTR’s stock has fallen over 30% this year and around 23% in the last 12 months. Meanwhile, MRCY’s stock has gained over 30% this year and climbed more than 80% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-shares-crypto-stocks-downgrade-bitcoin-price-clarity-act/cZoTJQdRJdI">CRCL Leads Crypto Stocks Lower After Morgan Stanley Downgrade Adds To Bitcoin, CLARITY Act Pressure</a>

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

Wall Street is expecting Palantir to report earnings per share of $0.35 on revenue of $1.8 billion in its Q2 report scheduled after the bell.

PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing

Wall Street is expecting Palantir to report earnings per share of $0.35 on revenue of $1.8 billion in its Q2 report scheduled after the bell. 


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