SpaceX, Palantir earnings and weak jobs data drive markets to record highs

EarningsMacro Impact 4
โดย Seeking Alpha·US·Read original
Summary · why it matters

Wall Street ended the week higher, with the Dow and S&P 500 closing at record highs as investors weighed corporate earnings and weaker-than-expected U.S. payrolls data. U.S. nonfarm payrolls fell by 23,000 in July, missing expectations for an 88,000 increase. SpaceX reported strong revenue growth in its first earnings as a public company but its stock dropped 14% after plans to sharply increase AI infrastructure spending, with capital expenditures climbing to $18.4 billion. Palantir posted results well above expectations and raised its full-year outlook, sending its stock up roughly 37% for the week. Amazon's market capitalization surpassed $3 trillion for the first time following a strong post-earnings rally.

Impact on stocks 14

Artificial Intelligence± Mixed · 5 stocks
Palantir Technologies Inc.
PLTR
▲ PositiveCapitalrelevance

Palantir posted results well above expectations and raised its full-year outlook, driving stock up 37%.

Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Amazon's market cap surpassed $3 trillion following a strong post-earnings rally, indicating robust performance.

Biotech & Genomic Medicine▲ · 3 stocks
Energy Transition & Power Demand▲ · 2 stocks
Energy▲ · 1 stocks
Semiconductors▲ · 1 stocks
Communication Services▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks

Theme Impact 2

Related news

▲

Palantir $5,000 Stake Modeled at $4,629 to $8,161 by 2031

A $5,000 investment in Palantir Technologies could be worth between $4,629 and $8,161.50 by 2031 under a five-year scenario model built on current data. The base case projects shares at $217.44 for a 23.62% total return and a stake of about $6,181, the bull case targets $287.10 for a 63.23% return and $8,161.50, and the bear case puts the stock at $162.84 for a 7.42% loss and $4,629. Palantir posted second-quarter 2026 revenue of $1.935 billion, up 92.83% year-over-year, with a Rule of 40 score of 155 and adjusted free cash flow of $1.22 billion at a 63% margin, and management raised full-year 2026 revenue guidance to $8.150 to $8.158 billion. Total remaining deal value reached $13.1 billion, up 83%, net dollar retention expanded to 157%, and CEO Alex Karp said demand for AI sovereignty has been unleashed. The stock trades near $175.91 at a P/E of roughly 250 and a beta of 1.621, and the model carries a 0.9 confidence score with a hold recommendation.
PLTR ▲
Artificial Intelligence ▲
Yahoo Finance·2hRead more →

Digital Realty Launches ServiceFabric MCP Across 800 Data Centers

Digital Realty made ServiceFabric MCP available on September 15, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. The launch follows second quarter results reported on July 23, when Core FFO per share, excluding net promote, rose to $2.13 from $1.87 a year earlier, while the headline figure of $2.65 included a $188 million net promote. Renewal leases in the quarter were signed at rates 25.4% higher on a cash basis, and signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share. Management lifted its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20, even as the company carried about $18.6 billion of debt at June 30, 2026 and set its 2026 development spending outlook, net of partner contributions, at $4.25 billion to $4.75 billion. Digital Realty calls MCP an emerging standard still being validated, and the announcement puts no dollar figure on what it could add to revenue.
601828.CGDLR
Cloud & Digital Infrastructure ▲Artificial Intelligence ▲
Insider Monkey·4hRead more →
▲

Meta Acquires AI Startup Stilla.ai to Bolster Business Agent

Meta Platforms acquired AI startup Stilla.ai on September 9, a move aimed at strengthening its agentic AI capabilities and opening new monetization beyond advertising. The company plans to integrate Stilla.ai's team and technology into Meta Business Agent, which helps businesses interact with customers across its platforms. Longer term, Meta envisions customers using AI agents to inquire about products, discuss pricing, and potentially complete purchases without leaving its ecosystem, creating an AI-driven commerce layer across Facebook, Instagram, Messenger, and WhatsApp. Meta cautioned that Stilla.ai remains a small startup and the deal is unlikely to materially affect revenue or earnings per share in the near term, with infrastructure, product development, and integration needed before meaningful transaction-related revenue emerges. According to the Insider Monkey Database, 254 hedge funds held positions in Meta during the second quarter, down from 262 at the end of the first quarter, while short interest stood at approximately 1.13% of outstanding shares, or roughly 28.81 million shares, as of August 31.
META ▲
Artificial Intelligence ▲
Insider Monkey·7hRead more →
© 2026 MarketDXNews