π PLTR rockets +17% premarket β Palantir Q2 AI revenue surges 93% with another guidance hike
Palantir blew past Q2 estimates with revenue of $1.94B (vs. $1.80B expected), up 93% year-over-year, while U.S. commercial revenue alone ripped 149% to $764M. Full-year 2026 revenue guidance was raised to $8.15B and CEO Alex Karp called it an otherworldly quarter driven by the sovereign AI revolution. Futures are green across the board this morning as PLTR leads tech premarket. Is PLTR the defining AI trade of this cycle, or is it getting priced to perfection? Not financial advice.
