Palantir Technologies posted a blockbuster first quarter, blowing past Wall Street expectations on both the top and bottom lines.

The AI software and defense technology firm reported adjusted EPS of $0.33 versus the $0.28 expected, while revenue of $1.63 billion topped the $1.54 billion consensus, representing approximately 85% year-over-year growth, the fastest pace since its 2020 direct listing.

Management issued second-quarter guidance of $1.8 billion in revenue, ahead of the $1.68 billion consensus, and raised full-year 2026 revenue guidance to $7.65–$7.66 billion, a 71% annual jump and well above the prior $7.27 billion LSEG consensus.

The company also lifted its adjusted free cash flow outlook to $4.2–$4.4 billion for the full year.

CEO Alex Karp penned a characteristically bold shareholder letter, writing that the company's results "now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale."

Revenue per employee has reached $1.5 million annualized. Karp also reaffirmed that Palantir's AI tools are actively being deployed to give the U.S. and its allies an operational edge in the Middle East conflict, and told analysts the U.S. business, both government and commercial, is expected to double again in 2027.

$PLTR ( ▲ 0.19% ) has a Ziggma score of 96, driven by exceptional profitability and financial strength. Analysts project 37% upside for the stock from current levels.

The 85% revenue growth, quadrupled net income, and aggressive guidance mark a company firing on all cylinders.

With AI demand accelerating across both government and commercial customers, and geopolitical tailwinds driving defense tech spending, Palantir is cementing its status as the defining AI infrastructure company for U.S. warfighters and enterprise alike.

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U.S. equities closed Monday in the red as a fresh escalation in the Middle East rattled investor sentiment and drove oil prices sharply higher, offsetting what has otherwise been a strong earnings season.

The UAE's interception of Iranian missiles, the first activation of its missile alert system since the U.S.-Iran ceasefire began April 8, sent shockwaves through markets.

WTI crude futures surged 4.39% to $106.42 per barrel, while Brent crude climbed 5.8% to $114.44.

Energy was the sole bright spot among S&P 500 sectors, gaining 0.6%, led by APA (+4%) and Diamondback (+3%).

Logistics stocks bore the brunt of the session's pain after Amazon announced plans to launch its own freight and parcel shipping network, hammering GXO Logistics (-18%), UPS (-10%), and FedEx (-9%).

Despite Monday's sell-off, Q1 earnings have been broadly impressive, with EPS growth tracking at 25% year-over-year, well ahead of estimates.

The Dow underperformed, weighed down by rotation out of defensive names as investors chased growth.

🔎 FREE GOODSTOCKS RESEARCH:

First Solar (FSLR) After Earnings: The Clean Energy Stock the Market May Now Be Mispricing. 🔖 Read on Substack 🎧 Listen to podcast

eBay shares popped 5% after GameStop CEO Ryan Cohen made an unsolicited, non-binding $125-per-share cash-and-stock offer to acquire the e-commerce platform — a 20% premium to Friday's close and valuing eBay at approximately $55.5 billion.

Wall Street remains skeptical about GameStop's ability to secure financing for the deal, with the stock trading well below the offer price despite the pop.

SanDisk surged over 5% after crushing third-quarter earnings expectations. While overall sales volumes dipped slightly, favorable pricing dynamics and an improved product mix drove significant outperformance.

The memory manufacturer continues to benefit from the semiconductor rally and robust AI-driven demand for advanced storage solutions.

Charles River Laboratories posted modest gains, outperforming peers during Monday's broader market slide.

Investors positioned ahead of the company's highly anticipated Q1 earnings report due May 7.

The stock showed resilience despite recent insider selling activity from major institutional shareholder UBS Group AG.

🚢 Trump Launches "Project Freedom" for Stranded Ships, pledging U.S. assistance to free cargo ships from nations uninvolved in the Middle East conflict that have been stranded by the closure of the Strait of Hormuz.

🏦 NY Fed's Williams Warns Inflation Likely to Stay at 3%: John Williams said current monetary policy is "well positioned" but flagged that inflation is likely to remain around 3% this year — a full percentage point above the Fed's target — due to Middle East supply disruptions and elevated energy prices.

🏦 Berkshire's Greg Abel Earns Solid Marks at Annual Meeting Debut: In his first time running Berkshire Hathaway's annual meeting as CEO, Greg Abel reassured investors with thorough answers and a steady grasp of the conglomerate. He reaffirmed that there are no plans to break up the company.

🪙 Bipartisan CLARITY Act Deal Boosts Crypto Stocks: Senators Thom Tillis and Angela Alsobrooks reached a bipartisan compromise on the CLARITY Act, drawing a clear line: stablecoins cannot pay interest-like yields on passive deposits, but activity-based rewards (trading, staking) are permitted.

📉 Trivariate's Adam Parker Warns of Likely Market Pullback: Following April's double-digit monthly gain, the best month for the S&P 500 since November 2020 and a once-in-56-months event, Trivariate Research founder Adam Parker said a near-term pullback seems "more likely than not."

🚀 SpaceX IPO Could Leave "Meat on the Bone" for Investors: Altimeter CEO Brad Gerstner said SpaceX's IPO, targeting a valuation of up to $1.75 trillion, won't be a "get rich quick" opportunity, but retail and institutional investors could see robust 20–30% compounding returns over two to three years if underwriters allocate a larger-than-usual 30% of shares to them.

⛽ Chevron CEO Warns of Fuel Shortages as Hormuz Stays Closed: Chevron CEO Mike Wirth told CNBC at the Milken Institute Global Conference that fuel availability — not just price — is becoming a growing concern in some regions.

Shares of Circle surged nearly 20% after bipartisan lawmakers struck a compromise on the CLARITY Act, preserving activity-based stablecoin reward programs. The deal removed a key regulatory overhang for the stablecoin issuer.

AMD slipped nearly 5% after HSBC downgraded the stock from buy to hold, citing concerns about tight semiconductor capacity in 2026 that could limit the chipmaker's near-term upside. Q1 earnings are due after the close today.

Shares fell 5.5% after NCLH reported Q1 EPS of 23 cents (vs. 14 cents expected) but missed on revenue and issued guidance well below expectations, citing higher fuel costs tied to the ongoing U.S.-Iran conflict.

🤖 Advanced Micro Devices reports Q1 2026 results after market close. A closely watched print for AI chip demand signals and semiconductor sector momentum.

⚡ Eaton Corporation reports Q1 2026 earnings before the open. Watch for commentary on industrial automation and electrical infrastructure spending trends.

🌐 Arista Networks hosts its Q1 2026 earnings call at 4:30 PM ET. Results will signal the strength of enterprise and cloud data center investment cycles.

🛒 Shopify reports Q1 2026 results before the open, serving as a key barometer of digital retail health and online consumer spending.

🏦 HSBC Holdings reports Q1 2026 earnings before the open, offering a window into international banking stability and global macroeconomic lending conditions.

📊 ISM Services PMI (April): This vital gauge of non-manufacturing sector activity will heavily influence broader economic outlooks and market sentiment following recent geopolitical disruptions.

💼 JOLTS Job Openings (March): A key labor market read that helps investors gauge employment tightness and potential wage inflation pressures ahead of Friday's nonfarm payrolls report.

🌍 U.S. International Trade in Goods and Services (March): Details export and import balances, offering essential clues about global demand and the economic impact of the Strait of Hormuz closure.

🏗️ S&P Global PMI Services Final (April): The final reading on services sector activity provides additional context for the health of the U.S. economy heading into the summer months.

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