On Monday morning, the U.S. data analytics company entered its second-quarter earnings announcement, with investors rising for new long-term military contracts and ongoing demand for artificial intelligence (AI) infrastructure, with Palantir (PLTR) shares rising its second-quarter earnings announcement.
The company is known for providing AI-driven software to government and commercial customers, forecasting revenues of between $934 million and $938 million and $938 million (£704 million) in the second quarter, ahead of the consensus estimate of Wall Street is $899.1 million. Palantir (PLTR) plans to report earnings this Monday after the end of the U.S. market.
Investors push the stock to historic i) Friday, a new deal with the U.S. Army worth up to $10 billion over the next decade revealed a new deal. According to the company’s release, the deal will enable Palantir to provide a “integrated framework” for the Army’s future software and data needs and integrate multiple existing projects under a single procurement umbrella.
On Friday, Palantir (PLTR) increased investor optimism, with a new deal worth up to $10 billion over the next decade. According to the company’s release, the deal will enable Palantir to provide a comprehensive framework for the Army’s future software and data requirements, thus integrating multiple existing projects under a single procurement umbrella.
Although the agreement was won by some, analysts urged caution.
“Palantir (PLTR) has had a monster run this year, driving over 100% driven by optimism from AI and strong government demand,” said Lale Akoner, global market strategist at Etoro. “But going into Monday’s earnings, the stock is priced perfectly.”
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Akoner noted that Palantir’s (PLTR) AI platform is gaining traction in the commercial space, especially in the U.S.-led bootcamp drives faster adoption. But, she warned that the road from early pilots to large-scale recurring income is “more hopeful than proof.”
She also provided a measure of the U.S. military contract, calling the $1 billion figure “somewhat misleading.”
“It’s not new funds, it’s bundling existing contracts into a single agreement,” Arcona said. “It simplifies procurement but does not guarantee future spending or revenue growth.”
“It is important now whether Palantir (PLTR) can provide consistent top-line growth, expansion of profit margins and clear signs of AI monetization. With the high multiples of stock trading, any softness of the results or guidance could trigger a sharp decline. Delivery is required this quarter.”
AMD (AMD) shares were higher than before the U.S. Open Bell, as chipmakers were ready to report second-quarter earnings after Tuesday’s close. Investors focus on GPU sales, AI revenue and the company’s outlook for the second half of the year.
According to the Visible Alpha estimates, AMD (AMD) is expected to release $7.43 billion in Q2 revenue, up 27% year-on-year and up 27% year-on-year. However, adjusted net income is expected to fall to $796.6 million, or 48 cents per share, down from $1.26 billion or 69 cents a share a year ago.
In May, AMD warned that it will be hit by $800 million in the quarter due to restrictions on U.S. exports to China.
Despite headwinds, AMD’s (AMD) track record exceeded Wall Street expectations and beat revenue estimates in each quarter of the past two years with an average uptick of 1.5%.
So far, the stock has risen more than 40% in 2025 and closed at $172 on Friday, hitting optimism from investors about its AI strategy.
Last week, UBS raised its AMD target share price from $160 to $210 because the company has the ability to get regulatory approval to restore sales of its MI308 chips. Bank of America (BAC) also raised its target to $200, increasing it from $175 to $200.
Boeing (BA) shares (BA) are lower and will begin a strike after union members who set up corporate fighters in the St. Louis area voted to reject quotes for their latest contracts, according to the International Association of Mechanics and Aerospace Workers.
The strike added pressure to Boeing’s (BA) defense and space division, which accounted for about 30% of company revenue in the second quarter. For the first time in nearly three decades, union defense workers began to strike in Boeing’s St. Louis area facility.
The Boeing (BA) proposal includes a 20% increase in general salary over four years, a $5,000 approved bonus, and increased holidays and sick leave. However, the union rejected the offer, saying it was insufficient.
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“We were disappointed with our employees and rejected a offer that proposed average wages rose by 40% and addressed their major issues on alternative work schedules,” Boeing said in a statement on Sunday.
“We are ready for the strike and have fully implemented contingency plans to ensure our non-enterprise workforce can continue to support our customers,” Boeing (BA) added.
Boeing (BA) has been hit by a series of crises in recent years, including two fatal crashes and an air blowout in one of the planes.
Shares of Opendoor (Open) rose 8% on Monday, following U.S.-powered real estate platforms’ second-quarter earnings report, following Tuesday’s shutdown.
The company has seen a sharp rebound in investor attention, with stocks growing 271% over the past 30 days, thanks to waves of retail enthusiasm and high-profile recognition from EMJ Capital founder Eric Jackson. In a widely distributed post on X, Jackson listed his investment papers and targeted the stock at $82, helping to push Opendoor (Open) (Open) into Memestock Spotlight.
Last quarter, Opendoor (Open) beat analysts with an estimated revenue estimate of 9.3%, reporting revenue of $1.15 billion, down 2.4% year-on-year, with 2,946 homes sold, down 4.3%. Still, it was an outstanding quarter: The company surpassed EBITDA’s forecast and released guidance for the next quarter before analysts expected it.
Jackson describes Opendoor as a story of “deep value shift” that has the potential to increase annual revenue from about $5 billion in 2024 to 2029. He also called for improved management execution and operational discipline.
Retailer traders piled up stocks after Jackson’s post, but some momentum has cooled since. Goldman Sachs (GS) (GS) currently maintains a sell rating on Opendoor with a target share price of only $0.90.
Shares of BP (BP.L) rose 1% in London on Monday after the company announced its largest oil discovery offshore Brazil in 25 years, and said it emphasized upstream ambitions over closed cost pressures for investors.
BP (BP.L) told the city that it found a large amount of oil and gas in the Bumerangue Prospect in the deep-water Santos Basin of Brazil, 404 km from Rio de Janeiro. The exploration well has a depth of 5.855 million in water and a depth of 5.855 million. The company said it encountered a 500m hydrocarbon column in a “pre-salt carbonate reservoir” of more than 300 square kilometers.
“We are delighted to announce this significant discovery at BP’s largest BP,” said Gordon Birrell, executive vice president of production and operations at BP. “This is another success for our exploration team so far, highlighting our commitment to developing the upstream. Brazil is a key country for BP and our ambition is to explore the potential of building a center of materials and advantageous production in the country.”
The announcement comes as BP (BP.L) prepares to update its $5 billion cost-cutting plan to investors on Tuesday and strengthens scrutiny by activist investor Elliott Management. The U.S. hedge fund has established a 5% stake in BP, which is pushing for deeper operating expense reductions, urging the group to target $20 billion in free cash flow in 2027.
Elliott hopes CEO Murray Auchincloss will increase the cost savings of $5 billion based on the 2023 baseline, a $5 billion target he outlined in February. A person familiar with Elliott’s thoughts told the Financial Times that the fund “identifies thousands of BP supporters worldwide,” as an example, considers it an overly large and inefficient cost structure.
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