Back to News
Technology
February 12, 2025

What’s your take on Palantir?

Hi Enthusiast,

Ringo Starr, the former Pizza Hut spokesperson best known for his role in music, made a surprising revelation: he’s never actually eaten pizza.

On Friday, stocks took a downturn after the White House press secretary confirmed President Trump’s decision to impose 25% tariffs on imports from Mexico and Canada, along with a 10% tariff on China. This led the S&P 500 to reverse course, closing 0.5% lower after being up 0.8% earlier in the session. The following day, Trump signed three executive orders enacting the tariffs, set to take effect on Tuesday. In retaliation, Canada announced tariffs on over $100 billion worth of US goods, while Mexico is preparing its own countermeasures to be unveiled today.

Curious about which goods will be affected? Here’s a full list of what the US imports from Canada and Mexico.

What’s Palantir’s message to us?

Palantir Technologies was the standout performer in the S&P 500 last year, soaring 340%. The company’s recent success can be attributed in part to its influential backers, including co-founder Peter Thiel, its largest individual shareholder, who has close ties with Trump.

As tech analyst Dan Ives succinctly explained:

“Palantir stands to gain from the increased government focus on AI, especially with Project Stargate under the Trump administration. The company is well-positioned to benefit from the growing federal spending on AI infrastructure.”

This momentum, fueled by the company’s high-profile connections, pushed the stock to a new high, closing January at $83.49—five times its value of $16.09 on the same date last year.

With earnings due after the market closes today, it’s a good time to evaluate why Palantir is seen as having both immense promise and considerable risk. The company has also made strategic moves, such as acquiring Voyager Technologies, which is developing a commercial space station for NASA and eyeing an IPO.

Palantir even managed to earn Jim Cramer’s full-throated endorsement. However, some are concerned the stock might be overvalued, with a price-to-forward earnings ratio of 180x, leading to potential downside risks.

Presented by Nasdaq

Woman looking at tablet

Invest in what you know

Spanning diverse industries such as technology, consumer services, healthcare, and industrials, the Nasdaq-100 Index® (NDX®) is composed of the 100 largest, most dynamic non-financial companies listed on the Nasdaq Stock Market.

Known for its emphasis on innovation and market leadership, the index includes leaders shaping the future of their respective sectors.

While NDX is loaded with companies you’ve probably never heard of, like Analog Devices (ADI), Exelon Corp (EXC), and Paccar (PCAR), what may surprise you is the number of names in the index you do know. Names like: Apple (AAPL), Costco (COST), and Microsoft (MSFT).

Explore A Day in the Life of the Nasdaq-100 to see how the companies you know and love in your everyday life are driving growth and transformation in tomorrow’s economy.

Stories We're Keeping an Eye On

DeepSeek’s Leak Causes a Stir

While the Nasdaq 100 briefly rebounded from the sell-off triggered by concerns over DeepSeek’s R1 model being produced faster and cheaper in China than by American rivals, Nvidia is still struggling this week. CEO Jensen Huang's claim that the company has only completed the "easy part" did little to reassure investors. Meanwhile, AI software stocks are holding up well, with OpenAI accelerating the release of its more affordable model, o3-mini—marking just the beginning of an ongoing saga.

AI Takes Center Stage for Amazon and Google Earnings

Amazon and Alphabet, two giants in the Magnificent 7, are set to report earnings this week, and the focus will be on their AI strategies. Amazon ($229.16, +1.09%), reporting Thursday, has raised its cost estimate for its Mississippi data center from $10 billion to $16 billion, with analysts expecting continued increases in capital expenditures for its AWS division. Google ($190.85, +0.16%), reporting Tuesday, has also seen its capex grow significantly year over year, with projections estimating it will hit $76 billion by 2026.

Quick Signal:
  • IBM ($253.75, -3.75%) had its strongest performance in years, soaring nearly 13% in a single trading session after reporting stronger-than-expected profits on Wednesday evening.
  • Microsoft ($416.34, +0.63%) saw a decline as its cloud division delivered disappointing results, weighing heavily on its stock.
  • Meta ($712.40, +0.96%) has set ambitious goals for 2025, aiming to reach a billion users on Meta AI. The company plans to shift its focus in 2026 to turning that user base into a significant revenue stream.

Presented by Boxabl

Boxabl baby box

BOXABL Announces New $20,000 House

When the biggest names in your industry take an interest, you know you're onto something.

That's the story with BOXABL. They're bringing assembly lines to home construction, gaining the attention of investors like D.R. Horton. Where traditional homes take 7+ months to build, BOXABL is capable of producing their signature “Casita” in 4 hours.And they’re just getting started. BOXABL just announced a new $20,000 housing unit called “Baby Box”. It’s a turn-key home designed for affordability and versatility, with applications spanning workforce accommodations to tiny homes.

Now, everyday investors can join them too. When BOXABL last opened a Reg A investment opportunity, they maxed out the $75M regulatory limit. BOXABL believes their new $20,000 house is the key to unlocking even greater potential.

Become an investor today.1

Advertiser's disclosures:

¹ The minimum investment is $1,000. This is a paid advertisement for the Boxabl Inc. Regulation A offering. Please read the offering circular and related risks at StartEngine’s Boxabl Website.

Nasdaq®, Nasdaq-100 Index®, Nasdaq-100®, and NDX® are trademarks of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Finance
Verizon Shares Take a Hit After Q1 Sales Warning
March 13, 2025
Finance
Kohl's Shares Plunge After Dividend Cut and Weak Sales Outlook
March 14, 2025
Finance
Private Credit-Fueled Companies Take a Hit While Public Credit Markets Remain Calm
March 14, 2025
Finance
Delta Takes a Major Hit After Slashing Q1 Outlook
March 14, 2025
Politics
SoFi Faces Major Setback, Marking Worst Drop in a Year
March 13, 2025
Politics
Palantir and Trump Trades Face a Rough Downturn
March 13, 2025
Technology
Eutelsat: The French Satellite Company Getting the "GameStop" Treatment Amid Starlink Concerns
March 13, 2025
Health
Novo Nordisk Faces Setback with CagriSema Trial Results
March 11, 2025
Politics
The Shift from "TINA" to "Anything But the USA" in Global Markets
March 11, 2025
Finance
Retail Sector Faces Uncertainty Amid Strong Holiday Results
March 11, 2025
Finance
Bank of America Raises Broadcom Price Target Amid Growing Hyperscaler Customer Base
March 11, 2025
Politics
Nasdaq Hits Correction Territory: A Look Back at History and What's Ahead
March 8, 2025