Earnings

Palantir shares surge 30% as enterprise clients push back on AI model dependency

Enterprise software is re-pricing around a question the AI investment cycle has not fully answered: who owns the relationship between a company's data and the model it runs on. Against that ba

By Owen Gallagher · 2 min read

The Front Page
EARNINGSPalantir shares surge 30% as enterprise clients push back on AI model dependencyAugust 4, 2026/EARNINGSAMD earnings test chips sector as options traders flag price-action divergenceAugust 4, 2026/MACROAI stock interest broadens as investors look beyond the initial rally leadersAugust 4, 2026/EXPDExpeditors International posts 51% EPS surge as Middle East conflict tightens global air cargo capacityAugust 4, 2026/DEALSP&G to acquire Thorne in push to expand health businessAugust 4, 2026/LLYEli Lilly earnings set to test obesity drug momentumAugust 4, 2026/MRPMillrose Properties posts $125.9 million Q2 profit as homebuilder capital-efficiency push feeds land banking demandAugust 4, 2026/DEALSSamsung Frame TV drops to $698 on Amazon as premium lifestyle display segment tests lower price floorsAugust 4, 2026/EARNINGSPalantir shares surge 30% as enterprise clients push back on AI model dependencyAugust 4, 2026/EARNINGSAMD earnings test chips sector as options traders flag price-action divergenceAugust 4, 2026/MACROAI stock interest broadens as investors look beyond the initial rally leadersAugust 4, 2026/EXPDExpeditors International posts 51% EPS surge as Middle East conflict tightens global air cargo capacityAugust 4, 2026/DEALSP&G to acquire Thorne in push to expand health businessAugust 4, 2026/LLYEli Lilly earnings set to test obesity drug momentumAugust 4, 2026/MRPMillrose Properties posts $125.9 million Q2 profit as homebuilder capital-efficiency push feeds land banking demandAugust 4, 2026/DEALSSamsung Frame TV drops to $698 on Amazon as premium lifestyle display segment tests lower price floorsAugust 4, 2026/
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Deals

P&G to acquire Thorne in push to expand health business

Consumer appetite for wellness products has tilted toward supplements, pulling packaged-goods companies into a category that specialist brands have long held. Procter & Gamble is moving there directly. Chief executive Shailesh…

August 4, 2026 · 2 min

Markets市場

Eli Lilly earnings set to test obesity drug momentum

The obesity drug market has drawn sustained investor attention across the pharmaceutical sector, and Eli Lilly and Company (NYSE: LLY) now faces an upcoming earnings report that will be read as a check on whether the company's…

August 4, 2026 · 2 min

Regulatory

Millrose Properties posts $125.9 million Q2 profit as homebuilder capital-efficiency push feeds land banking demand

Homebuilders across the United States are stripping land from their balance sheets at an accelerating pace, and the capital that replaces it has to go somewhere. Millrose Properties (NYSE: MRP), the Miami-based homesite option…

August 4, 2026 · 2 min

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