#earnings-growth

#earnings-growth

A meme worthy interview wtih CEO Alex Karp wielding a sword during captured the attention of retail investors already primed by Palantir's blowout Q3 earnings. In that Q3 release the company reported an impressive $1.2B in revenue. That not only beat estimates, it delivered on an enviable 'Rule of 40' score of 114%. More on that in a moment. U.S. commercial revenue surged 121% year-over-year, and total contract value jumped 151% to $2.76B, signaling accelerating enterprise adoption.

Over the last few days, shares of Pony AI ( NASDAQ: PONY) soared from about $13.25 to a recent high of $20.09. Today alone, it's up 15%, or by $2.64 a share, with volume spiking to 15.76 million, as compared to its daily average volume of eight million. Fueling upside, the company announced it was partnering with Qatar's transportation provider, Mowasalat, to help deploy its autonomous vehicles in the country. All of which will expand Pony AI's footprint in the Middle East.

Amazon has been a steady winner in 2025, even as investors debate how quickly artificial intelligence will translate into dollars for the tech and retail giant. The company operates a massive online marketplace and logistics network, a fast-growing advertising platform embedded across its properties, and Amazon Web Services (AWS), the world's largest cloud infrastructure business. Recent results and guidance point to a company leaning further into its most profitable areas.

i-mobile Co., Ltd. reported a significant increase in its financial performance for the fiscal year ending July 31, 2025, with net sales rising by 14.9% and profit attributable to owners of the parent increasing by 22.2%. The company's strong financial results reflect its effective strategies in the competitive digital marketing sector, indicating robust growth and a positive outlook for stakeholders.

Wall Street is closely watching SAP to see if it continues to deliver on its promise of durable growth and operating leverage, with soaring expectations for earnings.

Citi's note today clearly gave the stock a boost. The bank reaffirmed AppLovin as a top pick heading into its second-quarter results, saying that it expects the company's results to be toward the high end of its guidance range.

Energy Transfer stands out in the midstream energy sector with its impressive 7.2% dividend yield, striking a balance between returning capital and growth opportunities.