LIVE The latest news and updates on Trump's tariffs SES - Delayed Quote • SGD CapAllianz Holdings Limited (594.SI) Follow Compare 0.0020 0.0000 (0.00%) At close: 5:04:03 PM GMT+8 Related News Palantir's commercial sales 'momentum' may continue in 2025 Palantir (PLTR) stock soars during Monday's extended-hours trading after the company reported fourth quarter earnings that beat on the top and bottom lines and delivered stronger-than-expected guidance for the upcoming quarter and full year. Third Bridge senior analyst Jordan Berger joins Market Domination Overtime with Julie Hyman and Josh Lipton to share his reaction to Palantir's results. Berger highlights the company's shift to commercial offerings, expanding beyond their government contracts. "Their pivot to commercial has been a long time coming, and we really saw that come to a head one year ago," he says. "Are they going to maintain that same type of momentum? And I think with this initial release, we see the answer is yes; they're continuing with that momentum into the next year." "They've been hyper-focused on moving into the commercial market and making it easier to sell this historically very challenging product to sell in these shorter-term time frames, and it seems that we've been seeing that pay off," Berger adds. "And now, really, all eyes will be on how those new lands really start to expand into those massive 7- and 8-figure deals that they're so well known for." Watch the video above to hear more from the analyst about Palantir's competition, artificial intelligence (AI) opportunities, and the impact of Trump 2.0 and Elon Musk's Department of Government Efficiency (DOGE). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Naomi Buchanan. Loop Capital downgrades transportation stocks over tariffs Loop Capital has taken a bearish stance on the transportation sector, issuing multiple downgrades to key stocks on Monday in direct response to the Trump administration's aggressive tariff strategy. Canadian Pacific (CP) and Union Pacific (UNP) were downgraded to Sell from Buy, while Canadian National (CNI) was cut to Sell from Hold. Additionally, FedEx (FDX), CSX (CSX), Norfolk Southern (NSC), and GXO Logistics (GXO) also saw their ratings reduced to Hold from Buy. Market Domination hosts Julie Hyman and Josh Lipton dissect the details behind Loop Capital's assessment, exploring the potential inflationary impacts these tariff measures could unleash on the transportation industry. To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Angel Smith Trump says new US sovereign wealth fund could play role in TikTok rescue Donald Trump on Monday said that a newly created US sovereign wealth fund could play a part in his attempt to rescue TikTok from a US ban. Constellation Brands, transport stocks, Ford and GM: Top Stocks Morning Brief hosts Seana Smith and Brad Smith track a wide variety of top-trending stocks: Constellation Brands (STZ) was cut to Neutral from Overweight by Piper Sandler analysts. Shares of transportation companies FedEx (FDX), CSX Corporation (CSX), Norfolk Southern (NSC), and GXO Logistics (GXO) were all downgraded to Hold by the team at Loop Capital over President Trump's new tariffs. Lastly, automakers Ford (F) and General Motors' (GM) stock prices are under pressure this morning as Wolfe Research reports average car prices may climb under the White House's tariff policies. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan. Palantir Surges on Outlook Fueled by ‘Untamed’ AI Demand (Bloomberg) -- Palantir Technologies Inc. shares jumped in extended trading after giving a full-year revenue forecast that exceeded analysts’ estimates, thanks to what Chief Executive Officer Alex Karp described as “untamed organic growth” in demand for its artificial intelligence software.Most Read from BloombergNew York’s First ‘Passive House’ School Is a Model of Downtown DensityWhen French Communists Went on a Brutalist Building BoomTrump Paves the Way to Deputize Local Police on Immigration Markets Bet Trump’s Tariffs Are Art of the (Temporary) Deal The stock-market swings Monday tell us a lot about how investors are weighing President Trump’s trade policy. Trump Tariffs Caused a Market Meltdown, but Investors Shook It Off The Trump administration’s proposed tariffs jolted global markets Monday, driving huge swings in stocks around the world and sending the dollar higher. President Trump’s weekend threat to place tariffs on goods imported from Mexico, Canada and China triggered a sharp overnight drop in global stocks and futures that continued in early trading Monday. Palantir Earnings Demolish Wall Street Expectations. The Stock Is Zooming. In the 17 reporting periods since it became public, Palantir has beaten the analyst consensus for sales in all but one quarter. Cryptocurrency Prices And News: Bitcoin Rebounds On Tariff Delay Cryptocurrency News: Bitcoin and cryptocurrency prices pared declines on Monday after President Donald Trump reached an agreement to postpone planned tariffs against Mexico for a month. Digital asset prices tumbled on Sunday following the announcement that the tariffs were scheduled to take effect Tuesday against Canada, Mexico and China. Palantir Earnings Top Estimates. Full Year 2025 Revenue Guidance Beats. Palantir earnings for the December quarter topped estimates. Full-year 2025 revenue guidance for Palantir stock beat expectations. Kyndryl misses third-quarter revenue estimates as strong dollar weighs The company - the former infrastructure services business of IBM - derived more than 74% of its total sales in the third quarter from outside the U.S., making the company susceptible to impacts from changes in foreign exchange rates. Still, Kyndryl saw strong demand for its services from businesses adopting generative AI technology. In the third quarter, Kyndryl recognized $300 million in revenue tied to customers using services from large-scale cloud providers and now expects to exceed its "hyperscaler" revenue target of nearly $1 billion in fiscal year 2025. Palantir (NASDAQ:PLTR) Delivers Strong Q4 Numbers, Stock Jumps 15.8% Data-mining and analytics company Palantir (NYSE:PLTR) reported Q4 CY2024 results beating Wall Street’s revenue expectations, with sales up 36% year on year to $827.5 million. On top of that, next quarter’s revenue guidance ($860 million at the midpoint) was surprisingly good and 7.2% above what analysts were expecting. Its non-GAAP profit of $0.14 per share was 23.7% above analysts’ consensus estimates. Palantir forecasts 2025 revenue above estimates on AI strength, shares surge Businesses pushing to deploy the most sophisticated generative artificial intelligence tech have helped drive sales for Palantir's AI platform, AIP, which is used to test, debug code and evaluate AI-related scenarios. Revenue is being driven by both new customers and the expansion of those customers with AIP, Palantir's Chief Revenue Officer Ryan Taylor told Reuters. Chinese startup DeepSeek's AI models that it claimed can match or even outperform Western rivals at a fraction of the cost had stirred doubts about the United States' lead in the technology and the high costs of GenAI development. Palantir Reports Q4 2024 Revenue Growth of 36% Y/Y, U.S. Revenue Growth of 52% Y/Y; Issues FY 2025 Revenue Guidance of 31% Y/Y Growth, Eviscerating Consensus Estimates DENVER, February 03, 2025--Palantir Technologies Inc. (NASDAQ:PLTR) today announced financial results for the fourth quarter and fiscal year ended December 31, 2024. Idexx Laboratories Barks Up A Beat, And Shares Jump To A Four-Month High Idexx Laboratories handily beat Wall Street's fourth-quarter expectations Monday, and Idexx stock gapped up to a four-month high. International Business Machines (IBM): Balancing AI Expansion & Conservative Growth Projections We recently published a list of 10 AI News Updates Investors Should Not Miss. In this article, we are going to take a look at where International Business Machines Corporation (NYSE:IBM) stands against other AI news updates investors should not miss. “Deep Research” is the name of the AI tool OpenAI launched yesterday. According to […] Magnificent Seven Stocks: Apple, Nvidia, Tesla Sell Off; Meta Rallies Dubbed the Magnificent Seven stocks, Apple, Microsoft, Google parent Alphabet, Amazon.com, Nvidia, Meta Platforms and Tesla lived up to their name in 2024 with solid gains. Starting off 2025, however, performance for these mega-cap stocks has been mixed thus far. Is Tesla (TSLA) the Best FAANG+ Stock to Invest in Right Now? We recently published a list of 12 Best FAANG+ Stocks to Invest in Right Now. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other best FAANG+ stocks to invest in right now. The group of stocks formerly known as FAANG were synonymous with technological prowess, market […] Helping Deliver Sight, Hope, and a Brighter Future: A Heartfelt Thank You to FedEx Our work improving access to quality eye care around the world wouldn't be possible without the unwavering support of our sponsors, and FedEx is one of the most vital in making this a reality. NORTHAMPTON, MA / ACCESS Newswire / February 3, 2025 / ... Vanguard Delivers Its Biggest Fee Cut Ever. CEO Salim Ramji Explains Why. Salim Ramji is betting the path to Vanguard Group customers’ hearts is still through their wallets. In the first major initiative in Ramji’s six-month run as chief executive, Vanguard on Monday slashed the fees on nearly half of its U.S. funds. The fee cuts are the steepest in the almost 50-year history of a money manager that practically invented the principles of low-cost investing, and led the push to popularize funds that tracked market indexes. Performance Overview Trailing total returns as of 2/3/2025, which may include dividends or other distributions. Benchmark is STI Index Return 594.SI STI Index YTD 0.00% +0.81% 1-Year +100.00% +20.34% 3-Year -33.33% +17.75%