WS #13408
Holding: newest synthesis is 98d 13h old
Palantir's blowout quarter (+26%) and Caterpillar's AI-driven power demand surge validate AI capex, lifting the entire AI complex including Broadcom, Marvell, and semiconductor names.
AI earnings supercycle
Palantir's blowout quarter (+26%) and Caterpillar's AI-driven power demand surge validate AI capex, lifting the entire AI complex including Broadcom, Marvell, and semiconductor names.