Palantir Technologies Inc. (NASDAQ:PLTR) on Monday said that the latest surge in its revenue is being driven less by new customer wins and more by existing clients sharply increasing their spending. Revenue Growth Comes From Bigger Deals, Not More Customers During the company's fourth-quarter earnings call, Palantir CEO Alex Karp told investors that the company's growth is coming from deeper engag...
Palantir Technologies Inc. (NASDAQ:PLTR) on Monday said that the latest surge in its revenue is being driven less by new customer wins and more by existing clients sharply increasing their spending. Revenue Growth Comes From Bigger Deals, Not More Customers During the company's fourth-quarter earnings call, Palantir CEO Alex Karp told investors that the company's growth is coming from deeper engagement with serious customers rather than a rapid expansion of its client base. "If you look at our numbers very closely, what you will see is inexplicable growth in revenue, but not inexplicable growth in customers," Karp said during the earnings call. He explained that customers are increasingly placing their most important and complex problems in Palantir's hands, leading to significantly higher spending. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share. AI Supercharges Palantir's Core Strengths Karp said artificial intelligence has dramatically amplified Palantir's long-standing capabilities, rather than creating them from scratch. "AI has just put gasoline on all the tribal knowledge we have in our products," he said, adding that the company's value creation comes from solving problems that are "determinative" for the business. According to Karp, customers are paying more not just because Palantir takes on more work, but because the outcomes it delivers have a direct and measurable impact on operations. Growing Share Of Government, Commercial Budgets On the government side, Karp suggested Palantir's software has become deeply embedded in defense and national security operations, often helping shape how problems are defined in the first place. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutio...
Former governor Chris Patten once said nobody ever profited from betting against Hong Kong. Anybody wagering against its “one country, two systems” policy will undoubtedly be out of pocket. Since 1997, the policy has been the city’s lodestar. While the post-reunification settlement was repeatedly challenged, most notably during the 2019 social unrest , Hong Kong has emerged stronger. The Basic Law...
Former governor Chris Patten once said nobody ever profited from betting against Hong Kong. Anybody wagering against its “one country, two systems” policy will undoubtedly be out of pocket. Since 1997, the policy has been the city’s lodestar. While the post-reunification settlement was repeatedly challenged, most notably during the 2019 social unrest , Hong Kong has emerged stronger. The Basic Law sustained it throughout and Beijing’s support was unwavering. With national security legislation , Hong Kong’s capitalist system and way of life are secure. Last year, its economy grew by 3.5 per cent while the number of foreign and mainland Chinese companies rose by 11 per cent to 11,070. Hong Kong is taking full advantage of the “high degree of autonomy” promised under the Basic Law. It is nothing if not an international city and attempts to paint it as “just another Chinese city” are delusional. Advertisement The Basic Law guarantees its right to “maintain and develop relations and conclude and implement agreements with foreign states and regions and relevant international organisations” including in finance, trade, shipping, communications, culture and tourism. Its architects envisioned a global city, and so it has proved. At the recent 19th Asian Financial Forum, Chief Executive John Lee Ka-chiu’s message was that Hong Kong is thinking big, seizing opportunities and reaching out to Asia. He wants to “boost our status as an international financial centre”, including by deepening the equity market, expanding the bond market and advancing the asset and wealth management sector. With more than 400 companies in the initial public offering pipeline, the city is collaborating with the Shanghai Gold Exchange on a gold trading ecosystem Advertisement Whenever the limits of the city’s autonomy were tested, the central authorities kept the train on the tracks. The Basic Law stipulates that Hong Kong comes “directly under the central people’s government”, and no country could tol...
Extreme market swings from metals to currencies are fueling a hiring push at hedge funds and banks as they seek traders who can capitalize on surging volatility. Among the prime targets for multi-strategy firms are specialists in so-called volatility arbitrage, a way to profit from the difference between the price swings the market expects and those that actually occur. “In the last few days these...
Extreme market swings from metals to currencies are fueling a hiring push at hedge funds and banks as they seek traders who can capitalize on surging volatility. Among the prime targets for multi-strategy firms are specialists in so-called volatility arbitrage, a way to profit from the difference between the price swings the market expects and those that actually occur. “In the last few days these guys have printed money,” said Tony Ernest, managing partner at hedge fund talent consultant Monroe Partners Asia. “As Trump has been in the seat and the markets have been increasingly volatile, they have been in demand.” Japanese securities firms are rushing to hire currency and fixed-income traders, said the founder of a recruitment company in Tokyo. One of Australia’s largest banks, fresh off its best month for trading revenue in nearly a decade, plans to hire in areas including commodities, according to an executive who asked not to be identified discussing private matters. These moves show the upside of a series of market tremors that have left some investors nursing heavy losses — and encouraged others to make efforts to cushion themselves against further selloffs. The turmoil has been widespread. Gold suffered its biggest decline in four decades. Japan’s government bond market endured a $41 billion meltdown in just a few hours. The dollar and the yen have fluctuated wildly. Indonesia’s stock market was hit by a selloff so violent that the country’s top financial regulator and the head of its stock exchange both resigned . While volatility inevitably leaves some investors in the red, it also creates chances for swing traders and intraday specialists to make money. Rising trading volumes boost revenue for banks and brokers. Price dislocations create ways for arbitrageurs to pick up quick profits. The recent spike in volatility has simply created more opportunities to trade, said Nick Bird , whose Hong Kong-based quant hedge fund firm OQ Funds Management oversees just ...
Getty Images Executive Summary The Fund underperformed its benchmark for the quarter and underperformed it for the trailing year. Low volatility continued to underperform across the globe during the quarter, while value factors were still the best performers globally. Performance factors Thrivent International Equity Fund underperformed its benchmark for the quarter and also underperformed it for ...
Getty Images Executive Summary The Fund underperformed its benchmark for the quarter and underperformed it for the trailing year. Low volatility continued to underperform across the globe during the quarter, while value factors were still the best performers globally. Performance factors Thrivent International Equity Fund underperformed its benchmark for the quarter and also underperformed it for the trailing year. The Fund maintains allocations to three distinct strategies – developed market large caps, developed market small caps, and emerging markets ( EM ). Each strategy is managed independently against its own benchmark, and allocations are determined to best compete in the Fund's peer group. For the quarter, much of the underperformance of the Fund was due to the underperformance in the developed market large caps portfolio. The EM strategy outperformed its own benchmark during the quarter. Performance was marked by positive returns from most of the quantitative factors, including low volatility, value and momentum factors which drove the positive performance of the EM strategy. Growth and quality factors produced nearly neutral returns in the quarter. The developed market large cap strategy underperformed its benchmark with similar factor return dynamics as the factors that did not perform as strongly in the EM strategy. The developed market small cap strategy outperformed its benchmark, but its small weight in the Fund had only a modest impact on overall performance. For the trailing year, the Fund underperformed its benchmark. Much of the underperformance of the Fund was due to our allocation of the EM strategy relative to the benchmark. The Fund's allocation to EM is materially lower than that of the MSCI AWCI ex-USA Index, as it is set to align more closely with the Morningstar Foreign Large Blend peer group. EM outperformed developed markets during the year, contributing significantly to the Fund's underperformance versus its benchmark. Across segments, ...
Security Expert: Illegal Minneapolis Checkpoints Trace Back To Marxist, Anarchist Movements The eruption of " Signal-Gate " revealed the organizational structure and command-and-control nodes of left-wing activists operating within encrypted messaging apps to unleash pressure campaigns against federal agents in Minneapolis. This structure is very revealing and, according to some security experts, ...
Security Expert: Illegal Minneapolis Checkpoints Trace Back To Marxist, Anarchist Movements The eruption of " Signal-Gate " revealed the organizational structure and command-and-control nodes of left-wing activists operating within encrypted messaging apps to unleash pressure campaigns against federal agents in Minneapolis. This structure is very revealing and, according to some security experts, is deeply rooted in revolutionary tradition. Anti-Immigration and Customs Enforcement checkpoints have sprung up across the sanctuary city of Minneapolis in recent weeks. These makeshift checkpoints on city streets are operated by left-wing activists who track traffic in and out of specific areas, searching for ICE vehicles, and there are reports from Fox News that some agitators even have the ability to check license plates. INSURRECTION: ICE Watch, with the support of MPD, is expanding their checkpoints in Minneapolis. Masked men without warrants detain American drivers with out-of-state plates or rental cars to determine if they work for the federal government. pic.twitter.com/TUUa5PZA5G — @amuse (@amuse) February 3, 2026 Far-left extremists in Minneapolis are again setting up street blockades and check points, with the city’s blessing, to slow down and check vehicles they suspect are driven by DHS agents and officers. Photos published by revolutionary group, Minneapolis Spring: pic.twitter.com/4vzRVhOvvD — Andy Ngo (@MrAndyNgo) February 1, 2026 Antifa in Minneapolis is literally building checkpoints and stopping vehicles on the road to run their license plates to see if they are affiliated with ICE before they let them through. See the caption of this video in the reply. pic.twitter.com/Otkn44NQe4 — Karlyn Borysenko, anti-communist cult leader (@DrKarlynB) February 1, 2026 Crazy! Anti-ICE blockade check points in Minneapolis. Stopping cars to check if anyone in the car is a federal agent. Remind me again who the Nazi’s are? pic.twitter.com/oiF05bztFA — Andie (@AndieTrut...
Thales Antonio/iStock Editorial via Getty Images Banco Santander (Brasil) ( BSBR ) recently presented 4Q25 earnings. The results were in line with the trends we had covered in August 2025 , i.e., a more moderate expansion of the loan book (with callouts for SMEs and other forms of riskier lending) and a worsening of NPLs at a time of potential pivot in the Brazilian credit cycle. The name has appr...
Thales Antonio/iStock Editorial via Getty Images Banco Santander (Brasil) ( BSBR ) recently presented 4Q25 earnings. The results were in line with the trends we had covered in August 2025 , i.e., a more moderate expansion of the loan book (with callouts for SMEs and other forms of riskier lending) and a worsening of NPLs at a time of potential pivot in the Brazilian credit cycle. The name has appreciated significantly since I last wrote about it, in part driven by overall bullishness in Brazil, with the EWZ ETF up almost 40% since August, and in part because of the positive effect BRLUSD appreciation has on BRL-heavy balance sheets like BSBR's. I find the risk/reward opportunity less compelling at these prices, in the context of current BRLUSD levels and the current credit cycle position. I maintain a Hold rating, albeit with a more negative view than in previous coverage. 4Q25 Results When we talk of a bank, there are a couple of things to look at: loan expansion (and categories), spreads, expenses, cost of risk, and NPLs. We have to analyze them in the context of nominal growth, inflation, and interest rates in the country. These make up the basis of bank profitability. Starting with the context, the Brazilian economy expanded about 2.2% in real terms in 2025. Added to an inflation of about 4.5% , this implies nominal growth of 6.7%. Compared to this, the interest rate in the country is almost 10 percentage points higher, at 15%. Within this context, Santander is growing slowly, something we had noted in previous articles. In 4Q25, the YoY growth figure for the loan book was 3.7%, which is almost half of the nominal economy and 25% of the interest rate. The reason is that the bank is being more conservative (allegedly) because the credit cycle is deteriorating in Brazil (NPLs are increasing). However, under this conservative idea, I find that the categories of growth in loans are relevant. The company expanded a lot in SMEs (13% YoY), vehicles (13% YoY), and credi...
学术论文是一种很神奇的存在。 打开前你是研究生，打开后你是文盲。明明每个字都认识，但连在一起，就感觉中文不再是母语了。 更要命的是，这事儿还没法偷懒。 导师一句下周组会讲讲这篇，你就得硬着头皮把二十多页 PDF 啃下来。 读到第三页，你开始怀疑自己的脑子；读到第八页，你开始怀疑导师的人性；读到第十五页，你开始怀疑这个学科存在的必要性。 有差友说，现在不是有 AI 总结吗? 的确。 但 AI 总结做...
QUALCOMM NASDAQ: QCOM reported record results for its fiscal first quarter of 2026, highlighted by $12.3 billion in revenue and non-GAAP earnings per share of $3.50, as management pointed to strength in flagship smartphones alongside continued growth in automotive and improving momentum across portions of its IoT portfolio. At the same time, executives repeatedly emphasized that near-term handset ...
QUALCOMM NASDAQ: QCOM reported record results for its fiscal first quarter of 2026, highlighted by $12.3 billion in revenue and non-GAAP earnings per share of $3.50, as management pointed to strength in flagship smartphones alongside continued growth in automotive and improving momentum across portions of its IoT portfolio. At the same time, executives repeatedly emphasized that near-term handset results are expected to be constrained by industry-wide DRAM availability and pricing. Management said memory suppliers are redirecting manufacturing capacity toward high-bandwidth memory (HBM) for AI data centers, tightening DRAM supply for consumer electronics and prompting some handset OEMs—especially in China—to reduce build plans and work down chipset inventory. The company’s fiscal second-quarter guidance reflects those conditions. Get QUALCOMM alerts: Sign Up Quarterly performance driven by flagship handsets, automotive, and licensing CEO Cristiano Amon said fiscal Q1 delivered record total revenue of $12.3 billion. Within Qualcomm CDMA Technologies (QCT), the company posted record revenue of $10.6 billion, which he said was “driven by strength in flagship handsets.” Amon also cited another quarter of record revenue in automotive and “positive momentum” in IoT, including industrial and edge networking applications and smart glasses. Chief Financial Officer Akash Palkhiwala added that QTL licensing revenue was $1.6 billion with earnings before taxes (EBT) margin of 77%, coming in at the high end of guidance due to higher units and favorable mix. On the chip side, QCT handset revenue was a record $7.8 billion, which he attributed to recently launched flagship smartphones. Total revenue: $12.3 billion (record) $12.3 billion (record) Non-GAAP EPS: $3.50 (record; high end of guidance) $3.50 (record; high end of guidance) QCT revenue: $10.6 billion (record) $10.6 billion (record) QCT handset revenue: $7.8 billion (record) $7.8 billion (record) QCT IoT revenue: $1.7 billion...
Cotton futures slipped into the Wednesday close, as contracts were down 7 to 12 points in the front months. Crude oil futures were up $1.26 per barrel on the day at $64.47. The US dollar index was up $0.214 to $97.515. Tuesday’s online auction from The Seam showed sales of 55.62 cents/lb on 8,680 bales. The Cotlook A Index was down another 45 points on February 3 at 73.35 cents. ICE certified cott...
Cotton futures slipped into the Wednesday close, as contracts were down 7 to 12 points in the front months. Crude oil futures were up $1.26 per barrel on the day at $64.47. The US dollar index was up $0.214 to $97.515. Tuesday’s online auction from The Seam showed sales of 55.62 cents/lb on 8,680 bales. The Cotlook A Index was down another 45 points on February 3 at 73.35 cents. ICE certified cotton stocks were up 2,247 on 2/3 with the certified stocks level at 36,515 bales. The Adjusted World Price was updated to 50.23 cents/lb last week. Don’t Miss a Day: Mar 26 Cotton closed at 62.24, down 7 points, May 26 Cotton closed at 63.99, down 12 points, Jul 26 Cotton closed at 65.72, down 8 points More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Soybeans were in rally mode following a mid-morning update from President Trump, as contracts closed with front month gains of 25 to 27 ½ cents. Some new crop contracts were up 4 to 11 ¼ cents. The cmdtyView national average Cash Bean price was 26 1/4 cents higher at $10.27 3/4. Soymeal futures were $1.30 to $4.60 higher, with Soy Oil futures up 101 to 117 points in the nearbys. A phone call betwe...
Soybeans were in rally mode following a mid-morning update from President Trump, as contracts closed with front month gains of 25 to 27 ½ cents. Some new crop contracts were up 4 to 11 ¼ cents. The cmdtyView national average Cash Bean price was 26 1/4 cents higher at $10.27 3/4. Soymeal futures were $1.30 to $4.60 higher, with Soy Oil futures up 101 to 117 points in the nearbys. A phone call between President Trump and China’s President Xi took place this morning. Among the discussions, according to a post from the President, President Trump was looking to lift the soybean commitments to 20 MMT for the current season, vs. the 12 MMT previous stated. Don’t Miss a Day: USDA’s Export Sales report will be out on Thursday, with Traders looking for between 0.4-1.6 MMT of soybean sales in the week of January 29. Soybean meal sales are seen at 250,000-500,000 MT, as bean oil is expected to be 0-25,000 MT. Mar 26 Soybeans closed at $10.92 1/4, up 26 1/2 cents, Nearby Cash was $10.27 3/4, up 26 1/4 cents, May 26 Soybeans closed at $11.04 3/4, up 27 1/2 cents, Jul 26 Soybeans closed at $11.16 3/4, up 26 1/4 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
財政預算案｜G19促遲交稅必須罰款 個人免稅額增至14萬元 徵收豪車稅等 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】G19立法會議員向財政司司長提出財政預算案建議，包括向遲交稅市民收取罰款，將個人免稅額提高至...
財政預算案｜G19促遲交稅必須罰款 個人免稅額增至14萬元 徵收豪車稅等 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】G19立法會議員向財政司司長提出財政預算案建議，包括向遲交稅市民收取罰款，將個人免稅額提高至14萬元等，估算政府會少收9.4億元。 體育、演藝、文化及出版界霍啟剛：「其實這個免稅額13.2萬元很多年沒有調整過，大家都知道是否可以紓緩中低收入市民的稅務負擔，大家是否可以一同分擔一些壓力，是否可以追回通脹？」 金融界陳振英：「每年也有數萬宗遲交稅個案，政府採用豁免權，每年毋須這些遲交稅市民交任何罰款。交稅應該是天經地義，為何要將錢放入自己戶口而不入庫房？因為入庫房我們可以賺取相應利息收入，亦對整體政府收入有幫助。」 他們又建議擴大子女免稅額、增設聘請外傭免稅額、針對價值超過100萬元私家車徵收豪車稅。另外又提出撥款給予十八區資助居民參與當區本地遊，提振本地消費，並為全港市民發放每年一次公營醫療服務半價優惠券。
Chief Financial Officer Akash Palkhiwala added that QTL licensing revenue was $1.6 billion with earnings before taxes (EBT) margin of 77%, coming in at the high end of guidance due to higher units and favorable mix. On the chip side, QCT handset revenue was a record $7.8 billion, which he attributed to recently launched flagship smartphones. CEO Cristiano Amon said fiscal Q1 delivered record total...
Chief Financial Officer Akash Palkhiwala added that QTL licensing revenue was $1.6 billion with earnings before taxes (EBT) margin of 77%, coming in at the high end of guidance due to higher units and favorable mix. On the chip side, QCT handset revenue was a record $7.8 billion, which he attributed to recently launched flagship smartphones. CEO Cristiano Amon said fiscal Q1 delivered record total revenue of $12.3 billion. Within Qualcomm CDMA Technologies (QCT), the company posted record revenue of $10.6 billion, which he said was “driven by strength in flagship handsets.” Amon also cited another quarter of record revenue in automotive and “positive momentum” in IoT, including industrial and edge networking applications and smart glasses. At the same time, executives repeatedly emphasized that near-term handset results are expected to be constrained by industry-wide DRAM availability and pricing. Management said memory suppliers are redirecting manufacturing capacity toward high-bandwidth memory (HBM) for AI data centers, tightening DRAM supply for consumer electronics and prompting some handset OEMs—especially in China—to reduce build plans and work down chipset inventory. The company’s fiscal second-quarter guidance reflects those conditions. QUALCOMM (NASDAQ:QCOM) reported record results for its fiscal first quarter of 2026, highlighted by $12.3 billion in revenue and non-GAAP earnings per share of $3.50, as management pointed to strength in flagship smartphones alongside continued growth in automotive and improving momentum across portions of its IoT portfolio. Diversification gains: Automotive and IoT showed strong momentum (QCT automotive $1.1B, +15% YoY; Q2 automotive growth guided >35%), and Qualcomm is building out data‑center CPU/AI platforms (including the Alphawave deal) with revenues expected to begin in 2027. Management said industry‑wide DRAM supply tightness is constraining handset builds and inventories, and Qualcomm guided fiscal Q2 revenue of $10...