Palantir Technologies Azioni (NASDAQ: PLTR)

Ultime notizie per Palantir Technologies (NASDAQ:PLTR) Azioni

PALANTIR TECHNOLOGIES INC-A

Palantir Technologies

Palantir is an analytical software company that focuses on leveraging data to create efficiencies in its clients' organizations. The firm serves commercial and government clients via its Foundry and Gotham platforms, respectively. Palantir works only with entities in Western-allied nations and reserves the right not to work with anyone that is antithetical to Western values. The Denver-based company was founded in 2003 and went public in 2020.

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L&#39;espansione dei datacenter porterà la domanda di energia da 62 GW a 92 GW entro il 2027, rinnovando investimenti e infrastrutture.

Espansione globale dei datacenter spinge la domanda di energia per l&#39;intelligenza artificiale

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Scopri i cinque titoli scelti da Dan Ives per il secondo semestre 2025: Nvidia, Palantir, Microsoft, Meta e Tesla guidano il boom dell&#39;IA.

5 azioni tech trainate dall&#39;IA secondo Daniel Ives per la seconda metà 2025

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L&#39;analisi di Mizuho aggiorna al rialzo il rating di Palantir, sottolineando il momentum nei ricavi commerciali e governativi in crescita.

Palantir: Mizuho alza il rating a Neutral grazie allo slancio dei ricavi

Palmer Luckey is making another big bet: this time, not in virtual reality or military defense, but digital finance. The <a href="https://www.benzinga.com/markets/tech/25/06/45990943/anduril-partners-with-germanys-rheinmetall-to-build-smart-autonomous-air-systems-and-rocket-motors-for-europes-defense-amid-ceo-palmer-luckeys-ipo-push">Anduril</a> CEO and Oculus founder has launched Erebor, a digital bank that already holds a valuation of $2 billion as it raises at least $225 million in funding,<a href="https://www.businessinsider.com/palmer-luckeys-new-digital-bank-erebor-valuation-2025-7"> Business Insider</a> reports.
Venture firms Founders Fund and 8VC, led by <a href="https://www.benzinga.com/25/05/45609524/ups-sells-ware2go-to-peter-thiel-backed-stord-as-startup-gains-2-5m-square-feet-to-compete-with-amazon-expand-to-u-k-and-netherlands">Peter Thiel</a> and Joe Lonsdale, respectively, are backing the project, according to sources with knowledge of the deal who spoke with Business Insider. The fundraising remains in progress, and details could still change, but the size of the round and the players involved have already drawn attention across Silicon Valley.
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<h2 class="wp-block-heading">Erebor's Tolkien Name Isn't Just for Show</h2>
Erebor takes its name from J.R.R. Tolkien's "The Lord of the Rings," where the Lonely Mountain is described as a place of treasure and power, Business Insider says. That symbolism may not be coincidental, as Luckey has a track record of blending fantasy themes with serious business. His earlier startup, Anduril, shares the name of a legendary sword from the same fantasy universe.
Erebor has applied for a U.S. bank charter that would allow it to operate as a regulated institution, according to internal documents reviewed by Business Insider. The bank plans to offer crypto-collateralized loans and other services tailored to startups and digital asset companies.
Jacob Hirshman, who previously worked at stablecoin issuer Circle, and Owen Rapaport, co-founder of Aer Compliance, will lead Erebor as co-CEOs, Business Insider reports. Mike Hagedorn, the former CFO of Valley National Bank, lists his current role as Erebor president on<a href="https://www.linkedin.com/in/mikehagedorn/"> LinkedIn</a>.
Trending: $100k+ in investable assets? <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes</a> – no cost, no obligation.
<h2 class="wp-block-heading">Trump's Crypto Pivot Aligns With Erebor's Rise</h2>
Erebor's launch comes as the Trump administration takes a more favorable stance on the cryptocurrency sector. In recent months, President Donald Trump has <a href="https://www.whitehouse.gov/fact-sheets/2025/03/fact-sheet-president-donald-j-trump-establishes-the-strategic-bitcoin-reserve-and-u-s-digital-asset-stockpile/">endorsed</a> creating a strategic bitcoin reserve.
Trump also appointed venture capitalist David Sacks as the country's first crypto czar, tasking him with developing a legal framework to provide long-sought clarity for the cryptocurrency industry and leading the Presidential Council of Advisors for Science and Technology.
The venture firms funding Erebor have clear political ties to Trump. Peter Thiel donated over $1 million to pro-Trump super PACs during the 2016 election, according to <a href="https://edition.cnn.com/2022/02/09/tech/peter-thiel-facebook-exit-gop-politics">CNN</a>.&nbsp; Lonsdale, co-founder of Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), has also supported America Pac, a group that backed Trump's 2024 re-election campaign,<a href="https://www.ft.com/content/c1aeef78-590f-4f65-97ff-40f96106254a"> Financial Times</a> reported.
See Also: This AI-Powered Trading Platform Has 5,000+ Users, 27 Pending Patents, and a $43.97M Valuation — <a href="https://www.benzinga.com/money/finally-a-fully-automated-trading-platform-for-individual-investors?">You Can Become an Investor for Just $500.25</a>
<h2 class="wp-block-heading">From Oculus to Anduril to Erebor, Palmer Luckey Keeps Building Billion-Dollar Systems</h2>
Luckey founded Oculus at age 19 and sold the VR company to Facebook, now Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), for $2 billion just two years later. Business Insider says that after leaving Meta in 2016 following controversy over a $10,000 donation to a pro-Trump meme group, Luckey co-founded Anduril, which reached a $30.5 billion valuation in June 2023 after raising $2.5 billion.
Although Meta and CEO Mark Zuckerberg denied politics played a role in Luckey's exit, Business Insider says the two have since reconnected through a military tech collaboration announced earlier this year.
Following Circle's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>) recent public market debut, with shares up over 113% since listing, Erebor's launch enters a crypto sector already drawing heightened institutional interest.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
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Oculus Founder Palmer Luckey's 'Lord Of The Rings'-Inspired Digital Bank Hits $2 Billion Valuation With Backing From Founders Fund

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Reuters Cites Ukraine's New PM Saying Ukraine, U.S. Reached Political Agreement On Drone Deal, Teams Are Currently In Talks About Conditions; Ukraine Is Discussing U.S. Investment In Domestic Drone Production; U.S. Might Buy Big Batch Of Ukrainian Drones; Ukraine's Economy Minister Says Board Of Ukraine-U.S. Investment Fund To Meet First Time By End Of Summer

Hadrian, a defense manufacturing startup, has successfully concluded a $260 million Series C funding round, led by Peter Thiel&#8217;s Founders Fund and Lux Capital.
What Happened: The funding will be utilized to establish a new 270,000 square foot factory in Mesa, Arizona, and expand its Torrance, California, location, CNBC <a href="https://www.cnbc.com/2025/07/17/hadrian-funding-round-thiel-founders-fund.html">reported</a> on Thursday.
The expansion is intended to strengthen Hadrian's shipbuilding and naval defense capabilities.
Hadrian&#8217;s CEO, Chris Power, emphasized the need for a substantial advancement in the U.S. manufacturing model compared to China&#8217;s.
The company is disrupting the traditional defense contracting industry, dominated by major players such as Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) and Lockheed Martin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), to enhance U.S. defense production and secure Department of Defense contracts.
The new Arizona facility, set to commence operations by Christmas, will generate 350 local jobs. Hadrian plans to establish four to five additional facilities within the next year to support Department of Defense requirements.
See Also: <a href="https://benzinga.com/markets/macro-economic-events/25/07/46485087/jerome-powell-defends-2-5-billion-fed-hq-overhaul-says-no-vip-dining-rooms-no-priva" target="_blank" rel="noopener">Jerome Powell Defends $2.5 Billion Fed HQ Overhaul, Says &#8216;No VIP Dining Rooms,&#8217; No Private Elevators As Trump Allies Slam Project Over Versailles-Style Excess</a>
Hadrian uses robotics and artificial intelligence to automate its factories, with the goal of boosting American worker productivity. The company says it can train employees in just 30 days and make them ten times more efficient.
Notable investors in this funding round include Andreessen Horowitz and Brad Gerstner&#8217;s Altimeter Capital. This round follows a $92 million funding round that the company closed in late 2023.
Why It Matters: The defense tech industry has been witnessing significant developments in recent times. In June, Anduril Industries secured <a href="https://www.benzinga.com/markets/market-summary/25/06/45810158/anduril-raises-2-5-billion-at-30-5-billion-valuation-doubling-in-a-year-as-defense-contracts-grow">$2.5 billion in fresh capital</a>, doubling its valuation to $30.5 billion. This marked a pivotal moment in the company&#8217;s rapid ascent within the national security sector. The funding was also led by Thiel&#8217;s Founders Fund.
Thiel&#8217;s influence in the <a href="https://www.benzinga.com/markets/equities/25/07/46214540/palmer-luckey-peter-thiel-joe-lonsdale-launch-erebor-bank-for-startups-crypto-and-defense-a-digital-only-bet-on-the-post-svb-era-report">defense tech sector has been growing</a>. In July, defense tech billionaire Palmer Luckey spearheaded the launch of Erebor, a digital-only bank targeting startups, cryptocurrency businesses, and defense contractors. The venture brought together a powerhouse of tech investors, including Thiel&#8217;s Founders Fund.
In 2024, Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) formed a <a href="https://www.benzinga.com/markets/equities/24/01/36613282/palantir-joins-forces-with-israeli-defense-ministry-in-war-tech-partnership-report">strategic partnership with the Israeli</a> Defense Ministry to support military operations, following talks in Tel Aviv between Israeli officials and Palantir co-founders Thiel and Alex Karp.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Robert Deutsch-Imagn Images

Peter Thiel-Backed Hadrian Raises $260 Million To Build AI-Powered Mega Factory In Arizona

Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) shareholders ended a <a href="https://www.benzinga.com/news/legal/25/07/46458910/meta-shareholders-sue-mark-zuckerberg-peter-thiel-for-8-billion-over-privacy-violations-linked-to-cambridge-analytica-scandal">landmark $8 billion lawsuit</a> against Mark Zuckerberg and several current and former executives on Thursday, reaching a surprise settlement just as the high-profile privacy trial was set to enter its second day.
What Happened: The surprise settlement was announced Thursday morning by the plaintiffs' lawyer without disclosing terms. Delaware Judge Kathaleen McCormick adjourned the trial, reported Reuters.&nbsp;
The case, heard in Delaware's Court of Chancery, accused Zuckerberg, Sheryl Sandberg, Marc Andreessen, Peter Thiel and others of allowing repeated violations of Facebook users' privacy, which led to billions in regulatory fines, including a record-setting $5 billion penalty from the Federal Trade Commission in 2019.
See Also: <a href="https://www.benzinga.com/insights/news/25/07/46394931/heres-how-much-you-would-have-made-owning-meta-platforms-stock-in-the-last-10-years">Here&#8217;s How Much You Would Have Made Owning Meta Platforms Stock In The Last 10 Years</a>
Shareholders claimed the board failed to oversee compliance with a 2012 FTC agreement that required Facebook to protect user data.
The case was built around so-called Caremark claims, a rare and difficult legal theory under Delaware law that seeks to hold directors liable for oversight failures.
Why It's Important: The settlement allows Zuckerberg and other defendants to avoid public testimony. Zuckerberg was <a href="https://www.benzinga.com/markets/tech/25/07/46391634/mark-zuckerberg-expected-to-appear-as-star-witness-in-8-billion-trial-over-alleged-privacy-violations">expected to take the stand on Monday</a>, with Sandberg and others, including Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) co-founder Reed Hastings and Palantir Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) co-founder Peter Thiel, scheduled to testify later.
The case marked the first time Caremark claims reached trial, with the potential to set a precedent for board accountability in data privacy governance. By settling, the plaintiffs avoid a difficult legal battle, while Meta's leadership sidesteps deeper public scrutiny <a href="https://www.benzinga.com/media/18/10/12440084/why-facebooks-recent-hack-is-much-worse-than-cambridge-analytica">over its role in the</a> Cambridge Analytica scandal.
Critics, however, say the settlement is a missed opportunity for transparency, the report added. It is pertinent to note that Meta was not a defendant in the case.
Price Action: Meta stock dipped 0.21% on Thursday, closing at $701.41, but edged up 0.18% in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings show that META maintains steady upward momentum across short, medium and long-term periods. Its growth metrics remain robust, though the stock's value rating is comparatively weaker. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance data is available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17220915/Screenshot-2025-07-18-at-7.37.44%E2%80%AFAM.png" alt="" class="wp-image-990643" /></a></figure>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock

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Mark Zuckerberg, Peter Thiel And Meta Board Dodge Courtroom Showdown As Shareholders Abruptly Settle $8 Billion Privacy Lawsuit

AI isn&#8217;t just consuming the world; it&#8217;s poised to devour the power grid. Big tech companies such as Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) are <a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">going all-in on artificial intelligence</a>, fueling a historic development of data center infrastructure. For ETF investors, that implies it&#8217;s time to move beyond Nvidia and begin focusing on the literal power behind the machine.
Goldman Sachs projects that global data center electricity demand will increase by 165% by 2030, making them among the world&#8217;s top 10 consumers of electricity. With capex cycles of $100 billion-plus underway, <a href="https://www.benzinga.com/etfs" target="_blank" rel="noopener">power generation-related ETFs</a>, infrastructure ETFs, and digital real estate ETFs are in play.
<h2 class="wp-block-heading">Power &amp; Utilities</h2>
With U.S. data-center electricity consumption set to surge, utility ETFs may enjoy long-term tailwinds.
Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) – owns large, regulated utilities such as NextEra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) and Duke Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUK#NYSE">DUK</a>), which may benefit from AI-fueled load growth.
First Trust Nasdaq Clean Edge Smart Grid Infrastructure ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NASDAQ">GRID</a>) – provides exposure to the firms upgrading the electrical grid, from smart meters to transmission technology. Johnson Controls International Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), Eaton Corporation Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETN#NYSE">ETN</a>) and ABB Ltd (OTCPK: ABBNY) hold the largest chunks of the fund&#8217;s holdings.
Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – becomes more relevant since Goldman projects 25–30% of new generation will be provided by solar.
These funds provide investors with a diversified holding in the enormous re-wiring that AI will require.
<h2 class="wp-block-heading">Infrastructure &amp; Industrials</h2>
Behind each <a href="https://www.benzinga.com/topic/artificial-intelligence">AI cluster</a> lies a concrete-intensive reality: HVACs, substations, turbines, and a substantial amount of steel. Infrastructure-based ETFs provide a straight shot at the buildout:
Global X U.S. Infrastructure Development ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PAVE#BATS">PAVE</a>) – has holdings such as Eaton and Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>), all related to power systems and data construction.
iShares U.S. Industrials ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IYJ#BATS">IYJ</a>) – has holdings in Caterpillar (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), Eaton, and Emerson Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>), essential providers of backup power and cooling systems.
Meta alone intends to construct two multi-gigawatt clusters of AI, pointing to a multi-year infrastructure-driven growth.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46382291/mark-zuckerberg-poaches-sam-altmans-talent-with-multimillion-dollar-offers-to-build-metas-ai-team">Mark Zuckerberg Poaches Sam Altman&#8217;s Talent With Multimillion-Dollar Offers To Build Meta&#8217;s AI Team</a>
<h2 class="wp-block-heading">Digital Infrastructure &amp; REITs</h2>
As demand for data centers goes parabolic, real estate investment trusts (REITs) and digital infrastructure players are observing that narrowing supply-demand dynamics are propelling margins:
Real Estate Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) – more general exposure to REITs, with substantial stakes in digital infra. This ETF offers a long-term perspective on the physical and digital infrastructure supporting AI growth.
<h2 class="wp-block-heading">Quick Background: Why Now?</h2>
Goldman Sachs estimates that global data center demand will reach 92 GW by 2027, a 50% increase from late 2025, largely due to AI. Meta&#8217;s future Prometheus (1 GW) and Hyperion (5 GW) clusters indicate the size of things to come. Amazon and Palantir are also spending significant amounts on compute infrastructure.
Meanwhile, firms such as Caterpillar and Cummins (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) are experiencing billions of dollars&#8217; worth of new orders for data center-related generators, and Jabil (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) has just increased its AI-related revenue estimate by $1 billion.
The AI revolution is being built from the ground up. From server racks to solar panels, the buildout of the data center is producing new champions across industries. And the wisest way to gain diversified exposure may very well be through ETFs that are quietly driving the next wave of AI.
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Photo: Shutterstock

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Meta, Amazon, Palantir Fuel AI Data Center Boom — ETFs Are The Sleeper Bet

Knightscope Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KSCP#NASDAQ">KSCP</a>) has <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46466937/knightscope-joins-forces-with-palantir-to-advance-public-safety" rel="noreferrer noopener">signed a two-year agreement</a> with Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) to join Palantir&#8217;s FedStart program. The agreement aims to expand Knightscope&#8217;s presence in the U.S. federal market, particularly in national security and public safety.
The partnership provides Knightscope access to essential accreditations, including FedRAMP High and DoD Impact Level 5, enabling secure operations in federal environments.
Knightscope will also receive support for Authority to Operate (ATO) status and integration into Palantir-managed AWS GovCloud clusters, ensuring compliance with federal standards.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46461020/palantir-bull-sees-562-upside-500-is-the-lowest-the-stock-can-be-in-5-years-says-wall-street-sti" rel="noreferrer noopener">Palantir Bull Sees 562% Upside: &#8216;$500 Is The Lowest The Stock Can Be In 5 Years&#8217; — Says Wall Street Still Doesn&#8217;t Get It</a>
&#8220;This agreement represents a transformational step forward in our federal strategy,&#8221; said William Santana Li, CEO of Knightscope. He emphasized that the collaboration aligns with ongoing efforts in Washington to establish a National Robotics Strategy, aiming to position the U.S. as a leader in autonomous systems.
The partnership also aligns with Palantir&#8217;s broader mission to deploy AI to enhance public institutions. Alex Karp, Palantir&#8217;s CEO, has highlighted how AI can help protect public institutions, a vision shared by Knightscope.
This collaboration mirrors other successful AI initiatives, such as AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46459262/palantir-supercharges-ask-att-genai-engine-helps-100000-employees-to-fix-code-cut-costs-and-rewrite-the-network" rel="noreferrer noopener">leveraging</a> Palantir&#8217;s platform for its internal generative AI system, &#8220;Ask AT&amp;T.&#8221; The platform serves 100,000 employees and uses AI to streamline operations and improve service delivery, benefiting from Palantir&#8217;s technology.
Knightscope&#8217;s partnership with Palantir is poised to scale its autonomous security solutions, targeting public safety and critical infrastructure protection within the federal market.
Price Action: On Thursday&#8217;s last check, KSCP shares were trading higher by 4.24% at $8.55, and PLTR was up by 1.52% at $153.20.
Read Next: &nbsp;
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46462578/palantir-co-founder-joe-lonsdale-backs-bedrock-robotics-to-automate-construction-union-leader-calls-it-misguided" target="_blank" rel="noreferrer noopener">Palantir Co-Founder Joe Lonsdale Backs Bedrock Robotics To Automate Construction — Union Leader Calls It &#8216;Misguided&#8217;</a></li>
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Knightscope Joins Palantir's FedStart Program To Expand Federal AI Security Solutions

A global buildout of datacenter infrastructure is charging ahead to meet the immense computing power needed for AI ambitions by tech giants like Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)<a href="https://www.benzinga.com/tech"> and others. </a>
Goldman Sachs now expects global datacenter demand to soar 50% by 2027, setting the stage for a massive expansion in power generation and infrastructure investment across the AI value chain.
In a note shared this week, the firm analyst James Schneider projected that global datacenter demand will jump from 62 gigawatts (GW) in the second half of 2025 to 92 GW by 2027—a 50% increase in just over two years. AI workloads are expected to drive that growth, expanding their share of total demand from 13% to 28% by 2027, while traditional workloads shrink to 21%.
Overall, Goldman expects global datacenter power demand to rise 165% by 2030, a shift so large that, if isolated, it would place datacenters among the world's top 10 electricity consumers.
<h2 class="wp-block-heading">Can Supply Keep Up?</h2>
Datacenter supply is projected to grow nearly as fast, with global capacity rising from 68 GW today to 137 GW by 2030—a 15% compound annual growth rate. 
But power constraints are looming. In the U.S., where datacenters already consume 4% of electricity, Goldman forecasts that share to more than double by the end of the decade.
Meeting that power need will require 72 GW of new generation capacity, with 25%-30% likely coming from solar and 30% each from combined-cycle and peaker natural gas plants. 
Adding momentum to the datacenter arms race, Meta CEO Mark Zuckerberg recently posted on Threads that the company is building two multi-gigawatt AI clusters: Prometheus, a 1 GW supercluster expected in 2026, and Hyperion, which could deliver at least 5 GW of compute capacity by 2030.
"We&#8217;re… going to invest hundreds of billions of dollars into compute to build superintelligence," Zuckerberg wrote.
Bank of America analyst Justin Post said the statement "signals to the Street that the AI capex cycle is far from over." Post raised his 2026 Meta capex estimate by $6 billion and now expects $229 billion in total capex spend from 2025 to 2027.
<h2 class="wp-block-heading">Who Benefits From The Datacenter Boom?</h2>
According to Goldman, datacenter operators such as Digital Realty Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>) and Equinix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EQIX#NASDAQ">EQIX</a>) are positioned to sustain profitability above historic levels. The tight supply-demand balance also benefits infrastructure and industrial players.
Cummins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMI#NYSE">CMI</a>) now sees 35% of its power generation sales linked to datacenters, while Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) generates about $2.8 billion annually from the segment. Together, they&#8217;re projected to supply 6–7 GW in backup generator capacity this year.
Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>) raised its fiscal 2025 AI-related revenue forecast to $8.5 billion, up from $7.5 billion in the prior quarter, citing strong demand and near-peak utilization at some factories.
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Photo: KM Stock/Shutterstock

Meta, Palantir, Amazon Are All-In On AI—Can Datacenters Keep Up?

<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.knightscope.com%2F&amp;esheet=54291707&amp;newsitemid=20250717744161&amp;lan=en-US&amp;anchor=Knightscope%2C+Inc.&amp;index=1&amp;md5=4152b98e898fb94ac6c2d0c2741a7b83">Knightscope, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KSCP#NASDAQ">KSCP</a>), a leader in developing autonomous security robots and artificial intelligence technologies, today announced it has signed a two-year agreement with Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), joining Palantir's FedStart program to accelerate the Company's entry into the U.S. federal marketplace.
The collaboration provides Knightscope with an accelerated pathway to FedRAMP High and DoD Impact Level 5 accredited environment, comprehensive onboarding services, and direct Authority to Operate (ATO) support. These capabilities are essential to deploying AI-driven public safety technologies in secure federal settings.
Under the agreement, Knightscope will operate its software within Palantir-managed AWS GovCloud clusters, ensuring compliance through accredited infrastructure, continuous monitoring, and quarterly third-party assessments – all critical to achieving and maintaining federal ATO status.
 &nbsp;

Knightscope Signs 2-Yr Agreement With Palantir Technologies To Expand Autonomous Security In U.S. Federal Agencies

Tech bull Daniel Ives has listed his top five picks for the second half of 2025, reiterating that the &#8220;golden age of tech&#8221; was here with the artificial intelligence (AI) revolution to the fore.
What Happened: According to an X post by Dan Ives, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) are his top five picks for the second half of 2025.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Nvidia, Palantir, Microsoft, Meta, and Tesla-our Top 5 names in tech for the second half of the year.. golden age of tech here with AI Revolution &#x1f3c6;&#x1f525;&#x1f4fa;&#x1f3af;&#x1f402;&#x1f447; <a href="https://twitter.com/CNBCFastMoney?ref_src=twsrc%5Etfw">@CNBCFastMoney</a> <a href="https://twitter.com/CNBC?ref_src=twsrc%5Etfw">@CNBC</a> <a href="https://twitter.com/CNBCtech?ref_src=twsrc%5Etfw">@CNBCtech</a> <a href="https://t.co/vs67ZHpjVG">https://t.co/vs67ZHpjVG</a> <a href="https://t.co/CcmEbddIpd">pic.twitter.com/CcmEbddIpd</a>
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1945644482139230297?ref_src=twsrc%5Etfw">July 17, 2025</a></blockquote>
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Highlighting that only 4% of all the U.S. enterprises have spent on AI, Ives underscored that he sees a capital expenditure &#8220;explosion&#8221; by firms on AI, equating it to a &#8220;fourth industrial revolution,&#8221; in a conversation <a href="https://www.cnbc.com/video/2025/07/16/wedbushs-dan-ives-says-wall-street-is-underestimating-ai-driven-growth.html?__source=sharebar&#x7C;twitter&amp;par=sharebar">with</a> CNBC. 
Drawing an analogy to a party, he said that the AI party was still nascent. &#8220;It was 9:00 p.m., it&#8217;s now 10:00 p.m., and it goes to 4:00 a.m., and that&#8217;s why I believe that you buy these stocks, and I think Q2 is going to be a start golden age of tech stocks.&#8221;
Ives also said that the second quarter is going to be a &#8220;very bullish tech earnings season,&#8221; as the use cases of AI explode, which is bullish for software and hyperscaler firms. He also sees Microsoft reaching a $5 trillion market cap along with Nvidia in the next 18 months.
Apart from his top five picks, Ives also restated his bullishness on <a href="https://www.benzinga.com/markets/tech/25/07/46400448/dan-ives-bets-on-cybersecurity-as-biggest-subsector-in-tech-for-2025-expects-strong-q2-earnings-from-crowdstrike-zscaler-palo-alto-check-point">cybersecurity as the top subsector</a> within technology. According to him, as the world moves toward using cloud services for storing data, strong cybersecurity services become imperative for the protection of data. 
See Also: <a href="https://www.benzinga.com/markets/economic-data/25/07/46461053/federal-reserves-beige-book-reveals-tariff-driven-profit-squeeze-as-businesses-avoid-price-hikes-what-it-means-for-consumers">Federal Reserve&#8217;s Beige Book Reveals Tariff-Driven Profit Squeeze As Businesses Avoid Price Hikes — What It Means for Consumers</a>
Why It Matters: The big tech earnings will be kicked off by Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), scheduled to report on Thursday, July 17, after market close. 
Other significant tech earnings, such as Microsoft, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), are expected in the coming weeks.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were slightly higher in premarket on Thursday. The SPY was up 0.069% at $624.65, while the QQQ advanced 0.18% to $558.29, according to <a href="https://pro.benzinga.com/dashboard">Benzinga P</a>ro data.
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Photo courtesy: Shutterstock

Dan Ives Picks 5 Stocks For 2nd Half Of 2025: Nvidia, Palantir, Microsoft And More: 'Golden Age Of Tech Is Here With AI Revolution'

Velocity Clinical Research ("Velocity"), the leading fully integrated site organization, has announced a strategic partnership with Palantir Technologies ("Palantir") to automate and streamline the notoriously complex payments reconciliation process in clinical trials. This collaboration marks a milestone in applying advanced artificial intelligence (AI) to one of the industry's most persistent administrative challenges.
Reconciling invoices and payments in clinical research has long been a fragmented, time-consuming, and error-prone task. Sites often use multiple siloed systems to manage invoices, while Sponsors and CROs maintain their own financial systems, creating inconsistency and inefficiency.
Velocity and Palantir's automated reconciliation solution integrates Palantir's agentic AI technology with Velocity's proprietary workflows. The application successfully processed and reconciled customer payment report entries, saving Velocity's Finance Collections team a significant amount of time and freeing them up to work on high-value tasks.
The partnership between Velocity and Palantir represents a significant step toward modernizing clinical trial operations and unlocking efficiencies that will benefit sponsors, sites, and, most importantly, patients.

Velocity Clinical Research Partners With Palantir Technologies To Automate And Streamline Complex Payments Reconciliation Process In Clinical Trials

Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) co-founder Joe Lonsdale is backing Bedrock Robotics, a construction automation startup that emerged from stealth this week to bring autonomous heavy machinery to the $2 trillion U.S. construction industry.
Why It Matters: Bedrock, founded by three former Waymo leaders including CEO Boris Sofman, aims to deploy AI-powered equipment capable of operating 24/7 without human intervention. The company represents Lonsdale&#8217;s latest investment in transforming traditional industries through advanced technology.
&#8220;Building has become too expensive and too slow to meet rising demand and aging infrastructure,&#8221; Lonsdale <a href="https://blog.joelonsdale.com/p/ep-119-former-waymo-leader-boris">said</a> on his &#8220;American Optimist&#8221; podcast, where he interviewed Sofman about the venture. The construction industry faces significant productivity challenges despite its massive scale, with the global market valued at $13 trillion.
Sofman, who holds a PhD in Robotics from Carnegie Mellon and previously led Waymo&#8217;s trucking division, argues that recent breakthroughs in autonomous vehicle technology can now be applied to construction equipment. 
After founding consumer robotics company Anki before its acquisition by Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google, Sofman helped deploy Waymo&#8217;s self-driving technology across major U.S. cities.
The startup&#8217;s emergence coincides with growing labor tensions in the construction sector. Union leaders have criticized the automation push as &#8220;misguided,&#8221; arguing it threatens traditional construction jobs at a time when infrastructure investment is increasing.
See Also: <a href="https://www.benzinga.com/markets/tech/25/07/46460828/meta-aws-roll-out-6-million-startup-program-to-counter-openai-make-llama-the-go-to-ai-model-for-builders">Meta, AWS Roll Out $6 Million Startup Program To Counter OpenAI, Make Llama The Go-To AI Model For Builders</a>
Why It Matters: However, Sofman maintains that autonomy will &#8220;unlock a wave of pent-up demand and create even more jobs and opportunities for humans&#8221; by reducing construction costs and improving project timelines. The company believes automation addresses critical industry bottlenecks rather than simply replacing workers.
Bedrock&#8217;s technology focuses on heavy machinery automation, leveraging AI systems developed for autonomous vehicles. The approach mirrors similar efforts in other industries where automation has initially supplemented rather than replaced human workers.
The investment aligns with Lonsdale&#8217;s broader strategy of backing <a href="https://www.benzinga.com/markets/equities/25/07/46214540/palmer-luckey-peter-thiel-joe-lonsdale-launch-erebor-bank-for-startups-crypto-and-defense-a-digital-only-bet-on-the-post-svb-era-report">technology solutions to national challenges</a>. His venture capital firm 8VC has consistently supported companies developing AI applications for traditional industries, from healthcare to defense contracting.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Mamun_Sheikh via Shutterstock

Palantir Co-Founder Joe Lonsdale Backs Bedrock Robotics To Automate Construction — Union Leader Calls It 'Misguided'

A long-time Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) bull, Tom Nash, is doubling down on the stock following its 434% rally over the past 12 months, with a new five-year price target of $1,000 a share, representing an upside of 562% from its current levels.
Check out the current price of&nbsp;<a href="https://www.benzinga.com/quote/PLTR" target="_blank" rel="noreferrer noopener">PLTR stock here.</a>
What Happened: On his YouTube channel on Tuesday, Nash stated bluntly, &#8220;this company is basically as good as they come,&#8221; highlighting the significant improvement in its finances over the past three years, starting with the 90% growth in its revenues, followed by earnings and free cash flow, growing at 200% and 500%, respectively. 
Nash notes that what was once labeled a &#8220;meme stock&#8221; in its early days has since seen a dramatic shift in its investor base, with institutional ownership climbing from 30% to nearly 60%, signaling growing conviction from traditional money managers. &#8220;It&#8217;s not even a retail queen anymore,&#8221; he adds.
See Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46400815/meta-commits-hundreds-of-billions-to-build-massive-ai-clusters-in-race-for-superintelligence">Meta Commits &#8216;Hundreds Of Billions&#8217; To Build Massive AI Clusters In Race For Superintelligence</a>
According to Nash, Wall Street continues to be behind the curve when it comes to Palantir. &#8220;Wall Street never understood it. It doesn&#8217;t really understand it now except the fact that the price went up a little bit.&#8221;
He now says that his previous &#8220;$500 price target&#8221; for the stock is now his bear case scenario, which already represents an upside of 231%. Followed by a mid-case of $754, and finally a bullish price target of $1,000. &#8220;$500 is the lowest the stock can be in 5 years.&#8221;
He emphasized Palantir&#8217;s scalability, describing it as "literally the entire software infrastructure for running LLMs on a big business." Despite acknowledging valuation concerns, he urged long-term investors to stay focused on fundamentals, not fear-driven narratives.
&#8220;Never too late to buy good companies, good businesses, as long as you have a long-term horizon,&#8221; he concluded, citing investor Peter Lynch.
Why It Matters: Several other prominent experts and analysts have echoed a similar bullish consensus on Palantir in recent months.
Senior Analyst Dan Ives of Wedbush Securities refers to the stock as the &#8220;Messi of AI,&#8221; with a <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">price target of $400</a> a share, implying a trillion-dollar valuation. 
Investor Martin Shkreli, popularly referred to as &#8220;Pharma Bro,&#8221; says, &#8220;There's no reason they can't be a $10 trillion company,&#8221; since the company&#8217;s <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45716400/pharma-bro-martin-shkreli-sees-10-trillion-potential-in-palantir-but-cautions-one-bad-quarter-and-its-down-50">total addressable market</a> spans all of the Fortune 500 companies and their substantial inefficiencies.
However, not everyone&#8217;s on board, with <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">25 analysts tracked</a> by Benzinga having a &#8220;Sell&#8221; rating on the stock, with a consensus price target of $76.72, which is 49.76% below its current price. 
Price Action: Shares of Palantir were up 1.57% on Wednesday, trading at $150.91, and another 0.30% after hours.
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="151" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17034307/Screenshot-2025-07-17-at-1.12.57-PM-1024x151.png" alt="" class="wp-image-989130" style="width:920px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17034307/Screenshot-2025-07-17-at-1.12.57-PM-1024x151.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17034307/Screenshot-2025-07-17-at-1.12.57-PM-300x44.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17034307/Screenshot-2025-07-17-at-1.12.57-PM-768x113.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17034307/Screenshot-2025-07-17-at-1.12.57-PM.png 1530w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, Palantir scores well on Momentum and Growth, while having a favorable price trend in the short, medium and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock, its peers and competitors. 
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<iframe loading="lazy" title="If you are a PALANTIR shareholder….GET READY" width="500" height="281" src="https://www.youtube.com/embed/AGKF0-8vD9s?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Palantir Bull Sees 562% Upside: '$500 Is The Lowest The Stock Can Be In 5 Years' — Says Wall Street Still Doesn't Get It

A former Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) bear has decided to alter his stance on the company&#8217;s stock.
What Happened: Mizuho Securities analyst Gregg Moskowitz and his team have upgraded their rating on Palantir&#8217;s stock from underperform to neutral on Wednesday, <a href="https://www.marketwatch.com/story/this-former-palantir-bear-changed-his-tune-on-the-stock-heres-why-e69e441e">reported</a> MarketWatch. 
The analysts recognized the company's surge in business activity, especially within its commercial and government segments, which they admitted to previously underestimating.
Moskowitz and his team highlighted the company&#8217;s &#8220;recent execution and momentum&#8221; as &#8220;stunning,&#8221; which could potentially lead to a fifth consecutive quarter of revenue growth acceleration. Despite their concerns about the stock&#8217;s high valuation, the analysts recognize Palantir&#8217;s uniqueness and potential for future growth.
See Also: <a href="https://benzinga.com/trading-ideas/dividends/25/07/46439642/how-to-earn-500-a-month-from-pepsico-stock-ahead-of-q2-earnings" target="_blank" rel="noopener">PepsiCo: Earn $500 A Month In Dividends Ahead Of Q2 Earnings</a>
Palantir&#8217;s stock is currently trading at an enterprise-value-to-sales multiple of 97 times and 77 times, based on 2025 and 2026 projections, respectively. Analysts also expect the company's government revenue to maintain strong year-over-year growth of over 40%.
Despite their upgrade, the Mizuho team remains cautious, stating that there are &#8220;many more compelling names to own in software at these levels.&#8221; Their target price for Palantir&#8217;s stock stands at $135, below the approximately $150 level at which the stock was trading early Wednesday, suggesting a downside of over 10%.
Why It Matters: The shift in the analysts&#8217; stance comes amidst a period of significant developments for Palantir. The company&#8217;s stock has <a href="https://www.benzinga.com/markets/tech/25/07/46189000/palantir-is-building-the-next-aws-says-top-exec-urges-startups-to-build-on-pltr-to-tackle-more-valuable-problems-than-amazon-solved">seen a surge of over 400%</a> in the past year, driven by its expanding commercial business in the U.S. and its increasing adoption of artificial intelligence platforms.
One of the key drivers of this growth has been Palantir&#8217;s <a href="https://www.benzinga.com/markets/equities/25/07/46459262/palantir-supercharges-ask-att-genai-engine-helps-100000-employees-to-fix-code-cut-costs-and-rewrite-the-network">GenAI engine</a>, which has been instrumental in helping companies like AT&amp;T (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) to fix code, cut costs, and rewrite their network.
This has led to a growing urgency around internal data integration, further fueling Palantir&#8217;s growth.
Price Action: Palantir (PLTR) shares slipped 0.13% in after-hours trading, after rising 1.57% during the regular session on Wednesday. So far this year, the stock has surged 100.70%, and over the past 12 months, it&#8217;s up an impressive 434.76%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
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Ex-Palantir Bear Turns Neutral As Mizuho Calls Growth 'Stunning' Despite Valuation Worries

AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) has deployed Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) to power its internal generative AI platform, &#8220;Ask AT&amp;T,&#8221; which now serves 100,000 employees across 71 production solutions.
What Happened: The telecommunications giant launched Ask AT&amp;T in June 2023 as a comprehensive GenAI platform that leverages Palantir&#8217;s ontology system to create a digital twin of AT&amp;T&#8217;s network infrastructure. Mark Austin, AT&amp;T&#8217;s Vice President of data science, <a href="https://www.z.com/ai-machine-learning/-ask-at-t-gives-network-management-a-genai-facelift">told</a> Light Reading that software coding assistance represents the platform&#8217;s top use case.
&#8220;We&#8217;ve been working with [Palantir] for a number of years before their AI platform was launched and our network engineers found a way to utilize the platform that allowed them to build an ontology that represented the things that we see and do in the network everyday,&#8221; said Dan Wagner, AT&amp;T&#8217;s director of technology.
The platform has delivered measurable operational improvements. Customer service agents using Ask AT&amp;T respond 33% faster to queries, while AI-powered dispatch optimization helps AT&amp;T avoid costly truck rolls from its 20 million annual &#8220;811&#8221; calls for underground utility location services.
See Also: <a href="https://www.benzinga.com/markets/asia/25/07/46458854/seven-i-crashes-9-after-couche-tard-yanks-47-billion-takeover-bid-slams-lack-of-good-faith-talks-tokyo-retail-giant-calls-move-unilateral">Seven &amp; i Crashes 9% After Couche-Tard Yanks $47 Billion Takeover Bid, Slams &#8216;Lack of Good Faith&#8217; Talks — Tokyo Retail Giant Calls Move &#8216;Unilateral&#8217;</a>
Why It Matters: AT&amp;T&#8217;s partnership with Palantir extends beyond basic AI applications. The collaboration utilizes Palantir&#8217;s operational ontology layer to enable network engineers to develop new GenAI use cases through a low-code environment. This approach reduces barriers to <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46405407/palantir-stock-is-on-fire-shares-hit-another-all-time-high-whats-fueling-the-momentum">entry for employees with varying technical skill sets</a>.
The deployment comes as Palantir trades at $150.91, up 100.70% year-to-date. Wedbush analyst Dan Ives maintains a Street-high $160 price target, <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46405407/palantir-stock-is-on-fire-shares-hit-another-all-time-high-whats-fueling-the-momentum">citing the company&#8217;s position</a> as a &#8220;core winner&#8221; in the AI revolution.
For AT&amp;T, the GenAI initiative represents expansion beyond traditional AI applications like fraud detection and network optimization. The company partners with Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to secure the platform through a dedicated Azure, while Palantir provides the underlying data architecture for network management applications.
Benzinga&#8217;s Edge Stock Rankings show Palantir is exhibiting strong Price Trends across the Short, Medium, and Long term. Here&#8217;s <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">how it stacks up on other key metrics</a>.
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="876" height="616" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17001707/image-204.png" alt="" class="wp-image-988889" style="width:492px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17001707/image-204.png 876w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17001707/image-204-300x211.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/17001707/image-204-768x540.png 768w" sizes="(max-width: 876px) 100vw, 876px" /></a></figure>
Read Next:
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<li><a href="https://www.benzinga.com/markets/large-cap/25/07/46458652/tim-cooks-new-job-is-keeping-trump-happy-says-economist-justin-wolfers-innovation-takes-a-back-seat-to-political-favoritism" target="_blank" rel="noreferrer noopener">Tim Cook's New Job Is Keeping Trump ‘Happy,' Says Economist Justin Wolfers: ‘Innovation Takes A Back Seat To Political Favoritism'</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Mamun_Sheikh via Shutterstock

Palantir Supercharges 'Ask AT&T' — GenAI Engine Helps 100,000 Employees To Fix Code, Cut Costs And Rewrite The Network

<a href="https://www.defense.gov/News/News-Stories/Article/Article/4246987/pentagon-to-increase-low-cost-drone-production-in-us/" title="https://www.defense.gov/News/News-Stories/Article/Article/4246987/pentagon-to-increase-low-cost-drone-production-in-us/">https://www.defense.gov/News/News-Stories/Article/Article/4246987/pentagon-to-increase-low-cost-drone-production-in-us/</a>

'Pentagon to Increase Low-Cost Drone Production in U.S.' - DoD

Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)&nbsp;has come under fire for its alleged involvement in aiding President Donald Trump&#8216;s immigration crackdown and the Israeli military. 
What Happened: On Monday, demonstrators in multiple U.S. cities, including New York, Seattle, and Palo Alto, protested against Palantir&#8217;s collaboration with ICE, which they claim is facilitating the Trump administration&#8217;s immigration crackdown. The company&#8217;s work with the Israeli military was also a point of contention,&nbsp;<a href="https://www.democracynow.org/2025/7/15/doge_20">reported</a>&nbsp;Democracy Now!.
Check out the current price of&nbsp;<a href="https://benzinga.com/quote/PLTR" target="_blank" rel="noreferrer noopener">PLTR stock here</a>.
At least four people were arrested in New York after protesters blocked the entrance to Palantir&#8217;s Manhattan offices. The &#8220;Purge Palantir&#8221; campaign, as it&#8217;s called, is a response to the company&#8217;s data mining, surveillance, and automation tools being used against vulnerable communities.
According to Makena Kelly, a senior writer at Wired, Peter Thiel-backed Palantir and Anduril Industries, alongside several Silicon Valley firms, are capitalizing on the chaos created by the Trump administration&#8217;s cuts to government services and mass deportation efforts to gain lucrative contracts.
Protesters also criticized Palantir&#8217;s contracts with international organizations such as the World Food Programme, UNICEF, Team Rubicon and the CDC Foundation for 10 years, calling for the termination of these contracts due to Palantir&#8217;s alleged human rights violations.
See Also:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46422927/bonk-rallies-30-in-1-week-should-dogecoin-shiba-inu-be-afraid" target="_blank" rel="noreferrer noopener">Bonk Rallies 30% In 1 Week: Should Dogecoin, Shiba Inu Be Afraid? &#8211; Benzinga</a>
Why It Matters: Palantir&#8217;s growing influence in the global AI space has been <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46353542/palantir-next-oracle-trump-backed-ai-surge">bolstered </a>by strong government-backed initiatives like Project Stargate under the Trump administration. The company&#8217;s recent NATO contract further highlights its expanding role in the international defense and intelligence sectors.
However, the company&#8217;s growth has not been without controversy. Stephen Miller, the White House's deputy chief of staff and a key figure in shaping the Trump administration's <a href="https://www.benzinga.com/markets/equities/25/06/46090043/trump-advisor-stephen-miller-reportedly-holds-stake-worth-millions-in-ice-contractor-palantir-he-could-easily-have-a-direct-and-predictable-impact">stringent immigration</a> policies, reportedly owns a significant amount of stock in Palantir. This has raised concerns about potential conflicts of interest.
Despite the controversies, tech analyst Dan Ives of Wedbush Securities has expressed <a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/07/46339022/palantir-could-be-the-next-big-ai-winner-says-dan-ives-sees-12-pltr-stock-surge">confidence </a>in Palantir&#8217;s artificial intelligence strategy, predicting a 12% upside for the company&#8217;s stock over the next 12 months.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="778" height="120" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16044532/image-190.png" alt="" class="wp-image-987399" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16044532/image-190.png 778w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16044532/image-190-300x46.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16044532/image-190-768x118.png 768w" sizes="(max-width: 778px) 100vw, 778px" /></figure>
Palantir offers strong Momentum and Growth, while scoring weak on the Value metric as per&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings.&nbsp;</a>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

'Purge Palantir' Protests Erupt Nationwide Over Firm's Ties To Trump's Immigration Crackdown, Israeli Military Support

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$172.50</td>
<td>$33.0K</td>
<td>1.1K</td>
<td>53.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$435.00</td>
<td>$34.4K</td>
<td>24.0K</td>
<td>24.5K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$20.00</td>
<td>$96.3K</td>
<td>75.2K</td>
<td>17.9K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$160.00</td>
<td>$28.4K</td>
<td>2.3K</td>
<td>17.2K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$18.00</td>
<td>$83.4K</td>
<td>44.1K</td>
<td>13.5K</td>
</tr>
<tr>
<td>CRCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$210.00</td>
<td>$189.4K</td>
<td>3.5K</td>
<td>3.9K</td>
</tr>
<tr>
<td>VNET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$7.00</td>
<td>$613.2K</td>
<td>10.4K</td>
<td>3.2K</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$45.00</td>
<td>$1.2 million</td>
<td>25.1K</td>
<td>3.2K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$145.00</td>
<td>$34.1K</td>
<td>3.5K</td>
<td>2.6K</td>
</tr>
<tr>
<td>SQNS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$7.00</td>
<td>$54.0K</td>
<td>5.0K</td>
<td>2.5K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 100 contract(s) at a $172.50 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 1188 open contracts at this strike prior to today, and today 53009 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 20 contract(s) at a $435.00 strike. The total cost received by the writing party (or parties) was $34.4K, with a price of $1720.0 per contract. There were 24089 open contracts at this strike prior to today, and today 24557 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on July 18, 2025. Parties traded 3000 contract(s) at a $20.00 strike. This particular call needed to be split into 56 different trades to become filled. The total cost received by the writing party (or parties) was $96.3K, with a price of $32.0 per contract. There were 75291 open contracts at this strike prior to today, and today 17951 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bullish, expiring in 10 day(s) on July 25, 2025. This event was a transfer of 100 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $28.4K, with a price of $284.0 per contract. There were 2396 open contracts at this strike prior to today, and today 17207 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a call option trade that happens to be bearish, expiring in 248 day(s) on March 20, 2026. This event was a transfer of 200 contract(s) at a $18.00 strike. The total cost received by the writing party (or parties) was $83.4K, with a price of $417.0 per contract. There were 44124 open contracts at this strike prior to today, and today 13595 contract(s) were bought and sold. 
• For CRCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 500 contract(s) at a $210.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $189.4K, with a price of $376.0 per contract. There were 3512 open contracts at this strike prior to today, and today 3987 contract(s) were bought and sold. 
• For VNET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VNET#NASDAQ">VNET</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on July 18, 2025. This event was a transfer of 3000 contract(s) at a $7.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $613.2K, with a price of $203.0 per contract. There were 10494 open contracts at this strike prior to today, and today 3256 contract(s) were bought and sold. 
• Regarding ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we observe a call option trade with bullish sentiment. It expires in 185 day(s) on January 16, 2026. Parties traded 1993 contract(s) at a $45.00 strike. The total cost received by the writing party (or parties) was $1.2 million, with a price of $645.0 per contract. There were 25135 open contracts at this strike prior to today, and today 3237 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option trade with bullish sentiment. It expires in 10 day(s) on July 25, 2025. Parties traded 50 contract(s) at a $145.00 strike. The total cost received by the writing party (or parties) was $34.1K, with a price of $683.0 per contract. There were 3534 open contracts at this strike prior to today, and today 2636 contract(s) were bought and sold. 
• Regarding SQNS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SQNS#NYSE">SQNS</a>), we observe a call option trade with bearish sentiment. It expires in 185 day(s) on January 16, 2026. Parties traded 500 contract(s) at a $7.00 strike. The total cost received by the writing party (or parties) was $54.0K, with a price of $108.0 per contract. There were 5071 open contracts at this strike prior to today, and today 2518 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ENPH

IREN

MARA

MSTR

SQNS

VNET

10 Information Technology Stocks With Whale Alerts In Today's Session

A report on July 14, 2025 shows that Representative Julie Johnson from Texas purchase stock in 3M (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>), valued between $2,002 and $30,000. According to the July filing, the transaction occurred on June 18, 2025.
At the time of writing, 3M shares are trading down 0.02% at $157.88.
<h3>What Representative Has Been Trading Recently</h3>
Over the past three years, Julie Johnson executed 271 trades totaling over $369 thousand. The largest of these trades were in Tesla and Amazon.com stock. Some of the key transactions the Rep. has executed recently include: 
<ul>
<li>Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>): $1,001 - $15,000 Sale</li>
<li>3M (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>): $1,001 - $15,000 Purchase</li>
<li>Merck &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): $1,001 - $15,000 Purchase</li>
</ul>
Here is a list of Julie Johnson's most recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palantir Technologies</td>
<td>PLTR</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-06-30</td>
</tr>
<tr>
<td>3M</td>
<td>MMM</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-06-18</td>
</tr>
<tr>
<td>Merck &amp; Co</td>
<td>MRK</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-06-13</td>
</tr>
<tr>
<td>Capital One Finl</td>
<td>COF</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>E</td>
<td>2025-05-19</td>
</tr>
<tr>
<td>Fidelity National Info</td>
<td>FIS</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-05-15</td>
</tr>
</tbody>
</table>
To stay updated on Julie Johnson's trades and other congressional trades, try our <a href="https://www.benzinga.com/gov-trades/members/julie-johnson">government trades tool</a> for live updates!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Government

Politics

Trading Ideas

General

This House of Representative Just Bought Up To $30K In 3M Stock

<a href="https://www.benzinga.com/markets/tech/25/07/46407417/jim-cramer-made-faang-popular-now-he-says-theres-a-new-acronym-to-describe-these-retail-favorite-stocks-parc">Jim Cramer's 2025 &#8216;PARC&#8217; basket</a> &#8211; Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), Applovin Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), Robinhood Markets Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) and Coinbase Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) &#8211; is still riding the retail wave.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">A new acronym for the meme stocks that just won't quit!!! PARC! <a href="https://t.co/m3HmDYDxup">pic.twitter.com/m3HmDYDxup</a>
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1944879501931880861?ref_src=twsrc%5Etfw">July 14, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
But one name is breaking away from the meme crowd with real technical muscle: Robinhood.
<h2 class="wp-block-heading">Robinhood's Technical Knockout</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0715"><img loading="lazy" decoding="async" width="627" height="485" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15072823/Screenshot-2025-07-15-at-4.37.04-PM.png" alt="" class="wp-image-985737" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15072823/Screenshot-2025-07-15-at-4.37.04-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15072823/Screenshot-2025-07-15-at-4.37.04-PM-300x232.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0715">Chart created using Benzinga Pro</a>
Up 153% year-to-date, HOOD is charging toward a major breakout. Trading near $100, the stock boasts an RSI (relative strength index) of 73.13, which is bullish but not overheated, and a MACD (moving average convergence divergence) of 7.72, signaling solid momentum. Importantly, it's riding high above all its key moving averages:
<ul class="wp-block-list">
<li>Eight-day SMA (simple moving average): $96.08</li>
<li>20-day SMA: $87.22</li>
<li>50-day SMA: $72.70</li>
<li>200-day SMA: $47.82</li>
</ul>
A decisive move above $105 could unlock upside toward $120, with strong technical support between $87 and $80. Robinhood's fundamentals are also firing. In the fourth quarter of 2024, crypto became Robinhood&#8217;s top revenue source, generating $358 million in transaction revenue &#8211; a 733% year-over-year increase &#8211; driven by a 455% surge in trading volume. It accounted for over 35% of the company's total net revenue.
Read Also: <a href="https://www.benzinga.com/trading-ideas/technicals/25/06/45951088/robinhood-is-trending-again-is-the-meme%E2%80%91stock-favorite-gearing-up-for-a-breakout">Robinhood Is Trending Again: Is The Meme‑Stock Favorite Gearing Up For A Breakout?</a>
<h2 class="wp-block-heading">PARC Peers: Slowing Momentum</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0715"><img loading="lazy" decoding="async" width="627" height="485" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15073957/Screenshot-2025-07-15-at-4.37.17-PM.png" alt="" class="wp-image-985753" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15073957/Screenshot-2025-07-15-at-4.37.17-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15073957/Screenshot-2025-07-15-at-4.37.17-PM-300x232.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
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Palantir is up 98% YTD, buoyed by AI-driven government contracts. But its RSI has cooled to 63.84, and it's now hovering just above its eight-day SMA ($142.33), showing signs of consolidation near resistance at $150.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0715"><img loading="lazy" decoding="async" width="627" height="485" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15074858/Screenshot-2025-07-15-at-4.37.30-PM.png" alt="" class="wp-image-985767" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15074858/Screenshot-2025-07-15-at-4.37.30-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15074858/Screenshot-2025-07-15-at-4.37.30-PM-300x232.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
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AppLovin is the surprise underperformer—up just 4.1% YTD. While the stock has broken above its eight-day and 20-day SMAs, its RSI at 52.19 shows waning momentum. The ad tech rally looks like yesterday's news.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0715"><img loading="lazy" decoding="async" width="627" height="485" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15075003/Screenshot-2025-07-15-at-4.37.41-PM.png" alt="" class="wp-image-985773" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15075003/Screenshot-2025-07-15-at-4.37.41-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/15075003/Screenshot-2025-07-15-at-4.37.41-PM-300x232.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
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Coinbase has posted a respectable 53% YTD gain, with a strong MACD of 32.62 and a relatively hot RSI of 74.33. However, it remains highly correlated with Bitcoin's (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) swings, lacking the diversified retail driver of Robinhood. While COIN trades above all major moving averages, its setup isn't as clean.
<h2 class="wp-block-heading">Verdict: Robinhood Rules The PARC Pack</h2>
Cramer may have given all four names a shoutout, but Robinhood is stealing the technical spotlight. With momentum, volume and fundamentals aligned, it's the only PARC stock knocking on breakout territory while the rest play catch-up.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46262055/greed-mode-on-why-tesla-nvidia-palantir-and-bitcoin-plays-could-rip">Greed Mode On: Why Tesla, Nvidia, Palantir And Bitcoin Plays Could Rip</a></li>
</ul>
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