Palantir's had a wild few weeks even by its own volatile standards. The company posted second-quarter revenue of $1.94 billion, up 93% year-on-year, with U.S. Commercial growth described as "otherworldly" at 149%.
That's the kind of number that gets a stock no deposit bonus forex malaysia 2025 talked about on trading forums for days.
Shares jumped hard on the back of it, then wobbled the following week, which tells you everything about how skittish sentiment around this name has become.
Michael Burry, the investor famous for calling the 2008 crash, has reportedly been shorting AI stocks including Palantir, which sits oddly next to analysts raising price targets on the same stock within days of each other. That kind of split opinion is exactly why Palantir attracts short-term traders. Big swings, strong disagreement, plenty of volume to trade against.
AMD's Earnings Beat Changed the Conversation
AMD reported record quarterly revenue of $11.54 billion, up 50% year-over-year, with data center sales more than doubling. That data centre figure is really the whole story here - AMD's been fighting for relevance against Nvidia in AI chips for years, and this quarter suggested the gap might be narrowing, at least in certain segments.
There's also chatter around AMD's acquisition of Taalas, with some retail traders arguing it gives the company its own efficient inference chip technology. Worth watching how that plays out over coming quarters, since inference chips are becoming just as important as training chips in the wider AI buildout.
Nvidia Still Sits at the Centre of Everything
Nvidia doesn't move on its own news alone anymore, it moves on everyone else's too. Big institutional money keeps flowing in regardless of short-term noise - Ark Invest bought roughly $26.6 million worth of Nvidia shares even while trimming its Palantir position in the same period, which says something about where conviction currently sits among big funds.
Trading These Names Without Getting Burned
Earnings weeks are where the real movement happens for all three. Set alerts around reporting dates rather than trying to guess direction beforehand, because pre-earnings drift is notoriously unreliable. Position sizing matters more here than with steadier stocks - a 40% weekly swing on Palantir isn't rare, it's basically Tuesday for this stock lately. Anyone trading these names on leverage through CFDs needs tighter stops than they'd use elsewhere, simply because the range on a single session can wipe out a poorly sized position fast.