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The retail and computing company is spending a lot on capex but growth is slowing.
Palantir, like Tesla, is benefitting from its proximity to the levers of power in the US. But the investment case is different
Early investment in non-traditional products is bearing fruit
It has rebalanced its portfolio in order to navigate rocky markets
Growth expectations remain high despite the emergence of a low-cost competitor on the AI front
Near-term prospects have gone to seed as market gluts persist
Prospects are clouded due to the potential impact of a tariff war
The semiconductor manufacturer is yet to bring its newest manufacturing process fully online.
Earnings fall below already-cut analyst forecasts because of downstream struggles
Free cash flow improved by a quarter
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