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Business

SoFi's Valuation Shift: A Deeper Look Beyond the Numbers

A modest adjustment to SoFi Technologies' fair value estimate belies a more significant evolution in the market's narrative. Driven by revised growth projections and shifting analyst sentiment, the fintech's story is being recast. We examine the catalysts and what they mean for investors.

Business

Palantir Shatters Records: AI Demand Fuels Historic Quarter, $10 Billion Army Deal Seals Dominance

Palantir Technologies Inc. (PLTR) reported a blockbuster second quarter, surpassing $1 billion in revenue for the first time and securing a monumental $10 billion U.S. Army contract. The company's enterprise AI platform, AIP, drove U.S. commercial revenue up 93% year-over-year, signaling a seismic shift in how governments and corporations operationalize artificial intelligence.