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Today is Tuesday, February 4, 2025.

The Early Bird Index today is 81.66

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Palantir's "AI Revolution" 🤖

Palantir Technologies (Nasdaq: PLTR) surged 22.75% in after-hours trading on Monday after reporting strong financial earnings results.

Financials: Palantir reported earnings of 14 cents per share and revenue of $827.5 million in the past quarter; both were better than expected.

Powering the Story: In the quarter, U.S. revenue shot up 52%, and the total contract value of its U.S. commercial business skyrocketed 134%.

Quote: “Our business results continue to astound, demonstrating our deepening position at the center of the AI revolution.” - CEO Alexander C. Karp.

Early Bird’s Nest Egg Gains: Palantir's Artificial Intelligence Platform (AIP) has seen strong demand for tasks such as testing and debugging code. U.S. government agencies have a strong need for AI in areas such as defense and logistics.

Final Thoughts: The stock is up 400% in the last 12 months. Can Palantir be stopped?

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Notables

Notable Earnings Today: Alphabet (Nasdaq: GOOGL), PayPal Holdings (Nasdaq: PYPL), Advanced Micro Devices (Nasdaq: AMD), Chipotle Mexican Grill (NYSE: CMG), Spotify Technology (NYSE: SPOT), Pfizer (NYSE: PFE), Snap (NYSE: SNAP), PepsiCo (Nasdaq: PEP), Mattel (Nasdaq: MAT), Electronic Arts (Nasdaq: EA), Fox Corp (Nasdaq: FOXA), MSG Sports (NYSE: MSGS), Simon Property Group (NYSE: SPG), Estee Lauder (NYSE: EL), Match Group (Nasdaq: MTCH), Amgen (Nasdaq: AMGN), Mondelez International (Nasdaq: MDLZ), Merck (NYSE: MRK), Marathon Petroleum (NYSE: MPC), Enphase Energy (Nasdaq: ENPH), H&R Block (NYSE: HRB), Energizer (NYSE: ENR), Western Union (NYSE: WU), Ferrari (NYSE: RACE), Lumen Technologies (NYSE: LUMN), Prudential (NYSE: PRU), Juniper Networks (NYSE: JNPR), Enterprise Products (NYSE: EPD), A10 Networks (NYSE: ATEN), Allegiant Travel (Nasdaq: ALGT), Ametek (NYSE: AME), Aramark (NYSE: ARMK), Apollo Global Management (NYSE: APO), Aspen Technology (Nasdaq: AZPN), Atkore International (NYSE: ATKR), AZEK (NYSE: AZEK), Ball Corp (NYSE: BALL), Centene (NYSE: CNC), Cirrus Logic (Nasdaq: CRUS), Cummins (NYSE: CMI), DXC Technology (NYSE: DXC), FMC Corp (NYSE: FMC), Graphic Packaging (NYSE: GPK), Hubbell (NYSE: HUBB), ICHOR Corp (Nasdaq: ICHR), Ingredion (NYSE: INGR), Jacobs Solutions (NYSE: J), Mercury Systems (Nasdaq: MRCY), MPLX LP (NYSE: MPLX), Oscar Health (NYSE; OSCR), Regeneron Pharmaceuticals (Nasdaq: REGN), Varonis Systems (Nasdaq: VRNS), Voya Financial (NYSE: VOYA), Willis Towers Watson (Nasdaq: WTW), Xylem (NYSE: XYL).

Notable IPOs Today: EPWK Holdings Ltd. Class A Ordinary Shares (Nasdaq: EPWK).

Notable Equity Crowdfunding Campaigns Ending Today: VITia (Wefunder).

Notable Economic Events Today: JOLTS Job Openings (10:00 a.m. ET), Factory Orders (10:00 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

NXP Faces "Challenging Market"

Although the financial earnings results from NXP Semiconductors (Nasdaq: NXPI) were far from perfect on Monday, the stock still rose 2.33% in after-hours trading.

Financials: NXP reported earnings of $3.18 per share and revenue of $3.11 billion; both were better than expected.

Powering the Story: Revenue fell 9% in the quarter. CEO Kurt Sievers said Monday that the company faced “a challenging market environment.”

Final Thoughts: NXP is down 7% in the last 12 months. Weaker demand for automotive chips is hurting the stock.

Sui Jumps Amid Accelerator News

The price of the cryptocurrency Sui jumped 20% on Monday after its blockchain accelerator program received over 600 applications.

Final Thoughts: Sui’s price is still down about 25% in the last 30 days.

Trends to Watch

So Much Winning: TRUMP Down 75% From Peak Even as Donald Trump Shills the Token on Truth Social (CoinDesk)

Not a Good Neighbor: State Farm seeks emergency rate increase averaging 22% after L.A. fires (Los Angeles Times)

Golden Monday: Gold hits record high as Trump tariffs spur safe-haven buying (Reuters)

No Longer Protecting Consumers: CFPB halts work after Trump appoints Bessent as acting head (Washington Post)

Unclean: Clorox Cuts FY Sales Outlook as Business Categories Weaken (MarketWatch)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}