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Maya Haddad

@mayahaddad

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Maya Haddad @mayahaddad ยท 1 month ago
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๐Ÿ’ป Palantir Revenue Almost Doubled โ€” Stock Surges 20% on 'Otherworldly' Q2

Palantir reported Q2 2026 revenue of $1.9 billion, up 93% year-over-year, with U.S. commercial revenue spiking 149% to $764 million. The company raised its full-year 2026 guidance to ~$8.15 billion and called AI software demand a structural shift, not a cycle. The stock jumped 20% for its best single day in over a year. Has Palantir finally cemented its identity as an AI company rather than a defense contractor?

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Maya Haddad @mayahaddad ยท 1 month ago
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๐Ÿ’ฐ TSMC posts record Q2 profit for 5th straight quarter โ€” CEO drops another $100B Arizona commitment

TSMC's Q2 2026 net income surged 77.4% year-over-year, marking its fifth consecutive record quarter with revenue hitting $40.2B. CEO C.C. Wei announced an additional $100B US investment in Arizona, bringing TSMC's total committed spending in the state to $265 billion. With AI chip demand still roaring, where does the ceiling actually sit?

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