Palantir's Revenue Grows 84.7% to $1.63 Billion

Key Takeaways

• Palantir's revenue grew 84.7% year-over-year to $1.63 billion.
• Cloudflare's revenue reached $639.8 million, up 33.5% year-over-year.
• Astera Labs delivered Q1 fiscal 2026 revenue of $308.4 million, up 93.4% year-over-year.
• Tesla's Q2 results will focus on margins, AI roadmap, and earnings outlook.
• NVIDIA's TensorRT engine builds can be made observable and cancelable.
• Box has announced new security and governance capabilities for enterprise AI agents.
• The fashion industry is adopting AI technology, with predicted $5.3 trillion spending on AI and data centers by 2030.
• AI companies are buying old printed books in bulk to escape AI-generated text.
• Weak AI regulation may be worse than no regulation at all.
• AI-powered attacks are compressing cyberattack timelines and targeting un-governed AI identities.

Three AI Stocks to Buy Before July Ends

Investors are looking for AI stocks beyond the usual suspects. Three companies are gaining attention: Palantir Technologies, Astera Labs, and Cloudflare. These companies offer unique business models and growth potential. Palantir's revenue grew 84.7% year-over-year, with US commercial revenue up 133%. Astera Labs' revenue jumped 93.4% year-over-year, with non-GAAP EPS beating estimates. Cloudflare's revenue reached $639.8 million, up 33.5% year-over-year.

Top AI Stocks to Consider Buying

Palantir Technologies, Astera Labs, and Cloudflare are three AI stocks to consider. Palantir's Q1 fiscal 2026 revenue landed at $1.63 billion, up 84.7% year-over-year. Astera Labs delivered Q1 fiscal 2026 revenue of $308.4 million, up 93.4% year-over-year. Cloudflare's Q1 fiscal 2026 revenue reached $639.8 million, up 33.5% year-over-year.

Super Micro and Dell Surge on AI Server Demand

Super Micro Computer surged 19.84% on a record $60 billion order backlog. Dell Technologies jumped 9.32% after raising fiscal 2027 guidance. Enterprise software names retreated sharply, with ServiceNow off 6.47% ahead of earnings and Palantir down 6.10%.

Tesla Q2 Results: Investors Eye AI Roadmap

Tesla's Q2 results will focus on margins, AI roadmap, and earnings outlook. Investors will closely examine automotive gross margins, updates on AI and Robotaxi, and capital expenditure plans. Encouraging progress on AI initiatives could help offset weaker financial metrics.

Tesla Earnings Train Spotlight on SpaceX Plans

Tesla's earnings report will provide insights into the company's future plans, including SpaceX and AI investments. The report will reveal progress in these areas and plans for electric vehicle business.

AI Revolution in Fashion: Challenges and Opportunities

The fashion industry is adopting AI technology, with companies investing heavily in AI and data centers. A Goldman Sachs report predicts $5.3 trillion spending on AI and data centers by 2030. Retailers are prioritizing technology spending, including omnichannel and supply chain investments.

AI Companies Buying Old Books for Data

AI companies face a data problem and are buying old printed books in bulk to escape AI-generated text. A company called Powered By is selling scans of books, promising a 'Strict NDA on every engagement'.

Make Long-Running NVIDIA TensorRT Engine Builds Observable

NVIDIA TensorRT engine builds can take seconds to many minutes. A new tutorial shows how to make long-running builds observable and cancelable in Python or C++.

Box Unveils Security Controls for Enterprise AI Agents

Box has announced new security and governance capabilities for enterprise AI agents. The features provide greater control over AI agents accessing and acting on enterprise content.

Weak AI Regulation May Backfire

A new study finds that weak AI regulation may be worse than no regulation at all. Weak regulation can create an environment where general AI producers can skimp on safety investments.

Moonshot AI Founder Yang Zhilin

China's internet is obsessed with Yang Zhilin, the founder of Moonshot AI. He is considered a 'millennial genius'.

AI-Powered Attacks Compress Cyberattack Timelines

Sophos AI Security 2026 report finds attackers are using AI to compress cyberattack timelines and target un-governed AI identities.

AGS Health Appoints Maxim Abramsky as CPO

AGS Health has appointed Maxim Abramsky as Chief Product Officer to advance AI-powered revenue cycle solutions.

Sources

• 3 AI Stocks Flying Under the Radar to Buy Before July Ends
• 3 AI Stocks Flying Under the Radar to Buy Before July Ends
• Super Micro and Dell surge on AI server backlog as enterprise software retreats ahead of earnings
• Tesla Q2 Results: Investors eye margins, AI roadmap and earnings outlook
• Tesla earnings train spotlight on SpaceX plans, AI investments
• AI Revolution in Fashion: Challenges, Investments, and Opportunities
• AI companies are buying up old books to escape their own AI slop
• Make Long-Running NVIDIA TensorRT Engine Builds Observable and Cancelable in Python or C++
• Box Unveils Security And Governance Controls For Enterprise AI Agents
• Weak AI regulation may backfire, making products less safe
• 'Millennial genius' China internet can't get over: Moonshot AI founder
• AI Is Compressing Cyberattack Timelines and Targeting Ungoverned AI Identities, Sophos AI Security Report Finds
• AGS Health Appoints Maxim Abramsky as Chief Product Officer to Advance AI-Powered Revenue Cycle Solutions