News
The day at a glance · 3 min read
Mood · Risk-On
+72
Sentiment, −100 to +100
Nasdaq 100 Futures
+0.5%+0.5%
Tech Market Overview
Dell Stock Price
$211.05+36.5%
Tech Market Overview
Palantir Q1 Revenue Growth
+85% YoY+85%
Cloud & Enterprise Software
Key driverEnterprise AI platform adoption accelerates with Palantir reporting 85% revenue surge and raising full-year guidance by nearly $500 million
Daily briefTech Sector· Money365.Market AI ·

Tech Rally on AI Platform Surge; Palantir Soars 85%

Enterprise AI demand drives earnings beats while Microsoft expands GPU infrastructure and regulatory scrutiny intensifies on Meta

Tech Market Overview

Bullish
PLTRDELL
Tech stocks positioned for gains as futures tied to the Nasdaq 100 added 0.5% following a solid earnings session.
Palantir Technologies ($PLTR) led the rally after delivering a blowout quarter that smashed estimates, while Dell Technologies ($DELL) extended its six-month outperformance with its stock climbing to $211.05, representing a 36.5% increase. The sector shrugged off geopolitical tensions in the Middle East as investors focused on strong AI-driven earnings momentum and enterprise software demand acceleration.

AI & Semiconductors

Bullish
AMDAAPLINTC
Advanced Micro Devices ($AMD) prepared to report first quarter earnings with Wall Street closely watching data center sales performance. The company announced a partnership with Zyphra to power Zyphra Cloud on AMD Instinct MI355X GPUs, bringing advanced AI innovations into production for developers and enterprises on TensorWave's purpose-built infrastructure.
Apple ($AAPL) held exploratory chip discussions with Intel and Samsung, signaling a structural shift in how Big Tech approaches supply chain risk management. The moves represent less about finding better manufacturers than ensuring resilience against single points of failure that could disrupt iPhone revenue. Meanwhile, data center infrastructure buildout continued as hyperscaler demand remained strong across the semiconductor value chain.

Cloud & Enterprise Software

Bullish

Palantir US Revenue

+104%+104%

Palantir Guidance Raise

$500M

ServiceNow PT (Wolfe)

$125from $175
PLTRCRMNOW
Palantir ($PLTR) delivered a first quarter performance that exceeded expectations, with revenue surging 85% year-over-year and US revenue jumping 104% as the company's AI platform drove record-breaking growth rates. The data analytics firm raised its full-year revenue guidance by nearly $500 million, powered by accelerating US commercial adoption running at its fastest rate on record.
Salesforce ($CRM) announced a strategic reorientation around an AI-centric Agentic Enterprise model, reorganizing key offerings around AI agent platforms and rolling out new integrations with partners including Google Cloud. The company updated its long-term financial framework with higher revenue targets tied directly to its AI focus, positioning itself at the center of customer relationship management and cloud-based enterprise solutions.
ServiceNow ($NOW) saw its price target lowered by Wolfe Research to $125 from $175 while maintaining an Outperform rating, with the firm noting more conservative guidance due to delayed on-premise deals in the Middle East.

Big Tech Infrastructure & Regulation

Neutral

Microsoft NVIDIA Rubin GPUs

66,000+

Microsoft Blackwell Ultra GPUs

12,600

Meta Solar PPA

250MW

Meta PT (Truist)

$840from $900

Qualcomm PT (Cantor)

$150+from $135
MSFTMETAQCOM
Microsoft ($MSFT) expanded its AI infrastructure footprint through Nscale, announcing delivery of 66,000+ NVIDIA Rubin GPUs starting in late 2027 at Start Campus' site in Portugal. This agreement builds on an existing deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for the tech giant.
Meta Platforms ($META) faced regulatory pressure as it entered a landmark trial in New Mexico with billion-dollar stakes, while separately signing a power purchase agreement with EDPR NA for a 250MW Cypress Knee solar project to support its infrastructure expansion. Truist reduced its price target on $META to $840 from $900 while maintaining a Buy rating, noting the company posted stronger-than-expected Q1 2026 results with in-line guidance.
Qualcomm ($QCOM) received a raised price target from Cantor Fitzgerald to $150 from $135 with a Neutral rating, though analysts highlighted expectations for a June quarter miss due to weaker Android demand associated with DRAM constraints.

Looking Ahead

Neutral
AMDMRVL
AMD ($AMD) earnings after the bell will provide critical insight into data center GPU demand trends and competitive positioning against NVIDIA in the AI accelerator market.
Marvell Technology ($MRVL) announced it will conduct a conference call on May 27, 2026 following the release of its first quarter fiscal 2027 financial results, with investors watching for updates on data infrastructure semiconductor demand. The sector faces a mixed technical picture with strong AI-driven enterprise adoption countered by regulatory headwinds and supply chain diversification efforts reshaping competitive dynamics across hardware and software segments.

Important Disclaimer — Not Investment Advice

Disclaimer: This article is provided by Money365.Market for general information and educational purposes only. It is not financial advice, a personal recommendation, or an inducement to buy, sell, or invest in any security or product. Capital is at risk and the value of investments can go down as well as up; past performance does not indicate future results. You should seek independent advice from an FCA-authorised adviser before making any financial decision.

Read the full disclaimer — 8 further points, including total-loss risk, our regulatory status and conflicts of interest

Nothing here is an offer or a solicitation to buy or sell anything, and reading it creates no advisory or fiduciary relationship between you and Money365.Market. Any decision you take is your own.

  • You can lose money — including all of it. Individual companies can and do fail, and some of the assets discussed can fall to zero. Only commit money you can afford to lose, and never borrow to invest on the strength of anything you read here.
  • Forecasts are opinion, not fact. Any valuation model, scenario, fair-value range, estimate or other forward-looking statement is illustrative, rests on assumptions that may prove wrong, and is never a price target, a forecast of actual outcomes, or a promise of any return.
  • Published at a point in time. Figures were believed accurate on the publication or last-updated date shown above and are not maintained afterwards; we are under no obligation to update them. Market and company data comes from third-party sources and is provided without warranty of accuracy, completeness or timeliness.
  • Automated content. This brief was compiled by an automated pipeline from validated news and market-data sources and passed through editorial and compliance checks. Automated content can still contain errors — verify anything you intend to rely on.
  • We are not regulated. Money365.Market is not authorised or regulated by the UK Financial Conduct Authority, is not registered with the U.S. Securities and Exchange Commission or FINRA as an investment adviser or broker-dealer, and is not a tax adviser. We hold no licence to give personal financial advice and do not do so.
  • Interests and independence. Money365.Market is not affiliated with, endorsed by or sponsored by any company, fund, exchange or platform mentioned, and is not paid to feature them. The author may hold positions in securities or assets discussed. The site earns revenue from advertising, subscriptions and, where labelled, affiliate links; this does not influence what we publish.
  • Your jurisdiction matters. Tax treatment, contribution limits, product availability and investor protections differ by country and can change. Speak to a qualified tax professional for tax matters, and to a locally licensed adviser if you are outside the UK.

Full terms: Disclaimer · Terms of Service · Privacy Policy