Did Palantir finally justify the multiple?
On growth, yes, for the 9th straight quarter. On price, the stock entered the print 40% below its high and needed all of it to move.
Palantir PLTR 0.00%↑ posted Q2 revenue of $1.94 billion, up 94%, against a $1.81 billion estimate, its 9th consecutive beat.
US commercial revenue rose 149% to $764 million. Remaining US commercial deal value rose 124% to $6.24 billion.
The quarter closed 220 deals of $1 million or more, 73 of them at $10 million or more.
Options priced a 12% swing. The stock delivered about 10%.
A 9th straight beat worth a 10% move on a 12% implied swing, and what 94% growth is worth when the starting point is 40% below the top.
Is GameStop diluting its own squeeze?
Yes by share count, no by debt load. And for the next 35 sessions, the price sets the count.
GameStop GME 0.00%↑ fell 13.8% to $18.71, a 52-week low, after announcing a $1.4 billion exchange of convertible notes for Class A stock with no cash proceeds, closing around Sep 23.
The share count is set partly by a 35-trading-day VWAP that began today, subject to a floor.
The filing discloses noteholders may buy, sell or use derivatives to hedge during that window.
The debt leaves without cash coming in. The shares arrive with hedgers attached.
A 35-day VWAP where the price sets the share count, and holders on the other side free to trade the price that sets it.
Is Oracle’s backlog real money?
On paper, yes. On the cash statement, not yet: only 12% of it comes due within a year.
Oracle ORCL 0.00%↑ is down 28% in 2026 at $139.90 carrying a $638 billion cloud backlog, with 34% landing in years 2 and 3.
Fiscal 2026 capex runs $55.66 billion against negative $23.69 billion of free cash flow, with roughly $40 billion of raises planned for fiscal 2027.
Peers this year: Snowflake SNOW 0.00%↑ up 41%, CoreWeave CRWV 0.00%↑ up 19%.
$638 billion promised. Negative $23.69 billion collected.
A $638 billion order book funded by $40 billion of new money, and what a promise is worth priced against a negative $23.69 billion receipt.
Is Boeing finally turning the corner?
On orders, it already has, the queue is a record. On profit, no, the loss ran more than double the estimate.
Boeing $BA rose 5.55% Monday holding a record $715 billion backlog of more than 6,200 commercial airplanes, on production and 777X certification progress.
Q2 revenue beat at $24.56 billion, up 8%, while the adjusted loss came in at 76 cents against 30 expected.
2026 cash guidance was reaffirmed, and the 737 MAX entered service in Tajikistan.
The revenue beat. The loss more than doubled the estimate.
A record $715 billion queue against a loss 46 cents wider than forecast, and what 6,200 undelivered planes are worth to a company still paying to build them.
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