Stock Movers Closing Bell: Palantir Reports Revenue Up 48%, Hims & Hers Misses, ON Semi Matches
5 snips
Aug 4, 2025 Palantir reported an impressive 48% revenue increase, exceeding $1 billion, and raised its full-year outlook, mainly due to booming AI demand. In contrast, Hims & Hers missed revenue estimates, leading to a post-market drop in shares. The podcast also covers market reactions to these earnings, spotlighting both rising and falling stocks, including ON Semi matching expectations, and discusses broader market trends and strategic acquisitions, confirming a mixed sentiment in the financial landscape.
AI Snips
Chapters
Transcript
Episode notes
Sector Performance Highlights
- Communication services and technology sectors led gains with over 2% rise each, while energy declined about 0.4%.
- Utilities also posted gains of 1.75%, indicating broad-based sector strength.
ON Semiconductor’s Mixed Results
- ON Semiconductor’s Q2 revenue beat expectations but operating margin fell short of consensus.
- Despite slightly better earnings guidance, shares experienced a steep intraday drop of around 15%.
Palantir's AI-Driven Growth
- Palantir reported a 48% revenue increase to over $1 billion in Q2, driven by AI's "astonishing impact."
- It raised full-year revenue guidance above $4.14 billion, exceeding analyst expectations significantly.