The Rundown

Palantir's Revenue Hits $1B for First Time, TSMC Investigates Theft of Chip Trade Secrets

16 snips
Aug 5, 2025
The stock market rebounds, spurred on by impressive corporate earnings, with Palantir hitting a groundbreaking $1 billion in revenue. Meanwhile, TSMC investigates a serious corporate espionage case. In a blast from the past, Twitter unearths Vine archives, hinting at a revival of those beloved six-second clips. The discussions highlight the intersection of finance and culture in unexpected ways.
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INSIGHT

Palantir's Rapid AI-Driven Growth

  • Palantir's revenue crossed $1 billion in Q2, showing a 48% year-over-year growth and strong acceleration in its U.S. commercial business.
  • The company’s AI connects software to real-world applications, crucially driving growth and boosting efficiency for major corporations and the government.
INSIGHT

TSMC's Espionage and Security Criticality

  • TSMC detected and acted swiftly on corporate espionage involving trade secrets for their upcoming 2 nanometer chip.
  • Protecting this technology is vital given TSMC's role in the global AI supply chain and Taiwan's national security.
INSIGHT

Axon’s AI Boosts Steady Growth

  • Axon posted record revenue growth driven by demand for its hardware and AI-powered law enforcement software.
  • Its AI software division, a high-margin business, fuels investor enthusiasm and sustained strong growth.
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