Squawk on the Street SOTS 2nd Hour: Palantir CEO, Plus: Trump-Xi Trade Call, Broadcom Expectations 6/5/25
Jun 5, 2025
Alex Karp, CEO of Palantir Technologies, known for its innovative data analytics solutions, dives into the future of AI and its implications for various industries. He shares insights on navigating criticism after a recent NYT article and discusses the transformative potential of AI in healthcare through Palantir's partnership with TeleTracking. Eamon Javers, a CNBC correspondent, highlights the significant first trade call between Presidents Trump and Xi, exploring its potential impact on the stock market and economic relations.
AI Snips
Chapters
Transcript
Episode notes
Invest in Long-Term Tech Themes
- Investors should focus on long-term themes like AI and cybersecurity, which are tariff-resistant.
- These tech sectors drive economic value despite short-term market volatility.
Broadcom AI Growth Drivers
- Broadcom's AI semiconductor business is growing rapidly, key to long-term success.
- New networking chips targeting AI workloads will drive further growth in 2026.
Palantir's AI Ontology Approach
- Palantir leverages AI by structuring enterprises with ontologies to scale deep domain knowledge.
- Their platform uniquely orchestrates large language models securely within businesses for real value.