The Rundown Palantir Partners with Boeing, Alibaba Soars on AI Announcements
24 snips
Sep 24, 2025 In a market update, Jerome Powell's comments sparked concerns over high stock valuations. Palantir's exciting partnership with Boeing aims to integrate AI into defense programs. Micron is making waves with its surge in revenue and ambitious DRAM investments. Alibaba's new AI model propelled its stock, especially after its partnership with Nvidia. Plus, the US government's interest in Lithium Americas signals potential support for a key project. Lastly, Michelob Ultra has claimed the title of America’s top-selling beer, outpacing Modelo.
AI Snips
Chapters
Transcript
Episode notes
Market Valuations And Near-Term Risks
- Jerome Powell's warning about high stock valuations immediately pressured the market and hinted at investor re-pricing.
- Elevated S&P forward P/E and possible government shutdown add layered uncertainty ahead of Q3 earnings.
Palantir Teams With Boeing
- Palantir will deploy Foundry across Boeing's defense plants to streamline production and support classified missions.
- The deal expands Palantir beyond government contracts into corporate defense work and diversifies revenue.
Palantir's Growth From Government To Commercial
- Palantir's government contracts have been a steady foundation while commercial deals are now accelerating their growth.
- The stock is up over 140% this year as revenue surpassed $1 billion and large contracts multiply.