NOWDAY

  POINT Palantir Technologies (NASDAQ: PLTR) stock has surged nearly 50% in 2025 , following an explosive 550% increase in 2024 . Strong Q4 earnings and AI-driven demand continue to fuel investor enthusiasm. Despite rapid growth, valuation concerns remain , with the stock trading at extremely high multiples. 1. Palantir’s AI-Fueled Growth: What’s Driving the Rally? 📌 What Does Palantir Do? Palantir specializes in big data analytics and artificial intelligence (AI) , helping governments and enterprises process, analyze, and leverage data for decision-making . Its two major platforms: Gotham – Used primarily by governments and defense agencies. Foundry – Targeted at commercial enterprises for business intelligence and AI-powered insights. 📊 Key Growth Driver: Artificial Intelligence Platform (AIP) AIP integrates AI deeply into business operations , moving beyond simple AI chatbots. The platform allows enterprises to create AI-powered agents that automate human tasks. AIP adopti...

  Key Takeaways Arm Holdings (ARM) is at the center of the AI revolution , playing a crucial role in both data centers and edge devices . Key partnerships with Nvidia, Microsoft, Oracle, and OpenAI are driving its expansion into AI infrastructure. A royalty-based revenue model ensures long-term and stable cash flow , making it a strong investment for the future. 1. Arm’s Critical Role in AI Expansion 1) Strategic Partnerships and the $100 Billion Stargate AI Initiative Shortly after President Trump took office, the Stargate AI initiative was launched, a $100 billion AI infrastructure project . Arm was named as one of five key partners , alongside: Nvidia: Arm CPUs are integrated into Grace Hopper and Grace Blackwell Superchips . Microsoft & Oracle: Both companies are collaborating with Arm on AI-optimized processors. OpenAI: Uses Arm technology for AI model efficiency and power savings. 📌 SoftBank, Arm’s majority owner, is also a major financial backer of the Stargate p...

  Key Takeaways Each ETF (Exchange-Traded Fund) tracks a different index, offering diverse investment opportunities. These funds come with low expense ratios and strong long-term performance records . A simple S&P 500 index fund can be enough to build significant wealth over time.