Apple and Palantir earnings as Wall Street braces for midterms | Market Coverage 4-5 p.m. ET
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摘要
Palantir crushed estimates as revenue grew 96% and US commercial sales topped government revenue for the first time, while Apple beat on revenue, earnings and iPhone sales but slipped after hours on a miss in Greater China. Chip stocks extended their slide and the Nasdaq fell about 1% even as the Dow rose. Jake Conley and Jared Blikre break down the close, Citi's Scott Chronert lays out what the midterm outcomes could mean for markets, AI and data centers, and D.A. Davidson's Gil Luria reacts to both reports, including John Ternus's first quarter as Apple CEO. Plus, Neostellar Capital's Evan Schlossman on the latest AI IPO filing, and what to watch Tuesday: AMD and Pfizer earnings and the JOLTS report.
Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton.
00:00 Closing bell: chip stocks slide
03:25 Citi's Scott Chronert on the midterms
06:01 The Senate math
07:18 AI and data centers on the ballot
09:48 The Iran war and the midterms
16:50 Palantir earnings with Gil Luria
18:52 Commercial tops government for the first time
20:12 Trust and sovereign AI
22:47 Is Palantir's valuation justified?
31:02 Apple earnings
33:12 John Ternus's first big test
34:58 Apple misses in Greater China
36:19 Apple's AI strategy
46:20 Neostellar Capital's Evan Schlossman
55:26 What to watch Tuesday
#palantir #apple #stockmarket
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