Palantir Technologies is trading 3.43% up now at €151.80, alongside a risk-on technology market.

  • The Nasdaq Composite is up 0.90%, while softer yields and inflation expectations are supporting growth stocks.
  • Investors are weighing exceptionally strong second-quarter results and raised 2026 guidance against valuation concerns.
  • Jefferies maintained an Underperform rating, citing limited room for execution errors at the current valuation.