$Palantir Technologies Inc.(PLTR)$
Key Points
OpenAI inks $38B AWS pact, Amazon hits record: OpenAI shifts compute to AWS’s Nvidia GPUs, diversifying beyond Microsoft; AMZN rallies as the deal underscores hyperscaler capex momentum and AI infrastructure scarcity.
Aramco beats on higher output amid soft crude: Q3 adjusted net income rose to ~$28B; OPEC+ plans modest December hike while pausing further increases in Q1, keeping supply guidance in focus against new Russia sanctions.
Palantir raises outlook on AI demand: Q3 revenue topped forecasts with U.S. government sales up 52%; FY guidance and FCF outlook increased, though valuation risk remains after a 170% YTD share surge.
Asia equities retreat on profit-taking, Fed ambiguity: Nikkei, Kospi and CSI 300 pull back from highs as mixed Fed signals and weak ISM data curb December cut odds; dollar spikes then fades, oil and gold edge lower.
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- YueShan·11-07Good ⭐⭐⭐LikeReport