Growing U.S. commercial revenue by 19% from the prior quarter, and guiding around 70% year-over-year growth for 2025. That's a doubling of the growth rate for this time last year -- so growth is accelerating. Palantir's new commercial business called the Artificial Intelligence Platform (AIP) has only been in existence two years, and is just now taking hold, as (mainly U.S.) companies are scrambling to figure out how to integrate generative AI into their businesses.
SEE MOREAnother surge moment has just started;Which is of AI agents, now automating software development, marketing, data analysis, infrastructure design,and tasks once handled only by highly skilled professionals.
SEE MOREEarlier this month the influence of central Bank action on turning points in Trade. Each turning point over the past five years was driven by some degree of central bank "dial turning" (i.e. monetary policy adjustment). And that's consistent with the history of major stock market turning points -- which tend to be directly influenced by central banks.
SEE MOREYesterday,Elicit Pioneer Investors talked of what seems to be a "Mar-a-Lago Accord" in the offing. It's been fourteen days since "Liberation Day" (reciprocal tariff announcements). And it has been said repeatedly by the Mr.Trump's administration that over 75 countries are clamoring to do a deal.
SEE MOREWhile stocks have sharply corrected under tariff fears and the Fed's missteps on policy, make no mistake the AI revolution continues to charge forward. Over the weekend, President Trump administration signaled exemptions for critical AI inputs from China, while Nvidia announced it has started production on its most advanced AI chips in Arizona, and will be building "supercomputers" in Texas in 12-15 months.
SEE MOREWhat did Mr.Jamie Dimon have to say about liquidity conditions now? He made the same case for regulatory change, for this reason: so banks could intermediate more in the markets to provide stability, rather than the Fed. And by Fed involvement, he means more QE.
SEE MOREPresident Mr.Trump's "escalate to de-escalate" strategy is about drawing the rest of it's Allies inthe world back into alignment with the U.S., using the U.S. consumer as Tacticalism leverage.And then isolating China.
SEE MOREPrecisely, the first level of Mr.Trump's "escalate to de-escalate" strategy seems to be of drawing the rest of the world back into alignment with the U.S., using the U.S. consumer Tacticalism as Strategic leverage. And he's getting Tactical movement, from over 50 countries so far -- even Europe.
SEE MOREAfter the market close, the President revealed details on broad-based tariffs; And if no movement, the escalation would be at April 9th where largely the "reciprocal" tariff plan calls for an amount that's about half of what's currently being charged on U.S. imports.
SEE MOREThe dramatic trade deficit that developed from the early 90s, driven by China's economic plan to corner the world's export market (by manipulating a persistently weak currency). And it sharply widened leading up to the Global Financial Crisis.
SEE MOREThe launch of reciprocal tariffs, Wednesday will widen the reach, but the big bang already happened earlier this month, with tariffs implemented on the three biggest exporters to the U.S. (China, Canada and Mexico). it has now been nearly two months since Mr.Trump's blanket 10% tariff on China (addition to any existing tariffs).
SEE MOREPresident Donald Trump said he will impose a new 10 percent tariff on all imported goods along with an additional punitive import tax tailored for each of about 60 countries that his advisers say maintain the most unfair barriers against U.S. products.
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