Analyses · Feb 7, 2026

US Stocks: Tech Giants Report Earnings (Feb 7)

US Stocks: Tech Giants Report Earnings (Feb 7)

The NASDAQ-100 index fell -2.58% this week, reflecting investor nervousness at the peak of earnings season. While the artificial intelligence (AI) boom continues to support growth, the market severely punished companies whose future forecasts fell short of expectations or whose spending grew too quickly. RYTM's analysis highlights that the key to success is increasingly real profitability and a clear future outlook, not just promises.

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Palantir Technologies (PLTR)

What happened: The company shattered expectations—revenue grew by 70.0% and operating profit made a phenomenal 5110.5% leap. Why: Demand for artificial intelligence platforms is explosive, especially among US business clients. Costs grew significantly slower than revenue. Reaction: The stock fell -6.7% for the week, suggesting profit-taking after a previous major rally, despite analysts raising their forecasts.

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The information provided is not investment advice. RYTM analyses are generated with AI assistance and are intended for informational purposes only. Always do your own research before making investment decisions.