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Stock impact report

Bank of America updates Palantir stock forecast after private meeting [Yahoo! Finance]

Broadcom Inc. (AVGO) 
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Company Research Source: Yahoo! Finance
Last week was especially difficult, as Oracle and Broadcom both took a sharp drop after reporting earnings, dragging other AI companies down with them. Bank of America analyst Mariana Perez Mora and her team hosted investor meetings last week, featuring Palantir CFO Dave Glazer, Deployment Strategists Hind Kraytem and Austin Lee, and Investor Relations representative Cary Li, in South Korea. They updated their opinion on the stock afterward. The team said they came back confident from the meetings, as Palantir's ( PLTR ) growth continues to build momentum in tandem with enterprise-level AI adoption. They noted that U.S. Commercial growth continues to show the strongest momentum, thanks to strengthening backlog and lower contract duration. Palantir recently received a two-year contract with the U.S. Navy for ShipOS, worth $448 million, and Mora said that it further aligns the company with the Trump administration's priorities regarding reindustrialization of America. The team Show less Read more
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