Palantir Technologies (NASDAQ: PLTR) is showing a sharp upward trend from the early hours of the U.S. stock market session, following the release of second-quarter earnings that significantly exceeded market expectations.

As of 10:32 p.m. on August 4 (Korean time), Palantir shares are trading at $148.52, up 18.20% from the previous day, continuing their strong momentum from the session's open.

The direct catalyst for the rally is the Q2 2026 earnings announced the previous day (local time). The key figures are as follows:

• ■ Q2 Earnings Summary
• Revenue: $1.93546 billion (up 93% year-over-year)
• Operating Income: $912 million (operating margin of 47%)
• Adjusted Operating Income: $1.19447 billion (operating margin of 62%)
• Cash Flow from Operating Activities: $1.21616 billion
• Adjusted Free Cash Flow (FCF): $1.22035 billion (63% of revenue)
• Net Income: $1.06189 billion
• Adjusted Earnings Per Share (EPS): $0.41

Both revenue and earnings per share surpassed market forecasts, and investor sentiment improved significantly as the company raised its annual revenue guidance for the year.

However, the possibility of a correction following the short-term surge, overall volatility in the U.S. stock market, the sustainability of the AI investment cycle, and additional earnings momentum are cited as key variables that will determine the future direction of the stock. Investors need to comprehensively consider corporate performance, stock market conditions, and regulatory disclosures before making prudent investment decisions.

[※ This article is not intended to solicit investment. The final judgment and responsibility for investments lie solely with the investor, and this publication bears no responsibility for investment outcomes.]