<div id="readability-page-1"><div><div><p><strong>Palantir Technologies</strong> <span>PLTR</span> just launched a powerful earnings missile, and AI-named ETFs are enjoying the ride. With another quarter of revenue surprises, strong cash flows, and surging commercial demand, the AI company has emerged as an high-voltage ETF player.</p><ul> <li><strong>Palantir is climbing today. Check its live prices here.</strong></li> </ul><p>But beneath the schoolyard cheering, a question is simmering louder than ever: Is Palantir the next <strong>Nvidia </strong><span>NVDA</span> for AI ETFs, or merely the next momentum trap?</p><h2>The ETF Exposure: Who’s Got Skin In The Game?</h2><p>Palantir’s moonshot is already paying off with ETF tailwinds. A bunch of thematic and innovation-themed ETFs are bullish on PLTR, and they’re riding the wave.</p><h3>Top ETFs Holding Palantir:</h3><ul> <li><strong>Global X Defense Tech ETF</strong> <span>SHLD</span> — Palantir is the top holding, accounting for more than 8% of the portfolio. The fund is up around 2% on Tuesday.</li> </ul><ul> <li><strong>Global X Artificial Intelligence &amp; Technology ETF </strong><span>AIQ</span> — Focusing on enterprise AI stocks, this fund also holds Palantir as a high-conviction name. The fund climbed on the positive Palantir earnings on Tuesday before paring the gains and then some more, indicating high volatility.</li> </ul><ul> <li><strong>YieldMax AI &amp; Tech Portfolio Option Income ETF </strong><span>GPTY</span> — More diversified, but its PLTR holdings of more than 8% have become more visible after earnings.</li> </ul><h2>Q2 Results: AI Bragging Rights Unlocked</h2><p>Palantir’s second-quarter revenue reached $1.004 billion, surpassing analyst expectations and marking eight consecutive quarters of top- and bottom-line beats. U.S. revenue grew 68% year-over-year, while U.S. commercial sales rose 93%, surpassing government business for the first time in tone and optimism.</p><p>Wall Street took notice. Wedbush analyst <strong>Dan Ives</strong> raised his price target to $200, describing the commercial growth as “off the charts.” The stock rose almost 6% in pre-market trading and is currently hovering around $160, up ~24% since Ives’ bullish prediction.</p><h2>AI Hype Vs. ETF Reality Check</h2><p>On paper, PLTR ticks every ETF wishlist box:</p><ul> <li>AI exposure</li> <li>Robust earnings</li> <li>Blistering commercial growth</li> <li>A mountain of cash on hand</li> <li>Meme stock kick (Reddit loves it)</li> </ul><p>But step back, and the valuation is raising blood pressure and eyebrows. Palantir is experiencing 80x sales growth, and although this is a positive sign, analysts caution that August could push momentum stocks to the limit, particularly if rates remain sticky or the macroeconomic environment becomes hawkish.</p><p>ETF managers, especially those in the thematic space, may face tough decisions: double down or rebalance? Already, many are teetering on the tightrope between short-term risk and long-term conviction.</p><h2>Retail + Institutional = Firepower</h2><p>Retail-driven ETF flows may provide additional momentum, particularly if meme strength is combined with institutional wagers, such as those found in ARK and Global X products.</p><p>If retail mania meets enterprise adoption, we might be facing a real ETF-driven feedback loop, not dissimilar from what occurred with Nvidia and semiconductor ETFs this spring.</p><h2>Conclusion: The AI Use-Case Era Is Upon Us</h2><p>Palantir is no longer merely a data-nerd contractor with ghostly government connections. It’s becoming a full-fledged enterprise AI platform, with its Foundry and AIP products gaining traction across various industries.</p><p>That change is making waves in the ETF space, particularly among funds seeking to position before the next AI growth wave.</p><p>Caution, however, is advised. With valuations extended and AI mania at full speed ahead, ETF investors might want to consider whether Palantir is a long-term behemoth or merely this quarter’s goose that lays the golden egg.</p><ul> <li><strong>At $3,280 An Ounce, Gold Should Scare Off Buyers, But ETFs Say Otherwise</strong></li> </ul><p><em>Image: Shutterstock</em></p></div></div></div>

PLTR

<p>Palantir Technologies (PLTR) reported strong Q2 earnings, surpassing $1 billion in revenue and achieving eight consecutive quarters of growth. This has positively impacted AI-themed ETFs, with Palantir being a top holding in several funds. Analysts are optimistic, with price targets raised, but concerns about high valuations and market conditions persist. The potential for retail and institutional investment could create a feedback loop similar to Nvidia's recent success. Investors are advised to weigh the long-term viability of Palantir against current market hype.</p>

- Palantir Technologies reported a second-quarter revenue of $1.004 billion, exceeding expectations and marking eight consecutive quarters of growth.  
- The company is a significant player in several AI-themed ETFs, with strong commercial demand and a notable increase in U.S. revenue and sales.  
- Despite its impressive performance, analysts caution about high valuations and potential risks in the current economic environment, urging investors to consider Palantir's long-term viability.

Palantir's Q2 Beat Buoys AI-Themed ETFs: Is This The Next Nvidia Moment?