1. Palantir Technologies is a Strong Buy due to its robust SaaS business model, AI platform, and significant government contracts, driving long-term recurring revenues; 2. The company's AI platform, AIP, launched in 2023, enhances decision-making and efficiency across various sectors; 3. PLTR's financial performance in 2024 showed substantial growth, with a 36% YoY revenue increase and a 44% rise in adjusted free cash flow.

1. Apple's introduction of Apple Intelligence challenges Nvidia's dominance in the AI race by running Gen AI on non-Nvidia servers. 2. Apple's AI strategy has led to a richer valuation for AAPL, despite concerns about its high stock price. 3. Apple Intelligence is expected to boost iPhone sales and enhance the Average Selling Price (ASP) through increased memory requirements and premium pricing for AI-enabled devices.

1. Palantir Technologies Inc. is opening its Artificial Intelligence Platform (AIP) to developers worldwide, aiming for mass adoption. 2. This move could revolutionize the company's direction and tap into a $500 billion market. 3. The potential for exponential growth in users and network effects could position Palantir to capture a significant share of the global enterprise software market.