1. Palantir's shares have surged over 30% due to expectations of its role in enhancing government efficiency and its progress towards AGI; 2. Palantir's unique data sets and ontology system position it as a leader in AGI for superior insights; 3. Despite a high forward P/E ratio, Palantir's exceptional EPS growth justifies its valuation, with potential for additional upside.

1. Snowflake's stock faced challenges due to FY 2025 guidance and CEO retirement; 2. New CEO Sridhar Ramaswamy's AI expertise aims to close the gap with Databricks; 3. Snowflake Cortex enhances data workflows with AI but lacks advanced functionality; 4. Strategic partnership with Anthropic aims to integrate advanced LLMs.

1. After its recent decline, Snowflake is upgraded to a buy rating with a $154 price target, representing a 35% upside from current levels. 2. SNOW is currently trading at an opportune valuation of less than 8x forward revenue, while many software peers with similar growth profiles are still trading at a low/mid-teens multiple. 3. Revenue growth remains strong in the high-20s, and the company has seen promising additions of new clients and revenue retention rates.

1. Zeta Global Holdings has seen significant returns due to its AI-powered marketing cloud services; 2. The company shows promise with narrowing losses and no new debt since 2022; 3. Positive fundamentals like growing ARPU and customer retention drive the stock, but maintaining power users is crucial.

➀ The U.S. National Geospatial-Intelligence Agency (NGA) has selected ten Earth observation companies for its Luno A programme. ➁ The programme aims to improve the agency's geospatial information capabilities and expand access to data and services. ➂ The contract is a five-year indefinite delivery, indefinite quantity (IDIQ) agreement with a maximum value of $290 million.