Discussions on October 29 centered on Palantir's landmark second-quarter 2025 results, which significantly exceeded analyst expectations. The data software company achieved over $1 billion in quarterly revenue for the first time, a milestone not anticipated until later in the year. This growth was largely propelled by the success of its Artificial Intelligence Platform (AIP), which drove a 93% year-over-year increase in U.S. commercial revenue. Following the strong performance, Palantir's management raised its full-year revenue guidance for 2025 to a range of $4.142–$4.150 billion. The impressive earnings report and positive outlook have contributed to a strong year for the stock, which has risen 150% in 2025 and is approaching its all-time highs. Investors are now keenly awaiting the company's third-quarter results, which are scheduled to be released on November 3, 2025.