Jefferies acknowledges Palantir's challenging valuation but praises its recent strong performance, highlighting its unique blend of AI apps and infrastructure. Meanwhile, PayPal initially faced a weak outlook and layoffs, but reported robust Q2 earnings and sees potential in AI innovations like Smart Receipts.
Despite concerns from BMO Capital, analysts have raised their price targets for PayPal. Carvana, after a tough period, restructured and focused on efficiency, leading to a stock price recovery.
Supermicro and Palantir are touted for their growth potential by Wall Street analysts, while Palantir's low P/E ratio and Supermicro's revenue target hint at significant upsides. The market eagerly anticipates the upcoming earnings reports from these tech giants.
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