Market videos

Lauren Cassidy sees sovereign AI demand as an opportunity for Palantir and Nvidia, while acknowledging investors’ sensitivity to slower growth. She cites Palantir’s 96% sales growth in the reported quarter, a projected slowdown to 89% in the fourth quarter, and 165% retention. Her firm takes a five-year view of Palantir. For year-end, she expects technology to outperform if a holiday rally develops, but says uncertainty could prolong October’s weakness. The view combines long-term conviction with a conditional near-term outlook.