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Day: August 6, 2026

Palantir Just Made the Melt-Up Feel Real f592cf03-5d6c-4273-8ef7-b08a7349fd81
  • Economy

Palantir Just Made the Melt-Up Feel Real

Market Spectator August 6, 2026
A $3.5 trillion Nasdaq 100 rebound in four days needed proof. Palantir’s Q2 results helped make the...
Read More Read more about Palantir Just Made the Melt-Up Feel Real
Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger. 17957c25-3724-4e5d-94a7-bd48cc31a416
  • Politics

Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.

Market Spectator August 6, 2026
Ullal's promise to add one or two new 10%-plus revenue customers before year-end changes the concentration calculus...
Read More Read more about Arista Just Crossed $3B in a Quarter. The Customer Signal Is Bigger.

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