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Palantir Stocks – PLTR
Palantir’s AIP-Led Growth Places It Ahead in the AI Race
Palantir Technologies PLTR continues to stand out as one of the most compelling plays in the artificial intelligence sector, thanks to the explosive adoption of its Artificial Intelligence Platform (AIP). With enterprises seeking immediate, operational-ready AI tools, PLTR has positioned itself as a leader by delivering turnkey solutions that integrate seamlessly into existing workflows. This capability is a key differentiator, enabling organizations to deploy advanced AI systems without lengthy development cycles, a feature that fuels rapid adoption and customer loyalty.A major driver of Palantir’s momentum is its expanding U.S. commercial business. In the most recent quarter, domestic commercial revenues surged at a staggering pace, reflecting the accelerating embrace of AI-driven decision-making among corporations.
FTSE 100 Index Ends 0.10% Higher at 9196.34
The FTSE 100 Index is up 9.00 points or 0.10% today to 9196.34
· Largest one day point and percentage gain since Friday, Aug. 22, 2025
· Snaps a four trading day losing streak
· Off 1.34% from its record close of 9321.40 hit Friday, Aug. 22, 2025
· Up 45.10% since the pre-Brexit vote level of 6338.10 hit Thursday, June 23, 2016
· Off 1.34% from its 52-week high of 9321.40 hit Monday, Aug. 25, 2025
· Up 19.75% from its 52-week low of 7679.48 hit Wednesday, April 9, 2025
· Rose 9.95% from 52 weeks ago
· Off 1.34% from its 2025 closing high of 9321.40 hit Monday, Aug. 25, 2025
· Up 19.75% from its 2025 closing low of 7679.48 hit Wednesday, April 9, 2025
· Year-to-date it is up 1023.32 points or 12.52%
CAC 40 Starts the Week Flat
The CAC 40 index edged marginally higher to close at 7,708 on Monday, as markets turned cautious ahead the confidence vote and US data later this week.
France’s manufacturing PMI unexpectedly returned to expansion at 50.4 in August from 48.2 in July, with employment rising at the fastest pace in over three years and contractions in output and new orders easing.
On the negative side, political and fiscal risk has risen ahead of the September 8 confidence vote called by Prime Minister François Bayrou over his contested 2026 budget measures, prompting markets to reprice a higher risk premium.
Adding to the pressure are rising input cost inflation in manufacturing, weaker export momentum, particularly to the United States, and global rate cues with a key US jobs report due later in the week, leaving the net effect muted.
Several large caps such as Airbus, Stellantis, and Société Générale gained between 0.7% and 1.6%, while Hermès, Thales, and ENGIE slipped between 0.5% and 1.3%.
BTCUSD
Bitcoin is finding support in 107.500 area and now we might be testing some resistances.
Resistances: 109.925, 113.500 & 115.625
Supports: 108.200 & 107.500
113.500 will be a turning point – if taken out opens a way for 125K, but if proves to be stubborn resistance BTC will be visiting 105.000
EURUSD Daily
Time to get ready for tomorrow…
Eur tested previous resistance – turned support at 1.16800 and it held perfectly.
Now all eyes are on 1.17450 – first resistance that will act tomorrow as “make it or break it” situation.
If taken out, road would be open for a run to a new high in 1.18850 area ( in several days of course)
Pattern is Bullish and if EURUSD close tonight somewhere around 1.17100 it should run straight up from open.
USDX (US DOLLAR INDEX)
Bottom of the August range (97.58) has been nicked as the EURUSD (576.6% of the index) leads with a move above 1.17.
To send it through 1.1758, EURUSD would need to move above 1.1742 .
Key EURUSD resistance: 1.1770
Key USDX support: 97.14
EURUSD 1.17 will likely set the USDX tone.
USDX 4 HOUR CHART
Australia shares likely to open lower, NZ edges up
Australian shares were expected to open lower on Monday, tracking declines in the U.S. markets, with energy stocks likely to come under pressure from falling oil prices.The local share price index futures (YAPcm1) fell 0.3%, a 61.1-point discount to the underlying S&P/ASX 200 index XJO close. The benchmark closed 0.1% lower on Friday.
New Zealand’s benchmark S&P/NZX 50 index NZ50G inched 0.2% higher in early trade.
S&P NZX 50
Ether party won’t stop as RWAs, TradFi cement it as the best institutional play
· The stablecoin market cap has doubled to $280 billion since 2023, with forecasts hitting $2 trillion by 2028; over half of it already runs on Ethereum.
· Real-world assets onchain have grown 413% since early 2023 to $26.7 billion, with BlackRock, Franklin Templeton, and others leading the charge on Ethereum.
· The GENIUS Act and CLARITY Act could pave the way for large-scale institutional adoption and strengthen Ethereum’s role.
Ether (ETH) price has surged 88% in just two months, outpacing most large-cap cryptocurrencies. Some attribute it to the much-awaited altcoin season. Others point to ETH ETFs finally finding their buyers, or the wave of corporate treasuries buying Ether. Yet all that hype feels more like fallout than the real driver. What’s truly powering the rally is the quiet, relentless rise of institutional adoption in crypto.
By securing dominance in two sectors most coveted by traditional finance—stablecoins and tokenized real-world assets (RWAs)—Ethereum is positioning itself as the smart contract platform of choice. New US regulations, notably the GENIUS Act and the CLARITY Act, could amplify this trend and accelerate Ethereum’s integration into institutional finance.
Full Economic Calendasr-0 See detailed previews
Newsquawk Week Ahead: Highlights– 5th September 2025
Highlights include US NFP, ISM PMIs, EZ Flash CPI, UK Retail Sales, and Canada Jobs
Tariffs: What comes next
- Oct 14 deadline to appeal to the Supreme Court
- Highly likely Trump & Co will appeal
- Assuming Supreme Court hears the case tariffs stay in place until it issues its decision.
- If it rules against the government importers may be entitled to refunds that would cost the US Treasury to give back tens to hundreds of billions of dollars.
- Trump & Co could look for alternative legal justification to levy tariffs.
- For markets uncertainty = volatity
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