Palantir is pushing sovereign AI with its boot camp, emphasizing enterprise ownership of AI value.
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Have SaaS Stocks Finally BOTTOMED?
Jul 28, 2026
The creator discusses the rebound in SaaS stocks, contrasting their performance with AI companies. They highlight upcoming earnings reports from major tech firms like Meta and Microsoft, and analyze the potential impact of Federal Reserve rate hikes on these companies, particularly those with high capex and debt. The discussion also touches on factors affecting AI stocks, such as semiconductor production and investment circularity, and notes that several SaaS companies, including Adobe, ServiceNow, and CRM, have signed an open AI alliance.
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Nvidia's significant investments in OpenAI and startups are contributing to AI fears of circular investment, and they are launching an open secure AI alliance.
China's domestic DUV lithography production is seen as a potential threat to ASML, though the creator believes China is years behind.
Mastercard is reporting earnings the day after Meta and Microsoft.
Amazon is reporting earnings the day after Meta and Microsoft.
Apple is reporting earnings the day after Meta and Microsoft.
Meta could see its stock drop double digits due to potential Fed rate hikes and increased capex/debt, as capex without ROI is wasted money.
Microsoft could see its stock drop double digits due to potential Fed rate hikes and increased capex/debt, as capex without ROI is wasted money.
Intuit had less gains compared to other SaaS companies yesterday but was still performing better than the index.
Salesforce was up yesterday and has signed an open AI alliance agreement.
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