Pre-market Trading: Palantir (PLTR) Surges 15.7% as 'AI Sovereignty' Strategy Drives Valuation Reassessment

August 4th, according to BIT (bit.com) market data, Palantir (PLTR) surged 15.7% in pre-market trading, reaching $145.

Palantir (PLTR) latest earnings report released yesterday after hours showed a 93% year-over-year revenue growth to $19.4 billion in the second quarter, with a net profit of $10.6 billion, and a significant upward revision of the full-year performance guidance. Palantir expects full-year revenue in 2026 to reach at least $81.5 billion, higher than the previously expected less than $77 billion. In this projection, U.S. commercial business revenue is expected to reach $34 billion, with a year-over-year growth of at least 134%, becoming the primary driver of growth. Investors are once again focusing on Palantir's "AI Sovereignty" business model. Palantir CEO Alex Karp stated that both enterprises and governments are seeking control over their own data, AI systems, and decision-making processes, which has become a significant source of the company's growth.

The so-called "AI Sovereignty" refers to companies avoiding having their core data used by external AI model companies for training, while ensuring that AI systems serve their own business needs. Palantir believes that in the future, what enterprises need is not just basic models, but an AI platform that can manage data, integrate into business processes, and protect competitive advantages.