Good evening, this is Markets Desk with your closing briefing.
Palantir continues to dominate the conversation around artificial intelligence plays, and the speculation around where that stock lands by two thousand twenty-eight is getting louder. The company has already delivered extraordinary returns for early holders, and analysts pointing toward its expanding government and enterprise AI contracts see meaningful runway ahead, though valuation remains a real tension point for anyone entering now.
Shifting to the ground war in ride-hailing, Waymo's robotaxi operation is no longer a curiosity — it is a competitor. Third-party data shared by an Uber executive shows Waymo capturing between fifteen and nineteen cents of every dollar spent on rides in San Francisco, Los Angeles, and Phoenix. That is a structural market share story, not a pilot program, and it raises serious long-term questions about driver income and Uber's unit economics in dense urban corridors.
And on the data center theme that continues to underpin so much of this rally, two companies with elevated share prices are drawing fresh attention as potential stock split candidates. Both are direct beneficiaries of the enormous capital flowing into AI infrastructure buildout, and historically, splits tend to broaden retail participation and sustain momentum in names that have already run hard.
That's the tape. Markets Desk, signing off the floor.
