Palantir

Market Report: Central Banks in focus as FTSE 100 extends gains

  • UK markets eye up March’s all-time high
  • US equity slip-up gives gold a fresh bump
  • Palantir delivers, but falls under the pressure of weighty expectations
  • DoorDash dials up the heat with Deliveroo deal
  • Oil price stage a mini recovery

Matt Britzman, senior equity analyst, Hargreaves Lansdown:

“UK markets seem well-rested after the long weekend and are back this morning with a spring in their step, with the FTSE 100 up in early trading. It’s been quite the ride as the UK’s blue-chip index pushes...

https://allaboutshipping.co.uk/2025/05/06/market-report-central-banks-in-focus-as-ftse-100-extends-gains/

Look ahead to FTSE 350, other companies reporting and economic events from 5 – 9 May 2025

  • Markets look to Novo Nordisk for reassurance on full-year outlook.
  • AI platform adoption in focus for Palantir
  • Competition is intense for Disney
  • Wetherspoons feels the strain
  • Tariffs could pose a risk to Shopify’s success
  • Next strong start of the year, but will UK retail hold up?

Palantir, Q1 Results, Monday 5 May
Matt Britzman, senior equity analyst, Hargreaves Lansdown 
“Palantir has become a key name in the AI investment space, but its high valuation means there’s immense pressure to deliver...

https://allaboutshipping.co.uk/2025/05/02/look-ahead-to-ftse-350-other-companies-reporting-and-economic-events-from-5-9-may-2025/

The dot.com bust anniversary approaches and fears of an AI bubble are brewing

  • The dot.com bubble peaked on 10 March 2000, as internet companies saw spectacular gains before dramatic falls.
  • 25 years on there are fears another bubble has emerged amid AI enthusiasm.
  • It comes as tech stocks like Nvidia, Tesla and Palantir are hit by investor nervousness.
  • Amazon’s trajectory shows how market survivors can go on to reap unforeseen rewards.

Susannah Streeter, head of money and markets, Hargreaves Lansdown:

Susannah Streeter

‘’In the dot.com universe hundreds of stars were...

https://allaboutshipping.co.uk/2025/03/06/the-dot-com-bust-anniversary-approaches-and-fears-of-an-ai-bubble-are-brewing/