Sudden surge during trading! Leading AI application, positive news hits unexpectedly!

Leading AI Application Stocks, Earnings Surging!

On Tuesday, the stock price of leading AI application company Palantir surged over 11% at one point. By the close, Palantir’s gain remained close to 7%, significantly outperforming the US stock market. The sharp rise in stock price was driven by explosive earnings, as the company’s financial report and guidance both greatly exceeded market expectations.

Data shows that Palantir’s revenue in Q4 of last year was $1.4 billion, a year-over-year increase of 70% and a quarter-over-quarter growth of 19%. The company expects full-year revenue for 2026 to reach between $7.18 billion and $7.2 billion, compared to the analyst consensus estimate of $6.27 billion.

Notably, on February 3, AI concept stocks in the A-share market also collectively strengthened. Leading the rally were sectors like AI marketing and AI computing power, with Zhejiang Wenlian (600986) hitting the daily limit, and stocks such as Galaxy Cloud Network (300383), Tianfu Communication (300394), Capital Online (300846), and Kunlun Wanwei (300418) all soaring.

Earnings Surpass Expectations! Palantir Stock Price Soars

On Tuesday, in the US stock market, Palantir’s stock price reversed the trend and rose, with intraday gains exceeding 11%. By the close, the gain narrowed to 6.85%, with a total market capitalization of $376.3 billion.

Behind this rally was strong earnings support: Palantir’s latest financial report showed Q4 revenue grew 70% year-over-year to $1.4 billion, surpassing the analyst average estimate of $1.3 billion. Adjusted earnings per share rose from $0.14 in the same period last year to $0.25, beating the forecast of $0.23.

Additionally, Palantir expects Q1 2026 revenue to reach $1.5 billion, also above the analyst estimate of $1.3 billion; full-year revenue outlook for 2026 is between $7.18 billion and $7.2 billion, exceeding the market consensus of $6.27 billion.

The impressive performance in Q4 last year was mainly driven by its domestic business. During that quarter, Palantir’s revenue in the US increased 93% year-over-year to $1.076 billion. US commercial revenue surged 137% to $506 million, higher than the expected $479 million, which the CEO viewed as strong evidence of AI business momentum; revenue from US government contracts increased 66% to $570 million, also above the analyst estimate of $522 million.

Palantir co-founder and CEO Alex C. Karp stated, “Palantir is the only company choosing to focus on leveraging the rapid development of AI models to achieve operational leverage at scale. We called this trend ‘Commercial Cognition’ before others started to mention it repeatedly.”

Emarketer analyst Jacob Bourne said, “Palantir’s government sector business remains key to its success, with contracts deeply integrated into federal systems. However, the company’s growth story is increasingly reliant on its commercial business.”

AI Application Concept Stocks Strengthen Collectively

On February 3, AI concept stocks in the A-share market also rose collectively. The AI marketing sector led the gains, with the sector index rising over 3.7%. Zhejiang Wenlian hit the daily limit, Fushike Holdings (300071) rose over 10%, Galaxy Cloud Network and Guangyun Technology gained over 7%, and Kunlun Wanwei and Tianlong Group (300063) increased over 6%.

ByteDance’s Doubao large model surpassed 100 million daily active users (DAU) by the end of 2025, becoming the largest domestic AI application in terms of user base. AI applications are shifting from technological experimentation to large-scale practical use, gradually changing how people access information and make decisions—from traditional web search SEO to GEO. AI applications are triggering fundamental changes in marketing and traffic distribution logic.

Galaxy Securities believes that with intensive catalysis on the AI application side, attention to AI applications has significantly increased. Traditional SEO (Search Engine Optimization) is gradually moving into a GEO (Generative Engine Optimization) driven AI commercialization cycle, leading to traffic migration and user behavior restructuring, which is expected to drive the transition from technology validation to commercial value realization.

Recently, Clawdbot (now renamed OpenClaw), an open-source personal AI agent project, quickly gained popularity after launch. As of February 1, Clawdbot’s stars on GitHub soared to 136,000, making it one of the fastest-growing open-source projects early in 2026. On January 28, Tencent Cloud and Alibaba Cloud announced the launch of Clawdbot’s cloud-based minimal deployment and full cloud services. Domestic cloud providers such as UCloud and Capital Online have also launched this service.

Hualong Securities pointed out that OpenClaw marks a key shift from “dialogue-based Q&A” to “agent-based execution” in AI applications. AI is no longer just a tool for providing information but has become a “digital employee” capable of integrating into user workflows and proactively executing tasks, achieving a role transition from “advisor” to “partner.” It also fosters the early formation of AI group interactions. AI entities based on OpenClaw are beginning to join exclusive social networks like Moltbook, where they exchange knowledge and share skills, opening new dimensions for future AI development. From an investment perspective, computing infrastructure is the most directly benefiting segment.

Changjiang Securities stated that by 2026, as the AI industry ecosystem gradually matures, the commercialization of Agents is expected to accelerate comprehensively. Currently, Agents are still in the early stage, with supply mainly concentrated among leading large model vendors and high costs of AI usage. High-value scenarios with clear rules on 2C (consumer) and 2B (business) sides are expected to be the first to achieve large-scale deployment.