Palantir shares rose as much as 13% in after-market trading after the company lifted its full-year outlook and reported accelerating growth in its U.S. commercial sales. Revenue nearly doubled in the second quarter, the technology company told investors Monday. Executives now expect between $8.15 billion and $8.16 billion in full-year revenue, including U.S. commercial revenue growing at least 134% to $3.42 billion. The new forecast is a significant increase. Palantir previously forecast full-year revenue to come in under $7.7 billion. “Demand for AI sovereignty has now been unleashed,” Alex Karp, chief executive of Palantir, said. “Our customers trust us to provide them with maximal control over their operations, data and decisions. Their competitive advantage should never become the training data for future models.” Karp described second-quarter results as “otherworldly,” with overall revenue up 93% to $1.94 billion on a year-over-year basis. For the current third quarter, the company expects revenue of about $2.16 billion. The company reported a second-quarter profit of $1.06 billion, or 41 cents a share, for the quarter ended June 30. That compares with a profit of $326.7 million, or 13 cents a share, in the same period last year.

The Swiss market closed slightly higher on Monday. The SMI rose by 0.1 per cent to 14,365 points. Among the 20 SMI constituents, 11 shares rose and eight fell, whilst one share closed unchanged. Trading volume stood at 19.78 (previously: 24.22) million shares. The SMI was held back primarily by the heavyweights Nestlé and Novartis, which fell by 0.3 and 1.7 per cent respectively. Roche rose by 0.7 per cent but closed below its intraday high. The best-performing stock in the SMI was Logitech, which rose by around 4 per cent amid the recovery in technology shares. Partners Group gained 3.3 per cent. However, the shares had been among the weakest so far this year, so a catch-up rally is likely to have played a role here. Sika (+3 per cent), Geberit (+2.7 per cent) and Alcon (+2.2 per cent) were also in demand. Holcim fell by 2.1 per cent. The sale of its Philippine business did not provide sustained support for the share price, even though analysts at Bank Vontobel described it as a shrewd move.

Europa
European stocks closed on a firm note on Monday as concerns over inflation and interest rates eased after oil prices fell amid hopes about reopening of the Strait of Hormuz following U.S. President Donald Trump cancelling fresh military strikes and saying there is a 'good chance' of progress in talks aimed at ending months of fighting. The pan European Stoxx 600 closed up by 0.45%. Germany's DAX and France's CAC 40 moved up 1.45% and 1.22%, respectively. The UK's FTSE 100 edged down 0.1%, while Switzerland's SMI settled with a gain of 0.18%. Among other markets in Europe, Austria, Czech Republic, Greece, Iceland, Ireland, Netherlands, Norway, Poland, Portugal, Russia, Spain and Sweden ended higher. Belgium, Denmark and Türkiye closed weak, while Finland ended flat. In the UK market, Barratt Redrow, Metlen Energy & Metals, Rentokil Initial, Smith & Nephew, ICG and St. James's Place climbed 3%-4%. Lion Finance, The Sage Group, Rolls-Royce Holdings, Natwest Group, BAE Systems, Babcock International, Spirax Group, Diploma, Persimmon and Howden Joinery Group gained 2%-2.7%. Melrose Industries, Aberdeen Group, Associated British Foods, Burberry Group, JD Sports Fashion, Lloyds Banking Group, Allianxe, Relx, HSBC Holdings, Marks & Spencer, Autotrader Group, Compass Group and Whitbread also moved notably higher. Clarkson, a provider of shipping services, rose sharply after reporting record first-half profits. AstraZeneca tanked nearly 9% amid reports the company had held discussions with US drugmaker Bristol Myers Squibb about a possible merger. IG Group Holdings shed 4.1%. Coca-Cola HBC, British American Tobacco, Intercontinental Hotels Group, Imperial Brands, Hiscox, Coca-Cola Europacific Partners, Airtel Africa, Rio Tinto, GSK and Centrica also closed notably lower.

Stati Uniti
U.S. stocks jumped Monday and oil prices fell sharply as President Trump signaled a return to diplomacy with Iran, offering investors relief after a turbulent past month of surging energy prices and a deepening selloff in technology shares. The Dow Jones Industrial Average rose 693.38 points, or 1.32%, to 53178.41. The S&P 500 gained 110.78 points, or 1.48%, to 7600.50, while the Nasdaq Composite advanced 540.04 points, or 2.13%, to 25913.90. According to preliminary data, there were 1904 advancing issues and 844 declining issues on the NYSE. Brent crude fell 4.7% to $83.77 a barrel after Trump said over the weekend that the U.S. had been asked to hold off planned attacks and that the outline of a deal had been agreed to, including a reopening of the Strait of Hormuz. Iran said talks with Oman on a mechanism for ships to transit the waterway were in their final stages. It remained unclear whether Tehran was prepared to drop its demand to collect tolls from ships transiting the strait. Traffic through Hormuz remained at roughly 10% of prewar levels. The rally was broad-based but uneven beneath the surface. Airlines, software companies and homebuilders rose, while consumer staples and energy companies lost ground. Amazon gained 4.6% Monday, a day after its best single session in years, propelling the company to a $3 trillion market valuation for the first time. Amazon is the fifth company ever to reach that milestone, joining Apple, Microsoft, Nvidia and Alphabet. Apple meanwhile extended its losing streak to a fourth session. Boeing gained 8% after the 737 MAX 7, the smallest jet in its narrow-body family, won Federal Aviation Administration certification, a milestone the plane had originally been expected to reach in 2019 before two fatal crashes and a string of safety problems intervened. Marriott fell 7% after the hotel company said the Iran conflict weighed on second-quarter sales.

Asia
The picture on the Asian stock markets on Tuesday is mixed. Whilst Tokyo, Seoul and Hong Kong are seeing slight declines, the indices in Shanghai and Sydney are rising moderately. Market participants are talking about a cautious return to technology shares.

Obbligazioni
In the U.S. bond market, treasuries showed a strong move back to the upside after moving sharply lower over the past few sessions. Subsequently, the yield on the benchmark ten-year note, which moves opposite of its price, slumped 5.9 basis points to 4.686 percent.

Analisi
Bank of America raises its UBS target to CHF 51 (50) – Buy
Barclays upgrades Thales to Equalweight (Underweight) – Target EUR 280
JPMorgan raises its Siemens Healthineers target to EUR 57.40 (54.30) – Overweight