๐ข ๐๐๐๐ ๐๐: Palantir and NVIDIA Partner to Deliver Sovereign AI for U.S. Government - $Palantir Tech(PLTR.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐ฅ๐๐ง๐ญ๐ข๐ซ and ๐๐๐๐๐๐ launched a strategic AI initiative for U.S. government agencies.โค Joint platform enables deployment of ๐๐๐๐๐๐ ๐๐๐ฆ๐จ๐ญ๐ซ๐จ๐ง open models in sovereign environments.โค Solution integrates Palantir's ๐๐๐, ๐๐ง๐ญ๐จ๐ฅ๐จ๐ ๐ฒ, ๐ ๐จ๐ฎ๐ง๐๐ซ๐ฒ, and ๐๐ฉ๐จ๐ฅ๐ฅ๐จ platforms.โค Customers can train, deploy, and ๐จ๐ฐ๐ง self-improving AI models tailored to mission needs.โค Offering includes ๐๐๐ญ๐ ๐ข๐ฌ๐จ๐ฅ๐๐ญ๐ข๐จ๐ง, auditability, portability, and right-to-erasure capabilities.โค Supports deployment in ๐๐ฅ๐๐ฌ๐ฌ๐ข๐๐ข๐๐, air-gapped, and other sensitive environments.โค Agencies can customize ๐ฆ๐จ๐๐๐ฅ ๐ฐ๐๐ข๐ ๐ก๐ญ๐ฌ using proprietary data and operational feedback.โค Enterprise deployment is powered by ๐๐๐๐๐๐ ๐๐ ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ and NIM microservices.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Strengthens ๐.๐. ๐๐ sovereignty for government and critical infrastructure.โค Enables secure use of ๐จ๐ฉ๐๐ง-๐ฌ๐จ๐ฎ๐ซ๐๐ AI in highly regulated environments.โค Expands Palantir and NVIDIA's presence in the ๐ ๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ ๐๐ market.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Combining Palantir infrastructure with NVIDIA's AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models. Moreover, many of our U.S. clients are already using these models, including multiple supporting critical U.S. infrastructure โ both private and public โ and this will facilitate their radical expansion." โ ๐๐ฅ๐๐ฑ ๐๐๐ซ๐ฉ, Co-founder and CEO of Palantir Technologies.โค "Open source AI is foundational to national security, public safety and U.S. technology leadership. Palantir's Nemotron-powered intelligent engine shows how open models can strengthen America's leadership in AI โ giving U.S. government agencies a secure, customizable and fully controlled foundation to build mission-critical AI systems in support of national security." โ ๐๐๐ง๐ฌ๐๐ง ๐๐ฎ๐๐ง๐ , Founder and CEO of NVIDIA.
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๐ 5 Things I'll Be Watching at the DBS 1Q 2026 Results
DBS Group releases its first-quarter 2026 results on Thursday morning, April 30.
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Charles Schwab (Minutes): Will launch cryptocurrency trading next year, but is not optimistic about tokenized stocks.
Fully capable of mitigating the impact of interest rate cuts through cash reinvestment.
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Charles Schwab: Hard Power is Undeniable, But More Effort is Needed to Stimulate Growth
The growth rate of NNA is recovering.
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SchwabFinancial Analysis - D
Charles Schwab 3Q25 Quick Interpretation: Charles Schwab's third-quarter performance slightly exceeded expectations, with highlights in interest and trading income. The core logic still stems from the Q3 U.S. stock market dynamics and effective cash management. Overall, endogenous growth is gradually recovering as expected.
(1) First, let's look at the two key indicators driving endogenous growthโNet New Assets (NNA) and Net Interest Margin (NIM):
NNA for the third quarter was $134 billion, with an annualized growth rate of 4.9%, aligning with market expectations and gradually approaching the lower end of the long-term guidance range of 5%-7%. Whether it can continue to return to the median level of 6% and above is crucial for driving long-term value enhancement.
NIM for the third quarter was 2.87%, exceeding the market expectation of 2.82%. Although in a rate-cutting cycle, the first rate cut of 25 basis points was only announced in September, having limited impact on Q3. Additionally, the active capital markets in Q3 significantly increased high-interest financing transactions, causing the income-side interest rates to continue rising.
Meanwhile, Charles Schwab's short-term debt decreased by $2.7 billion quarter-on-quarter, reducing interest expenses. Therefore, with one increase and one decrease, the net interest margin further expanded.
(2) In trading income, Daily Average Revenue Trades (DARTs) increased by 30% year-on-year, supported by a stable 6% growth in user account numbers and a 10% increase in per capita assets, along with market dynamics. DARTs slightly declined quarter-on-quarter, but the penetration rate of derivative trades reached 22% in Q3, up by 2 percentage points from the previous quarter.
This led to an increase in average revenue per trade, and with two additional trading days in Q3, trading income was significantly higher than in Q2.
(3) Net interest income grew by 37% year-on-year, further accelerating compared to the previous quarter. The core driver is the aforementioned increase in NIM, with the scale of interest-bearing assets remaining flat year-on-year.
(4) Asset management business growth was driven by scale, with both 1P fund management fees and 3P fund commissions seeing a downward trend in comprehensive rates.
Due to the impact of rate-cutting expectations, users invested more idle funds into money market funds or mutual funds, and funds from users receiving advisory services also increased significantly in the third quarter.
(5) On cost expenses, the third quarter mainly reflected an increase in employee expenses, while marketing and basic operating expenses remained restrained. Ultimately, operating profit reached $3 billion, achieving a 64% growth despite a higher base. The profit margin was 49.2%, up by more than 1 point quarter-on-quarter and 11 percentage points year-on-year. $Charles Schwab(SCHW.US)
