• 5 min read
• Published on 4 November 2025
Listen to article
5:48Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article
So, Palantir posted some rather impressive numbers. The market got excited, champagne corks were presumably popped, and for a moment, it seemed like the only name in the game. But to me, fixating on one company’s good fortune is like watching a single wave and ignoring the tide. The real story isn't Palantir’s victory lap. It’s the enormous, powerful current of demand for AI and data analytics that is lifting the entire sector.
Let’s be clear. Palantir’s success is significant, but not for the reasons you might think. It serves as a brilliant, flashing signal that the appetite for turning mountains of messy data into something genuinely useful is no longer a niche pursuit for spies and city traders. It’s gone mainstream. From government departments trying to stay one step ahead to corporations desperate to understand their customers, the demand is real, and it is ravenous. This isn't just about one clever piece of software. It’s about the validation of an entire industry that, until recently, felt a bit like science fiction.
When a gold rush hits, the smart money isn't always on the prospectors. More often, it’s on the chaps selling the picks, shovels, and sturdy trousers. In the world of AI, the infrastructure providers are those savvy shopkeepers. Think of companies like Snowflake. They provide the fundamental plumbing, the vast digital warehouses where all this data is stored and processed. They don't necessarily care which specific AI application wins the race, because they supply the tools to nearly everyone running. As more businesses pile into AI, the demand for this foundational layer could only accelerate. It’s a wonderfully pragmatic way to look at a market that can otherwise feel a bit frothy.
Beyond the big infrastructure players, you have a fascinating collection of specialists. These are the companies that don’t try to do everything, but instead focus on solving one very specific, very expensive problem exceptionally well. An AI platform built for healthcare diagnostics, for example, becomes deeply embedded in a hospital's workflow. Once it’s in, do you really think they’ll go through the pain of ripping it out for a slightly cheaper alternative? Not likely. This creates what investors love to see, a sticky customer base and predictable revenue. It’s this interconnected web of opportunity that makes the AI Data Stocks (Post-Palantir Earnings Surge) theme so compelling to me.
Now, let’s not get carried away. This is still the tech sector, a place where fortunes can be made and lost with bewildering speed. The competition is absolutely ferocious, with established giants and nimble startups all fighting for a piece of the pie. Valuations can get stretched, and the ever-present threat of new regulation looms over everything, particularly concerning data privacy. Investing here requires a strong stomach and an acceptance that not every company will be a winner. The trick is to understand that while individual players might stumble, the underlying trend of data-driven decision making seems almost unstoppable. The question isn't whether this revolution is happening, but who will be its most durable beneficiaries.
View the full Basket:AI Data Stocks (Post-Palantir Earnings Surge)
View the full Basket:AI Data Stocks (Post-Palantir Earnings Surge)
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 12 September 2026
Read article
Published on 11 September 2026
Read article
Published on 11 September 2026
Read article