DAX in plus – Palantir between AI increase and criticism | EUROtoday


market report

As of: February 3, 2026 2:29 p.m

Business is nice for Palantir. The knowledge evaluation software program delivers report income. But debates about moral boundaries and the enterprise mannequin proceed. The DAX continues to recuperate.

The US firm Palantir now usually dominates the headlines. The firm delivers software program that penetrates large quantities of information. In this sense, it has lengthy been thrilling not just for corporations, but in addition for plenty of state authorities.

Die Growth story

Two thrilling tales may be advised about these AI instruments from Palantir. One is a superb one, through which Palantir stands out with an increasing number of new orders, together with from Germany. A narrative that exhibits how expertise and progress go collectively and the way algorithms turn out to be a dynamic enterprise.

Clearly seen within the presently revealed figures: Palantir’s gross sales reached $1.4 billion within the fourth quarter of 2025. This exceeded even the wildest analyst expectations. Business with the US authorities was significantly booming, with $570 million flowing right here alone, which corresponds to progress of a formidable 66 %. And the development is prone to proceed in 2026, with new orders feeding progress fantasies. Palantir expects a gross sales enhance of greater than 60 % for the complete yr 2026.

Shares hovering

This leaves a noticeable mark on the inventory market. The share worth rose considerably after the publication of the most recent figures, by greater than ten %. The worth has multiplied over the previous two years: initially of 2024, the paper was nonetheless out there for round 15 euros.

It then rose quickly to a excessive of 179 euros in November 2025. But that isn’t a sure-fire success. The share has now returned to round 125 euros – which can also be associated to the opposite, no much less thrilling story. This second story revolves across the moral debate – and the query of how a lot authorities is concerned in on a regular basis knowledge.

The ethics story

Critics see problematic limits in Palantir’s cooperation with authorities businesses such because the US immigration company ICE. The major subject right here is the query of what data Palantir collects and the way far authorities intervention can attain.

The debate can also be making waves in Germany. Palantir provides software program to a number of federal states and so they use it for safety and administrative functions. Data safety advocates and civil rights organizations warn of attainable invasions of privateness and focus on the dangers: Are civil rights undermined by algorithms? CEO Alex Karp, nonetheless, emphasizes that knowledge safety is assured by finely graded entry rights.

Tech exodus from California

A take a look at the corporate’s historical past exhibits that Palantir can also be shifting spatially. The firm had moved its headquarters a couple of years in the past from Silicon Valley to Denver in Colorado. A step that brought about a stir on the time. Critics additionally noticed it as a political assertion – in opposition to California’s cultural and regulatory framework.

The transfer suits into a bigger development: In latest years, quite a few tech corporations have left California or at the very least partially relocated their headquarters. Tesla, for instance, moved to Austin, Texas in 2021. Hewlett Packard Enterprise within the southeast of the USA, in addition to SpaceX and Palantir’s co-founder Peter Thiel moved personal and enterprise addresses for tax and strategic causes. A phenomenon also called the tech exodus from California.

Between ethics and selection of location

Many of those corporations are run by billionaires who’re more and more in search of places with much less strict guidelines – and strategically combining location selection with affect and progress. Last however not least, Peter Thiel is an element right here. As a co-founder and politically influential investor, he shapes Palantir’s course – and on the identical time attracts criticism. Thiel’s proximity to conservative circles and his affect on strategic choices increase questions on how independently the corporate operates and what moral compromises are made behind the scenes.

DAX im Plus

After the latest crash in gold and silver costs, the uncooked supplies market continued to be a problem on the monetary market. The valuable metallic costs have recovered – and that has additionally pushed the inventory markets additional. The DAX briefly jumped above the psychologically essential mark of 25,000 factors once more and rose by 1.2 % to 25,098 factors.

https://www.tagesschau.de/wirtschaft/finanzen/marktbericht-palantir-dax-100.html