Editorial companion

What stands out

Palantir shares popped after a clear top-and-bottom-line beat, including an operating-profit surprise of more than $100 million and the company’s first adjusted operating profit above $1 billion as a public company, a milestone that changes the narrative around AI monetization. Schwab Network’s segment pairs that report with On Semiconductor, giving investors a live contrast between a software company finally turning meaningful operating profit and a chip supplier still navigating cyclical pressures. For anyone weighing tech exposure, the clip is a compact reminder that growth and profitability can diverge wildly within the same sector.