Saxo Market Call "Cosmic reward" for Palantir shareholders, apparently. USD pivotal here.
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Feb 3, 2026 Markets are in a risk-on mood as precious metals stabilize and US manufacturing shows a surprising uptick. Palantir enjoyed a sharp earnings-driven pop while Disney struggled with a weak forecast and CEO uncertainty. The US dollar sits at a pivotal level that could sway rates and global flows. Big tech and pharma reports loom, and geopolitical and policy moves add extra market risk.
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Project Vault Targets Critical Minerals
- The US plans a critical-minerals 'Project Vault' with public and private funding to secure supply chains.
- Several small miners were named, reflecting a state-driven strategic push rather than benefit for major players.
SpaceX/XAI Merger Hinges On Starship
- Elon Musk signalled combining SpaceX and XAI into a $1.25tn setup, hinging on Starship launch success.
- The next Starship flight and new engine tech are critical steps toward any large-space-asset IPO plans.
Palantir's 'Cosmic Reward' Pop
- Palantir reported 70% year-on growth and a strong forward outlook, triggering a sharp share pop.
- CEO Alex Karp called the result a "cosmic reward," framing the company as a civil-liberty-preserving tool.