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# Evening Scan
- URL: https://adjacent.media/scan/2026-08-04-pm/
- Published: 2026-08-04T23:07:12.000Z
- Updated: 2026-08-04T23:07:13.000Z
- Description: Earnings did the talking today: Palantir and Snap both beat estimates and popped after hours, while Amazon hit the $3T market cap on the back of Monday’s rally. Apple’s legal team spent the day trying to keep OpenAI out of its trade secrets. OpenAI spent the day publicly disagreeing.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

Earnings did the talking today: Palantir and Snap both beat estimates and popped after hours, while Amazon hit the $3T market cap on the back of Monday's rally. Apple's legal team spent the day trying to keep OpenAI out of its trade secrets. OpenAI spent the day publicly disagreeing.

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#### [Palantir posts $1.94B quarter, guides higher, stock jumps 14%](https://www.cnbc.com/2026/08/03/palantir-pltr-earnings-q2-2026.html?ref=adjacent.media)

US commercial revenue up 149% — this is no longer just a government contractor story. *(CNBC)*

#### [Snap beats on revenue and DAUs, guides Q3 above estimates](https://www.cnbc.com/2026/08/03/snap-q2-earnings-report-2026.html?ref=adjacent.media)

Up 10%+ after hours; the Specs preorder questions can wait for a quarter this good. *(CNBC)*

#### [Amazon becomes the fifth company to hit a $3T market cap](https://www.bloomberg.com/news/articles/2026-08-03/amazon-joins-elite-list-of-stocks-to-top-3-trillion-in-value?ref=adjacent.media) (paywall)

Joins Nvidia, Alphabet, Microsoft, and Apple — the trillion-dollar club is getting crowded at the top. *(Bloomberg)*

> “After a quarter that delivered $1 billion in profit," Palantir's Alex Karp still called the AI industry "Marxist.” — *TechCrunch*