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The S&P 500 Index’s ($SPX) journey through 2025 has been anything but smooth sailing. A jittery start — rattled by tariff threats, oil price shocks, and escalating Middle East tensions — saw the index teeter under pressure. But true to its resilient form, Wall Street found its footing. A truce overseas, stellar earnings, and cooling trade rhetoric helped catapult the index to an all-time high by late June.
Yet, even as the broader market has regained its stride, one name has outpaced the pack: Palantir Technologies (PLTR). Specializing in defense-grade software and advanced analytics driven by artificial intelligence (AI), Palantir not only survived the geopolitical crosswinds but thrived in them.