Tech Stocks Outperform Amid Economic Slowdown
U.S. economic indicators show signs of strain, with August 2025 job growth slowing to 22,000 and inflation edging up to 2.9%. Despite these headwinds, market participants anticipate Federal Reserve rate cuts—a potential catalyst for growth stocks. Palantir Technologies (PLTR) emerges as a standout, reporting 48% revenue growth in Q2 2025, driven by 93% commercial and 53% government sector gains in U.S. markets.
The company's enterprise AI platforms demonstrate accelerating adoption, with $1 billion quarterly revenue and 46% operating margins signaling robust scalability. Investors with risk capacity may find such tech equities compelling as monetary policy pivots toward accommodation.