The analyst discusses market sentiment shifts concerning AI and tariff impacts. For AMZN, despite positive revenue and margin growth, AWS cloud growth deceleration led to a 6% pre-market drop. A key support level at the 50-day moving average is noted. A key area is around 210 area. The current price is $218.61, the target $240 and the failure price at $200. For PLTR, a $10B enterprise agreement with the U.S. Army is reported. At a buy point of $99 previously given in the video, the stock is already up +60% from $99, and with the next resistance area around $144. The current price is $157.40, the target $162.50, and the failure at $136.20. Overall, market earnings are strong with technology sector leading; however, some names as OpenAI are still to IPO.