Microsoft's (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF. High Stakes for Palantir TonightInvestors are eyeing Palantir closely as it navigates this software resurgence. The critical questions for tonight's call will center around:Can Palantir justify its premium multiples amid broader scrutiny of AI spending? Palantir delivered a blockbuster Q1, boasting 85% overall year-over-year revenue growth (reaching $1.63 billion) and 133% growth in its U.S. commercial segment. Related articlesSoftware catches a bid as investors rotate ahead of Palantir earningsUBS downgrades Stellantis on stalled U.S. turnaroundSupernus jumps premarket on merger deal; GameStop drops