Palantir and Intel both reported strong Q2 2026 earnings but operate in different segments of the AI market. Palantir excels in AI software with high margins and rapid revenue growth, while Intel focuses on capital-heavy chip manufacturing and foundry operations, showing strong revenue growth and supply constraints in its server CPU market. Despite Palantir's superior business metrics and software dominance, Intel's recent earnings revisions, supply shortages, and foundry progress suggest greater upside potential for the next four months. Investors may prefer Intel for near-term gains, while Palantir remains attractive for long-term AI software growth.
In August, stocks that had been hit by bearish fears, especially in enterprise software, staged a strong comeback. Companies like Moderna surged after positive vaccine news, while Palantir, Veeva, Salesforce, and ServiceNow recovered as concerns abou...
Palantir's stock surged 51% in the past month following a strong Q2 report and raised full-year 2026 revenue guidance to $8.15 billion, driven by rapid growth in U.S. commercial AI demand. Despite trading near Wall Street's consensus target of $191.6...
Baird analyst maintains an 'Outperform' rating on Palantir Technologies with a $200 price target, citing the company's strong position in AI and its ontology platform as key competitive advantages. Palantir's recent Q2 2026 results showed a 93% reven...
A federal judge ruled the Pentagon's ban on AI supplier Anthropic illegal, which impacts Palantir's Maven Smart System that uses Anthropic's AI model Claude. This ruling reduces the risk of forced changes to Palantir's AI integration ahead of a criti...
Value investor Preston Pysh analyzed Palantir using a stress test that imagines its growth halving next quarter. He concluded that while Palantir’s rapid growth makes it seem expensive by traditional metrics, the company is actually cheaper than it a...
