Palantir's Rule of 40 score hit 155%, nearly four times the 40% benchmark, which has done much to dismantle critics' claims that it is merely an AI wrapper.
Palantir beat Q2 revenue estimates by $130 million, raised full-year guidance to $8.16 billion, and reported U.S. commercial revenue surging 149%.
Palantir's strategy of letting clients own AI model weights and infrastructure rather than renting third-party LLM access is driving its expanding commercial backlog.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. Grab the names FREE today.
The AI trade has become a proving ground rather than a promise. Over the past year, investors have stopped rewarding companies simply for talking about artificial intelligence and started demanding evidence that AI can generate lasting revenue, expanding margins, and real competitive advantages.
#palantir #rather #expanding #free
Palantir beat Q2 revenue estimates by $130 million, raised full-year guidance to $8.16 billion, and reported U.S. commercial revenue surging 149%.
Palantir's strategy of letting clients own AI model weights and infrastructure rather than renting third-party LLM access is driving its expanding commercial backlog.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. Grab the names FREE today.
The AI trade has become a proving ground rather than a promise. Over the past year, investors have stopped rewarding companies simply for talking about artificial intelligence and started demanding evidence that AI can generate lasting revenue, expanding margins, and real competitive advantages.
#palantir #rather #expanding #free
1 day ago
