Palantir’s earnings test arrives in the middle of an AI software sell-off

After a 30% year-to-date drawdown, Monday’s Q1 results are Palantir’s first chance to argue, not assume, that it does not belong in the broader AI software multiple compression. Until two weeks ago, Palantir was, by some measures, the best-performing large-cap software stock of the AI cycle. It had outpaced Salesforce, Microsoft, Oracle, and Adobe by […]
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