Analyst: Palantir earnings could hurt the AI trade more than help it, squeezing rivals alongside Nvidia
pdamodaran · x · 2026-11-03
Commentator pdamodaran's initial read after earnings: Palantir's ($PLTR) report may hurt the AI trade more than help it. He argues Palantir and Nvidia ($NVDA) have each found an efficient, cost-effective approach to large enterprises—on the software and hardware sides respectively—that will eliminate many other players. He notes this is a preliminary take with analysis ongoing.
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