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Palantir's Old Narrative Is Falling Apart

Source: SeekingAlpha

2026-03-26 10:02:05 ET

Every once in a while, a company shows up in the exact place at the exact right time, and don’t say that lightly. Right now, Palantir Technologies Inc. ( PLTR ) is sitting at the crossroads between defense spending, enterprise AI adoption, and, more significantly, the global push to automated decision-making. And the latest earnings report shows us that Palantir isn’t riding waves... it continues to make them....

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Palantir's Old Narrative Is Falling Apart
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