Still Down 26% in 2026, Is Palantir's Rebound Just Getting Started?

Impact · against what's priced in

Palantir's massive growth rates are offset by a valuation that continues to attract high-profile shorts, while a sector-wide rotation into enterprise software provides a temporary lift for CRM and MSFT. NVIDIA faces short-term pressure as capital shifts from hardware providers toward the software layer of the AI stack.

CRM+0.60

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