By Manali Pradhan, CFA
Publication Date: 2026-05-28 18:00:00
Palantir Technologies (PLTR +8.13%) And oracle (ORCL +6.53%) Both benefit from the boom in artificial intelligence (AI).
Palantir is growing much faster and is seeing rapid adoption of its artificial intelligence platform (AIP). oracle is growing more slowly, but its huge cloud backlog and aggressive AI infrastructure buildout offer investors a very different kind of AI opportunity.
Image source: Getty Images.
What is better?
Palantir’s revenue rose 85% year-over-year to $1.6 billion in the first quarter of 2026, while U.S. commercial sales rose 133% to $595 million. The company’s adjusted operating margin was a solid 60%, while its adjusted free cash flow margin was 57%. Palantir also recorded a net dollar retention rate of 150%, highlighting its success in expanding spending from existing customers. AIP is increasingly being used for core business operations, making Palantir’s growth appear more sustainable than a short-term AI hype cycle.
Today’s change
(8.13%)$
