By Jeff Siegel, The Motley Fool
Publication Date: 2026-06-02 07:40:00
Palantir (NASDAQ:PLTR) And oracle (NYSE:ORCL) have emerged as major beneficiaries of the artificial intelligence (AI) boom. But they represent two very different ways to invest in AI.
Palantir is the fastest growing company.
Did you miss Nvidia 2009? This rare signal flashes again. In 2009, a “double down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, the same “Total Conviction” signal is flashing for a company one hundredth the size of Nvidia. Carry on”
In the first quarter of 2026, revenue increased 85% year-over-year to $1.63 billion. U.S. commercial sales increased 133% to $595 million, while total contract value reached $2.41 billion. Management also raised full-year revenue guidance to approximately $7.65 billion, an increase of approximately 71% from 2025.
The company’s AI platform (AIP) continues to be popular with both government and commercial customers. Palantir also reported adjusted operating…