Palantir

Palantir page with a live chart and the latest ThriveInMarkets notes that mention Palantir. Commentary only, not a recommendation to buy or sell.

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Live Palantir chart.

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AI take

Palantir is trading the AI-software sleeve into its November 2 print as Amazon's miss, Alphabet's miss and ServiceNow's plunge put event risk back on software multiples. Microsoft's Azure beat and Amazon's AWS acceleration now split the same capex debate that compressed software with chip names. Watch whether commercial growth comments stay elevated into that print, and remaining hyperscaler comments as a cross-read.

Scheduled take · 2026-10-31T04:10:04Z