Meghan Joyce calls Palantir's (PLTR) latest earnings an "inflection point" for the company. While the AI software giant's international sales remain weak, its 137% year-over-year commercial revenue growth is a metric Meghan believes can't be ignored. As for Christopher Davis, he agrees with positivity backing the growth outlook but remains cautious on Palantir under future presidential administrations.
Trading 360
03 Feb 2026
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