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Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.

Palantir has rebounded since midyear, hitting a 2026 high Wednesday as the data analytics software giant delivers booming, AI-fueled growth.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

Both NVIDIA and Palantir crushed earnings, raised guidance, and rode the same AI wave to triple-digit growth. But when two stocks tell the same story from opposite ends of the stack, only one valuation actually holds up.

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.

Gorilla Technology stock collapsed 11% on its earnings filing Tuesday, then did something traders did not expect on Wednesday. The question now is whether the buyers piling back in actually read the same filing that spooked them 24 hours ago.

Moby summary of Mercury Systems, Inc.'s Q4 2026 earnings call

They are two of the highest valued large-cap stocks in the market.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

Inovio Pharmaceuticals (NASDAQ:INO) said the U.S. Food and Drug Administration has completed several key steps in its review of the company’s biologics license application for INO-3107, an investigational treatment for recurrent respiratory papillomatosis, or RRP, while the company continues prepara

The defense spending supercycle has only just begun.

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

The company is growing at an unprecedented rate, and everyone expects it to continue.

Revenue surged 93% year over year as AI demand accelerated across U.S. markets.

Vitalhub (TSE:VHI) reported second-quarter 2026 revenue of CAD 31.7 million, up 33% from the prior-year period, while annual recurring revenue surpassed CAD 100 million for the first time. Chief Financial Officer Brian Goffenberg said the company ended June with CAD 101.5 million in annual recurrin

Zeta Global (NYSE:ZETA) reported second-quarter 2026 revenue of $443 million, up 44% from a year earlier, or 28% excluding revenue from mergers and acquisitions. The company said the result marked its 20th consecutive quarter of beating and raising its outlook. Adjusted EBITDA rose 56% year over ye

USA Today (NYSE:TDAY) reported second-quarter 2026 revenue of $536.3 million, down 8.3% from a year earlier, as lower digital advertising revenue and quarter-to-quarter variability in content licensing offset gains in digital-only subscriptions and other digital revenue streams. The company generat

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.

Post-earnings momentum accelerated today as analyst enthusiasm fueled a 10% rally, signaling investor confidence in commercial AI demand, today, Aug. 7, 2026.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

Aug 7 (Reuters) - Global equity funds recorded inflows for an 11th consecutive week, as optimism about a strong earnings season and cooling crude oil prices boosted investors' appetite for risk assets

Innodata (NASDAQ:INOD) reported record second-quarter results for 2026, with revenue, adjusted gross profit, adjusted EBITDA and cash reaching new highs as the company continued to expand its work with AI model developers and large technology customers. Revenue for the quarter was $92.1 million, up

Despite a dip in total revenue, USA Today Co Inc (TDAY) posts its second consecutive profitable quarter, fueled by surging digital subscription ARPU and a transformative Palantir partnership.

Palantir's Q2 may have finally justified its lofty premium.

Palantir Technologies Inc. CEO Alex Karp reiterated on Monday that he believes AI frontier labs are not trustworthy enough for enterprise use. During the earnings call, following the company’s robust results, the CEO argued that companies should support technologies that...

Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...