EPISODE · Aug 3, 2026 · 8 MIN
PLTR Earnings Preview: Crowded AI Space, Commercial Revenue Key
from Schwab Network · host Schwab Network
Shay Boloor joins Nicole Petallides to discuss Palantir's (PLTR) role within the AI space, saying it might have lost its mantle position as competition expands. He believes the stock is dislocated due to margin compression, but notes incredible scalability over the past year as the company expects to post its first ever $1B quarterly profit. Shay adds that Palantir's U.S. commercial revenue number will be key to show growth beyond government contracts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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PLTR Earnings Preview: Crowded AI Space, Commercial Revenue Key
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