Palantir Shows the AI Trade Is Alive and Well. 2 Stocks That Could Benefit. - Barron's
1. Palantir anticipates significant revenue growth from low-cost AI innovations. 2. Competitors like Snowflake and Databricks may also benefit from AI advancements. 3. AI model commoditization could lower operating costs and boost profit margins. 4. Salesforce is pivoting to AI, including workforce reduction for better focus. 5. UBS projects Palantir's strong revenue growth in U.S. commercial sector.