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761 Palantir’s AI Pricing Power

The Information
Laura Bratton @ The Information · 05/03/2026 18:00 EDT

Palantir’s AI Pricing Power

Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow.Palantir kicks off the week’s wave of corporate earnings reports on Monday. Stock in the company, which sells software to analyze and integrate large amounts of data, has been hit by the same fears that have pro

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