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Source document· March 20, 2026

The Next Palantir Is Already Being Built, You Just Can’t Buy It Yet: 3 AI Companies to Watch in 2026

View original at finance.yahoo.com
The Next Palantir Is Already Being Built, You Just Can’t Buy It Yet: 3 AI Companies to Watch in 2026 While Palantir Technologies (PLTR) trades near all-time highs at premium multiples, a new generation of enterprise AI platforms is scaling rapidly, and may offer investors a more attractive entry point into the same tri…
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  • The question for investors is not whether enterprise AI is real, it is. The question is whether Palantir at current multiples is the most efficient way to own that trend

    60% confidence

  • Palantir's moat rests on three pillars: deeply embedded enterprise software that is difficult to replace, a government and defense franchise with high barriers to entry, and an AI platform that transforms data into operational decision-making

    60% confidence

  • Databricks provides core data and AI infrastructure for a significant portion of large enterprises, including a majority of the Fortune 500

    60% confidence

  • Palantir is an n of 1, meaning it is unique and without comparable peers

    60% confidence

  • Palantir is an n of 1

    60% confidence

  • The question for investors is not whether enterprise AI is real, it is. The question is whether Palantir at current multiples is the most efficient way to own that trend.

    60% confidence

  • Palantir just delivered what many investors viewed as one of the strongest recent earnings reports in enterprise software

    60% confidence

  • Databricks provides core data and AI infrastructure for a significant portion of large enterprises, including a majority of the Fortune 500

    60% confidence
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What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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