Palantir

PLTR

Market cap $425B

Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.

Inflation, valuations, and risk are flashing warning signs everywhere. These two undervalued dividend growth machines are built to grow cash flow through chaos. A rare chance to lock in durable high yield before the market catches on.

Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and many other obvious benefits. And recently, these three companies have been seeing precisely that.

Palantir Technologies Inc. NASDAQ: PLTR has been one of the best-performing stocks over the last few years. That's high praise, particularly in the technology sector, where many winners have emerged.

The AI trade is rotating, and most investors are still positioned for the last phase, not the next one. AI infrastructure is getting crowded; monetising AI is becoming the real bottleneck. Palantir sits at the decision layer where AI actually creates profits.

Palantir Technologies (PLTR 0.25%) is expanding its AI platforms across defense and industrial systems at a rapid pace. Massive government deals are fueling growth, but valuation risk and execution pressure could decide the stock's fate in 2026.

Palantir stock has roared higher on optimism about its AI-driven software platform. The company has delivered double-digit revenue growth in recent quarters, and demand remains strong.

Palantir Technologies has delivered triple-digit gains in three consecutive years, but its share price has dropped 14% since peaking at $207 in early November. Tyler Radke at Citigroup recently raised his target price to $235 per share, citing strong demand for its artificial intelligence software in the public and private sectors.

Microsoft minted 10,000 millionaires by the year 2000, and Palantir has the same potential. Palantir is a fascinating hybrid of a defense and an AI stock.

Percepta AI executives said Palantir is attempting to "scare" workers from leaving and is trying to prevent the startup from growing. Palantir sued the Percepta employees, who used to work for Palantir, late last year, accusing them of stealing trade secrets and trying to poach top talent.