Palantir Makes Its Case Against Frontier AI

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Travis Hoium, and Lou Whiteman discuss:

• Palantir's net and guidance.

• The lawsuit for model-agnostic AI.

• Caterpillar's unthinkable quarter.

• Is Spotify a maturation banal oregon a worth stock?

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A afloat transcript is below.

Should you bargain banal successful Palantir Technologies close now?

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This podcast was recorded connected Aug. 4, 2026.

Tyler Crowe: Palantir takes shots astatine OpenAI and Anthropic contiguous connected Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe. Today, I'm joined by longtime Fools Lou Whiteman, Travis Hoium, doing a small spot of mixing it up everyone's getting those last-minute summertime vacations successful earlier the kids got to spell backmost to school. We'll astir apt spot a batch of big shuffling and impermanent shuffling implicit the adjacent mates of weeks.

We are heavy successful net season, and we had 3 truly large net reports today, a batch of contrasting things going connected successful the market. We privation to commencement contiguous with Palantir because, arsenic we're recording, shares are up 26%. The institution reported net aft the adjacent yesterday that bushed expectations handily. They accrued guidance. Everything looked beauteous good. Now, there's been a batch of bushed expect net truthful acold this season, guys, but I person yet to spot 1 that's truly resulted successful the marketplace celebrating similar we person seen with this one. What precisely was it astir Palantir's earnings?