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Palantir's Q2 2026 commercial revenue more than doubled to $945 million, outpacing government growth and narrowing the segment gap to just $45 million.

Palantir's year-long consolidation, surging commercial AI demand, record bookings and exceptional profitability strengthen its case as a buying opportunity.

A sharp split between software and large-cap tech is driving unusual gains across enterprise AI names today, and the reason behind it traces back to a weekend argument among the world's top AI researchers.

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

C3.ai burns cash and carries a $1.8 billion accumulated deficit, while Atlassian generates $1.3 billion in free cash flow despite higher valuation multiples.

SERV faces near-term pressure from weaker revenues and Uber uncertainty, but hospital wins, autonomy gains and new use cases offer growth avenues.

Citi just slapped a Buy rating on UiPath with a target nearly 70% above the current price, yet shares keep falling. Here is what the bull and bear camps are fighting over ahead of a high-stakes investor day that could flip the narrative.

C3.ai's founder has returned, and he's slowly turning the struggling artificial intelligence company around.

Wall Street just raised price targets on UiPath across the board after a strong earnings beat, yet not a single analyst upgraded the stock. Here is why four simultaneous target hikes are actually a bearish signal for automation software investors.

C3.ai’s fiscal first-quarter results replaced a speculative earnings setup with a mixed turnaround test. The company reported $52.4 million of revenue, within its $50 million to $54 million guidance but down 25% from $70.3 million a year earlier. Subscription revenue was $49.2 million, or 94% of total revenue, compared with $60.3 million in the prior-year […]

Enterprise AI software company C3.ai (NYSE:AI) met Wall Street’s revenue expectations in Q2 CY2026, but sales fell by 25.5% year on year to $52.38 million. On the other hand, next quarter’s revenue guidance of $53 million was less impressive, coming in 8% below analysts’ estimates. Its non-GAAP loss of $0.20 per share was 23.2% above analysts’ consensus estimates.

C3.ai Inc (AI) reports strong federal growth and improved margins, but revenue declines year-over-year as the company pivots to a platform-centric model.

C3.ai (AI) delivered earnings and revenue surprises of +23.08% and +1.79%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.

PLTR's customer base rose 24% to 1,049 as AI adoption fueled revenue growth, but valuation and contract risks remain key tests for momentum.

SAIC (SAIC) delivered earnings and revenue surprises of +33.78% and +7.52%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in the market.

Rezolve AI scored a validation win so rare for small-cap AI names that it sent the stock surging 22% in a single session, yet the same announcement barely moved the needle for its hyperscaler partner. Now traders are deciding how much of that move was real.

Over the past six months, C3.ai has been a great trade, beating the S&P 500 by 5.7%. Its stock price has climbed to $9.78, representing a healthy 16.4% increase. This performance may have investors wondering how to approach the situation.

One faces a $1.8 billion accumulated deficit and 36% revenue decline; the other just posted $3.2 billion in net income on 34% growth.

Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.

One specializes in agentic AI for industrial giants; the other dominates cloud security but carries recent operational scars.

One serves a million businesses with steady cash flow; the other burns cash chasing AI dominance. Their risk profiles tell starkly different stories.

C3.ai burns cash and relies on a handful of customers, while Salesforce generates billions in profit with a fortress balance sheet.

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

Agentic AI software names are moving together this Friday afternoon, and the leaderboard looks like a mirror image of Monday’s session. Palantir (NASDAQ:PLTR) stock is surging 10% to $170.76 midday, while UiPath (NYSE:PATH) shares are climbing 7% to $14.93 and C3.ai (NYSE:AI) shares are rallying 5% to $10.43. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) ... Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together

Palantir‘s (NASDAQ:PLTR) stock is ripping higher early Tuesday, with Palantir shares up 16% to $145.50 after the company posted a blowout Q2 2026 and raised its full-year outlook. The rally follows Monday’s after-close earnings release, and it hasn’t spread to peer agentic-AI names. The bounce comes off a rough stretch. Palantir stock was down 29% ... Palantir Rockets 16% After Q2 Blowout; C3.ai, UiPath Sit Out the Rally

Both companies are burning cash and trading at steep multiples, but their paths to profitability, and their risks, couldn't be more different.

NBIS is rapidly expanding AI cloud infrastructure while C3.ai is revamping its software business. Which AI growth stock offers the stronger investment case?