AI Agents Will Likely Clip Palantir’s Wings, Creating a Critical Test Ahead for PLTR Stock

The artificial intelligence (AI) market is maturing rapidly, which is perfectly normal. As I noted in a recent piece on the paradigm shift in AI stocks, we are likely exiting the phase of “blind faith” for good. The days of handing out blank checks for bold claims of a tech revolution have come to an end. Instead, investors are starting to demand hard numbers, real cash flows, and sustainable business models.

No catastrophic bubble burst is happening here — the technology works and delivers results. However, the valuation methodology itself is shifting.