I believe the truth is in-between and not binary. While agents will be able to take on more tasks that were done by humans, human oversight is necessary to ensure things don't go awry. Tasks which not mechanical in natural often have nuances which agents may not respond correctly. Again, market loves to take any opportunity to sell on news before someone comes out with another story to move the market again.
Palantir Hits $146 — Can the Government AI Contract Thesis Hold?
Palantir (PLTR) rose 2.54% to $146.39, supported by continued U.S. government AI infrastructure expansion driving core ARR growth, with US commercial ARR maintaining 40%-plus year-over-year gains and the firm securing a growing share of federal AI procurement. However, at a trailing P/E exceeding 150x, the valuation already prices in substantial growth, leaving the stock highly exposed to a systemic de-rating should government spending decelerate.
Is $150 the next target?
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