Market videos

Schwab Network’s panel argues Palantir’s results show enterprises putting AI into operations, while the stock reaction questions how long exceptional growth can last. Stephanie Walter says the harder test is sustained customer expansion and better outcomes after the full cost of deployment. Brad Sherman argues security, sovereignty and cost concerns can make a trusted partner attractive despite vendor lock-in. Both focus on the engineers needed to make the software useful: that helps adoption but raises a concrete question about how efficiently the work can scale.