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Palantir Makes its Case Against Frontier AI

2026-08-04 · 23 min · 10 entities

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  • mentioned Travis Hoium person
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    Guests: Travis Hoium, Lou Whiteman
  • mentioned Tyler Crowe person
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    Host: Tyler Crowe
  • mentioned The Motley Fool person
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    Feed author/publisher: The Motley Fool
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    Feed author/publisher: The Motley Fool

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Episode description as stored
Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify’s mixed earnings results Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Travis Hoium, and Lou Whiteman discuss: - Palantir’s earnings and guidance - The case for model-agnostic AI -Caterpillar’s incredible quarter -Is Spotify a growth stock or a value stock Companies discussed: PLTR, CAT, DE, SPOT, NFLX Host: Tyler Crowe Guests: Travis Hoium, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices