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Allspring Global Investments’ John Campbell, Sevens Report founder Tom Essaye, and Yahoo Finance’s Brooke DiPalma discussed the divergence among AI stocks, highlighting Palantir’s strong earnings and raised guidance as a sign of successful execution in the sector.
Essaye noted that while some AI names continue to struggle, companies delivering results are commanding lofty valuations — with Palantir’s forward P/E ratio exceeding 500 — reflecting investor willingness to reward performance in the maturing AI market.
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