IBM’s stock plummets 25% after weak Q2 hardware sales, as rising prices slow big software deals—yet its CEO bets the real AI future lies in managing and organizing it. Meanwhile, Palantir surges with 85% revenue growth for 11 straight quarters, turning raw data into AI-powered insights, with customer spend up 98% to nearly $12B. Despite a recent stock dip, Palantir’s premium valuation reflects its high-growth potential, while IBM’s cheaper price tag masks a fragmented future.
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