Palantir and Sandisk both crushed it in 2026 earnings, but investors reacted wildly differently: Palantir’s stock dipped despite 85% revenue growth as AI agents threaten its software-as-a-service model, while Sandisk’s surged on a 251% revenue leap fueled by soaring demand for NAND flash memory—critical for AI scaling—and record profits, locking in big clients for long-term stability.
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