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Source document· March 20, 2026

The Next Palantir Is Already Being Built, You Just Can’t Buy It Yet: 3 AI Companies to Watch in 2026

View original at finance.yahoo.com
The Next Palantir Is Already Being Built, You Just Can’t Buy It Yet: 3 AI Companies to Watch in 2026 While Palantir Technologies (PLTR) trades near all-time highs at premium multiples, a new generation of enterprise AI platforms is scaling rapidly, and may offer investors a more attractive entry point into the same tri…
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  • Databricks provides core data and AI infrastructure for a significant portion of large enterprises, including a majority of the Fortune 500

    60% confidence

  • Palantir is an n of 1, meaning it is unique and without comparable peers

    60% confidence

  • Palantir is an n of 1

    60% confidence

  • The question for investors is not whether enterprise AI is real, it is. The question is whether Palantir at current multiples is the most efficient way to own that trend

    60% confidence

  • The question for investors is not whether enterprise AI is real, it is. The question is whether Palantir at current multiples is the most efficient way to own that trend.

    60% confidence

  • Palantir's moat rests on three pillars: deeply embedded enterprise software that is difficult to replace, a government and defense franchise with high barriers to entry, and an AI platform that transforms data into operational decision-making

    60% confidence

  • Palantir just delivered what many investors viewed as one of the strongest recent earnings reports in enterprise software

    60% confidence

  • Databricks provides core data and AI infrastructure for a significant portion of large enterprises, including a majority of the Fortune 500

    60% confidence
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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