stocks
Palantir's 93% Growth Is Real. So Is the Concentration Risk
Palantir revenue surged 93% in Q2 2026 as US commercial and government sales accelerated. Investors now face a different question: concentration.
Author
Jonathan Reed
Technology & Investment Writer, Global Markets Review
Jonathan Reed is a technology and investment writer at Global Markets Review, covering artificial intelligence, semiconductors, venture capital, public technology companies, and emerging investment themes.
His reporting follows the intersection of technological change and capital markets, with particular attention to the companies and industries attracting the next wave of corporate and investor spending.
Jonathan Reed holds no positions in individual securities covered by Global Markets Review.
Articles by Jonathan Reed
earnings
Micron's $41.5bn Quarter Shows Memory Has Become an AI Bottleneck
Micron reported $41.5bn in quarterly revenue as AI demand drives tight memory supply and record growth across data-centre products.