The current earnings wave shows impressively how differently AI and tech stocks are performing: $BBAI (-0,96%) BigBear.ai collapses by almost 30% after disappointing figures and it is by no means a new $PLTR (-1,17%) Palantir. Investors should avoid the stock and focus on profitable growth stocks. $FTNT (+1,06%) Although Fortinet exceeded expectations, its weak outlook in the firewall segment is causing uncertainty. $TTD (+2,18%) Trade Desk and $AI (+9,49%) C3.ai are unable to translate their technical expertise into sustained market confidence, while $DUOL Duolingo increases sales and profits significantly thanks to efficient AI integration. Palantir maintains its role as a defensive AI play with strong roots in the government sector. This divergence shows that execution business model and sustainable profitability are more crucial than mere buzzwords. Will market selection in the AI sector be even tougher in the future?
Source wallstreet ONLINE from August 12, 2025