Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip

Joey Frenette

Wed, July 1, 2026 astatine 7:50 AM CDT 5 min read

Quick Read

• Palantir has dropped implicit 30% twelvemonth to day contempt posting 85% quarterly growth, with Cathie Wood stepping successful to bargain crossed her ETFs.

• At 78x guardant P/E, Palantir's valuation remains steep, but agentic AI could assistance maturation drawback up faster than expected.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Palantir didn't marque the cut. Grab the names FREE today.

Cathie Wood implicit astatine Ark Invest has been making moves successful caller months amid the barrage of volatility slamming the tech sector. Undoubtedly, semiconductors person continued to beryllium the enactment radical portion the Magnificent Seven person pulled the brakes a bit.

With the flagship Ark Innovation ETF (ARKK) trailing the markets, up conscionable implicit 3%, portion the S&P 500 has gained adjacent to 10%, questions linger arsenic to what Wood volition bash arsenic the AI gyration continues to determination up astatine afloat speed, portion immoderate investors interest a spot astir valuations and the imaginable unfastened doorway for involvement complaint increases. Indeed, it tin beryllium tricky to archer what wins and loses erstwhile a disruptive exertion heads into overdrive.

Arguably, AI is the astir disruptive exertion of each time, and the symptom successful bundle stocks (the alleged SaaS-pocalypse) offers conscionable a hint of what could hap to investors if they're caught connected the incorrect broadside of the profound technological displacement that AI has rung in.

Not each bundle is created equally. That overmuch is clear, with shares of cybersecurity firms and different innovations really gaining crushed successful these aboriginal days of the AI roar aft an archetypal scare earlier successful the year.

Of course, not each punished bundle subordinate is destined to get backmost connected their feet. The large question for dip-buyers, though, is which names are inactive down but don't merit to be, fixed their relation successful the AI revolution?

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Palantir didn't marque the cut. Grab the names FREE today.

Palantir is firing connected each cylinders, but its banal isn't

A sanction similar Palantir (NASDAQ:PLTR) has fallen heavy retired of favour this year, present disconnected much than 30% twelvemonth to date.

Undoubtedly, it's been 1 of the biggest AI bundle winners retired there. And portion this latest carnivore marketplace plunge is not unexpected aft the meteoric emergence that followed (arguably, it's a steadfast plunge that'll let maturation to drawback up with the hefty multiple), I bash deliberation that Palantir isn't 1 of the bundle plays that volition beryllium truthful easy disrupted by a frontier AI laboratory specified arsenic Anthropic. The latest quarterly effect from Palantir was thing abbreviated of a blowout.