Enterprise AI Adoption Validation

Palantir's Q2 earnings beat ($1.94B revenue, +93%, US commercial +149%, raised guidance to $8.15B) and Morgan Stanley's list of 24 AI-adopter stocks with margin expansion (50bps in 3 months) provide concrete evidence that AI is driving real business results. New: PLTR Q2 call spotlights sovereign AI demand, management confident in sustaining pace over 18 months. Palantir growing like Nvidia without joining AI spending race—93% revenue growth with negligible capex, contrasting big tech's 23-83% capex-to-revenue ratios. Stock jumped 13%.