A.I. Arms Race: PLTR - AAPL - GOOG
Fundamental and Technical Deep Dive - Stock Market and Crypto Update
The market’s narrative on artificial intelligence is shifting from future promise to the present-day realities of a capital-intensive arms race. As this technological buildout redefines entire industries, a more sober analysis of its economic impact is required. This edition provides a fundamental examination of three critical players executing distinct AI strategies: Alphabet (GOOG), Apple (AAPL), and Palantir (PLTR). These companies are not merely competing; they are forging divergent paths, with Google and Apple leveraging their dominant consumer ecosystems while Palantir establishes itself as the operational backbone for enterprise and government clients.
For the latest fundamental immersions considering the latest earnings reports with price targets as we will study today for these three companies, you can access using these links:
Google and Apple, are engaged in a complex interplay of cooperation and competition. Recent November 2025 reports indicate Apple may license Google’s Gemini model for its Siri platform, a move that would reinforce Apple’s strategy of controlling the high-margin user experience on its iPhone 17 while leveraging third-party AI technology. This development coincides with Google’s preparation to deploy its new “Ironwood” AI chips, a clear initiative to optimize its massive infrastructure and defend its core Search and Cloud franchises from emerging competitive threats.
While the tech giants contest for consumer supremacy, Palantir is emerging as an enterprise platform. Its third-quarter results, reported in early November, registered a striking 62.7% year-over-year revenue acceleration. This performance was not anomalous; it was propelled by a 122% surge in its U.S. commercial business, providing the first concrete evidence that its Artificial Intelligence Platform (AIP) is successfully converting corporate clients from pilot projects to large-scale operational deployments.
The following analysis provide a friendly fundamental and technical-based assessment of each company. By examining business context, operating margins, capital expenditure trends, free cash flow generation, and technical setups with price targets, we can better evaluate how these three distinct strategies are translating into tangible and sustainable shareholder value.
As usual, we’ll study the stock market and Bitcoin context. It’s worth noting the SPX is showing indecision at the immediate bullish target of $6,863 (mentioned in Sunday’s Weekly Compass), the IWM was also rejected at the target of $246.5, and the Dow Jones made it to $48,261. Meanwhile, the VIX was rejected today precisely from 18. For the SPX, the sooner that price gap gets filled, the better.
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Let’s begin.
Palantir Technologies is a data analytics company that builds sophisticated software platforms for large organizations. Its business is divided into two primary segments: “Gotham,” its original platform designed for government agencies, particularly in the defense and intelligence sectors, to analyze complex data sets for counter-terrorism and defense operations; and “Foundry,” a commercial platform that serves large corporations by helping them integrate and analyze their own vast, disparate data sources to improve decision-making and operational efficiency. The company is now aggressively expanding its Artificial Intelligence Platform (AIP), which aims to integrate large language models and other AI tools directly into its existing Gotham and Foundry data ecosystems.
How AIP Is Fueling a New Growth Phase: