2 AI Stocks That Didn't Get the Memo That the Bull Market Hit a Speed Bump

While the marketplace has pulled backmost from its all-time highs successful 2026 implicit concerns astir the broader economy, not each stocks person gotten the memo. In the tech sector, determination are astatine slightest 2 artificial quality (AI) stocks inactive trading adjacent their highs.

Let's instrumentality a person look astatine these 2 stocks that seemingly didn't get the memo to propulsion backmost successful this uncertain economy.

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Given its relation successful the defence and quality segments of the U.S. government, possibly it should beryllium nary astonishment that the banal of Palantir Technologies (NASDAQ: PLTR) has rallied to commercialized adjacent all-time highs, fixed the existent U.S. struggle with Iran. The U.S. authorities is the company's largest customer, and Palantir is arguably its astir important vendor successful helping modernize its systems.

However, Palantir is acold much than conscionable a authorities defence contractor. The company's largest country of maturation has travel from the U.S. commercialized sector, arsenic its Artificial Intelligence Platform (AIP) has go 1 of the astir important layers successful implementing AI. Its level is capable to stitchery information from a assortment of sources and past signifier it into an ontology, which it past links to carnal assets and workflow processes. This gives AI models the clean, structured information that they request to assistance debar costly hallucinations (data that is inaccurate oregon doesn't marque sense), successful essence making Palantir's level an AI operating system.

AIP tin beryllium utilized crossed industries to assistance customers lick a wealthiness of problems, which has led the institution to spot accelerating gross maturation implicit the past 10 quarters. This was topped disconnected with a 70% summation past quarter.

That said, the banal is precise expensive, trading astatine a guardant price-to-sales (P/S) aggregate of 51 times. I deliberation Palantir tin yet turn into this multiple, but I'm not chasing the banal up astatine these levels.

Another tech banal trading adjacent all-time highs is Sandisk (NASDAQ: SNDK). The banal has been connected occurrence since it was spun disconnected from Western Digital aboriginal past year, making its triumphant instrumentality to the nationalist markets arsenic a stand-alone company.

The institution is the lone pure-play mode to put successful the blistery NAND (flash) representation market, which has seen prices skyrocket owed to existent proviso constraints successful the market. After the marketplace became oversupplied owed to a pull-forward successful electronics request stemming from the pandemic, astir large representation makers chopped NAND production, which has not returned.