Palantir reported a massive first-quarter earnings beat, with revenue reaching $1.63 billion, up 85% year-over-year, and earnings of $0.33 per share, both exceeding analyst expectations. U.S. commercial revenue surged 133%, highlighting strong enterprise demand for AI-driven platforms. The company also raised its full-year 2026 revenue guidance to between $7.65 billion and $7.66 billion, signaling continued momentum across both government and commercial segments. However, CEO Alex Karp made it clear that demand is outpacing supply, stating that the company “just cannot meet demand” in the U.S. market. He also emphasized that Palantir will always prioritize U.S. national security, saying the company “always prioritizes the U.S. warfighter over everything else.” The results highlight a rare dynamic where growth is strong, but capacity constraints are becoming a key factor in future performance. #Palantir #AI #Stocks 🖥️ Try Benzinga Pro FREE with a 14 day trial: benzinga...