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EN590 Commodities GroupMarket Analysis 2026-08-07T16:03:00+00:00
Software stocks have had a rough year. The fear driving them down is real:AIagents are getting good enough to automate tasks that enterprise software used to handle, and investors have been cutting valuations across the board. The debate has been running all year with no clear answer. On Aug. 3, one CEO stepped into that debate with 11 words. "Our entire business nearly doubled in the span of 12 months,"PalantirTechnologies CEOAlex Karpwrote in his investor letter,according to The Motley Fool. Palantir (PLTR) just reported results that ask a pointed question: Is AI killing enterprise software, or is it making the strongest players untouchable? Karp did not stop at the investor letter. On theearnings call, he told investors to "forget consensus" and saidto his knowledge, as CNBC reports, "n
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.