17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0~heydqc5smtk.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0mb4-6jpfhd0o.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX"],"IconMark"] 18:T4a6,

Michael Monaghan breaks down the two major AI trends: foundation models and agentic AI. He explores why the trends impact Dell Technologies' (DELL) AI server growth, Palantir's (PLTR) unique software capabilities, and Oracle's (ORCL) infrastructure constraints.

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PLTR, DELL & ORCL Positioning as Agentic AI Trends Grow

Schwab Network

PLTR, DELL & ORCL Positioning as Agentic AI Trends Grow