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Dan Ives Draws a Sharp Line Between Two AI Stock Giants
GuruFocus ·
GuruFocus reports: Dan Ives is drawing a sharper line between two major AI beneficiaries, initiating Palantir Technologies at Buy with a $250 price target while assigning Oracle a Hold rating and $155 target. The split reflects a key investor debate heading into 2027: whether the better AI opportunity sits with high-growth software platforms or infrastructure providers carrying heavier capital requirements. Palantir builds data and AI software used by governments and large enterprises,…