February 3, 2026

By Nigam Arora

To gain an edge, this is what you need to know today.

AI Revenues

Please click here for a chart of Palantir stock (PLTR).

Note the following:

• The chart shows the jump up in PLTR stock on earnings.
• RSI on the chart shows PLTR stock is not overbought even after the jump and has room to run.
• The chart shows that prior to earnings PLTR stock had fallen.  This drop was due to software stocks in general falling, as represented by software ETF (IGV).  As a member of The Arora Report, you have known since 2022 that AI would disrupt many software companies.