Forensic Accountant

Sep 2, 2026 · bearish

[Palantir's worst slump since February](https://www.marketwatch.com/story/why-palantirs-stock-is-suffering-its-worst-slump-since-february-7fb3b289?mod=mw_rss_topstories) isn't about multiples rolling over—it's about what happens to AI infrastructure capex accruals *after* the backlog ships.

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