C3.ai just posted quarterly results that should have Palantir investors cheering.

Back in January, I wrote an article that posed a straightforward question: Could artificial intelligence (AI) software vendor C3.ai ( AI 2.18% ) emerge as the Palantir Technologies ( PLTR 2.87% ) of 2025?

Fast-forward to Sept. 4, and the market has delivered a clear verdict. Palantir stock has surged 105% so far this year. By contrast, shares of C3.ai have plummeted by 54% and are hovering around a multiyear low . So the answer to my earlier question appears to be a decisive "no."

But just when sentiment around C3.ai seemed like it couldn't deteriorate further, the company delivered another round of unsettling news for shareholders. And ultimately, C3.ai's weakness represents a signif

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