Many analysts are cautious about Palantir's valuation, but several are bullish on its growing commercial businesses as AI contracts ramp up.

Many companies reporting earnings this week could see big swings in their stocks based on options trading activity, according to a CNBC data analysis.

Jay Woods reviews Palantir, a key company reporting earnings this week, and why traders will be dissecting this week's Fed speak.

Many analysts are cautious about Palantir's valuation, but several are bullish on its growing commercial businesses as AI contracts ramp up.

Palantir's earnings topped third-quarter results and the company issued strong guidance, attributing much of its rapid growth to artificial intelligence.

While praising Palantir's strong business, analysts remained concerned over the stock's elevated valuation.

There's one thing Palantir's post-earnings reaction shows: Valuations still matter on Wall Street.

One analyst suggested stocks may be suffering from “rally exhaustion.”

Wall Street analysts raised concerns about Palantir's elevated valuation and famed hedge fund manager Michael Burry revealed a short position.

Despite the splash his disclosure made, the famed "Big Short" investor is likely sitting on losses from those bearish bets.

"Is there going to be an AI wobble at some point?" Tony Yoseloff told Goldman Sachs. "There's a little bit of a prisoner's dilemma, let's call it."