Palantir (PLTR -2.46%) has a history of blowout earnings, and BigBear.ai (BBAI 0.95%) is trying to catch up. In this video, I'll unpack why Palantir might dominate the government artificial intelligence race while BigBear bets on its prototype future. Is one a breakout winner? Is the other a trap?

Stock prices used were the market prices of July 24, 2025. The video was published on August 1, 2025.