INSIGHT · US
Palantir, Microsoft, Figma emerge as primary AI beneficiaries ahead of Q2 2026 software earnings
Citi research identifies Palantir (data platforms), Microsoft (cloud/copilot), and Figma (design AI) as strongest beneficiaries of enterprise AI spending in Q2 2026 earnings season. BFSI allocating budget to enterprise AI infrastructure, not consumer LLMs.
WHY IT MATTERS
Banks' capital deployment favors workflow AI (copilots, data integration) over chatbots. Palantir and Microsoft winning BFSI RFPs for compliance/risk/operations automation—expect announcements in next 90 days.
Source: Seeking Alpha · 2026-07-11