AI Agent Survivors: Which Tokens Remained Standing After the 2025 'DAT Craze'?

Palantir Technologies (NYSE: PLTR) has solidified its position as a leader in the Agentic AI market, with a significant increase in revenue and market capitalization. The company's AI Operating System has become essential for both enterprise and government sectors, leading to substantial growth in 2025 according to market analysis.

A landmark $10 billion contract with the U.S. Army in August 2025 marked a pivotal moment for Palantir, consolidating its position as the primary software layer for the American military. This was followed by NATO adopting Palantir's Maven Smart System.

Palantir's aggressive sales strategy, including its "Bootcamp" model, contributed to a 65% increase in U.S. commercial customer count by the end of 2025.

Why Did This Happen?

Palantir's success stems from its pioneering role in Agentic AI, a shift from traditional chatbot technologies. The company's ability to create autonomous systems that execute complex business logic has set it apart from competitors. This technological edge has led to a "Rule of 40" score of 114%, surpassing many large-cap tech companies.

The company's ability to turn messy corporate data into actionable ontologies has been a game-changer. This capability has made Palantir a gold standard for enterprises that require AI to perform real-world tasks.

How Did Markets React?

DeFi Technologies (DEFT) faced significant market and legal challenges following the DAT craze. The company's stock price dropped sharply after it announced a significant delay in executing its DeFi Alpha arbitrage opportunities, leading to a 27.59% drop in stock price over two trading sessions.

Legal actions against DeFi Technologies have highlighted concerns about misleading statements and failure to disclose material adverse facts. Investors are now seeking compensation for losses incurred during the relevant period.

C3.ai (NYSE: AI) has also struggled to keep up with the market's rapid changes. The company's revenue guidance was lowered as it lost market share to more customizable platforms. C3.ai's stock is among the most shorted, with a short interest of 27.68%.

What Are Analysts Watching Next?

Analysts are closely watching Palantir's ability to maintain its growth while scaling into new industrial sectors. The company is expected to expand its "Bootcamp" success to other markets, particularly in Asia and the Middle East.

The regulatory environment is also a key factor to watch. In the United States, the Department of Government Efficiency (DOGE) is leveraging AI to streamline federal operations, with Palantir potentially playing a central role.

In Europe, the EU AI Act is set to apply in August 2026, and Palantir's architecture is well-suited to meet compliance requirements. This could further solidify its position in the European market.

Investors are advised to monitor Palantir's role within DOGE and any potential "sovereign AI" deals in Europe and the Middle East. These developments could significantly impact the company's trajectory in 2026.