Shares of Nvidia (NVDA) and Palantir Technologies (PLTR) are significant beneficiaries of the higher spending on artificial ...

Billionaire Ken Griffin has been buying Palantir stock and selling shares of Nvidia this year, but investors may want to do ...

On its conference call with analysts, Palantir management called out the LLMs as becoming increasingly "commoditized" while making the case for Palantir's value-added software platform as the true AI ...

Palantir Technologies Inc. is confounding skeptics, with the stock continuing to push higher even as some on Wall Street ...

The stock market is pulling back after big gains, with Fed chief Jerome Powell in "no hurry" to cut rates. Tesla tumbled on a ...

While both companies hold strong potential amid rising AI demand, AI models suggest that Nvidia stands out as the safer and ...

Palantir’s current valuation is unsustainable, with a forward P/E of 158x and EV/Sales multiple of 46x, well above sector averages, driven largely by AI hype. While Q3 results showed strong ...

Palantir’s customer base grew 71% from December 2022 to September 2024, reaching 629 customers, driven by strong commercial demand. Commercial customer growth surged 91.5% from Q4 2022 to Q3 ...

In the third quarter, Palantir delivered accelerating growth ... necessitate the purchasing of more Nvidia graphics processing units (GPUs). However, if returns are lower, it's possible that ...

Palantir and Nvidia are both well-positioned ... Nvidia is best known for its dominance in data center graphics processing units (GPUs). It accounted for 98% of data center GPU shipments last ...