By Sean Williams
Publication Date: 2026-02-04 08:51:00
Nvidia’s and Palantir’s biggest cheerleaders are sending all the wrong signals to investors.
Putting aside the short-lived periods of hype associated with precious metals and cryptocurrencies, no trend has more consistently captured the attention and capital of investors over the last three years than artificial intelligence (AI).
AI looks to be the biggest technological advancement since the advent and proliferation of the internet in the mid-1990s. Empowering software and systems with the solutions to make autonomous decisions can boost the efficiency and/or growth rate for countless industries around the world. In other words, there’s a reason shares of Nvidia (NVDA 2.82%) and Palantir Technologies (PLTR +6.85%) have soared since the beginning of 2023.
But while the faces of the artificial intelligence revolution have laid a solid foundation and dazzled with their jaw-dropping sales growth, they’ve also presented investors with a $12.8 billion ominous warning. It begs the question: Are investors paying attention to this potential red flag from two of Wall Street’s most influential AI stocks?
Image source: Getty Images.
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