By Sean Williams
Publication Date: 2026-05-27 09:06:00
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for — and Nvidia (NVDA 0.38%) and Palantir Technologies (PLTR 0.20%) are leading the charge.
Image source: Getty Images.
Since the start of 2023, shares of Nvidia and Palantir have skyrocketed by approximately 1,400% and 2,040%, respectively, translating into $5 trillion in market value added to Nvidia. But while the AI revolution’s dynamic duo continues to blow Wall Street’s projections out of the water, the latest $120 billion warning from this pair simply can’t be ignored.
Nvidia and Palantir are the faces of AI’s evolution
Wall Street’s largest public company, Nvidia, is firing on all cylinders. Last week, it announced record fiscal first-quarter sales of $81.6 billion, with data center revenue up a staggering 92% from a year ago. The proof is in the pudding that Nvidia’s graphics processing units (GPUs) are the clear top option for businesses.
Nvidia’s gross margin is also holding firm around 75%. Despite growing external and internal competition, the company’s GPU pricing power hasn’t faded at all.
Today’s Change
(-0.38%) $-0.81
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