Is Palantir’s Latest Earnings Report a Warning for Nvidia Investors?

Is Palantir’s Latest Earnings Report a Warning for Nvidia Investors?

By Adria Cimino
Publication Date: 2025-11-17 17:00:00

Key Points

  • Palantir recently reported strong quarterly earnings and raised full-year forecasts.

  • Palantir and Nvidia both are benefiting from the artificial intelligence boom.

  • 10 stocks we like better than Nvidia ›

Looking at Palantir Technologies(NASDAQ: PLTR) latest earnings report, you might have expected the stock to surge. The software company reported earnings that surpassed analysts’ estimates, raised full-year guidance, and spoke of soaring demand. Customers have been rushing to Palantir as its software allows them to immediately apply artificial intelligence (AI) to their operations — for these customers, it represents a fast and easy way to reap the benefits of AI.

Following the Nov. 3 report, though, Palantir’s stock didn’t climb. In fact, in the next trading session, it fell nearly 8% — and has extended that loss to about 16%. Now, the question is: With Nvidia‘s (NASDAQ: NVDA) earnings report just ahead, is Palantir’s experience a warning for Nvidia shareholders? Let’s find out.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »

Image source: Getty Images.

Palantir’s recent declines

As mentioned, Palantir stock has been on the decline in recent days, even though the company wowed investors with its earnings report. Why should we compare Nvidia and Palantir? Because both companies have been generating…