By Sean Williams
Publication Date: 2025-12-11 08:06:00
The biggest red flag for Wall Street’s artificial intelligence (AI) darlings may come from within.
For the better part of the last three years, no trend has garnered more investor attention or capital on Wall Street than artificial intelligence (AI). Giving software and systems the tools to make split-second decisions and empowering them to become more efficient at their tasks over time, all without the need for human intervention, is a potential game changer for a host of industries around the globe.
Arguably, no two companies have been bigger beneficiaries of the rise of AI than graphics processing unit (GPU) titan Nvidia (NVDA 0.65%) and data-mining specialist Palantir Technologies (PLTR +3.42%). Since the beginning of 2023, Nvidia has added more than $4 trillion in market value, while shares of Palantir have skyrocketed by over 2,700%.
Although investors are expecting more of the same in 2026, the actions of those who know Nvidia and Palantir best tell a different story.
Image source: Getty Images.
Nvidia and Palantir have become the face of the AI revolution
What’s allowed these two goliaths to stand out is their seemingly sustainable moats, which are hard to come by on Wall Street.
Nvidia’s GPUs act as the brains of AI data centers and are the undisputed top choice by businesses. According to some analysts, Nvidia’s chips account for more than 90% of all GPUs currently deployed in AI-accelerated data centers.
Even more important, Nvidia’s AI hardware is unrivaled…
