By Keithen Drury
Publication Date: 2025-11-28 11:00:00
Each company looks to be headed into another year of unprecedented growth.
Few stocks have been as successful as Palantir (PLTR +1.43%) and Nvidia (NVDA +1.42%) have been during the artificial intelligence (AI) arms race. Since 2023, Nvidia’s stock is up 1,100%, and Palantir’s is up nearly 2,300% (at the time of this writing). That’s an impressive run in just under three years’ time, but what they’ve each done in 2025 is also impressive. Palantir is up around 100% in 2025, while Nvidia is up over 30%. Both of those are market-beating returns, but will they continue that run into 2026?
I think one of these is a much better buy than the other heading into 2026, and one of these impressive stocks could struggle to live up to expectations. Which one is which? Let’s take a look.
Image source: Getty Images.
Nvidia and Palantir represent two separate sides of the AI arms race
Nvidia and Palantir aren’t competitors in the artificial intelligence arms race. In fact, they recently teamed up to offer Palantir’s Ontology in a pre-built Nvidia stack.
Palantir is a software company that specializes in AI-powered data analytics. It got its start by offering its software to government agencies, and eventually expanded onto the commercial side. Its platform has evolved over the years, with its latest update involving generative AI-powered agents. Demand for Palantir’s products has been insatiable and has led to impressive growth rates.
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