By Keithen Drury
Publication Date: 2026-01-12 06:30:00
Nvidia and Palantir have delivered massive returns over the past few years for investors.
Nvidia (NVDA 0.05%) and Palantir Technologies (PLTR +0.36%) are two of the most popular artificial intelligence stocks in the market. They are on different ends of the AI investment spectrum, with Nvidia focusing on hardware and Palantir on software investment. However, Wall Street thinks one is clearly a buy in 2026, while it’s time to move on from the other.
I’m in complete agreement with analysts on this take, and I think investors need to be aware of which one has greater potential for 2026.
Image source: Getty Images.
Each company is at the top of its respective industry
Nvidia makes graphics processing units (GPUs), which are the computing units at the center of the generative AI buildout. Nvidia’s GPUs and the other products that support them are the best available, and have become the go-to choice for many competitors in the AI arms race. GPUs have the unique ability to process multiple calculations in parallel, versus a CPU that can only do one. When you stack hundreds or thousands of GPUs together, you end up with incredible computing capacity, which is why they are tasked with completing difficult training tasks, such as those for AI models.
Today’s Change
(-0.05%) $-0.09
Current Price
$184.95
Key Data Points
Market Cap
$4.5T
Day’s Range
$183.70 – $186.34
52wk Range
$86.62 – $212.19
Volume
3.8M
Avg Vol
186M
Gross Margin
70.05%
Dividend Yield
0.02%
While there are other competitors to…
