By Beth McKenna
Publication Date: 2026-02-04 02:09:00
Nvidia reports its quarterly results on Feb. 25, and all signs so far are pointing to a great quarter.
Nvidia (NVDA 2.82%) is, by far, the dominant maker of artificial intelligence (AI) chips and related technology. Indeed, the AI revolution is largely being fueled by the company’s AI-enabling hardware, software, and tools.
So, when large companies in the AI space report powerful demand for their AI-related products, this is a positive for Nvidia. That’s because these companies are almost always Nvidia partners and/or customers – directly or indirectly.
This is the case with both Palantir Technologies (PLTR +6.75%) and Teradyne (TER +13.35%), which both reported great fourth-quarter results after the market close on Monday. Both stocks had substantial gains on Tuesday.
Image source: Getty Images.
Palantir’s quarterly results
Palantir is an AI-powered data analytics company serving both government and commercial customers, and its growth – which was already powerful – accelerated in the quarter. It’s an Nvidia partner and incorporates Nvidia’s graphics processing units (GPUs) and other tech into its AI-driven platform.
Today’s Change
(6.75%) $9.97
Current Price
$157.73
Key Data Points
Market Cap
$352B
Day’s Range
$153.13 – $165.06
52wk Range
$66.12 – $207.52
Volume
4.5M
Avg Vol
45M
Gross Margin
80.81%
In the fourth quarter, Palantir’s revenue soared 70% year over year to $1.41 billion. Growth was driven by U.S. commercial revenue skyrocketing 137% to $507 million and U.S….