By Sean Williams
Publication Date: 2025-12-17 08:06:00
History has a way of rhyming on Wall Street — and that’s potentially worrisome news for the faces of the AI revolution.
Few things garner the attention of investors on Wall Street quite like sky-high addressable markets — and artificial intelligence (AI) fits the bill. The analysts at PwC have estimated that AI can add up to $15.7 trillion to the global economy by 2030, which would mean a long list of companies can be winners.
Although dozens of companies have benefited from the rise of AI, none have been the face of this technological revolution quite like Nvidia (NVDA +0.81%) and Palantir Technologies (PLTR +2.46%). Nvidia became the first public company to surpass the $5 trillion mark recently, while Palantir’s shares have skyrocketed approximately 2,760% since the beginning of 2023.
But if there’s a history lesson to be learned on Wall Street, it’s that when things seem too good to be true, they often are — and that’s potentially worrisome news for this dynamic AI duo in 2026.
Image source: Getty Images.
Wall Street and investors love sustainable moats
Before looking ahead to 2026, let’s lay the foundation of how Nvidia and Palantir became, arguably, Wall Street’s most popular AI stocks.
The defining characteristic of both companies is their sustainable moats.
For Nvidia, it’s all about the company’s graphics processing units (GPUs). Its Hopper (H100), Blackwell, and Blackwell Ultra chips are the leading choice of businesses operating AI-accelerated data centers….
