NVIDIA NVDA and Palantir Technologies Inc. PLTR have been among the best-performing stocks recently, with artificial intelligence (AI) being a key driver behind their success. Over the past year, NVDA has surged 186.

The video embedded in the article discusses Tuesday's market action and analyzes Nvidia, Netflix and AppLovin stock. Dow Jones Futures Today. Dow Jones futures lost 0.1% vs. fair

Palantir Technologies was the best-performing member of the S&P 500 ( ^GSPC 1.26%) in 2024. Its share price surged 340% last year as growing demand for its artificial intelligence platform excited investors. Palantir has grown into a $181.9 billion business, but I think semiconductor comany Arm Holdings ( ARM 10.05%) can top that figure in 2025.

The sale comes as a Morgan Stanley analyst cautioned that Palantir is “trading too far ahead” of its intrinsic value as it looks to take advantage of the generative AI boom.

Sorting through what is signal and what is noise as an investor is a key part of being successful. When you see a glaring signal, not acting on it can be a disaster. One area where I'm seeing a flashing signal is in Palantir 's ( PLTR -4.97%) stock.

Shares of Palantir (PLTR) dropped more than 5% on Monday as the stock reacted to a new rating from Wall Street. Analysts from Morgan Stanley re-initiated coverage of Palantir with a “sell” recommendation.

Shares of technology companies fell as a presentation from Nvidia at a consumer electronics exposition in Las Vegas disappointed some investors.

Demand for Big Data services is increasing. Palantir, a leader in the field, should benefit. Here are the forecasts and price predictions for PLTR stock.

Enterprise software is a highly competitive industry. One way that smaller businesses can make headway in software sales is by partnering with larger industry incumbents. During C3.ai's second quarter of fiscal 2025 (ended Oct. 31), the company closed more than 60% of its deals through this partner ecosystem.

The year 2024 has seen a surge in Palantir and NVIDIA shares -- both are AI plays. Which will outperform in 2025?

Palantir Technologies (NASDAQ: PLTR) was the best-performing stock in the S&P 500 last year. The company began to see a lot of momentum with its artificial intelligence (AI) platform, as its focus on the workflow and application layers of AI led many companies to test its solution.

Investors are weighing Nvidia's big AI plans and puzzling over Trump's tariff policy in the wait for fresh jobs data.