Nvidia and Palantir Are Sending Shockwaves Through Wall Street With This $12.6 Billion Warning for 2026
2025-12-11 03:26:00 ET
For the better part of the last three years, no trend has garnered more investor attention or capital on Wall Street than artificial intelligence (AI) . Giving software and systems the tools to make split-second decisions and empowering them to become more efficient at their tasks over time, all without the need for human intervention, is a potential game changer for a host of industries around the globe.
Arguably, no two companies have been bigger beneficiaries of the rise of AI than graphics processing unit (GPU) titan Nvidia (NASDAQ: NVDA) and data-mining specialist Palantir Technologies (NASDAQ: PLTR) . Since the beginning of 2023, Nvidia has added more than $4 trillion in market value, while shares of Palantir have skyrocketed by over 2,700%.
Although investors are expecting more of the same in 2026, the actions of those who know Nvidia and Palantir best tell a different story .
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