Will Palantir Stock Trounce Nvidia in the Second Half of 2025?

From Nasdaq: 2025-06-07 05:50:00

In a stock market showdown, Palantir Technologies (NASDAQ: PLTR) has outperformed Nvidia (NASDAQ: NVDA) this year, with Palantir’s shares soaring close to 70% compared to Nvidia’s single-digit increase.

Palantir’s success is driven by strong commercial revenue growth, reaching $255 million in Q1, up 71% year over year. Meanwhile, Nvidia faces challenges from export restrictions and tariffs impacting its earnings.

Looking ahead, Palantir is expected to continue its commercial success, while Nvidia’s new Blackwell GPUs could drive growth. Uncertainties remain, with trade policies and valuations influencing long-term prospects for both companies.

Despite Palantir’s current momentum, Nvidia’s lower valuation and potential for long-term growth make it a strong contender for investors. The Motley Fool’s Stock Advisor team also recommends other stocks for high returns in the coming years.



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