NVIDIA Corporation (NVDA) rose 31.4% in the past year, while Palantir Technologies Inc. (PLTR) soared 150.8%. NVIDIA remains optimistic about future growth, projecting fiscal Q4 2026 revenues around $65 billion with a 2% margin of error. Palantir’s AI Platform saw strong growth, with Q3 2025 revenues reaching $1.18 billion.

NVIDIA delivered outstanding Q3 2026 results, reporting $57 billion in revenues, a 62% increase YoY. Palantir’s U.S. commercial segment revenues rose to $397 million, a 121% increase YoY. Government revenues reached $486 million in the quarter. Both companies are projected to see future growth in the AI market.

Investors are debating between NVIDIA and Palantir for AI stock investments in 2026. NVIDIA’s diversified business and reasonable valuation make it a solid choice. Palantir’s high valuation and dependence on government contracts pose risks. Conservative investors may prefer NVIDIA, while risk-takers might favor Palantir. Both companies hold positive Zacks Ranks.

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Read more at Nasdaq: NVIDIA Vs. Palantir: Which is the Best AI Stock to Buy for 2026?