NVIDIA News– Page 2 of 17

Two names dominated the AI market in 2025: Palantir (NASDAQ: PLTR) and Nvidia (NASDAQ: NVDA). Nvidia’s been the AI poster child for years now. Its chips run everything, from giant data centers to those futuristic self-driving cars. But last year, Palantir stole the spotlight. Its stock shot up more than 138% on the back of some massive government and business deals. Nvidia still did well, but it was just not as flashy, having had about a 37% gain. Supply chain issues and rising competition slowed it down a bit. Now, as we step into 2026, Palantir trades around $182, Nvidia at $189. This makes one wonder which of them the better pick right now and who’s going to break $200 first? Weighing Palantir vs Nvidia Growth Factors in 2025 Palantir’s secret weapon in 2025 was its Artificial Intelligence Platform, or AIP. People stopped seeing Palantir as just this shadowy government player and started calling it the “AI Operating System” for big business. Nvidia, on the other hand, spent the year proving it’s not just riding a hype wave. Its 2026 fiscal revenue soared to a wild $212 billion, according to Nasdaq and Reuters. A 40% gain won’t wow you next to Palantir, but Nvidia’s already a $4 trillion giant. What Could Drive Nvidia and Palantir’s Growth in 2026? The catalyst for Nvidia in 2026 is the Rubin architecture, the successor to the already sold-out Blackwell chips. Bernstein analyst Stacy Rasgon recently noted that the demand for these chips is so high that cloud providers are essentially pre-ordering everything Nvidia can produce through 2027. Which Stock Will Get to $200 First: Nvidia or Palantir? So who gets to $200 first? Analysts on TipRanks are betting big on Palantir, with some, like RBC Capital, tossing out targets as high as $230. They think AI software might outpace hardware. But there the matter of Palantir’s trading at more than 400 times earnings. If growth slows even a little, and that price could tumble. Nvidia, on the other hand, feels more grounded. With Blackwell chips ramping up and earnings projected to continue rising strongly, it's still the AI infrastructure king. Bank of America and Cantor Fitzgerald are bullish, targeting $275 to $300, citing massive data center demand. So, which one is a better deal? Nvidia is safer for gains in 2026 because it has a bigger moat and a lower P/E of about 42. This is especially true since AI capex is going through the roof. If more businesses start using AI, Palantir could do well. But, as Barchart points out, there are risks like overvaluation that are very real. Nvidia is closer to $200 at $189 and has a better chance of going up, according to analysts. Analysts at MarketBeat and TipRanks say that Palantir's average target is between $172 and $187, while the average target for Palantir is around $260. If Blackwell deliveries go up a lot, Nvidia could reach $200 by the first quarter. Palantir, on the other hand, might need to make a lot of money to catch up. What Are the Risks? Both companies face risks. Nvidia stock could take a hit if US-China trade tensions flare up again. Palantir leans hard on government contracts, and a shift in policy could throw a wrench in its plans. Still, both have plenty of catalysts. Nvidia with all the cloud spending, while Palantir maintains its AIP push. If you’re picking one, I’d go with Nvidia for the stability. But if you want to chase a bigger reward and can stomach more risk, Palantir’s the wild card. Why did Palantir outperform Nvidia so significantly in 2025? Palantir’s smaller market cap allowed for more explosive percentage gains. Additionally, its AIP platform saw massive adoption in the U.S. commercial sector, leading to a 121% revenue jump that caught many institutional investors off-guard. Is Palantir a better buy than Nvidia for 2026? Nvidia appears safer with stronger fundamentals and lower valuation, targeting $275-300 according to Bank of America, while Palantir's high P/E risks overvaluation despite growth potential. Which stock is likely to reach $200 first? Nvidia, currently at $189 with higher analyst targets around $260 from Cantor Fitzgerald, could hit $200 sooner than Palantir at $182 needing 9% gain.