The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies

For Immediate ReleaseChicago, IL – December 3, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA and Palantir Technologies Inc. PLTR.Here are highlights from Tuesday’s Analyst Blog:Best Risk-Adjusted AI Portfolio for 2026: NVIDIA & PalantirAs we approach 2026, investors might be wondering how to capitalize on the next artificial intelligence (AI) boom. The best strategy is to invest in both NVIDIA Corp. and Palantir Technologies Inc., which provide a balanced AI investment. Let's examine this in detail –Reasons to Be Bullish on NVIDIALately, Wall Street grappled with concerns that the AI boom might be drifting into bubble territory. However, NVIDIA's latest impressive quarterly results effectively dispelled those fears. NVIDIA posted revenues of $57 billion in the fiscal third-quarter 2026, a massive 62% year-over-year surge and a 22% increase quarter-over-quarter, citing investor.nvidia.com.The most sought-after data center segment saw revenues surge 66% year over year to $51.2 billion, while gaming revenues rose 30% to $4.3 billion. Incessant demand for the new generation Blackwell chips boosted data center revenues, and cloud graphics processing units (GPUs) were totally sold out for the quarter, added Jensen Huang, NVIDIA's CEO.What's more, management believes that NVIDIA's competitive edge in the AI hardware market, along with sustained demand for its CUDA software platform, will drive further growth. As a result, NVIDIA expects revenues for the fiscal fourth quarter of 2026 to reach $65 billion, with a 2% margin of error.Anyhow, NVIDIA appears to be financially strong, having returned $37 billion to its shareholders through cash dividends and share buybacks in the first nine months of fiscal 2026. The company also reported a high net income of $31.91 billion in the fiscal third-quarter 2026, up from $19.31 billion a year earlier.Reasons to Be Bullish on PalantirPalantir, in recent times, has successfully expanded its U.S. commercial footprint while retaining government contracts, fueled by the ever-growing adoption of its Artificial Intelligence Platform (AIP). As a result, revenues from the U.S. commercial segment came in at $397 million for the third quarter, up 121% year over year and 29% quarter over quarter. Government revenues totaled $486 million, up 52% year over year and 14% sequentially, citing investors.palantir.com.Overall, Palantir's revenues reached $1.18 billion in the third quarter, up 63% year over year and 18% quarter over quarter, and it has easily beaten Wall Street projections. CEO Alex Karp further noted that the GAAP net income for the quarter was an impressive $476 million, which is almost half a billion dollars in only three months.Management remains optimistic about Palantir's future growth, banking on several large AI enterprise contracts. Consequently, Palantir expects revenues for the full year to be between $4.396 billion and $4.400 billion, while for the fourth quarter to be between $1.327 billion and $1.331 billion.2026's Best Risk-Adjusted AI Bet: NVIDIA & PalantirNVIDIA's latest quarterly results underscore its robust financial strength and dominant position in the AI market, paving the way for further growth. Similarly, Palantir's expansion across both commercial and government segments, driven by its AI platform adoption, reinforces confidence in the company's growth prospects.However, skeptics may highlight Palantir's high valuation, with a forward price-to-earnings (P/E) ratio of 230.7, significantly higher than the Internet-Software industry's average of 38.06. This increases the risk of a sharp price drop if there is a broader market correction.But holding NVIDIA alongside Palantir can help mitigate this risk since the company is a large, profitable, and dominant player in the AI market, trading at a more reasonable forward P/E of 38.94, below the Semiconductor - General industry's average of 43.02.Therefore, investors may choose to invest in both NVIDIA for its stability and Palantir for its potential high-growth upside. NVIDIA has a Zacks Rank #1 (Strong Buy), and Palantir has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NVIDIA Corporation (NVDA): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks