Zacks Investment Ideas feature highlights: Nvidia and Palantir Technologies

For Immediate ReleaseChicago, IL – September 23, 2025– Today, Zacks Investment Ideas feature highlights Nvidia (NVDA and Palantir Technologies PLTR.NVIDIA & Palantir Approach Record Highs: Too Late to Buy?Nvidiaand Palantir Technologies have been the unequivocal leaders of the bull market over the last three years. They represent the best thematic opportunities in the market today, namely AI infrastructure and applied AI for governments and enterprises.Palantir Technologies is that stock, the one that skeptics have doubted at every turn, only to continue climbing despite the naysayers. Nvidia, meanwhile, has ascended to become the largest and most important company in the world. Just today, Nvidia underscored that leadership by announcing a $100 billion new partnership with OpenAI.The numbers are staggering. Palantir has skyrocketed more than 2,300% over the last three years, while Nvidia has surged over 1,300% in the same period. And the momentum hasn't slowed, as both stocks remain in demand through 2025, rising again in the first nine months of this year despite already historic rallies.Understandably, investors are asking the important question: has the run gone on too long? And is it too late for investors to buy the stock? Below, I'll share a tactical trading perspective on each stock and examine where they stand technically, and how investors might think about positioning in these market leaders as they press toward record highs.Nvidia Stock Breaking Out on OpenAI NewsThe AI boom proceeds unabated, and Nvidia continues to grow at an extraordinary pace even at its massive scale. Demand for GPUs hasn't cooled after three years of explosive growth, and if anything, it appears ready to accelerate further as hyperscalers chase the promise of AGI.Just this morning, OpenAI and Nvidia announced a landmark partnership to deploy at least 10 gigawatts of Nvidia systems powering OpenAI's next-generation AI infrastructure, representing millions of GPUs. As part of the deal, Nvidia will progressively invest up to $100 billion as each gigawatt comes online, with the first deployment slated for the Vera Rubin platform in the second half of 2026.The announcement comes at a pivotal moment. Nvidia stock has just broken out of a strong technical consolidation into new record territory, and if shares can hold above the $180 level, another powerful bull run appears imminent.Palantir Technologies Shares Continue HigherCrypto traders, who typically trade the absurd momentum of tiny, highly volatile coins, often refer to "the meta" when looking for big trades. This doesn't refer to Meta Platforms stock or the Metaverse, it refers to the thematic trends moving the market. What is the overarching idea that is driving current herding trends in the market, which is critical to crypto trading, but also trading broadly.No stock better embodies the "meta" of this bull market than Palantir Technologies. AI adoption, rising geopolitical tensions, surging defense spending, a contrarian streak in leadership, and sheer momentum have all converged to make PLTR the ultimate thematic play.Just a couple of weeks ago, I shared my tactical perspective on PLTR. Since then, the stock has followed that roadmap closely and now looks poised to notch another record high. Unless we see a significant broad-market pullback, Palantir appears set to keep climbing.Should Investors Buy Shares in NVDA and PLTR?There's no question that Nvidia and Palantir have been the defining stocks of this bull market, and their leadership shows little sign of fading. Both names are riding powerful secular tailwinds that continue to attract capital and attention.That said, the challenge for investors is timing. After parabolic gains over the past three years and sharp rallies again in 2025, valuations leave little margin for error. Chasing breakouts in these stocks can certainly pay off tactically, but it also requires trading discipline, by defining clear risk levels and recognizing that volatility cuts both ways.For long-term investors, the case for both companies remains strong. Nvidia sits at the very center of AI hardware and ecosystem development, while Palantir has carved out a unique niche applying AI to some of the most urgent problems facing governments and enterprises worldwide. For traders, the technical setups suggest more upside ahead, with Nvidia breaking out and Palantir pressing toward new highs.In short, Nvidia and Palantir are still stocks you want exposure to, but position sizing and risk management are key. They may no longer be the hidden gems they once were, but their leadership roles in the AI era make them hard to ignore, even near record highs.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.comhttps://www.zacks.comPast 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/performancefor information about the performance numbers displayed in this press release.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>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