Both NVIDIA and Palantir hold solid positions in the AI space, but which is the better investment choice? Let's find out.

Palantir was a business worth more than Wells Fargo, one of the top banks in the entire country. It's also worth more than McDonald's, Walt Disney, and many more top blue-chip companies. Its valuation doesn't make sense, and if it was a speculative buy before this recent rally, it's even more of one now.

Palantir (NASDAQ:PLTR) stock continues its bull run, buoyed by yet another vigorous earnings report that reflected growing revenues, profits,

The bottom line is that the attractiveness of stock prices, like beauty, is in the eye of the beholders. As long as enough investors think that Palantir's share price could continue rising, it will. For a bubble to burst, more investors must think there is a bubble than not. That might not happen with Palantir for a while.

Palantir produced $2.8 billion in revenues in 2024, far and above BBAI’s $165 million. While that’s not a dealbreaker, SeekingAlpha sees Palantir having the edge.

Palantir crushed Wall Street estimates with its fourth-quarter financial report and full-year guidance for 2025. Several analysts have since significantly increased their earnings forecasts and fair value estimates for Palantir.