NVIDIA or Palantir: The Best AI Investment for 2025

Zacks12-14

With the advent of artificial intelligence (AI), shares of Palantir Technologies Inc. PLTR and NVIDIA Corporation NVDA have witnessed parabolic gains, making them popular investments on Wall Street. ...

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PLTR and NVIDIA Corporation NVDA have witnessed parabolic gains, making them popular investments on Wall Street. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-palantir-best-ai-investment-200500813.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVD","symbol_name":"GraniteShares 2x Short NVDA Daily ETF","start_time":0,"source_url":"https://finance.yahoo.com/news/nvidia-palantir-best-ai-investment-200500813.html","article_id":"2491581338","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/MeidiD3rjobiYhTPppN3hw--~B/aD00MTQ7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d5ecc6aa12bbd6de2379f25697818f57"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2491581338","pubTimestamp":1734120300,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"With the advent of artificial intelligence , shares of Palantir Technologies Inc. PLTR and NVIDIA Corporation NVDA have witnessed parabolic gains, making them popular investments on Wall Street. This year, Palantir’s shares have outperformed NVIDIA .However, does this mean Palantir is a better buy than NVIDIA for the new year?The Artificial Intelligence Platform  that Palantir has introduced has gained immense popularity. It aids businesses in integrating large language models into their operations, which increases the company’s profitability.The AIP platform is expected to help Palantir expand and acquire new customers. Palantir’s new customer base swelled 39% in the third quarter of 2024 on a year-over-year basis. In the last quarter, transactions above $1 million surged by 30%, leading to an increase in deal size.Thanks to the growing demand for Blackwell chips, NVIDIA is expected to maintain a healthy increase in quarterly profits despite seeing some staggering success over the pas","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVD":"GraniteShares 2x Short NVDA Daily ETF","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","BK4525":"远程办公概念","GOOG":"谷歌","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","GOOGL":"谷歌A","2NVD.UK":"2X NVIDIA ETP","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","ROE":"ASTORIA US QUALITY KINGS ETF","ORCL":"甲骨文","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","AMD":"美国超微公司","INTC":"英特尔","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVIW.SI":"NVDA 3xLongSG261006","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","AIP":"Arteris, Inc.","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","NVDA":"英伟达","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","MSFT":"微软","NVDS.UK":"LS -1X NVIDIA","USJW.SI":"ALPHAB 3xLongSG261006","PLTR":"Palantir Technologies Inc.","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","NVD3.UK":"LS 3X NVIDIA","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP"},"translate_title":"NVIDIA或Palantir：2025年最佳人工智能投资","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AIP":1,"AMD":1,"NVDA":1,"GOOGL":1,"ROE":1,"PLTR":1,"ORCL":1,"MSFT":1,"INTC":1,"GOOG":0.8,"NVDD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"USJW.SI":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"With the advent of artificial intelligence (AI), shares of Palantir Technologies Inc. PLTR and NVIDIA Corporation NVDA have witnessed parabolic gains, making them popular investments on Wall Street. This year, Palantir’s shares have outperformed NVIDIA (+324.8% vs +177.2%).\n\nImage Source: Zacks Investment Research\nHowever, does this mean Palantir is a better buy than NVIDIA for the new year? Let’s see –\nThe Bullish Case for PLTR Stock\nThe Artificial Intelligence Platform (AIP) that Palantir has introduced has gained immense popularity. It aids businesses in integrating large language models into their operations, which increases the company’s profitability.\nThe AIP platform is expected to help Palantir expand and acquire new customers. Palantir’s new customer base swelled 39% in the third quarter of 2024 on a year-over-year basis. In the last quarter, transactions above $1 million surged by 30%, leading to an increase in deal size.\nPalantir reported strong revenues and earnings in the third quarter, driven by the AIP momentum. The company was also able to generate business from its existing customers since the third-quarter net-dollar retention rate of 118% surpassed the 107% rate from a year ago. \nThe future, meanwhile, looks promising for Palantir as its remaining deal value of $4.5 billion surged 22% year over year in the previous quarter. Thus, Palantir expects 2024 revenues to reach $2.8 billion, a 25% jump from 2023’s $2.23 billion. As a result, the $0.38 Zacks Consensus Estimate for PLTR’s earnings per share is up 31% from a year ago.\n\nImage Source: Zacks Investment Research\nThe Bullish Case for NVDA Stock\nNVIDIA’s sheer dominance in the graphic processing units or GPU market will drive its stock price in the near term. CEO Jensen Huang confirmed that demand for its Hopper architecture remains solid despite the highly anticipated launch of next-generation Blackwell chips. \nThis means customers continue to have faith in NVIDIA’s older chips, and the new ones, as its products remain superior to rivals Advanced Micro Devices, Inc. AMD and Intel Corporation INTC.\nThe demand for cutting-edge Blackwell chips has skyrocketed, and once they are launched, NVIDIA’s shares are expected to increase. This is because the Blackwell chips can process high volumes of data more efficiently. \nFor instance, the GB200 NVL72 system in Blackwell outstrips H100 by running AI inference 30 times faster. For this reason, Microsoft Corporation MSFT, Alphabet Inc. GOOGL and Oracle Corporation ORCL, to name a few, have become buyers of Blackwell chips.\nNVIDIA has already shipped 13,000 Blackwell chips in the last reported quarter, while Morgan Stanley (MS) expects the company to ship a whopping 300,000 units in the final three months of 2024 and 800,000 units in the first three months of next year. \nThanks to the growing demand for Blackwell chips, NVIDIA is expected to maintain a healthy increase in quarterly profits despite seeing some staggering success over the past year. As a result, the $2.93 Zacks Consensus Estimate for NVDA’s earnings per share is up 47.2% from a year ago.\n\nImage Source: Zacks Investment Research\nWhy Is NVIDIA a Superior Investment to PLTR in 2025?\nNVIDIA’s new AI chips should push its stock to new highs in 2025, while Palantir’s enhanced AI solutions could propel its share price. However, NVIDIA is still a better stock, hands down, than Palantir for next year. \nAfter all, if companies reduce AI investments due to unprofitable projects, Palantir may face challenges. On the other hand, NVIDIA’s dominant position in the AI market gives the semiconductor giant greater pricing power and the potential to earn more.\nNVIDIA, anyhow, has been able to generate profits more consistently than Palantir. This is because NVIDIA’s return on equity (ROE) is 120.4%, while Palantir’s ROE is 21%.  \n\nImage Source: Zacks Investment Research\nMeanwhile, unlike Palantir, NVIDIA has a sturdy business model since it pays dividends. The company’s dividend payout ratio sits at 2% of earnings and the payout has increased by 5.4% in the past five years, a tell-tale sign that the company is capable of reinvesting a major portion of its earnings into R&D. \n\nImage Source: Zacks Investment Research\nAt the same time, buying NVIDIA’s shares is more cost-effective than buying Palantir’s, giving NVIDIA an investment advantage. Per the price/earnings ratio, NVDA trades at 46.8X forward earnings. In comparison, the PLTR’s forward earnings multiple is 190.7.\n\nImage Source: Zacks Investment Research\nYou can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.\nWant 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\nIntel Corporation (INTC) : Free Stock Analysis Report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nOracle Corporation (ORCL) : Free Stock Analysis Report\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\nPalantir Technologies Inc. (PLTR) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2491581338"}