Nvidia ,NVDA -2.20%, And Palantir technologies ,Malevolent 1.72%, Two of the two biggest winners of the stock market in the last few years have been the best performance. Dow jones industrial average And this S&P 500Respectively, in 2024.

Investors prefer these shares for their positions in high-development artificial intelligence (AI) market. Nvidia is the world’s leading AI chip designer, and Palaantir sells a popular AI-driven software platform that helps customers to use their data better. Both these companies have reported to increase revenue and demand, and long -term possibilities also look bright.

But Wall Street only recommends buying One Of these players. According to the forecast of the average value of Wall Street, one of these stocks is expected to climb about 20% in the next 12 months, while the other is expected to fall by 25%. Let’s take a close look at each and then find out who is a wall street right now.

Chip veteran

Nvidia is the world’s AI chip leader, which offers Graphics processing units (GPU) It improves all others on the market. They are pricier compared to rivals, but the company says that over time, the total cost of ownership is as a result of profit in efficiency. Therefore, Nvidia GPU can actually be the least expensive option for customers if they are committed to them for a long time.

Nvidia does not have to worry about attracting customers, though. Demand for its latest architecture and chip, Blackwell crossed the supply as the stage was launched a few months ago. Blackwell gave a revenue of $ 11 billion during its first quarter in the market. And the pledge to update your chips on the annual basis of Nvidia should continue this growth.

Of course, AI faces huge rivals, like Advanced micro equipmentAnd even Nvidia’s own customers, in some cases, have become rivals because they make their own chips. (They have not left NVidia, but are using their own chips in addition to NVidia GPU.) Nevertheless, there is sufficient demand in the growing AI market to allow NVidia to be on top and also succeed for others.

Data analysis powerhouse

Palauntir’s business may not look very exciting first: the company provides software powered by AI, which collects uneven data of a customer and hits it. But what seems simple or worldly is actually running some very exciting results. For example, on a battlefield, it is helping the army make fast and better decisions. For commercial use, customer Rio Tinto Palantir’s software says, by reaching unnecessary data, it is helping to deal with problems that never thought possible.

In the early days of Palauntir, governments were its largest customers, but in recent times, commercial development has stopped. Companies in sectors are participating in Palantir’s Artificial Intelligence Platform (AIP) to help them solve problems or implement new procedures and strategies. In the latest quarter, Palauntir’s commercial business distributed the revenue growth of double -digit, and the government business has continued to do the same. Therefore, Palauntir has two high-development businesses, and considering the company’s comments about the recent demand, is the reason for the future being optimistic about the future.

A problem with investment in Palantir is the evaluation of stock. It trades for a sublime 232 times Further earnings estimateBut it is important to remember that it only considers the expected earnings next year and is not responsible for the company’s possibilities for a long time.

What does Wall Street think?

Now, which of these two advises to buy Wall Street? About 30 Wall Street firms have a positive recommendation, such as purchasing or outperform on Nvidia, and an average 12 -month price indicates an increase of 19% from the closing price on June 12.

For Palantir, nine Wall Street analysts have a neutral or negative rating on stock, and only two – Vedbash and Bank of America Securities – have positive recommendations on shares. The average price forecast implies a 25% decline for stock in the next 12 months.

So, Wall Street clearly recommends buying Nvidia on Palatir, and much of it is connected to Palatir. Vertical evaluation,

Considering all the above points, NVidia stands out as better purchases right now for most AI investors, especially if you are alert or focus on the price. The aggressive investors, however, still want to add some palatis to their holdings. The company’s earnings continue more March, the demand is strong, and the AI ​​market is booming-and all of this can make a recipe for a long-term win for the palenter shareholders, even who buy at today’s price.