AMD vs. Palantir (PLTR): Wall Street’s AI Stock Preference Ahead of Q3 Earnings
As Q3 earnings season intensifies, investor focus sharpens on AI leaders generating tangible revenue from technological innovation. Advanced Micro Devices (AMD) and Palantir Technologies (PLTR) emerge as pivotal players—AMD powering AI hardware infrastructure, Palantir delivering operational software solutions.
AMD shares surged 46% monthly and 93% year-to-date, fueled by data center growth and strategic partnerships with OpenAI and Oracle. The chipmaker's expanding role in AI silicon markets has analysts maintaining bullish price targets despite recent gains.
Palantir's government contracts and commercial AI deployment platforms position it as a critical enabler of enterprise artificial intelligence adoption. Both companies face heightened scrutiny as they prepare quarterly results that will test the durability of AI-driven revenue streams.
