Wall Street Divided on Nvidia and Palantir as AI Rally Continues

Nvidia and Palantir remain at the forefront of the AI investment boom, but analyst sentiment reveals a stark divergence. Nvidia, now the world's most valuable company with a $4.27 trillion market cap, enjoys near-unanimous buy ratings from Wall Street despite concerns about growth sustainability at scale. The chipmaker's recent earnings beat failed to lift its stock, suggesting market apprehension about maintaining its meteoric trajectory.

Palantir's AI decision-making platform has captivated retail investors, driving its stock to outperform for most of the year. However, institutional analysts largely view the data analytics firm as overvalued at current levels. This disconnect highlights the tension between speculative enthusiasm and fundamental analysis in the AI sector.