Reasons to Be Bullish on NVIDIA\u00a0<\/p>\n
NVIDIA remains optimistic about its future growth, driven by its competitive edge in the AI hardware market. Ongoing demand for its CUDA software platform is also expected to contribute to growth. NVIDIA now projects fiscal fourth-quarter 2026 revenues of approximately $65 billion, with about 2% margin of error.\u00a0<\/p>\n
Strong demand for its innovative Blackwell chips and cloud graphics processing units (GPUs) has already helped NVIDIA deliver outstanding fiscal third-quarter 2026 results. The company reported revenues of $57 billion for the quarter, a 62% increase year over year and a 22% rise sequentially, according to investor.nvidia.com<\/a>.<\/p>\n Both data center and gaming revenues increased in the quarter, and NVIDIA\u2019s net income reached $31.91 billion, up from $19.31 billion a year earlier. This strong quarterly performance eases concerns that AI growth might be entering a bubble.\u00a0<\/p>\n Reasons to Be Bullish on Palantir\u00a0<\/p>\n Robust demand for Palantir\u2019s Artificial Intelligence Platform (AIP) helped expand its U.S. commercial client base while maintaining valuable government contracts. The rapid adoption of AIP increased Palantir\u2019s U.S. commercial segment revenues to $397 million in the third quarter, a 121% increase year over year and a 29% sequential rise, according to investors.palantir.com<\/a>.\u00a0<\/p>\n For the quarter, government revenues reached $486 million, representing a 52% year-over-year increase and a 14% quarter-over-quarter rise, with total revenues of $1.18 billion, a 63% year-over-year increase and an 18% sequential rise, easily surpassing market expectations. Notably, Palantir generated nearly half a billion dollars in GAAP net income during the quarter, said CEO Alex Karp.\u00a0<\/p>\n An anticipated increase in large AI enterprise contracts is expected to drive Palantir\u2019s future growth, with the company projecting full-year revenues between $4.396 billion and $4.400 billion.\u00a0<\/p>\n 2026 AI Investing: Should You Choose NVIDIA or Palantir?\u00a0<\/p>\n NVIDIA is well-positioned to grow in the near term, leveraging its strong presence in AI hardware and software, with high demand for its next-generation chips easing AI bubble worries. Palantir may also see solid growth ahead due to the rising adoption of its AI Platform among commercial and government clients.\u00a0<\/p>\n However, Palantir\u2019s valuation raises concerns. Its forward price-to-earnings (P\/E) ratio of 250.36 significantly exceeds the Internet-Software<\/a> industry\u2019s average of 39.25, increasing the risk of a price decline if the broader market pulls back.\u00a0\u00a0\u00a0<\/p>\n Image Source: Zacks Investment Research<\/p>\n Conversely, despite continuous growth, NVIDIA is reasonably valued with a forward P\/E of 39.44, lower than the Semiconductor – General<\/a> industry\u2019s average of 44.97. NVIDIA\u2019s diversified business model across AI hardware, software and gaming provides additional market resilience.\u00a0\u00a0<\/p>\n Image Source: Zacks Investment Research<\/p>\n In contrast, Palantir\u2019s dependence on government contracts exposes it to political risks like regulations and policy shifts.\u00a0<\/p>\n Therefore, investing in Palantir involves higher risk, making it more suitable for risk-takers. Conservative investors should consider NVIDIA for steady, reliable growth. Currently, NVIDIA holds a Zacks Rank #1 (Strong Buy), while Palantir is rated Zacks Rank #2 (Buy). You can see the complete list of today\u2019s Zacks Rank #1 stocks here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Takeaways NVIDIA projects Q4 2026 revenues near $65B as strong chip demand drives broad growth.NVDA posted a…\n","protected":false},"author":2,"featured_media":333831,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,49,48,2517,2518,1829,2512,2513,2515,2516,2514,2519,2520,2511,121,2521,176,61],"class_list":["post-333830","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-financial","tag-financial-planning","tag-investing","tag-investment","tag-investment-advice","tag-online-investment","tag-online-stock-trading","tag-online-trading","tag-quote","tag-quotes","tag-stock","tag-stock-market","tag-stock-quotes","tag-stocks","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/333830","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=333830"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/333830\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/333831"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=333830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=333830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=333830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Zacks](\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2025\/12\/135498.jpg\"\/)
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