Top AI Investment Strategies for 2026: Focus on NVIDIA and Palantir

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NVIDIA Corporation (NVDA) reported fiscal third-quarter revenues of $57 billion, a 62% increase year-over-year and a 22% quarter-over-quarter rise, driven by its data center segment, which reached $51.2 billion in revenues. The company anticipates fourth-quarter revenues of approximately $65 billion for fiscal 2026.

Palantir Technologies Inc. (PLTR) achieved third-quarter revenues of $1.18 billion, marking a 63% increase year-over-year and an 18% rise quarter-over-quarter, surpassing Wall Street expectations. Its U.S. commercial segment revenues totaled $397 million, up 121% year-over-year, while government revenues hit $486 million, up 52%. Palantir forecasts full-year revenues between $4.396 billion and $4.400 billion.

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