Palantir's AI Ascent
This carefully curated group of stocks represents the backbone of today's AI revolution. Selected by professional analysts, these companies provide the essential hardware, infrastructure, and software that power AI growth across government and commercial sectors.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$180.45
As the leader in GPUs, Nvidia's hardware is the primary engine for the AI models used by Palantir and the broader ecosystem, making it a direct benefi...
As the leader in GPUs, Nvidia's hardware is the primary engine for the AI models used by Palantir and the broader ecosystem, making it a direct beneficiary of increased AI spending.
Microsoft Corporation
MSFT
Current price
$520.83
A primary provider of cloud infrastructure (Azure) and AI services to both the U.S. government and commercial enterprises, making it a key partner and...
A primary provider of cloud infrastructure (Azure) and AI services to both the U.S. government and commercial enterprises, making it a key partner and competitor in Palantir's ecosystem.
Amazon.com Inc.
AMZN
Current price
$231.03
A dominant provider of cloud services to the public and private sector through its AWS and AWS GovCloud platforms, which are fundamental to digital tr...
A dominant provider of cloud services to the public and private sector through its AWS and AWS GovCloud platforms, which are fundamental to digital transformation and AI adoption.
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About This Group of Stocks
Our Expert Thinking
Palantir's recent success signals a broader AI adoption wave. This theme captures the entire AI value chain—from high-performance computing and semiconductors to cloud infrastructure and specialized software—all benefiting from increased AI investment across public and private sectors.
What You Need to Know
These stocks represent companies enabling AI implementation at scale. This theme offers exposure to the technology ecosystem supporting the AI revolution, with companies providing critical components for sophisticated data analysis and AI integration into core business operations.
Why These Stocks
Our analysts have selected providers of foundational AI technologies that form the backbone of this transformation. These companies deliver the GPUs, servers, data infrastructure, and networking equipment necessary for organizations to build and deploy powerful AI systems.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+11.19%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 11.19% over the next year.
Stocks Rated Buy by Analysts
12 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
AI Spending Boom
Companies and governments are pouring billions into AI infrastructure and solutions. These stocks provide the essential technology that powers this massive investment wave.
Hidden Value Chain
While Palantir gets headlines, these companies provide the critical behind-the-scenes technology that makes AI implementation possible. They represent the full ecosystem supporting this revolution.
Transformative Technology
AI is fundamentally changing how organizations operate across public and private sectors. These companies are providing the essential tools and infrastructure that enable this transformation.
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Consumer Strength: The Retail Rebound
A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.
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