The Zacks Analyst Blog NVIDIA, Palantir Technologies, Alphabet, Microsoft and Intel

For Immediate ReleasesChicago, IL – February 14, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include NVIDIA Corp. NVDA and Palantir Technologies Inc. PLTR, Alphabet Inc. GOOGL and Microsoft Corp. MSFT and Intel Corp. INTC. Here are highlights from Friday’s Analyst Blog:NVIDIA or Palantir: Which Is the Better AI Stock to Buy Now? Artificial intelligence (AI) propelled NVIDIA Corp. and Palantir Technologies Inc. to the top spots on Wall Street. NVIDIA led the Dow Jones Industrial Average last year, while Palantir topped the S&P 500.With the AI market in early expansion phases, a lot more growth potential lies ahead for both stocks. This justifies considering both stocks for investment. However, which is the superior AI choice right now? Let’s see –The Bullish Case for NVDA StockNVIDIA’s shares recently took a beating when a Chinese company launched a low-cost AI chatbot, DeepSeek. Despite the sell-off, chip demand for NVIDIA should improve due to DeepSeek’s affordable model driving up AI usage. Anyhow, the strong demand for the high-end new Blackwell architecture would increase NVIDIA’s revenues and boost the stock price.The likes of Alphabet Inc. and Microsoft Corp. are choosing Blackwell chips for their improved energy efficiency and faster AI interface. Having said that, the demand for NVIDIA’s old Hopper chips also remains steady due to their superior quality in comparison to rival Intel Corp.Despite DeepSeek’s potential to disrupt AI infrastructure spending with its low-cost model, major companies like Microsoft continue to invest substantially in NVIDIA’s products, projecting massive outlays of over $300 billion on AI infrastructure and highlighting the semiconductor behemoth’s strong growth potential.Another reason in favor of NVIDIA’s growth is its strong presence in the graphic processing units (GPU) market, which provides the company with a competitive edge. The GPU market is projected to reach $1,414.39 billion by 2034 from $101.54 billion in 2025, at a CAGR of 13.8%, according to Precedence Research (read more: Buy NVIDIA Stock, DeepSeek's Threat is Exaggerated).The Bullish Case for PLTR StockIn the growing generative AI market, Palantir’s leadership in AI-powered process mining indicates strong growth potential. Palantir aims to boost growth by integrating ground-breaking AI with machine learning functionalities. An increase in fourth-quarter revenues from both U.S. commercial and government clients points to strong growth likelihoods.Palantir’s fourth-quarter revenues reached $828 million, reflecting a 36% year-over-year increase, with an estimated revenue guidance of $3.75 billion for 2025, indicating a 31% rise from a year ago. Palantir’s Artificial Intelligence Platform (AIP) is in high demand, raising expectations by automating tasks beyond human capabilities.Moreover, the company’s sales not recorded as revenues in the last reported quarter exceeded current revenue growth, signifying potential expansion (read more: Is It Too Late to Buy Palantir Stock Post Blockbuster Quarter?).Why NVIDIA Is a Better Buy Than Palantir NowDespite the temporary DeepSeek threat, NVIDIA’s stock is poised for new highs in 2025 due to increasing demand for its new chips. At the same time, Palantir’s AI advancements may boost its stock price. Both NVIDIA and Palantir stocks are currently trading above the 200-day moving average, indicating a long-term bullish trend.NVIDIA, however, appears to be a superior investment compared to Palantir due to its GPU market dominance and its varied AI products reducing risks, whereas Palantir may face challenges if AI investments diminish. Additionally, investing in NVIDIA’s shares is more cost-effective than Palantir’s due to NVDA’s lower price/earnings ratio of 31.17 compared to PLTR’s 219.01. This gives NVIDIA an investment advantage.Both NVIDIA and Palantir have a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Trump has also announced tariffs on all steel and aluminum exports, which could keep markets Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.7 Best Stocks for the Next 30 DaysJust released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."Since 1988, the full list has beaten the market more than 2X over with an average gain of +24.3% per year. So be sure to give these hand picked 7 your immediate attention. See them now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Palantir Technologies Inc. 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