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In 2024, Palantir (PLTR) and Nvidia (NVDA) emerged as top AI stocks, but both have since experienced a market pullback. Nvidia, known for its GPUs, has seen rapid growth in revenue fueled by AI infrastructure demand, while Palantir’s AI platform has attracted new commercial customers and government contracts. However, risks include a potential slowdown in AI infrastructure spending for Nvidia and U.S. government budget cuts impacting Palantir’s growth opportunities.
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