AI is shaking things up big time. Morgan Stanley thinks it could save $40 trillion globally. Pretty wild, right? Two companies are really making waves:



Palantir Technologies (PLTR) is on fire. They're helping businesses make more money with AI. U.S. commercial revenue? Up 93%. Government revenue? 53% growth. Nice.

They closed 42 big deals last quarter. That's more than before. Fannie Mae can spot mortgage fraud super fast now. A telecom company saved a ton of cash. Analysts are psyched about Palantir's future.

Nvidia (NVDA) is crushing it in GPUs for AI. Data center revenue jumped 56% to $41 billion. Big tech loves their chips.

They're always innovating. The new Blackwell platform is hot. They're making 1,000 racks weekly and want to ramp up.

Some folks are worried about China restrictions. It's not entirely clear how that'll play out. But Nvidia's future still looks bright. Analysts think they'll hit $383 billion by 2030.

AI is changing everything. These two companies seem ready to ride the wave. Maybe it's time to pay attention? Just a thought.
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