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AI equity duo posts gains even as broader risk sentiment weakens
Palantir and Nvidia gained despite negative broader market tone, as investors rotated selectively into AI names while volatility around chip strategy and commercial adoption kept dispersion elevated.
Palantir and Nvidia both closed higher despite overall market weakness that pressured most megacap and semiconductor names. Nvidia continued to swing intraday as traders processed evolving AI chip roadmap updates, product messaging shifts, and mixed signals on enterprise demand absorption pacing.
Palantir strength reflected continued institutional positioning tailwinds around commercial AI adoption, government pipeline durability, and upside expectations tied to platform monetization cycles.
Analysts said dispersion in AI equities is likely to remain elevated as pricing power, TAM expansion, and mid-cycle multiple repricing diverge sharply across sub-segments.