Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.

Billionaire Stanley Druckenmiller Sells Nvidia Stock and Buys Another Stock-Split AI Stock. Does He Know Something Wall Street Doesn't?

The launch of OpenAI's ChatGPT in late 2022 spurred a tidal wave of interest in generative artificial intelligence (AI) companies, sending many of their stock prices parabolic. Palantir Technologies (NASDAQ: PLTR) and Arm Holdings (NASDAQ: ARM) were major beneficiaries.

Big Tech will lean heavily into AI agents in 2025. And if the technology works as promised, it could make some tedious tasks a lot easier.

It didn’t take long to figure out how he wanted to play the trend.“Whenever you look at AI, it’s like, all the roads lead to Nvidia,” said MacGillivray, who’s spent thousands of dollars on shares this year from his home in Michigan.

Offering a solution to the problem, the Nvidia research manager claimed that soon embodied AI agents will be simulated as an iron fleet. Notably, embodied AI agents are AI systems integrated with a physical body or a simulated embodiment, enabling them to interact with and perceive the world like humans or animals.

It’s been a record-breaking year for artificial intelligence darling Nvidia’s stock, with analysts overwhelmingly bullish about the year to come.

Palantir is a “rare cult with no sex and very little drugs and we’re not poisoning anyone,” quipped its billionaire CEO in a recent sitdown.

After a blockbuster year, Nvidia's meteoric growth may start to slow down in 2025. Veteran trader Stephen 'Sarge' Guilfoyle joined TheStreet to discuss why he's cautious on Nvidia ( NVDA) going into the new year.

Broadcom estimates revenue from its three existing hyperscale customers will range from $60 billion to $90 billion in 2027, up from $12.2 billion in 2024. In other words, the company anticipates that custom AI chip sales will increase at least 70% annually in the next three years, but perhaps as quickly as 95% annually.

Nvidia has ridden the generative AI boom to record-breaking revenues and profits over the past two years, and while it remains well ahead of its competitors, the company is facing growing pressure - not only from rival AMD but also from hyperscalers which have traditionally relied on Nvidia GPUs but are now looking to reduce their dependence on its hardware.