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There’s a big shift in the balance of performance in the AI industry that a lot of investors may be missing.
AI Technology companies like NVIDIA (NVDA), Microsoft (MSFT), and Apple (AAPL) spent much of the third quarter treading water as investors consider whether their AI investments are going to continue to provide the incredible returns seen over the last two years.
In contrast, AI Service Stocks posted a strong performance for the third quarter. The reason, these companies are at the beginning of the AI Service trend.
The standout, Palantir (PLTR), has snuck up on Wall Street analysts as the clear leader among the AI Service stocks. But that’s about to change.
Wall Street is about to get a “wake up call” in just under a month as Palantir gets ready to announce their quarterly earnings results.
