24/7 Wall Street
18 May 2026, 10:45 UTC · 3d ago
Source · https://247wallst.com/investing/2026/05/18/nvidia-is-soaring-the-big-question-is-when-does-palantirs-turn-come/
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The U.S. government has approved Nvidia to sell older H200 chips to China. — Reopening a major market for high-end hardware typically drives significant revenue growth and stock price appreciation.
+0.60Investors are shifting focus away from the AI application layer, creating uncertainty for software companies like Palantir. — A thematic rotation away from AI software toward hardware reduces demand and multiples for application-layer stocks.
-0.40Palantir is currently struggling with an expensive valuation and a triple-digit P/E multiple that strong operational metrics have failed to justify. — High valuation gaps increase the risk of further price corrections even when company fundamentals remain strong.
-0.30Impact vectors
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The company hit new highs following U.S. approval to sell H200 chips to China and is described as dominant and cheap relative to valuations.
The stock is described as being in a bear market with an expensive valuation and facing uncertainty as investor focus shifts away from the AI application layer.
