Nvidia, CoreWeave and Palantir Shares Rise as AI Demand Grows

Nvidia, CoreWeave and Palantir each reported stock gains for the year ending May 12, 2026. Nvidia shares rose 79 percent, CoreWeave shares rose 82 percent and Palantir shares rose 13 percent.

Nvidia designs AI chips and holds about 90 percent of the AI GPU market. The company supplies graphics processing units such as the H100 and B200 Blackwell chips to data centers that train and run AI systems. CoreWeave provides GPU cloud services for AI training and inference.

The company converted its bitcoin-mining GPUs into an AI cloud business and receives priority access to Nvidia chips through a partnership. Palantir supplies data analytics software to government agencies and private companies. U.S. defense data contracts.

8 billion for the first quarter of fiscal 2027, a 79 percent increase from the prior year. CoreWeave revenue is expected to grow with a 65 percent rise in global AI inference demand. Palantir management forecasts 2026 revenue of $7. Analysts rate Nvidia a strong buy, CoreWeave a moderate buy and Palantir a hold.

Nvidia faces limits on chip supply from TSMC and export restrictions to China. CoreWeave carries heavy capital spending needs and depends on continued AI startup funding. Palantir depends on government contracts and trades at a 154 times price-to-earnings ratio.