Use this Zacks resource to discover AI stocks such as NVIDIA and Palantir

Explore Investment Opportunities with Thematic Screens

With Zacks Thematic Screens, investors can access 30 forward-looking investment themes that reflect emerging trends. Whether your interests lie in advanced technology, sustainable energy, or breakthroughs in healthcare, these themes enable you to align your investments with sectors that resonate with your values and goals.

Spotlight on Artificial Intelligence: Key Stock Picks

Let’s focus on the Artificial Intelligence theme and review two standout stocks identified by the screen: Palantir (PLTR) and NVIDIA (NVDA).

Overview of the Artificial Intelligence Screen

The Zacks Artificial Intelligence screen highlights a broad array of companies engaged in the AI revolution. This includes businesses developing the hardware and software that drive AI, as well as those leveraging AI for automation, diagnostics, and complex cognitive tasks.

NVIDIA Delivers Outstanding Earnings

NVIDIA once again surpassed consensus estimates, reporting an adjusted EPS of $1.62—an 82% increase from the previous year. Quarterly revenue reached a record $68.1 billion, marking a 73% year-over-year jump.

The spotlight remained on Data Center performance, which continued to demonstrate exceptional demand. Data Center revenue soared to $62.3 billion, up 75% from the prior year and 22% higher than the previous quarter.

Below is a visual representation of NVIDIA’s quarterly Data Center revenue:

Image Source: Zacks Investment Research

NVIDIA maintains a strong Zacks Rank of #2 (Buy), supported by a positive business environment and optimistic outlook. The chart below shows the upward trend in earnings projections over recent months.

Image Source: Zacks Investment Research

Palantir’s Impressive Growth Continues

Palantir sustained its momentum, achieving $1.4 billion in total sales—a 70% increase year-over-year. The company saw particularly robust results in the U.S., with both commercial and government segments contributing. U.S. revenue reached $1.1 billion, up 93% from the previous year and 28% higher than the prior quarter.

Although Palantir’s stock price has faced some volatility recently, likely due to profit-taking after a significant rally, its earnings outlook remains strong. The company currently holds a Zacks Rank #2 (Buy).

Image Source: Zacks Investment Research

The latest financial results reinforce Palantir’s positive earnings trajectory, with demand expected to remain robust.

Summary

Zacks Thematic Screens provide investors with access to 30 innovative investment themes that are shaping tomorrow’s markets. By utilizing the Artificial Intelligence screen, both NVIDIA (NVDA) and Palantir (PLTR) emerged as top-ranked picks.

5 Stocks with the Potential to Double

Zacks experts have selected five stocks they believe could achieve gains of 100% or more in the coming months. These include:

• Stock #1: A trailblazer demonstrating remarkable growth and resilience
• Stock #2: Strong bullish signals suggesting a buying opportunity
• Stock #3: One of the market’s most attractive investment opportunities
• Stock #4: An industry leader positioned for significant expansion
• Stock #5: A modern omni-channel platform ready for rapid growth

Many of these stocks are not yet widely recognized by Wall Street, offering early investors a unique advantage. While not every recommendation is guaranteed to succeed, past picks have achieved impressive returns of +171%, +209%, and +232%.