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26.07.2025 13:25:00

Palantir vs. Taiwan Semiconductor Stock: Wall Street Says Buy One and Sell the Other

Businesses are spending more than ever on artificial intelligence (AI). Hyperscalers are building new data centers and outfitting them with the necessary equipment for training and running large language models. On top of that, practically every business in the world is looking at how to integrate AI into its operations to improve workforce productivity and expand its addressable markets.Two companies have recently seen their stock prices head higher on optimism about the future growth in AI spending. Palantir Technologies (NASDAQ: PLTR) shares are up 93% from their April low, as of this writing. Taiwan Semiconductor Manufacturing (NYSE: TSM) is up 67% in that same period.But after their stellar runs over the last three months or so, Wall Street has differing opinions on the two stocks. One is still a buy at its current price, but the other is a sell based on median price targets from analysts. Considering analysts are generally a bullish bunch, a median price target below the current price of a stock is typically a bad sign.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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