Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman appeared together on CNBC in September to announce a mammoth $100 billion deal that was poised to usher in a new chapter for the booming artificial intelligence industry. Five months later, no contract has been signed and no money has changed hands. More concerning to investors, the two companies are seemingly at odds. The Wall Street Journal on Friday reported that the negotiations between the companies were "on ice" after some within Nvidia expressed doubt ...

Group 1: Palantir Technologies Inc - Palantir's stock has increased nearly 500% over the past year, primarily due to its strong positioning in the AI sector [1] - Analyst Dan Ives predicts that Palantir's stock could more than triple in the coming years, potentially trading above $400 per share [2] - Ives believes Palantir could achieve a market cap of $1 trillion within the next two to three years, requiring the stock price to reach $427.35 per share [6] Group 2: Market Position and Competitors - Ives refers to Palantir as the "Messi of AI," indicating its potential to be a leading beneficiary of the AI revolution alongside Nvidia [2][6] - The demand for AI technology is significantly outpacing supply, with Nvidia being a key player in this market [3][4] - Despite skepticism from other analysts regarding Palantir's valuation, Ives maintains a bullish outlook, citing the company's continued success without a traditional sales team [5][6]