"Palantir Technologies ( ) has ridden the artificial intelligence (AI) wave with relentless force through 2025, delivering data analytics platforms that governments and enterprises can't get enough of. While Nvidia ( NASDAQ:NVDA ) has faltered amid chip supply shortages and valuation jitters, Palantir's momentum shows no signs of slowing - its shares climbed nearly 123% this year. It's one of the S&P 500's top performers, a testament to AI's sticky demand for actionable insights."
"Western Digital's 2025 surge came from becoming the backbone of AI's data hunger - its hard drives and flash storage fed the insatiable needs of hyperscale data centers. As cloud giants ramped up server farms for training massive models, demand for high-capacity nearline HDDs skyrocketed, with Western Digital shipping exabytes that powered everything from generative AI to analytics workloads. The company spun off its flash business earlier in the year,"
Palantir Technologies achieved nearly 123% share growth in 2025 by supplying data analytics platforms to governments and enterprises amid elevated AI demand. Nvidia faced chip supply shortages and valuation concerns that tempered its performance. Western Digital became a key AI infrastructure supplier as hard drives and flash storage supported hyperscale data centers and exabyte shipments for generative AI and analytics. Western Digital spun off its flash business while retaining a stake, grew fiscal 2025 revenue 51% to $9.52 billion, returned to profitability, and generated positive free cash flow. Fiscal 2026 opened with Q1 revenue up 27% and profits up 367%.
Read at 24/7 Wall St.
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