

In the high-velocity environment of equities trading, a heavy dose of volatility equates to plenty of opportunities. The capital markets saw exactly that in the first quarter of 2026, which saw strong demand for Direxion Investments' leveraged-inverse ETF product suite.

Nvidia and Palantir have been two prominent names riding the AI investing wave that's captivated the markets this year. However, questions surrounding valuations exceeding fundamentals are starting to surface.

On paper, big data analytics giant Palantir Technologies Inc (NASDAQ:PLTR) still represents one of the strongest statistical performances among major publicly traded enterprises. Since the start of the year, PLTR stock has moved up over 152%.

Micron smashed its fiscal Q4 earnings with beats across the board and positive guidance on Tuesday, which should gives bulls more room to run. However, its largest peer in the semiconductor space, Nvidia, could be heading in the opposite direction.

In the lexicon of story stocks, Palantir (PLTR) is undoubtedly one of the more recent entrants. A three-year run in which the shares surged nearly 1,870% confirms as much.

Nvidia has been sitting pretty atop the list of largest companies. After its fiscal year 2026 Q2 earnings, it sent a message that it plans to remain there.

Last week was mixed-to-downbeat for Wall Street.
SEC filings for PLTD aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.