Gadgets News: 27 August 2025

January 10, 2026, 6:50 AM EST. Alphabet and Nvidia will be worth more than Palantir by the end of 2026, a forecast the author calls among the easiest to make. Palantir Technologies (PLTR) has shown momentum, but the larger AI-enabled growth opportunity sits with Alphabet and Nvidia. Palantir's market cap is around $423 billion, while Alphabet nears $4 trillion and Nvidia about $4.6 trillion. A surge for Palantir or a crash for Alphabet and Nvidia would be required to upend the call. The case for Alphabet rests on broad AI exposure: Google Cloud, Tensor Processing Units, and integrated AI across products; for Nvidia, its role as an AI accelerator leader remains unmatched. Palantir retains a high Rule of 40 score (114%), and its software focus remains more singular.