Despite the strong outlook for the industry, Wall Street analysts only expect one of these enterprise-software leaders to keep climbing higher over the next 12 months. Palantir has a median-price target of $38 per share, based on the estimates of 22 analysts. That implies a downside of 30% from its share price, as of this writing.

As bitcoin (BTC-USD) miners pivot toward artificial intelligence to diversify revenue streams, Wall Street's optimism is rising, raising the question whether investors should, too, be bullish. "The synergy is simple: AI companies need energy,

For what it's worth, Wall Street is overwhelmingly bullish. Among the 65% of analysts who follow Nvidia, 92% rate the stock a buy and the other 8% rate it a hold ahead of the company's third-quarter earnings report. Not a single analyst recommends selling Nvidia at the present time. Here's what investors should know.

Most U.S. stocks rose on Wall Street, but drops for Nvidia and some other heavyweight Big Tech companies kept indexes in check.