AI Stocks Lead the Way: Palantir, DoorDash, and Emcor Break Out

Palantir Technologies (PLTR) leads a group of stocks to watch, including DoorDash (DASH), Emcor (EME), GE Vernova (GEV), Vertiv (VRT) and Howmet Aerospace (HWM), as the Nasdaq nears record highs. These stocks have shown continued strength in the AI sector. The IBD Leaderboard watchlist includes Tesla (TSLA), Robinhood (HOOD), Snowflake (SNOW), Quanta Services (PWR) and Dave (DAVE).

Palantir Technologies (PLTR) has been a standout performer in the AI sector, leading a group of stocks that investors are keeping an eye on as the Nasdaq nears record highs. Alongside PLTR, other notable stocks include DoorDash (DASH), Emcor (EME), GE Vernova (GEV), Vertiv (VRT), and Howmet Aerospace (HWM). These companies have shown continued strength in the AI space, drawing attention from investors and financial professionals alike.

Palantir Technologies, in particular, has seen significant growth and attention due to its strategic partnerships and strong financial performance. On September 23, 2025, Boeing Defense & Space announced it would integrate Palantir’s AI/data platform across its operations, a move that was hailed as "game-changing" by Boeing’s defense chief. This partnership has been a key driver of Palantir’s stock price, with shares jumping ~2% on the news Palantir Stock Skyrockets on Boeing AI Partnership – Analysts Weigh In^[1].

Palantir’s Q2 earnings report in early August 2025 highlighted its robust growth. The company reported record revenue of approximately $1.00 billion, up 48% year-over-year, and raised its full-year revenue guidance to about $4.14–4.15 billion. This strong performance reflects a continued demand for Palantir’s AI-driven solutions in both government and commercial sectors Palantir Stock Skyrockets on Boeing AI Partnership – Analysts Weigh In^[1].

In addition to its partnerships with Boeing and the U.S. Army, Palantir has also expanded into the nuclear energy sector. A recent deal with a nuclear energy company to create an AI-driven "Nuclear Operating System" (NOS) for building reactors reflects renewed interest in nuclear power and further diversifies Palantir’s revenue streams Palantir Stock Skyrockets on Boeing AI Partnership – Analysts Weigh In^[1].

While the AI sector has been a significant driver of growth for Palantir and other companies on the watchlist, market sentiment remains mixed. Analysts are divided on the potential for Palantir’s stock to continue its upward trajectory. Some analysts, such as Dan Ives of Wedbush, remain bullish on Palantir’s AI prospects and have reiterated a Buy rating, citing the company’s strong Q2 results and ongoing AI-driven demand Palantir Stock Skyrockets on Boeing AI Partnership – Analysts Weigh In^[1]. Others, like Andrew Left of Citron, have publicly challenged Palantir’s valuation, suggesting a rational value of only ~$65–$70 per share Palantir Stock Skyrockets on Boeing AI Partnership – Analysts Weigh In^[1].

The IBD Leaderboard watchlist includes other notable AI-driven stocks such as Tesla (TSLA), Robinhood (HOOD), Snowflake (SNOW), Quanta Services (PWR), and Dave (DAVE). These companies have also shown strong performance and are attracting investor attention due to their innovative technologies and strategic partnerships.

In conclusion, the AI sector continues to be a key area of focus for investors, with Palantir Technologies leading the charge. As the Nasdaq approaches record highs, investors are closely watching these stocks for continued growth and potential investment opportunities. However, market sentiment remains mixed, and investors should carefully evaluate the risks and potential rewards of investing in these companies.