AI Stocks Amidst Market Bubble Fears: 3 Bargains to Consider

Investors fear an AI-fueled stock market bubble, but some AI stocks could still be bargains. Nvidia, Oracle, and Palantir have surged in 2025 and account for a material portion of total market gains. However, Micron Technology, a maker of memory products for AI, trades at less than 12 times forward earnings estimates and has a high-bandwidth memory business that is in high demand due to the growth of data centers. Other AI stocks to consider include Micron, which could benefit from the ongoing demand for data centers, and companies like OpenAI that are planning to scale data centers significantly in the coming years.

Palantir Technologies Inc. is making waves in the clean energy sector with its latest partnership, signaling a significant expansion of its influence beyond defense and government analytics. The Nuclear Company has selected Palantir's Foundry platform to power its AI-driven Nuclear Operating System (NOS), marking a pivotal moment in the company's growth trajectory. This strategic move could pave the way for faster, safer, and more cost-effective nuclear construction, a critical aspect of the ongoing nuclear revival in the United States Palantir Moves Beyond Defense, Reinventing Nuclear Construction With AI^[1].

The partnership between Palantir and The Nuclear Company is part of Palantir's Warp Speed Initiative, which aims to streamline complex construction processes through AI. The Nuclear Operating System (NOS) is expected to bring about significant improvements in schedule certainty, cost savings, problem prevention, and regulatory convenience. By turning the construction process into a data-driven, real-time operation, NOS could significantly reduce the time required to build or restart large-scale nuclear reactors, which typically take seven to 15 years Palantir Moves Beyond Defense, Reinventing Nuclear Construction With AI^[1].

Palantir's foray into the clean energy sector is not isolated; it reflects a broader trend of software playing a key role in construction and infrastructure projects. The growing demand for nuclear power and AI infrastructure is driving growth in energy stocks. For instance, Oklo Inc., a leader in developing small modular reactors (SMRs), has seen its stock surge by more than 149% in the last three months and over 525% in 2025 Palantir Moves Beyond Defense, Reinventing Nuclear Construction With AI^[1]. Meanwhile, Microsoft's partnership with Constellation Energy to restart the Three Mile Island nuclear plant underscores the continued relevance of traditional nuclear plants in the country's energy mix Palantir Moves Beyond Defense, Reinventing Nuclear Construction With AI^[1].

Despite the promising prospects, investors must remain cautious. Palantir's stock has been on a rollercoaster ride, nearing its all-time high (ATH) on two separate occasions in the last month but failing to break through. The mixed technical signals suggest that the stock could move sideways before making another move higher. Investors should keep an eye on the stock's performance around the $190 mark and consider the company's earnings report, scheduled for Nov. 5, as a potential catalyst Palantir Moves Beyond Defense, Reinventing Nuclear Construction With AI^[1].

The recent sale of Palantir shares by Kessler Investment Group, which sold its entire stake for an estimated $14.3 million, further underscores the volatile nature of the stock market. However, the sale could also indicate profit-taking rather than a loss of confidence in the company's fundamentals. Kessler's top holdings now include Alphabet, CrowdStrike, and Roku, suggesting a rebalancing of exposure to a stock priced in a lot of near-term optimism Kessler Investment Group Exits $14 Million Palantir Stake After 330% Stock Surge^[2].

In conclusion, Palantir's AI-driven expansion into nuclear construction is a significant development that could benefit both the clean energy sector and investors. However, the volatile nature of the stock market and the complex regulatory environment surrounding nuclear power require investors to approach this opportunity with a cautious yet optimistic outlook.