Palantir vs Oracle: Wall Street’s AI stock split — and 3 alternatives investors are watching in 2026
NEW YORK, Jan 5, 2026, 06:50 ET Wall Street analysts are largely neutral on Palantir Technologies (PLTR) and see more upside in Oracle (ORCL) as investors enter 2026 still sorting winners from the artificial intelligence (AI) boom, a Motley Fool analysis published on Sunday showed. The Motley Fool That matters now because last year’s run-up in AI-linked shares left little room for disappointment. Investors are increasingly splitting between companies selling AI software and those building the infrastructure — data centres, cloud capacity and chips — that make the technology run. Cost pressures are also creeping into the conversation as companies