More broadly, Wall Street is thinking along the same lines. Palantir's median target price of $96 per share implies 18% downside, and Amazon's median target price of $270 per share implies 17% upside. Here's what investors should know about these AI stocks.

Wall Street is retreating from its record as a slide for Walmart weighs on U.S. stock indexes Thursday. The S&P 500 was down 0.6% in morning trading after setting all-time highs in each of the last two days.

Walmart's Q4 results exceeded expectations, but its FY26 outlook fell short, leading to a sharp drop in shares despite a 13% dividend increase. Palantir's shares dropped 20% due to potential defense spending cuts, but analysts believe the company will gain more IT budget dollars from the Pentagon.