2 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Palantir By the End of 2026

Adam Levy from The Motley Fool analyzes two AI companies positioned to surpass Palantir Technologies' market value by 2026.

Despite Palantir's impressive AI growth, two established tech giants present compelling investment opportunities with stronger fundamentals and growth potential. Alibaba leverages massive e-commerce profits to fuel AI infrastructure investments, while ASML dominates the critical semiconductor equipment market with its exclusive extreme ultraviolet lithography technology.

• Alibaba's cloud intelligence group achieved 26% year-over-year growth with eight consecutive quarters of triple-digit AI revenue increases
• The company committed $53 billion for AI infrastructure development between 2025-2027 and trades at just 15.6 enterprise value to EBITDA
• ASML maintains monopolistic control over EUV machines essential for advanced chip manufacturing, with 34% revenue growth in the first half of the year
• Both companies have market caps around $380-400 billion, positioning them to potentially exceed Palantir's valuation through sustained AI-driven expansion