Analysts say strong demand for the new Blackwell chip lineup positions Nvidia to deliver strong numbers next year.

Key Takeaways Analysts at Oppenheimer downgraded shares of Microsoft from "outperform" to "perform" on Tuesday.That's rare on Wall Street, with nearly all of the analysts currently tracking the software giant holding "buy" or equivalent ratings.

Nvidia's and Palantir's stocks have more than doubled this year, but Wall Street is bullish on one and bearish on the other.