Can These Tech Stocks Augment The Rally Further

With Palantir shattering records, NVIDIA powering the AI revolution and Tesla pushing boundaries in EVs, these three tech giants are charging with momentum that has investors asking the big question which is “Can they continue this rally through October?

Palantir Technologies Inc. (NASDAQ: PLTR)

has marked a phenomenal quarter, delivering robust performance. The company’s operations in the US have resulted in 68 percent revenue growth year on year, and its US commercial segment revenue climbed to 93 percent. The company closed 157 deals in Q2 2025 and set a record-breaking contract value of $2.27 billion. It was following a Rule of 40 score, which states the sum of the revenue growth rate year over year and our adjusted operating margin and this year, it has reported 94%.  Considering these excellent results in the second quarter, the company has raised full-year 2025 guidance, stating revenue between $4.142 to $4.150 billion, US Commercial revenue expects a growth rate of 85 percent, and adjusted free cash flow should range between $1.912 billion $1.920 billion.

NVIDIA (NASDAQ: NVDA) 

has released financial results for the second quarter of fiscal 2026. Revenue grew by 6 percent from Q1 to $46.7 billion, underpinned by robust growth in demand in Blackwell. Blackwell Data Centre revenue grew 17 percent sequentially. This quarter marked excellent growth in its gaming and professional visualization segment revenues by 14 percent and 18 percent respectively. NVDA has announced a NVIDIA RTX PRO 600 Blackwell Server Edition GPU is expected to launch soon with Disney, Foxconn, and other big companies being the first one to adopt. NVIDIA is also focusing on ramping up production of Blackwell Ultra to fulfil the increasing demand. However, there were no H20 sales to China-based customers, which were taken care of by unrestricted H20 sales to customers outside China. It has declared a cash dividend of $0.01 per share on October 2, 2025, with a record date of September 11, 2025. NVDA’s outlook will remain resilient with revenue expected to be $54 billion, and it has not included H20 shipments to China. GAAP gross margins are expected to be around 73.3% to 73.5%. With continuous development and innovation, the company is set for growth.

Tesla Inc.  (NASDAQ: TSLA) 

has released its operational results for Q3 2025.  Production of vehicles increased by 2 percent to 447,450, and it has delivered over 497000 vehicles. It has deployed 12.5 GWh of energy storage products. During the second quarter, Tesla reported slightly lower earnings reporting revenue at $41.83 billion and net income at $1.58 billion. It has deployed 20 GWh of energy storage products this quarter growing its energy generation segment.  The company is expanding its vehicle, battery, and AI technologies segment. It has launched the Robotaxi product in Austin and the Cybercab advancing its service-driven business model in the second quarter. The future focus remains on ramping up production, developing new battery technologies and expansion of supply chain integration. 

(Source: Company Announcements)