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 flirting with a record on Friday, as U.S. stock indexes drift following some mixed profit reports from big companies. The S&P 500 rose 0.1% in afternoon trading, a day after rallying within 0.