This AI-driven megatrend has sent this stock and its closest competitor rocketing higher in 2025.

Many artificial intelligence (AI) stocks have zoomed higher over the last three years, following the introduction of OpenAI's ChatGPT. One of the biggest winners, by far, has been Palantir Technologies ( PLTR -0.85% ) . The enterprise software company integrated generative AI into its software in 2023, and it's seen sales and profits soar ever since. The stock is up a cumulative 2,500% since the start of 2023, including a 120.7% rise in 2025 alone, as of this writing.

Up until last week, that was good enough to make it the best performer in the S&P 500 at the moment. But another stock overtook the market darling's year-to-date performance at the start of September, boosted by t

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