As a caveat, there is no such thing as a sure thing where the stock market is concerned. It is entirely possible that both stocks decline over the next year, but Wall Street's optimism is noteworthy. Here's what investors should know about Microsoft and Alphabet.

After a 150% rally that’s added about $60 billion in market value, Wall Street thinks Palantir Technologies Inc. has gotten way ahead of itself.

Palantir Technologies (NYSE: PLTR) has seen its share price surge 170% since January as investors have become increasingly confident in the company's artificial intelligence (AI) software. That makes Palantir the third-best performing stock in the S&P 500 (SNPINDEX: ^GSPC) year to date.