Palantir Technologies ( PLTR 1.72%) and Amazon ( AMZN -0.68%) are both heavily exposed to the artificial intelligence (AI) trend, and both are popular stocks. But forecasts from Wall Street suggest investors should sell the former and buy the latter.

Oracle Corp.’s stock is on pace for its best performance in three-and-a-half years — and analysts like what lies ahead. While Oracle beat expectations with its latest earnings results, analysts seem especially impressed by the company’s guidance and its commentary on the new fiscal year.

Wall Street’s rally stalled after stocks climbed back within 2% of their all-time high. The S&P 500 slipped 0.3% Wednesday for its first drop in four days.