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Nebius Group (NBIS) Is Down 12.9% After Becoming Palantir’s Preferred Sovereign AI Cloud Partner – Has The Bull Case Changed?
Simply Wall St.2d agoneutral
Nebius Group (NBIS) Is Down 12.9% After Becoming Palantir’s Preferred Sovereign AI Cloud Partner – Has The Bull Case Changed?

On 8 September 2026, Palantir Technologies and Nebius Group announced a partnership making Nebius Palantir's preferred sovereign AI infrastructure provider, integrating Nebius' AI-native cloud and inference endpoints into Palantir's commercial perimeter to give eligible customers more control over compute, data, and models. This alliance highlights Nebius' positioning as an AI-first cloud platform built specifically for demanding AI workloads, potentially broadening its reach through...

Palantir Technologies (PLTR) Tightens Rules On External Generative AI Models
Simply Wall St.2d agoneutral
Palantir Technologies (PLTR) Tightens Rules On External Generative AI Models

Palantir Technologies (NasdaqGS:PLTR) has tightened rules on advanced generative AI, curbing use of OpenAI and Anthropic models across its platforms. Alongside Nvidia and Booz Allen, the firm has introduced stricter controls on external AI tools to address data security and safety concerns. Palantir now requires zero data retention guarantees before Anthropic’s models can be integrated into its enterprise and government solutions. Palantir's push for zero retention on Anthropic models is a...

Palantir’s Investment Case is Very Simple Now
24/7 Wall St.3d agoneutral
Palantir’s Investment Case is Very Simple Now

Palantir's multiple looks stretched on every traditional measure, yet the earnings math is quietly doing something that could make the valuation argument obsolete before most investors notice it.

Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War
Insider Monkey3d agoneutral
Palantir and Nvidia Are Restricting Anthropic’s AI. Microsoft Could Win the Enterprise Trust War

Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns. Palantir has demanded irrevocable zero-data-retention guarantees before making the models available through its software, while Nvidia limits Claude to less-sensitive internal work. At Palantir Technologies Inc. (NASDAQ:PLTR), that lands inside its sovereign-AI pitch. At Microsoft Corporation (NASDAQ:MSFT), it creates an […]

Can Palantir Technologies (PLTR) Justify Its Price On Cash Flow?
Simply Wall St.3d agoneutral
Can Palantir Technologies (PLTR) Justify Its Price On Cash Flow?

Palantir Technologies, available to view in more detail at this Simply Wall St summary page, has become a high profile AI and data software stock, and with the price recently closing at US$173.31 the key issue now is whether that level is supported by the cash flows the business can generate. Over the past 3 years the share price has climbed by a very large amount, which puts extra pressure on the valuation case to be grounded in the company’s underlying cash generation. New partnerships...