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Nvidia (NVDA) Teams With Palantir To Bring Sovereign AI To Government
Simply Wall St.36d agoneutral
Nvidia (NVDA) Teams With Palantir To Bring Sovereign AI To Government

NVIDIA and Palantir announced a new initiative to deliver secure, sovereign AI infrastructure for U.S. government and critical industries. The collaboration centers on open-source Nemotron models and Palantir AIP, designed for classified and highly regulated environments. The offering focuses on strict data control, mission-specific model optimization, and full traceability of AI workflows. NVIDIA (NasdaqGS:NVDA) is extending its AI platform into sensitive public sector and infrastructure...

IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
24/7 Wall St.36d agoneutral
IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?
24/7 Wall St.36d agoneutral
The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?

SpaceX (NASDAQ:SPCX) is surging back again after a brief fall from its highs. SPCX stock is up by almost 11 days in the past five trading sessions and is likely set to continue moving higher in the coming days as the broader rally shows no sign of stopping. In fact, many analysts (retail and the suits) ... The Next Space Race: Could the U.S. Tech Boom Send SPCX Past $3 Trillion by 2027?

Palantir Price Prediction: The Stock Will Hit $150 on This Date
24/7 Wall St.36d agoneutral
Palantir Price Prediction: The Stock Will Hit $150 on This Date

Palantir Technologies (NASDAQ:PLTR) has handed retirement investors a wild ride in 2026. Shares of Palantir closed Friday at $112.93, down 12.1% over the past week, 14.78% over the past month, and 36.47% year to date from a starting price of $177.75. The one year change sits at negative 21.71%, and the stock is roughly 46% below ... Palantir Price Prediction: The Stock Will Hit $150 on This Date

NVIDIA (NVDA), Palantir (PLTR) Partner to Deploy Secure AI Models for Government and Infrastructure
Insider Monkey36d agoneutral
NVIDIA (NVDA), Palantir (PLTR) Partner to Deploy Secure AI Models for Government and Infrastructure

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI stocks on Wall Street’s radar. On June 29, Palantir announced a strategic initiative with NVIDIA. The two are launching an initiative to enable US government agencies and critical infrastructure sectors to deploy NVIDIA Nemotron open models in secure, sovereign environments. By combining NVIDIA’s AI platform with Palantir’s […]

Palantir (PLTR), Surf Air Mobility Expand Partnership to Accelerate SurfOS Platform Development
Insider Monkey36d agobullish
Palantir (PLTR), Surf Air Mobility Expand Partnership to Accelerate SurfOS Platform Development

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI stocks on Wall Street’s radar. On June 29, Palantir and Surf Air Mobility are expanding their partnership to accelerate the commercialization of the SurfOS platform. Building on the successful launch of BrokerOS, both companies are committing additional engineering and go-to-market resources to expedite the development and […]

Palantir's 2 deals answer a question investors keep asking
TheStreet36d agoneutral
Palantir's 2 deals answer a question investors keep asking

Palantir Technologies Inc. (PLTR) confirmed two separate partnerships on Monday, June 29, one with a private aviation startup and one with Nvidia. Most coverage will treat these as routine corporate news. The pattern underneath them is not routine, however. It points to how Palantir plans to defend ...

5-star analyst gives beaten-down Palantir a surprise verdict
TheStreet37d agobullish
5-star analyst gives beaten-down Palantir a surprise verdict

Palantir (PLTR) stock has effectively gone from AI favorite to AI laggard. Though we saw a resurgence late last week, shares are down seven straight sessions and remain down 37% in 2026, as investors fret over the stock’s valuation and the competitive edge it may be harder to defend. Hence, the ...

Why Palantir Technologies (PLTR) Stock Is Trading Up Today
StockStory37d agoneutral
Why Palantir Technologies (PLTR) Stock Is Trading Up Today

Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 3.1% in the afternoon session after the company announced two significant artificial intelligence deals, including a partnership with NVIDIA and an expanded agreement with Surf Air Mobility.

Why Zeta Global (ZETA) Stock Is Up Today
StockStory37d agoneutral
Why Zeta Global (ZETA) Stock Is Up Today

Shares of marketing technology company Zeta Global (NYSE:ZETA) jumped 4.8% in the afternoon session after the company announced strategic partnerships with Snowflake and Palantir Technologies to bolster its enterprise AI capabilities.

Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?
24/7 Wall St.37d agoneutral
Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?

Cathie Wood’s ARK funds kept buying Palantir (NASDAQ:PLTR) into the teeth of its 2026 drawdown, picking up roughly 81,254 shares for about $9.7 million on June 23 and another 41,601 shares for roughly $4.5 million on June 26 across multiple tech names. That extends a months-long pattern of averaging down on weakness, and it sets up the ... Cathie Wood Is Backing the Truck Up on Palantir Stock. Is She Finally Right?

Palantir Just Secured the U.S. Army’s Biggest Data Overhaul
24/7 Wall St.37d agoneutral
Palantir Just Secured the U.S. Army’s Biggest Data Overhaul

The headline number gets attention. Palantir (NASDAQ:PLTR) secured a $10 billion, 10-year Enterprise Agreement with the U.S. Army last summer. The contract was awarded July 31, 2025, and the question worth asking now, nearly a year in, is whether Wall Street has properly priced what that vehicle does to the company’s competitive position. The stock ... Palantir Just Secured the U.S. Army’s Biggest Data Overhaul

This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks
24/7 Wall St.37d agobullish
This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks

David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to pop is when you start seeing companies have the good news everyone’s been talking about and cheerleading and then the stocks don’t respond,” ... This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks