DA Davidson upgraded Palantir Technologies' price target from $200 to $250, maintaining a 'Buy' rating due to the company's strong position in the enterprise AI market and growing customer interest in AI sovereignty. Palantir's recent Q2 results showed 93% revenue growth year-over-year, driven by significant gains in U.S. commercial and government segments. The company also raised its 2026 revenue guidance to $8.15 billion, reflecting confidence in its long-term growth. The expanded partnership with Nvidia and focus on managing multiple AI models support Palantir's strategy, though its premium valuation remains a consideration for investors.
Nebius surged 8% after announcing a strategic partnership with Palantir Technologies to combine AI infrastructure and software analytics. This collaboration positions Nebius as a preferred sovereign AI infrastructure provider, potentially unlocking n...
Key AI researchers are quitting over fears that the AI industry is rushing to develop uncontrollable superintelligence. Despite these safety concerns and repeated incidents of AI systems losing control, the pace of AI development is expected to conti...
Palantir has expanded its partnership with Nvidia to integrate its enterprise data platform with Nvidia's open AI models, targeting industries like manufacturing and government that require secure, on-premise AI solutions. This approach allows custom...
Nvidia has chosen Palantir to manage the software for its complex 1.3 million-part AI supply chain, marking a significant endorsement despite recent criticism from Jim Cramer, who labeled Palantir "ice cold." This partnership integrates Palantir's Fo...
Nvidia and Palantir have jointly developed a sovereign AI stack designed to improve industrial supply chain management, using Nvidia's Nemotron models and cuOpt software combined with Palantir's Foundry and Ontology. Nvidia is the initial user, apply...
