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Nvidia entrusts Palantir to run its 1.3 million-part AI supply chain, defying recent skepticism.

Market News
10 Sep 2026
24/7 Wall Street
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Bullish
Nvidia entrusts Palantir to run its 1.3 million-part AI supply chain, defying recent skepticism.

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 Foundry and AI platforms with Nvidia's hardware and open models, highlighting Palantir's operational capabilities at scale. While Palantir's stock has struggled with valuation concerns, this deal confirms its technology's critical role in advanced AI infrastructure. Investors should see this as validation of Palantir's platform but remain cautious about its high price-to-earnings ratio.

More News (NVDA)

Adams Diversified Equity Fund posts 12.9% return in first 9 months of 2026, beating S&P 500 and peers.

Adams Diversified Equity Fund posts 12.9% return in first 9 months of 2026, beating S&P 500 and peers.

Adams Diversified Equity Fund reported a 12.9% total return on net asset value for the first nine months of 2026, outperforming the S&P 500's 12.8% and the Morningstar U.S. Large Blend category's 11.5%. The fund's market price return was even higher ...

Company Fundamentals
Bullish
8 hours ago
Alice, Inflection AI, and AI21 show NVIDIA Nemotron models can be trained for advanced AI safety and security.

Alice, Inflection AI, and AI21 show NVIDIA Nemotron models can be trained for advanced AI safety and security.

Alice collaborated with Inflection AI and AI21 to demonstrate that NVIDIA Nemotron open models can be post-trained using real-world adversarial data to enhance AI safety and security without losing capability. Inflection AI improved conversational AI...

Market News
Bullish
9 hours ago
MAGS ETF offers strong AI-driven growth with top tech firms, rated Strong Buy despite risks.

MAGS ETF offers strong AI-driven growth with top tech firms, rated Strong Buy despite risks.

The MAGS ETF provides equal-weighted exposure to the Magnificent Seven, a group of leading U.S. tech companies benefiting from strong AI growth trends. It is projected to deliver top 20% average annualized returns, driven by companies like Nvidia, Am...

Analyst Insights
Bullish
10 hours ago
Tech giants Nvidia, Apple, Cisco donate millions to Trump's White House ballroom project.

Tech giants Nvidia, Apple, Cisco donate millions to Trump's White House ballroom project.

Nvidia, Apple, and Cisco have pledged multimillion-dollar donations to fund the renovation of President Donald Trump's White House ballroom, with Nvidia and Apple each contributing $25 million and Cisco $5 million. Other major tech companies like Ama...

Market News
Neutral
10 hours ago
VanEck Semiconductor ETF rated Buy on strong AI-driven growth and sector correction entry point

VanEck Semiconductor ETF rated Buy on strong AI-driven growth and sector correction entry point

The VanEck Semiconductor ETF (SMH) is recommended as a Buy due to strong capital expenditure growth driven by AI investments and a recent sector price correction. SMH offers diversified exposure to leading semiconductor companies like NVIDIA, TSMC, A...

Analyst Insights
Bullish
12 hours ago
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