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How Investors Are Reacting To NVIDIA (NVDA) Expanding Into Full‑Stack AI Infrastructure Partnerships
Simply Wall St.45d agobullish
How Investors Are Reacting To NVIDIA (NVDA) Expanding Into Full‑Stack AI Infrastructure Partnerships

Nvidia recently unveiled a wave of AI infrastructure moves, including the Vera Rubin scientific computing platform, the BioNeMo Agent Toolkit for life sciences, the Halos safety stack for robotics, and multiple new collaborations spanning Palantir, Firmus, CIQ, Verkada, and others. Together, these initiatives extend Nvidia’s role from chip supplier to core AI infrastructure partner across government, healthcare, clean energy, robotics, and security workloads built on its accelerated...

Karp unleashes on frontier AI labs
Axios45d agoneutral
Karp unleashes on frontier AI labs

For 20 minutes on CNBC Wednesday, Palantir CEO Alex Karp unloaded on frontier AI labs, arguing they've become so obsessed with building ever-more-powerful models that they're failing their biggest enterprise customers.

Zeta Global (ZETA) Teams With Palantir To Build Enterprise AI Marketing Stack
Simply Wall St.45d agoneutral
Zeta Global (ZETA) Teams With Palantir To Build Enterprise AI Marketing Stack

Zeta Global Holdings (NYSE:ZETA) has entered into a partnership with Palantir Technologies to build an enterprise AI infrastructure layer for data driven, agentic marketing. The collaboration includes rearchitecting Zeta's Data Cloud on Palantir Foundry and upgrading Athena, Zeta's AI powered decisioning system, for real time and secure marketing at scale. The partnership targets large enterprises that place a high priority on data security, governance, and effective marketing...

Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More
24/7 Wall St.45d agoneutral
Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

Pre-Market Stock Futures: Futures are trading mixed as we get ready to end the holiday-shortened trading week, with the country preparing to celebrate the 250th birthday of our democratic republic. The stock market will be closed on Friday for the federal holiday, kicking off a long weekend to jump-start the holiday fun. All of the ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Adobe, Chevron, Dana, Honeywell Aerospace, Mobility Global, Ni Source, Palantir, SpaceX, and More

The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
24/7 Wall St.45d agobullish
The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race

The AI gold rush continues in mid-2026, with companies racing to turn flashy models into actual money-making systems. While the market obsesses over token prices and frontier lab drama, a quieter shift is underway. Governments and enterprises want AI they control — not rent — especially when national security or trade secrets sit on the ... The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race

Palantir Technologies Inc. (PLTR) Is a Key Enterprise AI Player, Says Wedbush
Insider Monkey45d agoneutral
Palantir Technologies Inc. (PLTR) Is a Key Enterprise AI Player, Says Wedbush

Palantir Technologies Inc. (NASDAQ:PLTR) is among the most profitable software stocks to buy right now. On June 24, Wedbush reiterated an Outperform rating and a price target of $230 on Palantir Technologies Inc. (NASDAQ:PLTR). In its analysis, the firm highlighted the company’s partnership with Zeta, which is focused on marketing infrastructure within the AI landscape. […]

Why Surf Air Mobility (SRFM) Is Up 14.3% After New Palantir Deal And Electric Flight Push
Simply Wall St.45d agoneutral
Why Surf Air Mobility (SRFM) Is Up 14.3% After New Palantir Deal And Electric Flight Push

In recent days, Palantir Technologies and Surf Air Mobility expanded their partnership to accelerate the SurfOS aviation software suite, while Surf Air also launched a Hawaiʻi electric aircraft demonstration with BETA Technologies and signed Wheels Up as the first Enterprise BrokerOS customer in a multi-year, up to US$12 million subscription deal. Together, these moves highlight Surf Air Mobility’s push to pair AI-powered software with emerging electric aircraft operations, aiming to create...

Bloomberg45d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Amazon doubles down on enterprise AI bet
TheStreet45d agoneutral
Amazon doubles down on enterprise AI bet

Palantir invented the forward-deployed engineer model more than a decade ago. The firm's engineers became known for living inside government agencies and Fortune 500 companies for months at a time, not to train employees on software, but to build systems alongside them from the inside. On June 30, ...

What Palantir Technologies (PLTR)'s NVIDIA Sovereign AI and Surf Air Deals Mean For Shareholders
Simply Wall St.45d agoneutral
What Palantir Technologies (PLTR)'s NVIDIA Sovereign AI and Surf Air Deals Mean For Shareholders

In late June 2026, Palantir Technologies announced a new sovereign AI initiative with NVIDIA to run Nemotron open models on Palantir’s AIP, Foundry, Ontology, and Apollo platforms for U.S. government agencies and critical infrastructure, alongside an expanded Surf Air Mobility partnership to accelerate SurfOS aviation software powered by Palantir. Together, these alliances deepen Palantir’s role at the core of secure, domain-specific AI infrastructure, spanning classified government systems...

PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses
24/7 Wall St.45d agoneutral
PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

If you bought GraniteShares 2x Long PLTR Daily ETF (NASDAQ:PTIR) a year ago to double up on Palantir Technologies (NASDAQ:PLTR), you didn’t. The underlying stock fell about 14.41% over the past year. PTIR fell about 49.16%. The math of “2x” quietly ate the rest. What You’re Actually Paying The sticker cost is the expense ratio. ... PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

Palantir (PLTR) Teams With Nvidia And Expands Surf Air AI Push
Simply Wall St.45d agoneutral
Palantir (PLTR) Teams With Nvidia And Expands Surf Air AI Push

Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with NVIDIA to deliver sovereign AI solutions for U.S. government agencies and critical infrastructure operators. The company also expanded its work with Surf Air Mobility to speed up deployment of AI-powered aviation software across commercial applications. These moves broaden Palantir's AI footprint across national security and specialized commercial sectors, highlighting its focus on secure and regulated...