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Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
24/7 Wall St.45d agobullish
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value
24/7 Wall St.45d agoneutral
Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value

Palantir CEO Alex Karp recently appeared on CNBC to sharpen his critique of frontier AI labs, arguing that enterprises deploying models from OpenAI and Anthropic are “livid” about how much proprietary value flows to model providers. Karp framed the new Palantir partnership with NVIDIA as a direct response, positioning the two companies as the operational ... Palantir CEO Alex Karp: Enterprises Are “Livid” Over AI Models That “Steal” Their Business Value

Wolfe Research Calls Palantir Technologies (PLTR) Enterprise AI Leader Despite Premium Valuation
Insider Monkey46d agoneutral
Wolfe Research Calls Palantir Technologies (PLTR) Enterprise AI Leader Despite Premium Valuation

Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 16, Wolfe Research began coverage of Palantir Technologies Inc. (NASDAQ:PLTR) with a Peer Perform rating, describing the company’s enterprise AI product portfolio as best-in-class but citing its premium valuation as a roadblock to a more positive outlook. […]

Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip
24/7 Wall St.46d agobullish
Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip

Cathie Wood over at Ark Invest has been making moves in recent months amid the barrage of volatility slamming the tech sector. Undoubtedly, semiconductors have continued to be the leadership group while the Magnificent Seven have pulled the brakes a bit. With the flagship Ark Innovation ETF (ARKK) trailing the markets, up just over 3%, ... Cathie Wood’s Palantir Buy Might Be a Signal to Buy the Dip

Here’s a Massive Reason You Should Buy SpaceX Before July 7th
24/7 Wall St.46d agobullish
Here’s a Massive Reason You Should Buy SpaceX Before July 7th

The thesis is straightforward: SpaceX (NASDAQ:SPCX) gets added to the Nasdaq-100 on July 7, and every index fund, ETF and benchmark-tracking pension on the planet has to buy it whether they like the valuation or not. That is mechanical demand against a float that has been public for 11 trading days, and it is the ... Here’s a Massive Reason You Should Buy SpaceX Before July 7th

AI Chips Update - Etched Unveils AI Chip with $1 Billion in Contracts
Simply Wall St.46d agoneutral
AI Chips Update - Etched Unveils AI Chip with $1 Billion in Contracts

Etched has emerged from stealth mode, unveiling its working AI chip alongside securing over $1 billion in customer contracts. The company announced the raising of $800 million in funding, highlighting significant support from notable investors and thought leaders in the AI field. Etched has achieved first-pass silicon success and is validating its rack-scale inference systems with clients, aiming to make AI inference significantly faster, cheaper, and more efficient. With production ramping...

Nvidia (NVDA) Teams With Palantir To Bring Sovereign AI To Government
Simply Wall St.46d 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.46d 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.46d 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.47d 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 Monkey47d 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 […]