$Palantir Technologies Inc.(PLTR)$ UBS analyst Karl Keirstead raised his price target on Palantir Technologies to $250 from $220 on Sept. 15, while reiterating his Buy rating.
$NVIDIA(NVDA)$ The rate increase is a signal to Trump to wrap up the war with Iran so oil can flow. From where I stand, a major war effort probably picks up after the Nov 3rd election. Iran isn't backing down and is holding its ground while using inflation to hit the US, UK, EU and other countries, keeping its nuclear program in place. Goldman has pointed out that energy is the main inflation driver, with every $10 rise in oil adding 0.2-0.3% to US inflation. Goldman expects energy inflation to ease in 2027, but they can't predict what happens with the war. Picking up some shares after hours: $Palantir Technologies Inc.(PLTR)$ , $ProShares UltraPro QQQ(TQQQ
A lot happened in the stock market today. Here's a full recap: 1. Nvidia $NVIDIA(NVDA)$ and Palantir $Palantir Technologies Inc.(PLTR)$ expanded their AI partnership, building a new stack that combines Palantir's sovereign AI platform with Nvidia's custom Nemotron open models. The technology is being deployed first across Nvidia's own supply chain, using AI to capture operational intelligence and accelerate the process from "wafer to first token." Other companies will be able to deploy the same architecture across their own supply chains, either in the cloud or on-prem. The partnership, first announced in October 2025, has continued compounding into new verticals, use cases, and sovereign AI d
$Palantir Technologies Inc.(PLTR)$ The bears were pretty loud before, but they seem to have gone quiet while this keeps running. We'll see how it plays out.
$Palantir Technologies Inc.(PLTR)$ $NEBIUS(NBIS)$ Palantir has named Nebius as its preferred sovereign AI infrastructure partner. The two companies announced a strategic AI infrastructure partnership, with Palantir planning to integrate Nebius compute and inference endpoints directly inside Palantir's enterprise perimeter. The integration will allow eligible Palantir commercial customers to run open AI models on Nebius infrastructure, continually adapt them using proprietary company data, and maintain control over their compute, models and data. They will also work together to bring new AI compute capacity online faster, including modular data-center deployments a
$Palantir Technologies Inc.(PLTR)$ Don't pass Go. Don't collect $200. That old Monopoly warning is exactly what the bears and doubters are telling themselves about PLTR right now. They are sitting on the sidelines calling it overvalued while the company keeps delivering explosive growth, expanding margins, and raising guidance. Palantir's AIP, Ontology, and commercial traction are still in extremely early innings. Does anyone have an idea where this AI buildout will be in 5 years? Probably not, but we do know PLTR will be at the center of it all. That said, the current price is not the finish line; it is the starting gate. The bears who refuse to pass Go will watch the bulls and everyone else invested in PLTR collect the upside later. The dow