Palantir Technologies' shares rose 7.7% after the company announced a strategic partnership with Nvidia to deploy AI models for U.S. government agencies, along with new contracts and expanded commercial agreements. The rally was further supported by President Trump's financial disclosure showing he owns at least $1 million（約1.6億円） in Palantir shares and has recently purchased additional stock, suggesting renewed investor confidence in the data analytics company.
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Palantir Technologies announced a strategic AI partnership with Nvidia focused on deploying AI models for U.S. government agencies and critical infrastructure. The company also expanded a commercial agreement with Surf Air Mobility and secured a contract to provide its Foundry platform to the U.S. Army. President Trump's financial disclosure revealed he owns at least $1 million（約1.6億円） in Palantir shares and has recently purchased more. Shares closed the day at $125.62, up 7.7% from the previous close.
Why it matters
The Nvidia collaboration signals Palantir's expansion into AI-powered government and infrastructure services, a high-value segment. Trump's disclosed stake and recent purchases may increase institutional and retail investor confidence in the company. Separately, analyst John DiFucci upgraded SaaS peers Salesforce and ServiceNow to Buy, suggesting the broader sector may be recovering from earlier valuation concerns.
What to watch
Palantir shares remain volatile, with 28 moves greater than 5% over the past year. The stock is down 25.2% since the beginning of the year and trading 39.4% below its 52-week high of $207.18 from November 2025. Investors who bought $1,000 worth of shares 5 years ago would now hold an investment worth $5,076.
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