Palantir Technologies Inc. - Class A Common Stock (PLTR)

Shopify and AppLovin could top Palantir's current market value within five years.

Some investors have hesitated to buy Palantir because of its high valuation.

Palantir Technologies CEO Alex Karp said artificial intelligence is giving the U.S. and its allies a strategic edge in the Iran war.

The two tech giants have developed a turnkey AI data center platform aimed at governments.

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Palantir must do nearly everything right to justify its premium sales and earnings multiples.

Today, March 12, 2026, a new AI-driven defense platform linking drones, balloons, and ground robots is reshaping this stock’s narrative.

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Palantir stock has registered double-digit gains this month.

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Sovereign AI represents a largely untapped opportunity in the ongoing AI data center build-out.

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Palantir is still running Anthropic models even as the Pentagon moves to blacklist the AI startup, CEO Alex Karp says.

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

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Palantir stock edged down amid news at AIPCon 9, including Nvidia software pact and partnerships with GE Aerospace, Centrus Energy and Ondas.

Centrus and Palantir partner to expand U.S. uranium capacity, already identifying $300M in cost savings via AI-driven operational tools.

ONDS partners with leading AI and aerospace firms to enhance ISR efficiency and responsiveness, integrating advanced data solutions by 2026.

GE Aerospace and Palantir expand their AI partnership to boost U.S. Air Force readiness and transform military aircraft production systems.

The partnership aims to integrate air, ground, and high-altitude ISR systems into a single AI-driven operational network.

GE Aerospace (NYSE:GE) and Palantir Technologies Inc. (NASDAQ: PLTR) today announced a multi-year partnership expansion to accelerate the transformation of military aviation readiness for the U.S. Air Force and operations across GE Aerospace’s production system. Together, the companies are deploying advanced agentic AI-powered solutions to ensure GE can maximize production and aircraft remain mission ready.

Palantir Technologies Inc. (NASDAQ:PLTR) (“Palantir”), a global leader in operational artificial intelligence platforms, today announced a strategic partnership with Ondas Inc. (NASDAQ:ONDS) (“Ondas”), a leading provider of autonomous aerial and ground robot intelligence through its Ondas Autonomous Systems (OAS) business unit and private wireless solutions through Ondas Networks, and World View Enterprises, Inc. (“World View”), a leader in high-altitude balloon intelligence, surveillance and reconnaissance (ISR) and stratospheric remote sensing, to develop and deploy a new generation of AI-enabled operational capabilities designed to scale persistent stratospheric, aerial, and land-based ISR missions. The partnership builds on Ondas’ recently announced strategic investment and partnership agreement with World View, positioning the strategically aligned companies to accelerate development of next-generation multi-domain ISR capabilities that leverage AI-driven insights to make faster in-mission decisions over traditional ISR toolsets.