Palantir Technologies (PLTR) News Today

Palantir Technologies Inc. (NASDAQ:PLTR) shares climbed today, extending a recent rally as investors reacted to a string of bullish developments—from heavyweight congressional buying to fresh AI and defense partnerships.

• Positive Sentiment: Members of Congress purchased roughly $500,000 of PLTR stock over the past six months, signaling strong institutional conviction in Palantir’s government-focused AI growth story. Congress: The Biggest Trades Impacting Markets Today
• Positive Sentiment: Palantir stock was among the top tech gainers as the S&P 500 rose on renewed bets for a Fed rate cut—traders piled into high-beta AI names ahead of potential easing. S&P500: Palantir, Micron Surge While Fed Outlook Steers US Benchmark Forecast
• Positive Sentiment: An analyst at TipRanks called PLTR a “singular growth opportunity” as AI demand explodes, reinforcing the bull thesis around Palantir’s data-analytics platform. Palantir Is a ‘Singular Growth Opportunity,’ Analyst Says as AI Demand Explodes
• Positive Sentiment: KraneShares strategist Derek Yan told CNBC that Palantir could become the “operating system” for enterprise AI, negating concerns about execution and underscoring long-term upside. Analyst Negates Investor Worries About Palantir (PLTR), Says Company Can Become ‘Operating System’ of Enterprise AI
• Positive Sentiment: Palantir’s expanded defense partnership with L3Harris accelerates AI-powered battlefield programs—boosting visibility at the Pentagon and underpinning robust revenue potential. Palantir’s Defense Partnerships Fuel Its Growth Story
• Positive Sentiment: Palantir announced a new technology collaboration with Hadean, enhancing its cloud-native data analytics reach into real-time simulation and gaming infrastructure. Palantir Technologies (PLTR) and Hadean Announce Partnership
• Neutral Sentiment: Salesforce CEO Marc Benioff praised Palantir’s technology but criticized its premium pricing—an endorsement of its platform, mixed with a warning on valuation levels. Benioff says he's 'inspired' by Palantir, but takes another jab at its prices
• Neutral Sentiment: A Seeking Alpha report reiterated a Hold rating on PLTR while exploring its addressable market—acknowledging potential but cautioning investors to watch execution. How Large Can Palantir Grow
• Neutral Sentiment: Early employees who backed Palantir have seen millionaire-making returns, highlighting strong historical performance but offering limited near-term insight. Klarna’s $17 billion IPO has just turned 40 staffers into overnight millionaires—adding a fresh batch to the fintech’s ultra-wealthy club
• Negative Sentiment: BigBear.ai’s pursuit of similar government AI contracts introduces growing competition, potentially pressuring Palantir’s market share in the public sector. Is BigBear.ai the Next Palantir Technologies?
• Negative Sentiment: A Motley Fool analysis warned that Palantir’s steep valuation could resemble a bubble, urging caution amid its unprecedented run. Is Palantir Stock in a Bubble? History Tells Us a Clear Answer.
• Negative Sentiment: Benzinga drew parallels between Palantir’s rally and Cisco’s late-1990s tech boom, flagging a potential repeat of history’s harsh ending. Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally