Palantir Technologies (PLTR) News Today

Palantir Technologies (PLTR) is trading higher today as the market responds to a string of commercial partnership wins and bullish investor commentary that suggest accelerating AI-driven revenue growth — offset somewhat by a new investor litigation probe. The biggest catalyst is a multi-year Lumen Technologies partnership (reported ~$200M), while visible buying by Cathie Wood and bullish CEO comments add momentum. Below are the key headlines investors should know.

• Positive Sentiment: Lumen partnership: Palantir struck an expanded, multi‑year commercial deal with Lumen that Bloomberg/others report at roughly $200M and positions Palantir as the AI software backbone for Lumen’s enterprise channel — a meaningful commercial revenue and distribution catalyst. Palantir Just Plugged Into Lumen's Network
• Positive Sentiment: Multiple outlets (TechCrunch, Reuters, Zacks) corroborate the Lumen tie-up, reinforcing near‑term revenue visibility and recurring commercial channel expansion for PLTR. This is the primary driver of today’s upside. TechCrunch: Palantir-Lumen
• Positive Sentiment: Cathie Wood/ARK buying: Coverage highlights that ARK remains an active buyer of PLTR shares, which can amplify retail and momentum flows into the name as investors chase AI leaders. Cathie Wood Can't Stop Buying PLTR
• Positive Sentiment: Management tone: CEO Alex Karp’s public comments about skeptics being “defanged” alongside recent billion‑plus quarterly revenue commentary bolster confidence in Palantir’s commercial inflection and profitability trajectory. Yahoo: Karp on skeptics
• Neutral Sentiment: Analyst and comparison pieces (TipRanks, Seeking Alpha) debate PLTR’s high valuation vs. other AI plays; they underline upside potential but remind investors PLTR carries a premium and execution risk. TipRanks: Palantir vs BigBear.ai
• Neutral Sentiment: Options and flow: Reports on heavy options activity suggest institutional positioning and speculative interest; useful for short‑term volatility but not definitive directional proof. Benzinga: Options activity
• Negative Sentiment: Investor litigation probe: Pomerantz announced an investigation into Palantir on Oct. 23 — a potential legal overhang that can pressure sentiment until details are clarified. Pomerantz investor alert
• Negative Sentiment: Founder political comments: Public commentary from co‑founder Joe Lonsdale on unrelated political issues has drawn headlines; this can create headline risk but is unlikely to change fundamentals. Benzinga: Lonsdale comments