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Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Mon, 29 Jun 2026 10:49:33 -0400

Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a strategic initiative with NVIDIA Corporation (NASDAQ:NVDA) to deploy open AI models inside classified and air-gapped government environments. The partnership pertains to a jointly developed intelligent engine pairing Nvidia's Blackwell Ultra GPUs and Nemotron open models with Palantir's AIP, Ontology, Foundry, and Apollo platforms, built for U.S. government agencies and critical infrastructure operators that cannot route sensitive data through commercial cloud providers.

Nvidia itself

Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Mon, 29 Jun 2026 10:49:33 -0400

Nvidia itself

Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Mon, 29 Jun 2026 10:49:33 -0400

Nvidia itself

Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Mon, 29 Jun 2026 10:49:33 -0400

Nvidia itself

Palantir surges 4% on Nvidia sovereign AI pact as software beats semis

Mon, 29 Jun 2026 10:49:33 -0400

Nvidia itself

This software stock is positioned for 20%+ growth

Tue, 02 Sep 2025 08:00:00 -0400

Mizuho Securities expects a strong showing from one software company ahead of its fiscal second-quarter results, forecasting a revenue beat and potential guidance raise.

Analysts highlighted sustained bookings momentum and early benefits from a recent acquisition, noting that while margins remain under pressure, the company’s growth trajectory appears intact.

The firm in focus is Braze (NASDAQ: BRZE), which is due to report earnings on September 4.

“We see international expansion and AI investments positioning Braze for 20%+ growth with leverage into FY27, an attractive profile at 3.4x next twelve months (NTM) revenue,” Mizuho analyst Siti Panigrahi said in a Monday note.

Panigrahi projects revenue

This software stock is positioned for 20%+ growth

Tue, 02 Sep 2025 08:00:00 -0400

Mizuho Securities expects a strong showing from one software company ahead of its fiscal second-quarter results, forecasting a revenue beat and potential guidance raise.

Analysts highlighted sustained bookings momentum and early benefits from a recent acquisition, noting that while margins remain under pressure, the company’s growth trajectory appears intact.

The firm in focus is Braze (NASDAQ: BRZE), which is due to report earnings on September 4.

Panigrahi projects revenue

This software stock is positioned for 20%+ growth

Tue, 02 Sep 2025 08:00:00 -0400

Mizuho Securities expects a strong showing from one software company ahead of its fiscal second-quarter results, forecasting a revenue beat and potential guidance raise.

Analysts highlighted sustained bookings momentum and early benefits from a recent acquisition, noting that while margins remain under pressure, the company’s growth trajectory appears intact.

The firm in focus is Braze (NASDAQ: BRZE), which is due to report earnings on September 4.

Panigrahi projects revenue

This software stock is positioned for 20%+ growth

Tue, 02 Sep 2025 08:00:00 -0400

Mizuho Securities expects a strong showing from one software company ahead of its fiscal second-quarter results, forecasting a revenue beat and potential guidance raise.

Analysts highlighted sustained bookings momentum and early benefits from a recent acquisition, noting that while margins remain under pressure, the company’s growth trajectory appears intact.

The firm in focus is Braze (NASDAQ: BRZE), which is due to report earnings on September 4.

Panigrahi projects revenue

Bernstein strategists on how to play the tech sector in 2025

Wed, 08 Jan 2025 10:00:00 -0400

The tech sector staged yet another impressive performance in 2024, surging 30% for the year and outperforming the broader top 1500 space by 1000 basis points (bps) on a capitalization-weighted basis, according to Bernstein.

The sector's outperformance was attributed to superior earnings growth, particularly in the first half of the year.