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Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?
Insider Monkey4h agobullish
Could Palantir (PLTR)’s Partnership with Nebius Group (NBIS) Accelerate its AI Growth?

Palantir Technologies Inc. (NASDAQ:PLTR) and Nebius Group N.V. (NASDAQ:NBIS) announced a strategic partnership on September 8 to bring Nebius’s AI-native compute infrastructure into Palantir’s commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, integrating Nebius compute and inference endpoints directly inside the Palantir enterprise perimeter. The alliance allows commercial clients to deploy […]

Is Snowflake Buying Its Growth With Its Margin?
Trefis1d agobullish
Is Snowflake Buying Its Growth With Its Margin?

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

Palantir and Fujitsu Renew AI Partnership and Expand Forward Deployed Engineering Role
InvestorsHub14d agobullish
Palantir and Fujitsu Renew AI Partnership and Expand Forward Deployed Engineering Role

Palantir Technologies (NASDAQ:PLTR) and Fujitsu Limited renewed their strategic partnership, with Fujitsu entering a new agreement covering Palantir AIP and Palantir Foundry and becoming a Global Forward Deployed Engineering (FDE) Partner. The partnership, which began in 2020, will expand Fujitsu’s investment in deployed engineering capabilities for enterprise customers in Japan and international markets.