https://k4i.com/tags/pltr/ Recent content in Pltr on k4i.com Hugo en-us Thu, 02 Jul 2026 00:00:00 +0000 https://k4i.com/palantir-pltr-jumps-7.8-as-karps-cnbc-broadside-meets-the-nvidia-sovereign-ai-deal/ Thu, 02 Jul 2026 00:00:00 +0000 https://k4i.com/palantir-pltr-jumps-7.8-as-karps-cnbc-broadside-meets-the-nvidia-sovereign-ai-deal/ <p>Palantir closed July 1 at $125.73, up 7.8% on the day and adding roughly $21.7 billion in market value on unusually heavy volume of 57 million shares. The move capped a nine-day run of catalysts, but the headline driver was Alex Karp&rsquo;s appearance on CNBC&rsquo;s &ldquo;Squawk Box,&rdquo; where the CEO combined a genuine product announcement with a public airing of grievances against the rest of the AI industry.</p> <h2 id="the-announcement-underneath-the-noise">The Announcement Underneath The Noise</h2> <p>The interview was nominally about Palantir&rsquo;s expanded partnership with Nvidia: an &ldquo;intelligent engine&rdquo; that runs Nvidia&rsquo;s Nemotron open models inside sovereign, secured environments for government agencies and critical infrastructure operators. The pitch is data and model-weight control — customers keep ownership of their compute and their data stack rather than routing it through a third-party API.</p>