Schwab Network
17 Oct 2026, 17:00 UTC · 2h ago
PLTR Unique Value in Volatile AI Trade, New NVDA & NBIS Partnerships
Impact · against what's priced in
The reported partnerships are not catalysts as they reinforce existing market assumptions. For Palantir, the market already expects the Nvidia partnership to provide incremental revenue, while for Nvidia and Nebius, these are small-scale software collaborations that do not address the core hardware and infrastructure risks currently weighing on their valuations.
- NBIS+0.00
Doesn't touch the price's assumptions
- In context
A partnership with Palantir does not address the critical risks regarding the $27 billion Meta contract conversion or the depreciation costs of the Pennsylvania AI factory.
What NBIS's price assumes · Aug 26
