Latest news with #TheNuclearCompany
Yahoo
30-06-2025
- Business
- Yahoo
Is Palantir Stock a Buy, Sell, or Hold on New Nuclear Deal?
Palantir (PLTR) shares remained in focus on Friday as the big data analytics firm said it had partnered with Columbia-headquartered 'The Nuclear Company.' Palantir has teamed up with TNC to develop an AI solution dubbed the Nuclear Operating System (NOS) – designed to streamline and accelerate the construction of U.S. nuclear reactors. Holiday Trading, Trade Negotiations and Other Key Things to Watch this Week Options Flow Alert: Bulls Making Their Move in GOOGL Stock Jeff Bezos Unloads $5.4B in Amazon Shares: Should You Buy or Sell AMZN Stock Now? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. At the time of writing, Palantir stock is up more than 100% versus its year-to-date low. The TNC partnership is a strategic win for Palantir as it marks its first foray into nuclear infrastructure, expanding its artificial intelligence footprint beyond defense and commercial analytics. More importantly, the $100 million agreement aligns PLTR with U.S. energy modernization goals, especially as AI data centers drive a massive increase in electricity demand. 'The Nuclear Company' deal offers another reason to own PLTR shares since it reinforces the Palantir's relevance in national priorities and signals long-term growth potential in a sector poised for rapid expansion. Simply put, teaming up with TNC is a move that strengthens both narrative and fundamentals for Palantir. Despite Palantir's commitment to diversifying its revenue streams, Louie DiPalma – a senior William Blair analyst – recommends treading with caution on the AI stock. In his latest research note, DiPalma reiterated his 'Market Perform' rating on PLTR, citing a $200 million Department of Defense contract that it lost to OpenAI last week. According to him, the development signals rising competition that could stand in the way of PLTR stock replicating its recent outperformance moving forward. Finally, the William Blair analyst, much like many other experts, cited egregious overvaluation for taking a cautious tone on Palantir shares. Note that the big data analytics firm is trading at a forward price-to-earnings multiple of about 390x at the time of writing. DiPalma's peers at several other Wall Street firms agree with his cautious stance on Palantir stock. The consensus rating on PLTR shares also currently sits at 'Hold' only with the mean target of about $105 indicating potential downside of some 20% from current levels. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
27-06-2025
- Business
- Yahoo
Palantir Teams Up to Build AI Operating System for Nuclear Power
Palantir Technologies (NASDAQ:PLTR) has inked a $100 million deal with The Nuclear Company to co-develop an AI-driven nuclear operating system (NOS) aimed at making U.S. reactor construction faster, safer, and more predictable. Under the agreement, The Nuclear Company will pay Palantir roughly $100 million to build NOSan AI software platform that uses data analytics and machine learning to optimize every step of nuclear plant construction. The system is designed to turn what has traditionally been a complex, bespoke process into a standardized, repeatable workflow, reducing delays and cost overruns. Palantir shares ticked up about 1% in premarket trading on Thursday following the announcement. As U.S. energy demand hits record levelsdriven in part by power-hungry AI data centersrenewed focus on nuclear power is growing. Last month's executive orders from President Trump mandate building 400 GW of nuclear capacity by 2050 and starting 10 large reactors by 2030. NOS could be a critical tool for meeting those targets, blending advanced software with large-scale infrastructure projects. This partnership marks Palantir's first foray into civilian nuclear construction software. Investors should watch for initial NOS deployments and milestone payments, which could meaningfully bolster Palantir's commercial revenues in the coming years. This article first appeared on GuruFocus.
Yahoo
27-06-2025
- Business
- Yahoo
Palantir Teams Up to Build AI Operating System for Nuclear Power
Palantir Technologies (NASDAQ:PLTR) has inked a $100 million deal with The Nuclear Company to co-develop an AI-driven nuclear operating system (NOS) aimed at making U.S. reactor construction faster, safer, and more predictable. Under the agreement, The Nuclear Company will pay Palantir roughly $100 million to build NOSan AI software platform that uses data analytics and machine learning to optimize every step of nuclear plant construction. The system is designed to turn what has traditionally been a complex, bespoke process into a standardized, repeatable workflow, reducing delays and cost overruns. Palantir shares ticked up about 1% in premarket trading on Thursday following the announcement. As U.S. energy demand hits record levelsdriven in part by power-hungry AI data centersrenewed focus on nuclear power is growing. Last month's executive orders from President Trump mandate building 400 GW of nuclear capacity by 2050 and starting 10 large reactors by 2030. NOS could be a critical tool for meeting those targets, blending advanced software with large-scale infrastructure projects. This partnership marks Palantir's first foray into civilian nuclear construction software. Investors should watch for initial NOS deployments and milestone payments, which could meaningfully bolster Palantir's commercial revenues in the coming years. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-06-2025
- Business
- Yahoo
Palantir (PLTR) Shares Climb on $100M Nuclear AI Deal
June 26 - Shares of Palantir Technologies (NASDAQ:PLTR) surged about 1.5% in Thursday's premarket trading after the company formed a $100 million partnership with The Nuclear Company to develop artificial intelligence tools for U.S. nuclear construction. Under the agreement, Palantir will co-build NOS, short for Nuclear Operating System, a software platform designed to streamline the construction of nuclear reactors using real-time data and predictive modeling. The system aims to make nuclear plant development faster, safer, and more cost-efficient, with the long-term goal of strengthening U.S. energy resilience. The Nuclear Company will fund the multi-year project with a commitment of approximately $100 million. The deal marks Palantir's first application of its AI systems to nuclear infrastructure, reflecting a broader push to support critical national capabilities amid growing electricity needs. The announcement comes shortly after new U.S. executive orders called for 400 gigawatts of nuclear power by 2050 and construction of 10 major reactors by 2030, largely to meet the energy demands of AI-driven technologies and data centers. Palantir's expansion into nuclear AI infrastructure could position the company as a key player in the evolving energy-tech landscape. This article first appeared on GuruFocus.
Yahoo
26-06-2025
- Business
- Yahoo
Palantir Teams Up With The Nuclear Company on AI-Driven Nuclear Construction Platform
Palantir Technologies (PLTR, Financials) is teaming up with The Nuclear Company to launch NOS, an AI-powered software platform designed to streamline nuclear reactor construction; the goal is faster builds, fewer delays, and lower costs. NOSbuilt on Palantir's Foundrywill offer real-time data tools to manage supply chains, prevent costly errors, and automate regulatory reviews; digital twin models and predictive analytics will help spot issues before they escalate. The system is part of Palantir's Warp Speed initiative and will be developed by an embedded team working alongside The Nuclear Company's engineers. The partnership aligns with President Donald J. Trump's recent executive orders calling for 400 gigawatts of new nuclear capacity by 2050; the orders also target 10 large-scale reactors under construction by 2030. Palantir's Mike Gallagher said the software could reshape U.S. energy infrastructure; The Nuclear Company's CEO Jonathan Webb called it key to ending chronic delays and keeping pace with China's aggressive nuclear rollout. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
