Palantir stock jumped 14% on Monday to $31.80 (a notable gain). The rise followed news of a fresh deal with NVIDIA. Analysts also upgraded the company's assessment. The spike lifted Palantir's market value by over $25 billion. Some experts currently see as high as 55% upside in the shares. Demand for AI applications in U.S. government work is expanding. The NVIDIA partnership will provide secure AI software for federal agencies.