Palantir stock rose 14% on Monday to $31.80 (a solid move). The gain followed news of a new deal with NVIDIA. Analysts further upgraded the company's assessment. The spike lifted Palantir's market value by more than $25 billion. Some experts today see as much as 55% upside in the shares. Demand for AI tools in U.S. government work is updating. The NVIDIA partnership will provide protected AI software for federal clients.