Palantir stock climbed 14% on Monday to $31.80 (a strong showing). The increase followed news of a recent deal with NVIDIA. Analysts also upgraded the company's score. The jump lifted Palantir's market value by more than $25 billion. Some experts now 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 protected AI software for federal agencies.