Palantir stock jumped 14% on Monday to $31.80 (a strong showing). The gain followed announcement of a fresh 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 up to 55% upside in the shares. Demand for AI tools in U.S. government work is growing. The NVIDIA partnership will provide protected AI software for federal customers.