Palantir stock jumped 14% on Monday to $31.80 (a notable gain). The rise followed report of a recent deal with NVIDIA. Analysts additionally upgraded the company's rating. 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 growing. The NVIDIA partnership will provide protected AI software for federal agencies.