Palantir shares (PLTR) are charging toward a new record high after announcing a strategic partnership with The Nuclear Company to develop an AI-driven “Nuclear Operating System” for reactors. Deals like this could be exactly what propels Palantir’s stock into its next major leg higher.
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Fueling Nuclear Construction with AI
Palantir and The Nuclear Company are jointly developing a real-time, AI-powered NOS platform to streamline nuclear plant construction. That means faster builds, fewer delays, tighter budgets, and smoother regulatory compliance. Palantir is committing $100 million over five years. That translates to the company betting big on clean energy infrastructure.
Why now? Data centers and AI models are guzzling electricity, and nuclear is looking better than ever for stable power. Trump’s push to hit 400 GW of nuclear capacity by 2050 adds momentum
Investors Are Pouring into Palantir Stock
Palantir stock spiked 2.8% to $146.96 premarket, flirting with all-time highs and marking an 89% gain this year. Even trading at 246× forward earnings, investors seem willing to ride the wave—buoyant market sentiment and AI hype are keeping valuations elevated.
Index Reweighting Reminds Everyone
Its rally has been so strong that Palantir is reshaping the Russell indices. It’s on pace to move up into the Russell 1000, which means passive inflows and heavy volume as it exits the small-cap range. Every reconstitution forces funds to rebalance, it could add even more juice to the run.
Is Palantir a Good Buy?
Despite Palantir’s explosive run, Wall Street analysts remain cautious. Based on 17 analyst ratings in the past three months, the stock earns a consensus rating of Hold. Only three analysts call it a Buy, while 10 say Hold, and four recommend Sell. The average 12-month PLTR price target lands at $104.27 — nearly 28% below the current price of $144.16.
