AI Daily: OpenAI’s open weight models now available on AWS

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:

OPEN WEIGHT MODELS: Amazon Web Services (AMZN) announced that OpenAI open weight models will be available via Amazon Bedrock and Amazon SageMaker AI for the first time, enabling customers to build generative artificial intelligence applications. “OpenAI’s two new open weight foundation models – gpt-oss-120b and gpt-oss-20b – will put more powerful AI technologies into the hands of organizations and expand the impact of OpenAI’s leading technology by making it available to the millions of customers on AWS,” according to the e-commerce giant. Amazon further said in a blog post that, “Running in Amazon Bedrock, the larger of the two open weight models is 3-times more price-performant than the comparable Gemini model, 5x more than DeepSeek-R1, and 2x more than the comparable OpenAI o4 model. This news continues AWS’s commitment to model choice by enhancing the existing broad selection of fully managed models in Amazon Bedrock, as well as by making them accessible in Amazon SageMaker JumpStart, and reinforces AWS’s momentum in delivering innovative generative AI technologies to meet customers’ needs.”

ACQUISITION: SentinelOne (S) announced it has signed a definitive agreement to acquire Prompt Security, a pioneer in securing AI in runtime. The company stated the deal is part of its strategy to extend its AI-native Singularity Platform to secure the growing use of generative and agentic AI in the workplace. The acquisition will allow SentinelOne to give customers visibility and control over AI tool usage to prevent data leakage and misuse. SentinelOne will acquire Prompt Security for a combination of cash and stock, with the transaction expected to close in Q3 of FY26.

Jefferies analyst Joseph Gallo believes SentinelOne’s acquisition of Prompt Security bolsters the company’s artificial intelligence offering. This deal is sizable for SentinelOne as it represents 4%-5% of current enterprise value and is unlikely to provide material annual recurring revenue given Prompt is just two years old, the analyst tells investors in a research note. Jefferies views AI as a “must win category in cyber.” It keeps a Buy rating on SentinelOne with a $23 price target.

PALANTIR RESULTS: Palantir reported Q2 EPS of 16c and Q2 revenue $1.00B, both above consensus expectations of 14c and $939.5M, respectively. “This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company’s history, representing 50% year-over-year growth,” said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies. Palantir also said it sees Q3 revenue $1.083B-$1.087B, and raised FY25 revenue view to $4.14B-$4.15B.

Deutsche Bank analyst Brad Zelnick upgraded Palantir (PLTR) to Hold from Sell with a price target of $160, up from $80. The company reported an “impressive” quarter with accelerating revenue growth along with backlog and margin expansion, the analyst tells investors in a research note. The firm upgrades Palantir to Hold after the quarter and guidance increase, citing the company’s “excellence” in artificial intelligence.