Palantir stock jumped 14% on Monday to $31.80 (a solid move). The rise followed announcement of a fresh deal with NVIDIA. Analysts further upgraded the company's rating. The spike lifted Palantir's market value by exceeding $25 billion. Some experts today see as high as 55% upside in the shares. Demand for AI applications in U.S. government work is updating. The NVIDIA partnership will provide protected AI software for federal agencies.