Palantir stock rose 14% on Monday to $31.80 (a solid move). The gain followed announcement of a fresh deal with NVIDIA. Analysts additionally upgraded the company's score. The spike lifted Palantir's market value by over $25 billion. Some experts now 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 secure AI software for federal customers.