Stock Movers Palantir Upgraded; Nvidia to Invest in Data Center Optics Companies
Mar 2, 2026
Investors are buzzing about renewed demand for defense-related AI fueling interest in Palantir. Strong quarterly revenue growth for the software company gets attention. Nvidia commits $4 billion to data center optics firms to accelerate AI hardware and R&D. The move signals a push to build a broader AI ecosystem and boost chip and component demand.
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Palantir Revenue Surge Fuels Defense AI Rotation
- Palantir's revenue surged sharply as defense-focused AI demand returned after geopolitical conflict boosted investor interest.
- Host (Market Reporter) noted Palantir reported about $1.4 billion revenue in Q4 2025, a 70% year-over-year increase that drew rotation into defense-AI names.
Nvidia Invests in Data Center Optics Ecosystem
- Nvidia is deploying profits to build an AI hardware ecosystem by investing $4 billion in data center optics firms.
- Host (Market Reporter) said Nvidia will invest $2 billion each in Lumentum and Coherent with purchase agreements and advanced laser access.
Deals Include Laser Access And R&D Support
- The strategic deals include purchase agreements and access rights to advanced laser components to support R&D and supply for AI data centers.
- Host (Market Reporter) emphasized Nvidia's past investments in companies like CoreWeave and OpenAI to boost chip demand and ecosystem growth.