Palantir Expands AI Alliance With Lumen for Enterprise Innovation

Palantir Technologies PLTR has deepened its collaboration with Lumen Technologies LUMN through a multi-year, multi-million-dollar strategic partnership focused on helping enterprises deploy artificial intelligence faster and more securely.The deal integrates Palantir’s Foundry and Artificial Intelligence Platform with Lumen’s Connectivity Fabric, designed to streamline data movement across multi-cloud environments. Together, the companies aim to simplify enterprise AI adoption while improving scalability, performance, and security.For Palantir, the partnership reinforces its growing presence in commercial markets, extending its AI capabilities to global businesses. Lumen, meanwhile, strengthens its position as a next-generation digital networking provider. Although financial details remain undisclosed, both firms are positioning themselves to power enterprise-level AI transformation across industries.Stocks to Watch: NVDA, MSFTNvidia NVDA remains a cornerstone of the AI ecosystem, with its GPUs powering machine learning and data center growth. As enterprises accelerate AI deployment, NVDA’s technology is in constant demand. Nvidia continues to expand its product lineup and partnerships to stay ahead of competitors. For investors, Nvidia represents a long-term growth opportunity in the AI hardware and infrastructure market.Microsoft MSFT continues to lead in AI integration through Azure and its productivity tools. With the rapid adoption of Copilot and strong cloud momentum, Microsoft is cementing its role as an enterprise AI leader. Microsoft’s investments in AI partnerships and infrastructure signal confidence in sustained demand. For investors seeking diversified AI exposure, MSFT remains a reliable long-term play.PLTR’s Price Performance, EstimatesThe stock has surged a whopping 139% year to date, significantly outperforming the industry’s 19% rally.                                               Image Source: Zacks Investment ResearchFrom a valuation standpoint, PLTR trades at a forward price-to-sales ratio of 80X, well above the industry’s 5.6X. It carries a Value Score of F.                                                              Image Source: Zacks Investment ResearchThe Zacks Consensus Estimate for PLTR’s 2025 earnings remained unchanged over the past 30 days.                                                               Image Source: Zacks Investment ResearchPLTR stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Lumen Technologies, Inc. (LUMN): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks