Nvidia (NASDAQ: NVDA) is expanding the AI story beyond hyperscalers. Its newest partnership with Palantir could help government agencies build secure, sovereign AI systems they control, creating a fortress-like growth thesis that may appeal to long-term institutional investors. But, is it enough to spark a new bull run?
Stock prices used were the market prices of July 9, 2026. The video was published on July 18, 2026.
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Palantir Technologies. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
