Zhi Tong Cai Jing·2026-02-18 15:55Group 1 - Palantir announced a strategic partnership with Rackspace to accelerate the deployment and operation of its AI-driven software through hybrid multi-cloud solutions [1] - Rackspace's stock surged over 216% to $132, while Palantir's stock increased over 5% to $140 following the announcement [1] - The partnership aims to reduce the implementation timeline for AI use cases from "months or even years" to "weeks or months" [1] Group 2 - Mizuho upgraded Palantir's rating from "neutral" to "outperform" and maintained a target price of $195 [2] - Analyst Gregg Moskowitz highlighted the rapid growth of Palantir's U.S. commercial business and rising demand for AIP, making the company more attractive in the long-term trends of AI and digital transformation [2]