Core Viewpoint - CNBC host Jim Cramer maintains a bullish outlook on Palantir Technologies (NASDAQ: PLTR), suggesting the stock could reach $200, following strong Q2 earnings and a year-to-date increase of 144% [1][3]. Financial Performance - Palantir reported Q2 revenue of $1 billion, representing a 48% year-over-year increase, with net income rising 144% to $327 million and adjusted EPS of $0.16, exceeding expectations [3]. - U.S. commercial revenue surged by 93%, while government revenue increased by 53% [3]. - The company has raised its full-year 2025 revenue guidance to between $4.14 billion and $4.15 billion [3]. Valuation Insights - In late September, Palantir's stock was trading at approximately 277 times projected earnings for the year, indicating a high valuation that reflects elevated investor risk [2]. Partnerships and Collaborations - Palantir has formed several key partnerships in 2025 to enhance its AI and data analytics capabilities, including collaborations with Lumen Technologies, Lear Corporation, and Boeing Defense, Space & Security [4]. - Additional partnerships include alliances with SNC for AI transformation, Fedrigoni for operational improvements, and Samsung to improve chip yield and quality [5].