Nebius Group is trading 10% up at $249.11 after Palantir named it its preferred sovereign AI infrastructure partner on September 8, 2026.

  • The partnership will integrate Nebius compute and inference endpoints into Palantir’s enterprise environment.
  • Eligible customers will control their compute, data, and models.
  • The announcement provides a company-specific catalyst as broader U.S. equities traded lower.