Introduction#

Shares of Ondas Holdings Inc and Centrus Energy have experienced notable increases following their announcements of strategic partnerships with Palantir Technologies. These collaborations focus on developing advanced artificial intelligence (AI) capabilities to enhance various operational functions.

Ondas Holdings and Palantir Partnership#

Ondas Holdings Inc (NASDAQ:ONDS) saw its stock rise by 7.2% after revealing a partnership with Palantir Technologies (NASDAQ:PLTR) and World View Enterprises. This collaboration aims to create AI-enabled intelligence, surveillance, and reconnaissance (ISR) capabilities. The integration will combine Palantir’s AI platform with Ondas’ autonomous systems and World View’s high-altitude balloon technology, forming a comprehensive ISR architecture.

The partnership plans to develop three key programs: Palantir Warp Speed for managing production, AI Flight Director for mission operations, and SkyWeaver for edge computing. The integration of these technologies is expected to start as early as the fourth quarter of 2026. Eric Brock, CEO of Ondas, emphasized that this partnership is a significant step toward building a scalable ISR architecture for future multi-domain operations.

Centrus Energy's Collaboration with Palantir#

Centrus Energy (NYSE:LEU) also saw a stock increase of 6.4% after announcing its own partnership with Palantir. This collaboration focuses on deploying AI-driven software to enhance its uranium enrichment expansion in Piketon, Ohio. Since the partnership began in January, the companies have identified nearly $300 million in potential cost savings, indicating significant financial benefits from their collaboration.

Analyst Nicholas Amicucci from Evercore ISI has expressed confidence in Centrus, maintaining an Outperform rating. He noted that the partnership with Palantir is just the beginning of potential improvements and savings for the company.

Conclusion#

Both Ondas and Centrus are leveraging partnerships with Palantir to enhance their operational capabilities through AI technology. These developments not only boost their stock prices but also position them for future growth in their respective industries.