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Microsoft  has started leveraging that unease to try to lure OpenAI clients to its own AI products, and it has pitched its own isolated cloud environments to customers worried about privacy, the report said. Nvidia shares fell 2.8%, Palantir rose 3.8%, and Booz Allen was up 4.1%. Microsoft added 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Palantir Technologies Inc.

Moderately bullish activity in Palantir Technologies with shares up 4.02%

Sector Update: Tech

Movement Alert｜Palantir Technologies Inc. Rises 3.08% in Regular Trading, Data Sovereignty Narrative Gains Momentum as Major Tech Firms Restrict AI Model Usage

Palantir's AIPCon Highlights Data Sovereignty Demand, Ecosystem Adoption, Oppenheimer Says

Top Midday Stories: No OpenAI IPO in 2026, Altman Reportedly Says; Nvidia, Palantir Said to Restrict AI Usage Over Customer Data Fears

Palantir, Nvidia Curb AI Model Use over Data Fears, the Information Reports

“Big Firms Are Hitting Brakes,” as Nvidia and Palantir Pull Back from OpenAI and Anthropic Models

Daily AI Digest: Key Players Curtail Anthropic Usage, New Governance Framework Unveiled

Data Privacy Concerns Reshape Enterprise AI Choices as Major Firms Restrict Anthropic Models

Data Retention Terms Prompt Restraints on AI Model Use for Sensitive Operations

Palantir, Nvidia Restrict Anthropic, OpenAI Models Over Customer Data Fears, The Information Reports

Wall Street Analysts Are Bullish on Top Technology Picks

The Tech Selloff is About More than AI Slowdown Fears

‘Akin to Defying Gravity,’ Says Top Investor About Palantir Stock

AI Stocks Are Crashing After One Terrifying Warning

Safety Or Moat? AI's Big Four Call For A Slowdown — Rivals Call It A Cartel

AI Pioneers Face Pushback From Markets and Washington on Safety PushAI

Anthropic Inks $13.7 Billion Computing-Power Pact With "Trump-Linked" Rum Group

Knocking On Nasdaq At $2 Trillion: Anthropic Posts A Second Straight Profitable Quarter — Then Hits The Safety Brake

AI Pioneers Face Pushback From Markets and Washington on Safety Push