Barry, OppHub America Desk · · Source: yahoo-tickers-tape-movers
Palantir Rallies on PwC Alliance Amid Burry Bear Case; ServiceNow Climbs
* Palantir Technologies advanced amid news of its PwC alliance, potentially mitigating short-seller concerns. Investors will watch for disclosure of contract values related to the new -native deals platform. * ServiceNow continues its upward trajectory, extending gains from its second-quarter results. The stock's momentum reflects broader investor confidence in enterprise and automation solutions.
Based on reporting from yahoo-tickers-tape-movers.
Enterprise AI software stocks surged Thursday, with Palantir Technologies rallying as a new PwC alliance aims to counter short-seller Michael Burry's concerns. ServiceNow also climbed, extending recent gains as broader sector momentum buoyed tech shares.
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Enterprise AI software stocks saw broad gains on Thursday, with Palantir Technologies (NASDAQ: PLTR) surging as it announced an expanded alliance with PwC US. This move aims to build an AI-native deals platform utilizing Palantir's Foundry and AIP, potentially addressing concerns raised by short-seller Michael Burry regarding receivables quality. The iShares Expanded Tech-Software Sector ETF (NASDAQ: IGV) climbed 4% to $107.13, indicating the rally was sector-wide rather than confined to a single name.
ServiceNow (NYSE: NOW) shares rose 5% to $144.13, continuing a positive trend following its second-quarter results. Salesforce (NYSE: CRM) also gained 3% to $264.53, driven by ongoing enthusiasm for its Agentforce and Data 360 initiatives. Palantir's deal with PwC aims to enhance transaction speed and reduce costs, though specific contract values were not disclosed. Michael Burry had previously flagged Palantir's accounts receivable balance of $1.49 billion, with a significant portion concentrated with one customer.
### Story Arc / How We Got Here ServiceNow shares previously climbed 5% on Thursday, August 27, 2026, amidst a broader enterprise software rally, with Salesforce's positive outlook contributing to sector-wide confidence. Today's gains for ServiceNow extend that upward momentum as the enterprise software sector experiences renewed investor interest, partly fueled by AI platform developments and strategic partnerships. Prior coverage: /explore/servicenow-jumps-5-amid-broader-enterprise-software-rally
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* Palantir Technologies advanced amid news of its PwC alliance, potentia
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Snapshot date: September 3, 2026 at 12:46 PM ET
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Story → money map
Enterprise AI software
Big business software companies saw their stock prices jump today because of exciting new artificial intelligence partnerships. Investors are excited about these tools, even though some experts had recently worried about how fast these companies collect their cash.
What changed
Palantir announced a strategic partnership with PwC US to build an AI deals platform, helping ease short-seller concerns while boosting the broader enterprise software sector.
Who wins / who loses
Enterprise software providers and AI platform developers benefit from the sector-wide rally, while skeptical short-sellers face pressure.
Time horizon
Think in terms of the next few weeks.
Confidence & best fit
medium confidence · Long-term investor, Active trader
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
- $IGV — An exchange-traded fund holding a basket of tech and software companies so you don't have to pick just one winner.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $PLTRWatch — track, don’t rush
Palantir made a big deal with a major consulting firm, helping push past recent worries about unpaid customer bills.
View $PLTR chart → · End-of-day delayed data
Peer
- $NOWBuild slowly — only if it fits your plan
ServiceNow continues to see rising stock prices as businesses keep buying its popular workflow software.
View $NOW chart → · End-of-day delayed data
Second-order
- $CRMBuild slowly — only if it fits your plan
Salesforce is also going up because people love its new artificial intelligence business features.
View $CRM chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Direction: bullish · Style: Debit spread (defined risk) · Level: intermediate
Beginners should skip options here due to high volatility and stick to buying shares or sector ETFs.
Income / OppHub America angle
Not a trade tip — ways to use the insight outside the market.
- Look into enterprise software certification courses or AI implementation consulting roles as companies ramp up adoption.
What would break this thesis
- A broader technology sector pullback or disappointing financial disclosures regarding the actual revenue from new AI platforms.
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Important
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Based on reporting from yahoo-tickers-tape-movers.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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