Palantir (PLTR) Stock: Jim Cramer Calls It a Speculative Pick He “Truly Likes” as Lumen Deal Drops

TLDR

• Palantir Technologies (PLTR) secured a partnership with Lumen Technologies worth over $200 million spanning multiple years to deliver enterprise AI services.
• Jim Cramer endorsed PLTR as one of his preferred speculative stocks, highlighting its profitability compared to other speculative investments.
• The deal combines Palantir’s Foundry and AIP platforms with Lumen’s edge computing and broadband infrastructure to support enterprise AI capabilities.
• Lumen reported that Palantir’s technology contributed to $350 million in cost reductions during 2025 as part of their internal operations transformation.
• This marks Palantir’s 19th partnership in 2025, spanning sectors including aviation, healthcare, telecom, defense, and data management.

Palantir Technologies announced a multi-year partnership with Lumen Technologies on Thursday. The deal will integrate Palantir’s AI software into Lumen’s enterprise service offerings.

Bloomberg reported the partnership value exceeds $200 million over several years, citing anonymous sources. Lumen will leverage Palantir’s Foundry and Artificial Intelligence Platform alongside its own infrastructure.

Palantir Technologies Inc., PLTR

The agreement pairs Palantir’s data management tools with Lumen’s edge computing and broadband services. The companies aim to deliver AI capabilities to enterprise customers through this combined approach.

Lumen has been transitioning from a traditional telecom provider to a tech infrastructure company. The partnership represents another step in that transformation strategy.

Lumen spokesperson Joe Goode told TechCrunch that Palantir’s technology was a “material contributor” to achieving $350 million in cost reductions this year. The company used Palantir’s platforms internally before expanding the relationship to the enterprise market.

From Internal Use to Market Partnership

Lumen first announced it was working with Palantir in September. The initial collaboration integrated Palantir’s software into Lumen’s operations, finance, and technology functions.

The results from that internal deployment informed the decision to take the partnership commercial. Lumen has committed to cutting $1 billion in expenses by 2027 and says it’s ahead of schedule.

Cramer Weighs In on PLTR

CNBC’s Jim Cramer addressed Palantir during a recent episode when a caller asked about the stock. He gave the stock a positive assessment based on one key factor.

Cramer told another caller in September that investors who had recovered their initial investment should let the position run. He noted that the fundamentals appeared strong at that time.

The Lumen deal represents Palantir’s 19th partnership announcement in 2025. The company has been actively expanding across multiple sectors including aviation, healthcare, contract management, and defense.

Lumen CEO Kate Johnson said the partnership would empower businesses to transform their operations through AI integration. The deal positions both companies to compete in the growing enterprise AI market.

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