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A newly announced partnership between Palantir and Nebius has drawn a cautious reaction from analysts, who argue the deal does not address the core challenges facing either company. Commentary suggests investors should not overstate the significance of the tie-up despite initial enthusiasm in the market. The skepticism centers on concerns that neither company's fundamental issues—ranging from valuation questions to competitive positioning in AI infrastructure—are meaningfully resolved by the arrangement, tempering expectations for the deal's near-term impact on either stock.