Palantir Technologies (NASDAQ: PLTR) shares gained approximately 1.2% to $176.455 on Thursday as European governments demand battlefield AI on their own terms. The stock trades just 1.14% below its GF Value of $178.49. NATO has selected Palantir’s Maven Smart System for headquarters operations, but European defense giant Thales is pushing its own platform, Hexaforce, as a sovereign command system designed to operate without U.S. ITAR restrictions. Thales CEO Patrice Caine said Palantir currently addresses only a limited slice of NATO’s broader requirements, while stopping short of arguing that Hexaforce can replace Palantir outright. Thursday’s presentation disclosed no lost Palantir contract, no replacement decision, and no competitor revenue win. European militaries could steer more defense spending toward locally controlled platforms, potentially narrowing Palantir’s addressable market role, while fragmented national systems could increase demand for software connecting disparate data, command, and battlefield environments. With European defense budgets rising sharply and sovereign AI becoming a political priority, the outcome could shape Palantir’s revenue trajectory for years to come.