How Palantir has benefited since President Trump took office, securing new and expanded government contracts and becoming the S&P's top-performing stock of 2025
who sometime were already doing the job before Palantir. … @crystal159 : . — PALANTIR — The software and data analytics company has garnered at least $300 million in new and expanded business since Trump took office for his second term, helping to make it the S&P's top performing stock of 2025. “...contracts include the FAA and the CDC and Prevention, as well as Fannie Mae. Ian Collins / @icoll : Bigly pay day for Peter Thiel and Palantir courtesy of his mate Trump. — www.wired.com/story/palant... Kim Lane Scheppele / @kimlanelaw : All the government's data about everyone all in one interoperable system run by a private company. What could go wrong? www.wired.com/story/palant... X: Glenn Greenwald / @ggreenwald : Virtually the entire US Surveillance State has been consolidated under Palantir's control. While much of MAGA railed against the military-industrial complex, Palantir, under Trump, became its new king. Last month we reported on how powerful it now is: https://rumble.com/... @stopbigmoney : Palantir, another one of Trump's corporate donors, has been given yet another hefty government contract. It's not a coincidence. It's corruption. Pedro L. Gonzalez / @emeriticus : Tucker Carlson shilling for JD Vance should be the biggest indicator that he doesn't actually care about confronting the security state. Vance is the face of the Palantir-powered security state, the new digital-military-industrial complex. Tucker and Vance see Trump losing Glenn Greenwald / @ggreenwald : If you had to pick someone whose interests and worldview have been best served by the Trump Admin, you could validly name Lindsey Graham, Ben Shapiro, Tom Cotton, AIPAC, etc. But the real answer is the surveillance and weapons firm Palantir: massive returns on their donations: [image] Gabe Kaminsky / @gekaminsky : Palantir's Alex Karp donated big to Kamala Harris and Joe Biden. Now, as his company finds a lucrative home in Trump 2.0, he's already poured at least $1.3 million into Republican PACs this election cycle, filings show—including six-figure checks to the NRCC/John Cornyn/etc. [image] Forums: r/technology : In Trump's Washington, Palantir is winning big
Context & Ripple Effects
Palantir's public-sector role predates the current contract expansion: it was previously linked to vaccine manufacturing and distribution tracking and to data suites supporting a federal coronavirus-tracking tool. That history makes the reported FAA, CDC, and Fannie Mae work an extension into multiple civilian-government functions rather than an isolated win.
The story also sits alongside coverage of Palantir's effort to build influence in Washington, including its campaign to win over US lawmakers. Its later reported revenue growth and raised outlook give the contract momentum a financial context, though this article centers on the government awards themselves.
First-order effects
- Palantir gains at least $300 million in new and expanded federal and government-linked business, widening its active footprint across aviation, public health, and housing finance.
- The awards reinforce investor attention on government demand as a contributor to Palantir's 2025 market performance.
Second-order effects
- Analytics and AI vendors seeking similar public-sector work face a clearer incumbent with established deployments and expanding agency relationships.
- Agencies adopting Palantir systems may deepen demand for implementation, integration, and data-governance services around those deployments, while raising scrutiny of vendor concentration and data stewardship.
Third-order effects
- If contract expansion continues across agencies, civilian procurement could increasingly favor state-compatible platforms that can turn sensitive, fragmented data into operational systems.
- The trade-off will become more visible: broader use of integrated government data platforms can improve cross-agency coordination, but may concentrate technical and data-management influence in a small group of suppliers.
The trend: Palantir's contract gains are one data point in the rise of state-compatible AI and data-platform vendors as strategic government technology suppliers.