AI software shares jumped on Monday. Roblox up over 12%; AppLovin up about 5%; Palantir, TEAM up about 4%; DataDog, ServiceNow up over 3%.

Palantir announced an expanded partnership with Surf Air Mobility, committing additional resources to accelerate the development and commercial release of Surf Air's SurfOS, OperatorOS, OwnerOS, and SurfOS Enterprise Solutions products. The expansion includes expedited product timelines and deployment of AI platform agents for Surf Air's software offerings.

Separately, Palantir launched an engine for deploying NVIDIA's Nemotron open models within sovereign isolated environments, targeting US government agencies and domestic critical infrastructure sectors.