Investing.com -- Deutsche Bank upgraded Palantir to Buy from Hold in a note on Tuesday, calling the software company's second-quarter results exceptional and arguing it is operating well ahead of the rest of the sector in turning AI demand into customer value. Revenue growth accelerated 8 points to 93% year over year, Deutsche Bank noted, led by U.S. Commercial, where revenue jumped 149%. The firm highlighted Palantir's Sovereign AI capabilities and its AIP platform, which management framed as an environment where customers build, deploy and improve AI workflows "inside their own security boundary." Deutsche Bank added that Palantir's financial profile is "further separating from the broader Software group and should command a premium valuation." Related articlesDeutsche Bank lifts Palantir to Buy after "exceptional" Q2SocGen sees S&P 500 hitting 8,000 as earnings strength broadensJPMorgan cuts Nike to Underweight, sees EPS well below consensus