Friday’s midday buying in AI stocks is concentrated in government-facing names, with enterprise software sitting out the rally entirely.

Palantir Technologies (NASDAQ: PLTR) is trading up 4% to $181.25, clearing the $180 psychological threshold that market participants had been monitoring closely.

BigBear.ai (NYSE: BBAI) is rising 4% to $3.20 in sympathy with Palantir, reflecting the tight correlation between the two government-oriented AI and data analytics names.

ServiceNow (NYSE: NOW) sits unchanged at $129.81, with the company’s enterprise workflow business failing to attract buyers on a session dominated by the defense and federal AI trade.

The most revealing context for Palantir’s move is the year-to-date…