agentic AI

Market sell-off creates buying opportunities in $SNOW and $SOUN, two AI stocks with strong long-term growth prospects despite near-term headwinds.

$NOW stock down 38% this year. Beyond agentic AI concerns, revenue growth decelerating, margins compressing, and unprofitable services drag profitability.

Datadog stock surged 30% on Q1 earnings beat, hitting $1B quarterly revenue with 32% growth and raised guidance, driven by AI and datacenter products.

Goldman Sachs raises Nvidia estimates 12%, sees $1T AI revenue target as conservative. Q1 projection hits $80B, above consensus.

Snyk integrates Anthropic's Claude to secure AI-generated code, addressing major vulnerability risks as 65-70% of production code now comes from AI models.

Nebius surges 57% following Nvidia's $2B investment, with $46B customer backlog and potential to triple by 2028 on aggressive AI infrastructure expansion.

AMD beat Q1 earnings with $10.25B revenue, 57% data center growth, and $11.2B Q2 guidance. Analysts hiked price targets $200-300; stock surged 16.84%.

U.S. stocks rebounded May 5 as Iran truce held and oil retreated, with semiconductor stocks surging on strong fundamentals and Apple supplier reports.

Broadcom launches VMware Cloud Foundation 9.1 for enterprise AI infrastructure, supporting multiple processors and hybrid compute. Stock surges to 52-week high at $431.61.

Intel shares surge 13% on reports of Apple partnership talks, extending year-to-date gains to 175% amid strong earnings and AI enthusiasm.

SoundHound AI launches OASYS, a self-learning agentic AI platform enabling multilingual agents to autonomously improve themselves across multiple channels.

VanEck Semiconductor ETF surged 32.2% in April on geopolitical relief and strong AI-driven earnings from chip giants, though valuations remain elevated amid cyclical risks.

Five semiconductor stocks—TSMC, Intel, AMD, NVIDIA, and Amkor—offer superior exposure to SpaceX's $2T IPO impact than direct equity participation, combining established revenues with agentic AI tailwinds.

isolved appoints veteran HCM technology executive Michael Haske as CEO effective May 2026, succeeding Mark Duffell after company achieved nearly 4x revenue growth.

Auddia launches Voyex, an AI-native travel agency automating airline disruption recovery. Platform arrives amid Spirit Airlines collapse that stranded thousands.

Meta, Microsoft, Amazon, and Alphabet report $100B+ annual AI revenue run rates with hundreds of billions in customer commitments, validating massive infrastructure investments.

Microsoft reports strong Q3 results, $37B AI revenue, plans to double data centers and develop custom AI chips within two years.

AWS launches AI-powered productivity tools and partners with OpenAI, betting on agentic AI to fundamentally remake software development and enterprise operations.

Qualcomm stock rallies 10.96% after Q2 earnings beat $10.60B revenue and $2.65 EPS, buoyed by automotive growth and AI initiatives despite softer Q3 guidance.

eGain named finalist in two National AI Awards 2026 categories for its Composer AI platform and BT customer experience partnership serving millions of UK customers.