agentic AI

Tenable launches Hexa AI, an autonomous security engine automating workflows across IT, cloud, and identity systems. General availability expected in 2026.

Portkey open-sources Gateway platform processing 1T+ tokens daily across 24,000 organizations, raises $15M Series A to expand agentic AI infrastructure.

Alibaba unveils XuanTie C950 chip with 3x performance gains, advancing custom AI semiconductor strategy. T-Head division has shipped 470,000 chips generating $1.45B annual revenue.

ServiceNow stock down 25% amid SaaS AI fears, but $NOW positioned as AI leader with Now Assist reaching $600M ACV, projected $1B by year-end.

Senior analyst deploys over $10,000 across AMD, ServiceNow, and Pinterest, citing AI opportunities, valuation discounts, and platform transformation potential.

Three AI-focused stocks offer compelling valuations after recent sell-off: $NVDA, $META, and $CRM show strength in infrastructure, advertising, and enterprise software sectors.

Broadcom and AMD offer superior AI upside potential through custom chips and inference GPUs, positioning them to capture growing market share from Nvidia.

Analysts identify SoundHound AI, UiPath, and GitLab as undervalued AI plays with significant growth potential through 2026.

Agentic AI market projected to grow 10x to $52.6B by 2030. Nvidia leads with Agent Toolkit and 145% net income growth.

Nvidia CEO Jensen Huang envisions $20T valuation, committing to indefinite leadership while expanding into sovereign AI and on-premise data centers beyond traditional GPU dominance.

EXL enhances agentic AI platform with NVIDIA integration, enabling 40% cost reductions and 50% faster deployment cycles for enterprise customers.

Penguin Solutions debuts MemoryAI, an 11TB CXL-based KV cache server offering 10x faster AI inference speeds than NVMe, compatible with NVIDIA's architecture.

$PATH down 30% in 2026 despite AI tailwinds. 13% revenue growth and analyst downgrades suggest underperformance; competitive pressures raise concerns about long-term prospects.

Kaltura acquires PathFactory for $22M to enhance AI and conversational capabilities, with closing expected Q2 2026.

UiPath stock down 30% YTD despite strong Q4 results: 107% net retention, $200M AI ARR, and 50% growth in million-dollar customers. Trading at attractive 3.5x forward P/S.

Analyst predicts Nvidia stock will surge 40% by end-2026 on Rubin GPU launch and sovereign AI growth. Wall Street consensus shows 56-of-58 analysts bullish with 45% upside target.

Nvidia hosts 30,000 attendees at GTC 2026 starting Monday. CEO Huang to keynote on AI factories and new chip architectures including Blackwell Ultra and Feynman.

NVIDIA CEO declares agentic AI inflection point; $NVDA and $GOOGL positioned as early leaders through infrastructure and distribution advantages.

Rezolve AI and Silicon Motion Technology represent complementary AI investment opportunities, targeting agentic AI software and SSD controllers respectively, with aggressive growth projections and demonstrated customer traction.

UiPath stock fell despite strong Q4 results showing 13.4% revenue growth and doubled net income. Analysts see 30% upside potential as agentic AI adoption accelerates.