agentic AI

Capgemini reported 11% Q1 revenue growth to €5,943M, with generative AI bookings exceeding 11% of total wins and 1.02 book-to-bill ratio, signaling strong enterprise AI demand.

Capgemini reports €5.943B Q1 2026 revenue, up 11% organically. AI orders exceed 11% of intake; company raises FY guidance.

Intel reports strong Q1 2026 earnings with data center revenue surging 22% to $5B+. CEO highlights CPUs' critical role in AI infrastructure as GPU-to-CPU ratio approaches parity.

AI market shifts to physical and agentic systems; Nvidia's $6B physical AI revenue and Palantir's autonomous AI solutions position them for $3.25T market opportunity.

American Express trades at sub-20 P/E despite 18% EPS growth, as market punishes reinvestment strategy. Resilient affluent customers and AI technology integration position $AXP as contrarian blue-chip value play.

Shopify tumbles 30% as investors flee SaaS and consumer stocks, yet Q4 revenue growth of 31% and agentic AI leadership position suggest potential buying opportunity at 11x forward P/S.

Eino introduced an AI-powered platform using 3D digital twin technology to design and monitor enterprise wireless networks in real time, serving 40+ customers.

$ARM retreated after surging 50% in three weeks as investors took profits. Despite stretched P/E of 130, long-term AI demand and $25B revenue target support growth thesis.

Alphabet's new TPU 8i chips deliver 80% better performance-per-dollar, strengthening its structural cost advantage over Nvidia-dependent competitors and positioning Google Cloud for accelerated growth.

ServiceNow and Salesforce offer 85% and 70% upside as AI infrastructure plays in beaten-down SaaS sector.

Intel stock surged 23.6% after Q1 earnings crushed expectations, with data center revenue jumping 22% to $5.1B and adjusted net income soaring 156% to $1.5B.

$TSM positioned as essential AI infrastructure play due to manufacturing dominance across all chip architectures. Company benefits regardless of which AI design wins.

Intel surged 23.5% on strong Q1 earnings, with data center revenue jumping 22%. The chipmaker is positioned as critical AI infrastructure player.

Three sub-$15 tech stocks—UiPath, Gorilla Technology, and Duos Technologies—offer differentiated AI exposure with growth rates from 35% to 270%.

Capgemini establishes dedicated Google Cloud AI Enterprise Hub with specialized teams to build and deploy AI agents for enterprise workflows across major industries.

Nasdaq AI rally accelerates as investors return to growth stocks. Alphabet and Amazon leverage AI infrastructure and custom chips to dominate the opportunity.

Intel stock surges 86% as agentic AI demand revives server business. BNP Paribas upgraded the stock, projecting EBITA recovery to $4.6B by FY27 from a $2.2B loss.

Arm Holdings develops in-house AI chips to reshape its business model and unlock value, but rich valuations present execution risks for investors.

Oracle rebounds from AI concerns as multi-cloud leader, with record $553B performance obligations and AWS partnership backing 50% upside potential to $400.

Resilinc will showcase its agentic AI platform with Microsoft at Hannover Messe 2026, enabling real-time supply chain disruption prediction and mitigation for manufacturers.