agentic AI

Nvidia trades at 22x forward earnings, matching Meta as second-cheapest Magnificent Seven stock, despite delivering 65% revenue growth and dominating AI infrastructure markets.

Nvidia CEO Jensen Huang argues agentic AI will strengthen rather than disrupt enterprise software, challenging bear thesis that has wiped $1.6 trillion in SaaS valuations.

Three chip leaders positioned to dominate AI buildout: Nvidia maintains dominance in AI infrastructure, AMD gains traction in CPUs and GPUs, while TSMC controls advanced chip manufacturing.

$NET drops 16% on profit-taking despite 30% revenue growth and record $42.5M contract. High valuation raises questions amid widening losses.

Nokia partners with Telia Finland on AI-powered 5G networks and expands Google Cloud integration, signaling strategic shift toward intelligent infrastructure solutions. $NOK shares up 0.85%.

CDT Equity acquires 20% stake in Sarborg AI for $115M while advancing AstraZeneca-licensed pharmaceuticals and exploring capital markets options.

Veea Inc. unveiled VeeaVision AI, an edge computing platform enabling real-time autonomous decision-making for construction, utilities, and logistics sectors using TerraFabric technology.

Global AI secures European architectural firm deployment for agentic AI platform automating building code compliance, targeting massive construction market opportunity.

Medidata secures top 'Luminary' AI rating from Everest Group, supporting 80% of FDA approvals with up to 37% faster patient enrollment.

LayerX Security appoints Rupal Hollenbeck, veteran tech executive from Check Point and Oracle, as Board Chair to strengthen governance amid explosive AI security market growth.

Nvidia remains undervalued despite massive gains, supported by industry-leading margins, AI leadership, and aggressive $40.1B buyback program.

Nvidia CEO Huang signals AI shift toward autonomous agentic systems and robotics. Company targets $78B revenue with 77% growth as it expands beyond foundational models.

AMD secures $420B in GPU commitments from Meta and OpenAI, positioning itself as a major AI infrastructure player competing in the lucrative data center market.

Salesforce reported strong Q4 results with 12% revenue growth and 37% earnings expansion, driven by AI platform Agentforce. The company authorized $50B in buybacks and increased dividends, signaling confidence.

UiPath stock surges 7.80% after joining Agentic AI Foundation as Gold Member and achieving first GAAP profitable quarter with $411M revenue.

Nvidia stock fell 5.5% despite strong earnings and revenue growth, as investors worry about AI spending sustainability and the company's elevated 38x earnings valuation.

ServiceNow and Salesforce leverage enterprise data integration and AI orchestration to maintain competitiveness amid sector challenges, offering differentiated capabilities over specialized AI solutions.

SoundHound AI stock gains 6.77% after launching Sales Assist AI agent at Mobile World Congress, expanding beyond automotive and restaurant sectors into enterprise retail applications.

Nvidia's strong earnings boost tech stocks, alleviating AI spending sustainability concerns. CEO reassures on software growth, renewing investor interest in beaten-down tech valuations.

AI agent adoption expected to surge tenfold by 2027, driving massive GPU demand. Nvidia positioned to benefit from infrastructure buildout and cost-reduction innovations.