AI agents

Microsoft argues AI agents require their own software licenses, potentially boosting per-seat licensing demand and creating growth opportunities despite sector pessimism.

Salesforce CEO Benioff defends software industry, showcasing Agentforce's 40% improvements in query resolution and IT tickets, claiming AI enhances rather than threatens traditional platforms.

Palo Alto Networks and Sandisk offer growth investors AI exposure through cybersecurity and data center memory demand, with Sandisk up 275% in 2026.

Rezolve AI scales to 950 customers and $40.5M revenue in H2 2025, achieving profitability while operating in a 35.7% CAGR industry.

Oracle stock soared 30% in one week, driven by $400M warrant gains, AI product launches, and a 2.8GW fuel-cell partnership with Bloom Energy.

Cloud infrastructure companies like $NET and $AKAM positioned as AI deployment shifts from training chips to real-world autonomous agents, offering growth and stability.

Aurora Mobile launches AI-powered EngageLab platform at Hong Kong tech summit, offering omnichannel enterprise communication and intelligent automation for fragmented customer engagement.

GitLab stock surged 8.39% following an expanded partnership with Google Cloud integrating its Duo Agent Platform with Vertex AI and Gemini models.

AI agent backed by Anthropic's Claude identified Microsoft and Broadcom as undervalued AI infrastructure plays. Both trillion-dollar stocks have since rallied significantly.

Cloudflare rallies 8.92% as it expands Agent Cloud platform with new AI developer tools and GoDaddy partnership, signaling major AI-first strategic shift.

SaaS stocks rebounded Monday after AI concerns sparked selling. Analyst Dan Ives calls decline 'overdone,' predicting AI will expand software budgets as deployments scale.

KeyBanc analyst targets Intel at $70 (35% upside) and Micron at $600 (62% upside) on AI infrastructure demand for CPUs and memory chips.

Oracle launches AI automation suite including Fusion Agentic Applications for enterprise workflows, but stock falls 4.26% amid market rotation to higher-beta equities.

Nvidia, Broadcom, and Alphabet are positioned to lead agentic AI adoption through GPU dominance, custom chips, and free models respectively.

Microsoft and Publicis Groupe expand strategic AI partnership to build agentic marketing solutions using Azure cloud, Copilot technology, and identity data across 114,000+ employees.

Microsoft and Publicis Groupe expand partnership to build AI-driven marketing solutions combining cloud capabilities, digital expertise, and proprietary data across operations.

AI stocks that surged in 2025 are stalling as investors shift focus from hype to profitability. Data center operators and power-efficient companies are replacing inflated valuations as market darlings.

Wall Street sees 60%+ upside in ServiceNow and Microsoft, beaten down by AI disruption concerns but showing strong fundamentals and accelerating growth.

Cybersecurity experts warn that Anthropic and OpenAI's next-gen AI models pose significant threats through autonomous exploitation, potentially compressing attack timelines to 25 minutes.

Anthropic's Claude CoWork threatens traditional SaaS, but Palantir's specialized defense platform remains insulated through domain expertise and regulatory moats.