ServiceNow and UiPath could become agentic AI leaders.Artificial intelligence (AI) is changing the world we live in, and the next big change is coming in the form of AI agents. Many agentic AI stocks have been thrown out with the bathwater during the software-as-a-service (SaaS) stock sell-off, and this has opened up some nice opportunities in the space.Two of the stocks with the best agentic AI prospects come from companies that are looking to be agentic AI orchestration platforms. In a world becoming a sp ...

Agentic AI applications can accomplish specific tasks with minimal human supervision. Yet only 5% of enterprise apps integrated AI agents in 2025, according to Gartner (NYSE: IT), suggesting that most companies were wary about replacing their human workers with bots. However, Gartner expects that ratio to soar eightfold to 40% by the end of 2026 as more companies embrace the technology. In a "best-case" scenario, Gartner predicts agentic AI could drive 30% of all enterprise application software sales by 2 ...

Key Takeaways Coherent gets over 70% revenues from Datacenter & Communications in 2Q26.UiPath posted 16% y/y revenue growth in 3Q26, and teamed with Microsoft and OpenAI.COHR expanded margins, holds $899M cash and has a 2.25 current ratio.Both Coherent Corp. (COHR) and UiPath (PATH) are high-growth companies benefiting from rapid AI adoption across industries. These companies are tied to enterprise and data center spending, driven by AI expansion, enabling them to make direct plays on the same AI investment ...

Group 1: Company Overview - Nebius is a fast-scaling company that builds vertically integrated AI infrastructure for businesses, powered by Nvidia's hardware [2] - UiPath has successfully pivoted into agentic AI and embedded it into its platform, becoming profitable [4] Group 2: Financial Performance - Nebius reported a revenue increase of 547% in Q4 and 479% year-over-year, but remains unprofitable with high capital expenditures [2] - UiPath's revenue grew by 16% year-over-year, and the company anticipates continued revenue growth and increasing cash flow [5] Group 3: Stock Performance and Valuation - Nebius's stock has risen over 114% in the past 12 months, but its current price is considered hard to justify due to execution risks [3][6] - UiPath trades at a deep discount compared to Nebius, making it a more attractive long-term investment option [4][6]

UiPath (NYSE: PATH), a developer of software robots, trades at about $11 per share. That's 80% below its 2021 IPO price of $56. Its stock collapsed as its growth cooled, but could it bounce back and deliver millionaire-making gains? Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » UiPath's AI-powered software ...

Group 1: Palantir Technologies - Palantir Technologies has established itself as the market leader in AI orchestration, with its platform effectively unlocking the potential of AI models for real-world applications in critical settings [1] - The company's platform functions as an AI operating system, connecting data to real-world assets, thereby reducing errors and enhancing the actionability of insights [2] - Despite a pullback in software-as-a-service (SaaS) stocks, Palantir's valuation remains high, trading at a forward price-to-sales multiple of 42 times based on 2026 analyst estimates, indicating that the stock is still not cheap [3] Group 2: UiPath - UiPath is positioning itself as an emerging player in AI orchestration, specifically for AI agents, leveraging its background in robotic process automation (RPA) to build a strong foundation with its Maestro platform [4] - The RPA platform of UiPath has established governance and compliance standards that can be adapted to manage AI agents, ensuring human oversight to prevent potential issues [5] - UiPath's platform is capable of managing both AI agents and software bots, optimizing task assignments to reduce AI token usage and save costs for customers over time [6] - As the prevalence of AI agents increases, the demand for managing agents from various vendors is expected to grow, presenting a significant opportunity for UiPath that the company is beginning to explore [7]

应用材料公司因强劲的财报和令人鼓舞的展望，其股价大涨10.3%。 爱彼迎股价上涨5.4%，投资者对该公司的乐观指引表示欢迎。 Pinterest重挫19.8%，此前该公司公布的第四季度业绩不及预期，并发布了疲软的展望。 美股周四全线下跌，市场对人工智能颠覆影响的担忧情绪蔓延至各个板块，尤其是房地产、卡车运输和 软件行业。标普500指数下跌近1.6%，纳指下跌约2%。道指下跌近670点，跌幅1.3%。 "科技七巨头"周四悉数收跌。思科系统因令人失望的指引而股价重挫12%，拖累了大盘。苹果公司在常 规交易时段下跌5%，创下自2025年4月以来的最大单日跌幅。 景顺全球市场策略师Brian Levitt表示："就人工智能泡沫而言，现实情况是，随着市场试图确定赢家和 输家，并变得更加挑剔，某些股票的狂热情绪正在消退。" 北京时间2月14日凌晨，美股周五尾盘维持涨势，三大股指本周均有可能录得跌幅。市场继续权衡人工 智能发展对物流、房地产及软件等行业造成的影响。美国1月核心CPI创近5年新低。 道指跌98.54点，跌幅为0.20%，报49550.52点；纳指跌49.58点，跌幅为0.22%，报22646.72点；标普50 ...

Group 1: Logistics Sector - Logistics stocks were significantly impacted by concerns over artificial intelligence, particularly following the launch of Algorhythm Holdings' new tool, SemiCab, which claims to be the "smoothest transportation platform globally" [2] - Major logistics companies C.H. Robinson Worldwide and RXO both saw their stocks drop by 20% on Thursday, with C.H. Robinson rebounding slightly by 0.7% in pre-market trading on Friday, while RXO continued to decline by 1.5% [2] - Expeditors International experienced a drop of over 16% on Thursday, with its pre-market trading price remaining flat [3] - J.B. Hunt Transport Services fell by 9% on Thursday and further declined by 0.6% in early Friday trading, while XPO's latest drop was 1% [4] Group 2: Real Estate Sector - The sell-off in commercial real estate companies continued into a second day, with CBRE Group being one of the hardest hit, down 0.6% in pre-market trading on Friday [6] - Jones Lang LaSalle saw a slight decline before Friday's opening, while Hudson Pacific Properties remained flat after experiencing drops of nearly 8% and 4% respectively on Thursday [6] - SL Green Realty dropped by 5% on Thursday but rebounded by 0.4% in pre-market trading on Friday [7] Group 3: Software Sector - Software stocks, which were at the center of a historic sell-off the previous week, also faced declines on Thursday, with mixed performance in early Friday trading [8] - Palantir continued its downward trend, falling by 1.5%, while Autodesk and Salesforce both saw minor declines of 0.1% [9] - The iShares Expanded Tech-Software Sector ETF (IGV) dropped approximately 3% on Thursday and was down 0.3% in the latest trading, having entered a bear market last month with a year-to-date decline of about 23% [9] - All "Tech Seven" stocks closed lower on Thursday, with most continuing to decline in early Friday trading, led by Tesla's 0.8% drop [9] - UBS strategists noted that the latest developments highlight the transformative potential of AI, suggesting that it should be a key component of investors' portfolios, and advised diversification across sectors and regions [9][11]

Core Viewpoint - The current capital expenditure (capex) in big tech is projected to reach between $650 billion and $700 billion, indicating an acceleration in spending that may exceed initial expectations [1] Group 1: Capital Expenditure Insights - The capex spending in technology is expected to have a multiplier effect of 8 to 10 across various sectors, suggesting a significant positive impact on tech infrastructure and energy [2] - The current selloff in the software sector is perceived as disconnected from the actual potential and growth opportunities within the industry [5] - The ongoing AI revolution is anticipated to create substantial use cases for software companies, with Salesforce and ServiceNow identified as key players in this transformation [4][6] Group 2: Market Dynamics and Opportunities - There is a belief that the market is miscalculating the ripple effects of capex spending, leading to a mispricing of certain software stocks [4][7] - The presence of dark fiber infrastructure from previous tech booms raises concerns about underutilized resources, but the current landscape is viewed as more promising due to real use cases [9][10] - Big tech companies are noted to have substantial cash reserves, which positions them favorably for future growth and innovation in areas like autonomous technology and robotics [12]

Core Insights - The core focus of the report is the transition of AI development from experimental phases to scalable value creation, emphasizing the need for businesses to restructure processes and strategies for competitive differentiation [1][14][25]. Group 1: Innovation and Value Creation - The report highlights a compound effect of innovation, where advancements in technology, data, investment, and infrastructure create a self-reinforcing cycle, accelerating growth and necessitating a shift from mere automation to comprehensive business process redesign [15][25]. - Generative AI has seen rapid adoption, reaching 100 million users in just two months, showcasing the exponential growth potential of AI technologies [15][25]. Group 2: Physical AI and Robotics - Physical AI is transforming robotics, enabling machines to operate autonomously in complex environments, with applications in warehousing, manufacturing, and autonomous driving [16][30]. - By 2035, it is projected that 2 million humanoid robots will be deployed in workplaces, although challenges such as training gaps and cybersecurity risks remain [16][30]. Group 3: Digital Workforce and AI Agents - There is a significant gap in the application of digital employees (AI agents), with only 11% of companies implementing them in production due to challenges like legacy system integration and data architecture limitations [17][32]. - Leading companies are restructuring processes around AI agents, focusing on multi-agent collaboration and viewing AI as a core component of workforce management [17][32]. Group 4: AI Infrastructure Strategy - Despite a dramatic decrease in inference costs (down 280 times over two years), overall AI spending remains high due to increased usage, prompting companies to shift from a "cloud-first" strategy to a hybrid architecture combining cloud, on-premises, and edge computing [18][33]. - Companies are investing in AI-specific data centers and "AI factories" to support this hybrid approach, while also addressing challenges related to employee skill transformation and sustainable computing innovations [18][33]. Group 5: Cybersecurity and AI Risks - AI introduces a paradox in cybersecurity, where the same technologies that drive innovation also create new vulnerabilities, necessitating robust risk management across data, models, applications, and infrastructure [21][35]. - Companies are advised to enhance security measures through access controls and model isolation, while leveraging AI for automated threat detection and red team testing [21][35]. Group 6: Emerging Technology Signals - The report identifies eight key technology signals to monitor, including the potential plateau of foundational AI models, the application and risks of synthetic data, and the rise of neuromorphic computing and edge AI [3][22]. - The ability to rapidly perceive, assess, and respond to technological changes will be crucial for companies to maintain competitiveness in the AI era [3][22].