Company Overview - GreyLabs AI, founded in 2023, focuses on providing AI solutions to the banking, financial services, and insurance (BFSI) sector, including AI voice agents and speech analytics [3][5] - The company has raised INR 85 Cr (approximately $10 Mn) in its Series A funding round led by Elevation Capital, with participation from Z47 and other angel investors [1][2] Funding and Growth Plans - The recent funding will be utilized to enhance the company's technology stack, expand its customer base, and improve on-ground client support [1][2] - GreyLabs AI aims to increase its customer base from over 50 BFSI companies to 300 and plans to open new regional offices [5] Market Context - The funding comes amid a growing interest in AI technologies across various sectors, with many businesses adopting AI to automate operations [6] - The Indian GenAI ecosystem is projected to become a $17 Bn opportunity by 2030, indicating significant growth potential in the market [7]

Geopolitical Developments - The Middle East is experiencing a "decisive week" in the Gaza conflict, with ongoing Israeli Air Force attacks and preparations for negotiation teams to depart, indicating a potential push for diplomatic resolution [2][8] - Former President Donald Trump has extended a U.S. security guarantee to Qatar, enhancing its status to near-NATO, reflecting Washington's commitment to regional stability [3] Technology Sector - OpenAI is advancing its Sora AI video app, focusing on enhancing content owners' control and introducing monetization strategies, indicating a significant step in the commercialization of generative AI [4][8] - Major studios like Disney have opted out of having their material appear in the Sora AI app, highlighting potential challenges in content partnerships [4] Economic Adjustments - Vietnam is offering incentives to companies to localize supply chains in response to U.S. tariffs, demonstrating proactive measures to adapt to changing trade dynamics [5][8] - The U.S. FDA has imposed new import certification requirements on Indonesian shrimp and spices due to radioactive contamination, affecting trade relations [5][8] Cryptocurrency Insights - Billionaire investor Ray Dalio has expressed skepticism about Bitcoin's potential as a central bank reserve currency, citing privacy concerns despite its growing perception as an alternative form of money [6][8]

Alphabet Inc. (NASDAQ:GOOGL) is one of the Top 10 Long-Term Stocks to Invest In According to David Tepper. On September 22, Alphabet Inc. (NASDAQ:GOOGL) introduced its Generative AI tool for Google TV. Gemini is now available on Google TV, allowing users to engage in free-flowing, natural language conversations with the AI. Following the complete access of Gemini on the TV, it will bring Google’s AI to over 300 million active Google TV and other Android TV OS-powered devices. “Everything you already do w ...

Generative AI Investment - Tech firms in America are heavily investing in generative-AI infrastructure [1] - Demand for generative AI infrastructure is not yet meeting the high expectations [1]

Core Insights - Reddit's stock experienced a nearly 5% increase on Friday after a significant drop earlier in the week, where it lost over 10% on Wednesday and an additional 1% on Thursday, resulting in a total decline of 13% for the week [1][6]. Stock Performance - The stock has surged nearly 500% from its IPO price in March 2024, driven by strong user growth and a rapidly expanding advertising business [5]. - However, shares have retreated nearly 30% from a record high of 282.95 on September 18 [6]. - Reddit's Relative Strength Rating remains strong at 97 out of a best-possible 99, indicating its outperformance over the past 12 months [6]. Analyst Opinions - Piper Sandler analyst Thomas Champion maintains an overweight rating on Reddit with a target price of 290, asserting that ChatGPT is not a major traffic source for Reddit [2][3]. - Champion believes that the relationship with Google remains intact and expects a solid quarter for Reddit [3]. - Citizen JMP analyst Andrew Boone also expresses a bullish outlook, stating that concerns regarding Reddit's search-engine optimization are "simply noise" and emphasizes the potential for stronger monetization of logged-in users [3][4]. - Boone rates Reddit as outperform with a target price of 300, focusing on the momentum in the advertising business [4]. Ratings - Reddit stock holds an IBD Composite Rating of 94, indicating strong growth potential as the best growth stocks typically have a Composite Rating of 90 to 99 [7].

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

Core Viewpoint - Alibaba's stock has experienced a significant resurgence, nearly doubling since January 2025, driven by advancements in generative AI and strong performance in its cloud segment [3][4]. Group 1: Stock Performance - Alibaba's shares have risen by approximately 30% in September 2025 alone, making it one of the best-performing tech stocks of the year [3]. - The stock is currently trading at nearly $180, reflecting a forward earnings multiple of about 23x, which is more than double the 10x multiple from a year ago [8]. Group 2: AI Advancements - The company introduced Qwen3-Max, a large language model with over 1 trillion parameters, excelling in complex reasoning and coding tasks, outperforming many global competitors [5]. - AI-driven revenues have shown triple-digit growth for eight consecutive quarters, indicating strong momentum in this segment [6]. Group 3: Cloud and Infrastructure - Alibaba's cloud segment grew by 26% year-on-year in the latest quarter, highlighting the importance of back-end infrastructure for scaling AI services [6]. - The company has developed a new 7-nanometer AI inference chip, enhancing its capabilities in real-time inferencing tasks [6]. Group 4: Investments and Partnerships - Alibaba has committed to investing over RMB 380 billion (approximately $53 billion) in AI infrastructure and development, with plans to exceed this amount due to rising demand [7]. - The partnership with Nvidia aims to integrate advanced AI development tools into Alibaba Cloud, enhancing capabilities in physical AI applications [7]. Group 5: Growth Outlook - Despite the strong performance in AI revenues, the overall growth outlook for Alibaba is less optimistic, with consensus projections indicating only 5% sales growth in 2025 [8]. - In comparison, global competitors like Alphabet are projected to grow revenue by over 13% this year, highlighting a disparity in growth expectations [8].

Group 1 - SPS Commerce Inc. is recognized as a promising investment opportunity among beaten-down technology stocks, with a 'Neutral' rating and a price target of $125 set by DA Davidson [1][2] - The company recently held a 2025 Investor Day event, where it shared insights on its product roadmap and generative AI strategy, emphasizing a high single-digit organic growth outlook for the year [2] - SPS Commerce has maintained a strong performance with 98 consecutive quarters of revenue growth, serving over 50,000 recurring revenue customers in the retail grocery distribution, supply, and logistics sector [3][4] Group 2 - SPS Commerce provides cloud-based supply chain solutions that facilitate the automation and simplification of business document exchanges and product data between retailers and suppliers [4] - The company is focused on long-term growth plans to capture a larger share of the expanding total addressable market [2]

Core Insights - The increasing workloads of generative AI are leading to higher cloud budgets, prompting IT leaders to rethink their cloud cost management strategies [3][6]. Group 1: Cloud Cost Management Strategies - CIOs are adopting a multi-faceted approach to manage cloud spending, which includes negotiating commitment-based contracts for better cost transparency and capacity guarantees [4]. - The deployment of cost management tools is becoming essential for IT leaders to track usage and optimize resources [4]. - Practices like FinOps are being increasingly utilized to analyze cloud spending [4]. Group 2: Resource Optimization - A significant strategy involves "right-sizing cloud environments" to align resource allocation with workload requirements and implementing autoscale strategies to adjust capacity based on demand [5]. - These measures are aimed at ensuring efficient consumption and aligning cloud spending with financial goals as AI adoption accelerates [5]. Group 3: Demand for Tailored Cloud Products - Enterprises are seeking more value from cloud products, moving beyond basic services to tailored solutions that meet specific business needs [6]. - Hyperscalers are responding by investing billions into their cloud and AI infrastructure [6]. - Regulatory requirements for data sovereignty are increasing the demand for specialized or hybrid cloud products [6]. Group 4: Generative AI Spending Trends - A survey indicates that 42% of firms expect to allocate over 30% of their cloud budget to generative AI within the next three years [7]. - Nine out of ten leaders anticipate that generative AI use cases will account for 10% of their cloud budget [7]. - IT buyers' spending on generative AI workloads is projected to quadruple by 2028 [7].