[Music] Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today, then our new stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get the curve. Here's some of the trends we're going to be diving right into.Drama jumping from the screen to the boardroom. The future of Warner Brothers Discovery hangs in the balance as Paramount comes out swinging. in its effort to acquire the media giant.We're cal ...

Core Insights - Workday, Inc. will have Gerrit Kazmaier, president of product and technology, present at the Barclays 23rd Annual Global Technology Conference on December 11, 2025 [1] - A live webcast of the event will be available on the Workday Investor Relations site, with a replay accessible for at least 90 days post-conference [2] Company Overview - Workday is an enterprise AI platform designed for managing people, money, and agents, integrating HR and Finance on a single intelligent platform [3] - The platform utilizes AI to empower users with clarity, confidence, and insights, enabling quick adaptation, better decision-making, and impactful outcomes [3] - Workday serves over 11,000 organizations globally, including more than 65% of the Fortune 500 companies [3]

On Wednesday, C3.ai Inc.'s (NYSE:AI) CEO, Stephen Ehikian, addressed the company's troubles as he works to stabilize the enterprise AI firm after months of missed targets, leadership turmoil and a disruptive overhaul of its sales organization.C3.ai Beats Expectations But Faces Lingering StrainC3.ai reported second-quarter results that came in ahead of Wall Street estimates, offering a brief reprieve after a rocky stretch, according to Benzinga Pro.The company posted a loss of 25 cents per share, narrower th ...

Amid all the excitement building around the possibilities of enterprise AI this year, there has been one high-profile flameout in the stock market: C3.ai ( AI ), once considered a meaningful generative AI platform thatWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking A ...

Core Insights - C3.ai has experienced a significant decline in the stock market, despite the growing excitement around enterprise AI this year [1] Company Analysis - C3.ai was once viewed as a significant player in the generative AI platform space, indicating its potential in the technology sector [1] - The company has faced challenges that have led to its high-profile flameout, suggesting underlying issues that may affect its future performance [1] Industry Context - The excitement surrounding enterprise AI has been a major theme in the technology industry, highlighting the potential for growth and innovation [1] - The experience of analysts and contributors in the technology sector, including those with backgrounds in Wall Street and Silicon Valley, reflects the evolving landscape of AI and its impact on investment opportunities [1]

Investor Supplemental FY26-Q2 December 3, 2025 Disclaimer This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "continue," "estimate," "expect," "intend," "may," "will" and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these words. Forward-looking statements in this press release include, but are not limited to, statem ...

C3 AAI CEO uh Stephen McCannian. Um Stephen, it's good to see you. So, how what's the status of getting the go to market motion fixed that really hit the stock earlier and how did that play out in the quarter.>> Yeah. Uh I would say it was a solid quarter um with a disciplined execution across sales and go to market. Uh what we really saw is acceleration our federal business. Uh we also saw uh key blue chip customers.Uh and uh we we saw the ability to go up market as well with some high volume high value uh ...

C3 AAI CEO uh Stephen McCannian. Um Stephen, it's good to see you. So, how what's the status of getting the go to market motion fixed that really hit the stock earlier and how did that play out in the quarter.>> Yeah. Uh I would say it was a solid quarter um with a disciplined execution across sales and go to market. Uh what we really saw is acceleration our federal business. Uh we also saw uh key blue chip customers.Uh and uh we we saw the ability to go up market as well with some high volume high value uh ...

PLUS. >> MICROSOFT SHARES UNDER SOME PRESSURE, BUT OFF THE LOWS OF THE DAY AFTER REPORTING FROM OUR OWN STEVE KOVACH. MICROSOFT PUSHING BACK ON THESE REPORTS THAT IT HAS LOWERED ITS AI SOFTWARE SALES TARGETS.COMPANY OUT WITH A NEW STATEMENT A FEW MOMENTS AGO, SAYING THE INFORMATION STORY INACCURATELY COMBINES THE CONCEPTS OF GROWTH AND SALES QUOTAS, WHICH SHOWS THEIR LACK OF UNDERSTANDING OF THE WAY A SALES ORGANIZATION WORKS AND IS COMPENSATED. AGGREGATE SALES QUOTAS FOR AI PRODUCTS HAVE NOT BEEN LOWERED, ...

Key Takeaways Palantir expands with Foundry and Gotham, driving data intelligence across commercial and government sectors.Foundry boosts U.S. commercial revenues 121% in Q3 2025 with new DevOps enhancing deployment workflows.Gotham advances real-time analytics while PLTR shares jump 136% and earnings estimates rise.Palantir Technologies Inc. (PLTR) is swiftly expanding beyond its defense roots, powered by its Foundry and Gotham platforms, which are transforming how organizations harness data intelligence a ...