for today's tech check. Mackenzie Sagalos joins us now with data brick CEO Ali Gatsy in a CNBC exclusive. Mac, >> hey there Mike.So Ally, thanks so much for joining us. This is OpenAI's first major integration with a company like Data Bricks, but what does Data Bricks get out of this partnership. Are you seeing signals that enterprise adoption hasn't been scaling as fast as hoped.>> Yeah, so what we're seeing is that enterprises really really are excited to get agents actually working inside the enterprise. ...

Core Viewpoint - Fiverr International's stock surged over 9% following its second-quarter earnings report, driven by attractive valuation and anticipated cost savings from restructuring initiatives [1][6]. Group 1: Restructuring and Cost Savings - The company announced a restructuring plan that includes a 30% reduction in headcount, expected to yield approximately $30 million in cost savings [2][3]. - BTIG estimates that these savings could enhance fiscal year 2026 EBITDA by up to 30% if fully realized [3]. Group 2: Market Conditions and Client Outlook - The recent Federal Reserve rate cut is anticipated to lead banks to lower lending rates, which could improve the outlook and hiring intentions of Fiverr's core small and medium-sized business clients [4]. - The reduction in workforce is expected to decrease stock-based compensation from a historical 10% of sales to a more typical 6-8% range for e-commerce peers [4]. Group 3: Valuation and Analyst Upgrades - Fiverr is trading at a significant discount compared to rival Upwork, with a fiscal year 2026 EV/EBITDA of 4.6x versus Upwork's 10.1x, indicating potential for multiple expansion [5]. - BTIG raised its fiscal year 2026 adjusted EBITDA estimate for Fiverr to $114 million from $102 million, valuing the company at 6.5x fiscal year 2026 EV/EBITDA [5]. Group 4: Financial Position and Risks - Fiverr's net cash position of $8 per share provides additional support for its valuation [6]. - While there are risks associated with AI adoption, the impact is considered potentially overstated, especially given recent underwhelming AI product rollouts [6].

AI Adoption & Market Trends - 95% of enterprises are actively investing in AI [1] - 73% of IT leaders report AI PCs have accelerated their refresh plans [1] - AI PC adopters are experiencing up to 3x productivity gains [2] - AI PCs enable 41% faster deployments [2] - Windows 10 End of Support in October 2025 necessitates PC infrastructure modernization [2] AMD's AI PC Solutions - AMD offers a comprehensive lineup of next-generation mobile PC processors optimized for Copilot+ PCs [3] - AMD Ryzen AI solutions utilize on-device AI hardware, providing security advantages over cloud-reliant systems [4] - AMD Ryzen AI PRO processors can potentially realize up to $50 million in cost savings and efficiency benefits [5] - AMD Ryzen AI PRO processor lifecycle lasts up to five years before refresh, compared to the competition's three-year refresh cycle [6] - AMD Ryzen AI PRO processors feature a powerful NPU for enterprise AI PCs, enabling fast automation, intelligent search, and real-time collaboration [8] Security & Cost Efficiency - AMD solutions employ TLS 1.3 encryption for robust security and lower latency [4] - AI PCs with AMD Ryzen AI PRO processors offer lower long-term TCO due to extended battery life and reliable fleet performance [6] Performance & Productivity - AMD Ryzen AI PRO processors are engineered to balance CPU, GPU, and NPU workloads, improving efficiency across enterprise applications [8]

And you told us we should be perhaps prepared for a little pullback. Did we already see that pullback or are there more to come. Well, so even if you think about the data we saw this morning, if we had seen that data six months ago, the markets would be plunging.Okay. You know, jobless claims breaking out of a multi-year sort of sideways channel and, you know, hot inflation data. And so in our mind, there's still a likelihood that you're going to get a pullback.And frankly, every great bull market and this ...

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Let's talk about these acquisitions. So, were you acquiring the companies and the talent came with them or was this specifically focused on the talent at those companies and integrating them into Unifor. Well, we're very excited first of all with these two acquisitions.Uh they bring a lot of technology to us and the people, the talent. But why were these important for us right now. The state of AI adoption in the in business is at a very interesting point.There are some industry reports talking about AI age ...

AI Impact on Economy - 摩根士丹利预测，随着人工智能的持续应用，标普500指数的市值可能增加高达 16 万亿美元[1] - 相对于公司收入而言，较低技术行业将成为人工智能的最大相对受益者，例如消费服务、资本货物和制造业相关行业[3][4] - 充分应用人工智能后，部分行业公司税前利润的增长可能超过 50%[4] - 美国工厂中机器人的完全成本可能在每小时 5 美元左右，远低于美国工厂工人的平均工资[6] - 在美国工厂中，机器人渗透率达到约 20% 的水平时，在美国生产的产品的登陆成本将与在中国制造并运往美国的产品相同[8] AI Application & Development - 微软展示了其最新的人工智能工具，该工具能够以远低于人类医生的成本，更准确地诊断患者[12] - 具有大量服务和物流的业务将从人工智能中受益，例如消费导向型行业和医疗保健行业[12] - 软件和编码以及法律行业的文件起草等领域将看到更多代理型人工智能的应用[10] Power Sector - 电力行业是释放数据中心所需电力，成为人工智能发展的关键[13]

Core Viewpoint - The recent decline in AI stocks, including major players like Palantir, Nvidia, and Amazon, is attributed to over-expectations and a recalibration of investor sentiment, although AI adoption within enterprises continues to grow [1][3][4]. Group 1: Market Performance and Trends - The S&P 500 Information Technology Index has decreased by 1.50% over the past week, influenced by volatility in AI stocks [1]. - An 800-point rise in the Dow Jones Index followed a speech by Federal Reserve Chair Jerome Powell, suggesting a potential Fed rate cut due to a weak jobs outlook [1]. - U.S. companies have invested $109 billion in AI from 2013 to 2024, indicating significant long-term commitment despite current market fluctuations [4]. Group 2: Investor Sentiment and Opportunities - Investors are currently experiencing a pullback in AI stocks, but this is viewed as a healthy correction, allowing for potential buying opportunities at discounted prices [3][5]. - A recent MIT study revealed that 95% of generative AI pilots are not yielding measurable results, raising concerns about the overvaluation of AI stocks [6]. - The ongoing correction in AI stocks is seen as an opportunity for Main Street investors to enter the market at lower prices [5]. Group 3: Company-Specific Insights - **Palo Alto Networks**: Year-to-date performance is 2.38%, with a strong focus on cybersecurity, which is considered more critical than AI by many CTOs. The company has seen a 25% year-over-year increase in earnings per share [9][10]. - **Nvidia**: Year-to-date performance is 32.6%, with a significant 69% year-over-year revenue growth. It is recommended to buy if the stock dips below $174.50 [11][12]. - **Advanced Micro Devices (AMD)**: Year-to-date performance is 38.9%, with expected earnings of $1.17 per share for the current quarter, reflecting a 27.2% year-over-year increase. AMD is viewed as a viable alternative to Nvidia, despite being a distant second in the GPU market [13][14].

we are opening our first office in india later this year! and i'm looking forward to visiting next month.ai adoption in india has been amazing to watch--chatgpt users grew 4x in the past year--and we are excited to invest much more in india! ...

AI Adoption - AI adoption is crucial for continued progress and success [1] - Slowdown in AI adoption could lead to negative consequences [1]