Palantir and UiPath are two strong ways to play the emerging field of AI orchestration.Chip stocks and hyperscalers have grabbed most of the headlines when it comes to the artificial intelligence (AI) megatrend, as companies and governments around the world race to build out their data center infrastructure to support AI. However, those companies are not the only ways for investors to play the trend. In fact, the software orchestration space could become a better long-term way to play AI, given its recurrin ...

Core Insights - Delta Air Lines is enhancing its digital transformation through a partnership with Trackonomy to modernize cargo operations and improve asset management across its global network [1][2]. Group 1: Partnership and Technology - The collaboration with Trackonomy aims to replace outdated systems with digital tools that streamline the movement of cargo, including containers and ground support equipment [2]. - Trackonomy's technology is expected to significantly improve airport operations, enabling faster turnarounds and higher reliability at over 200 airports [3]. - The platform is already in large-scale use globally, approved in 68 countries and by more than 100 airlines, indicating its widespread acceptance and effectiveness [3][4]. Group 2: Industry Context and Performance - The airline sector is witnessing a performance divergence, with legacy carriers like Delta outperforming low-cost rivals amid a global travel rebound [5]. - JP Morgan analyst Jamie Baker has reiterated an Overweight rating on Delta, raising the price forecast from $72 to $85, citing strong margins and premium demand as key factors [5]. - Delta is recognized as an industry leader, benefiting from loyalty economics and a robust operational framework [5]. Group 3: Stock Performance - Delta Air Lines shares were trading 0.86% higher at $56.59, reflecting positive market sentiment following the announcement of the partnership [6].