Welcome to Market Catalyst. I'm Julie Hyman. We are 30 minutes into US trading day.Let's get to the three market catalysts we're watching this hour. First up, President Trump imposes a $100,000 fee on H1B visas. We'll discuss what that means for the tech sector and for the US economy.Plus, Micron is set to report earnings in the next test test for the AI trade. We'll have full coverage ahead. And investors are gearing up for a week of Fed speak and economic data.We'll discuss that and more on Market Catalys ...

google's agent payment protocol needs 100,000 ai agents holding eth wallets by q2 2026. each agent burns gas every transaction. no speculation, no exit strategy, just permanent eth demand from machines that never sleep.ethereum foundation created a dedicated dai team for this. they're not competing with solana anymore. they're building infrastructure for agents that don't exist yet. ...

Core Insights - Oracle has been recognized as Exemplary for product and consumer experiences in the 2025 ISG Research Buyers Guide for AI Agents and Conversational AI for Workforce [1] Group 1 - Oracle received top ratings across product experience, innovation, and customer value [1]

Accessibility StatementSkip Navigation AI Agents module allows users to build, integrate and run LLM-powered Voice Bots in Live Hub voice CPaaS Contact centers worldwide continue to face rising costs, staffing constraints and higher customer expectations. Voice AI is reshaping the unit economics of customer support by automating routine calls, offering instant multilingual service and augmenting live agents in real time to improve customer satisfaction and time-to- resolution. Live Hub brings these advantag ...

DevOps—the close collaboration between software development and operations functions within an enterprise—is a perennial headache for CIOs. The work required to take automated processes from development to full operation often has to follow executive directives that don’t always account for the complexities of enterprise IT modernisation. When successful, a highly functioning and effective DevOps function has the potential to significantly cut costs, increase productivity and streamline tasks by creating ...

Core Insights - ClickUp has announced its ARR has surpassed $300 million, continuing its All-In-One approach in the AI era, aiming to integrate various productivity tools into a single platform [1] - The concept of "ambient AI" is introduced, suggesting that future AI tools will be deeply integrated and personalized within work environments, enhancing productivity without requiring manual operation [2] - Several AI companies have reported significant growth, with Databricks achieving a valuation over $100 billion and an ARR of $4 billion, while ElevenLabs' ARR has doubled to $200 million in eight months [6][7] Group 1 - ClickUp's ARR has reached $300 million, maintaining its All-In-One model for productivity tools [1] - The company aims to create AI-driven workflows that automate repetitive tasks and enhance project management [1] - The founder emphasizes the shift towards "ambient AI," which will personalize user experiences and integrate seamlessly into workflows [2] Group 2 - Databricks completed a $1 billion Series K funding round, with AI products contributing $1 billion to its ARR [6] - ElevenLabs' valuation increased to $6.6 billion, with its ARR growing from $100 million to $200 million [7] - Cognition, after acquiring Windsurf, announced a $400 million funding round, achieving a valuation of $10.2 billion and an overall ARR of $150 million [7] Group 3 - Fal, an AI Infra product, achieved over $100 million in ARR with a monthly growth rate of 40%, highlighting the importance of product-market fit (PMF) [8] - The company experienced a significant transformation through four stages to establish its current position as a generative media platform [8] - The rapid growth of these AI companies is attributed to the release of major models and the evolving landscape of AI applications [9]

RT WORLD3 (@WORLD3_AI)Congrats to @BNBCHAIN on turning 5! 🎉From powering our AI Agents to fueling next-gen campaigns, #BNB has been a key part of WORLD3’s journey.Here’s to more growth, more innovation, and more autonomy ahead. 💛#BNBChainTurns5 #BNBDay ...

Core Viewpoint - The concept of performance-based pricing for AI Agents is currently unattainable due to the lack of necessary technological, organizational, and cultural infrastructure [10][11][12]. Group 1: Attribution Challenges - Attribution of success in AI projects is complex, as multiple variables and human collaboration make it difficult to determine who deserves credit for outcomes [16]. - Establishing an attribution system requires advanced capabilities, including autonomous coding by AI Agents and well-defined product requirements [17][18]. - Tracking the value created by AI over time poses significant challenges, as existing infrastructure is inadequate for maintaining causal links [19]. Group 2: Measurement Feasibility - Even if attribution issues are resolved, measuring outcomes remains fundamentally challenging due to time delays in realizing benefits [20]. - Many valuable outcomes are subjective and difficult to quantify, leading to a focus on easily measurable but less significant results [21]. - Introducing performance-based pricing can alter team behavior, potentially leading to dysfunction similar to issues seen with KPIs and OKRs [22]. Group 3: Trust Deficit - Performance-based pricing necessitates unprecedented trust between suppliers and users, requiring transparency in sensitive business metrics [23]. - Suppliers need access to client systems for verification of claimed outcomes, raising significant security and privacy concerns [24]. - Disputes over outcomes and attribution lack a legal framework for resolution, complicating the implementation of performance-based agreements [25]. Group 4: Organizational Resistance - Most organizations are structurally unprepared for performance-based pricing due to procurement resistance and existing accounting practices [28][29]. - Financial teams may resist paying more for suppliers who create additional value, reflecting a zero-sum mindset deeply embedded in corporate culture [29]. Group 5: Market Structure Issues - The current AI market structure, dominated by a few suppliers, makes personalized performance agreements impractical [30]. - Standardizing outcome-based pricing across various use cases and industries is unfeasible, leading suppliers to default to usage-based pricing [32]. Group 6: Path Forward - A mixed pricing model that gradually incorporates performance elements is seen as a more realistic approach, despite its inherent complexities [36]. - Initial steps include starting with measurable agent metrics and building trust through data transparency [37][38]. - Over time, the proportion of performance-based pricing could increase as attribution systems mature, but this transition will require significant effort and investment [39]. Group 7: Key Insights - The vision for performance-based pricing in AI is valid, as it aligns incentives and fosters genuine value creation, but the path to realization is longer and more complex than anticipated [41].

Core Insights - PROS Holdings reported Q2 2025 results that exceeded Wall Street estimates for both revenue and earnings, with GAAP revenue of $88.7 million and non-GAAP EPS of $0.13, significantly higher than the consensus forecast of $0.06 [1][2] Financial Performance - GAAP revenue increased by 8.2% year-over-year from $82.0 million in Q2 2024 to $88.7 million in Q2 2025 [2] - Non-GAAP EPS rose by 85.7% from $0.07 in Q2 2024 to $0.13 in Q2 2025 [2] - Subscription revenue grew by 12% year-over-year, reaching $73.3 million, showing acceleration from the previous quarter [1][5] - Non-GAAP subscription gross margin improved to 80% in Q2 2025, up from 79.6% in Q2 2024 [6] Company Overview and Growth Strategy - PROS Holdings specializes in AI-driven enterprise software for pricing, quoting, and revenue management, targeting complex sectors like airlines and manufacturing [3] - The company focuses on technological leadership in AI and cloud computing, investing heavily in R&D to drive product innovation [4][7] Operational Highlights - The company secured new contracts with clients such as Air Greenland and Lennox, while expanding existing relationships with American Airlines and BASF [5] - Adjusted EBITDA showed strong improvement, although free cash flow declined due to timing of collections and increased commercial activities [8] Future Outlook - For Q3 2025, PROS Holdings expects GAAP revenue between $90.5 and $91.5 million, indicating approximately 10% growth at the midpoint [9] - The company raised its full-year subscription revenue outlook, projecting Subscription ARR for FY2025 to be between $310 million and $313 million [9] - Non-GAAP EPS for Q3 2025 is forecasted to be between $0.15 and $0.17, with adjusted EBITDA expected at $11 to $12 million [9]

AI & Cryptocurrency Overview - $WAVE is highlighted as a potentially promising AI investment within the cryptocurrency space [1] - The project has implemented a burn mechanism, with 25% of tokens already burned [1] - $WAVE generates over 88 $SOL in daily revenue from its AI Agents & BOTS [1] Revenue & Tokenomics - Revenue from AI Agents & BOTS will be used for buy-backs and token burning, similar to $HYPE and $BONK [1] - AI bots are being utilized by memecoins like USELESS and FARTCOIN, as well as approximately 4,000 other coins [1] Contract Information - The contract address (CA) for $WAVE is provided: 4GeDKXRW4uygk4XKWvPNMSrBhwPWnNwHDBmFaKH8bonk [1]