Key Points Over the past few months, many investors have likely encountered the phenomenon known as the "SaaS Apocalypse." This describes a trend of software-as-a-service (SaaS) stocks seeing their share prices tank as a result of new artificial intelligence (AI) tools. To an extent, it seems as though markets are selling every stock with even a SaaS-adjacent business model. However, the effect that AI disruption will have on each SaaS company is far from uniform. → ASML's $8B Deal: More Than a Purchase, It ...

Meta has hired the team from Dreamer, the builder of a new operating system for AI agents and agentic apps, to join Meta Superintelligence Labs, Dreamer Co-Founder and CEO David Singleton and the team said in a post on the company’s website.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy u ...

(Bloomberg) -- Meta Platforms Inc. has hired the founders and team behind the artificial intelligence startup Dreamer, which launched earlier this year to help people create their own AI agents. The Dreamer team — including one co-founder, Hugo Barra, who previously worked at Meta — is joining the Meta Superintelligence Labs group under Chief AI Officer Alexandr Wang, according to an internal post Wang sent Monday morning that was reviewed by Bloomberg. While the new hires will work on AI agents and associa ...

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Core Viewpoint - 2026 has been challenging for major software companies, with Oracle experiencing a nearly 21% decline in stock price year-to-date, primarily due to investor concerns about legacy tech companies being disrupted by AI advancements [1][2]. Company Strategy - Oracle is transitioning from traditional database and SaaS solutions to becoming a significant player in AI infrastructure, aiming to be a leading provider in the AI revolution [2]. - The company plans to develop industry-specific AI "agents" and "sovereign AI" solutions that operate entirely within client IT assets, rather than on Oracle's servers [3]. Financial Overview - Oracle has significantly increased its capital expenditures estimate for the current fiscal year to $50 billion, a stark rise from less than $2 billion previously spent on maintaining its legacy database business [5]. - To support its ambitious goals, Oracle announced a financing package that includes $25 billion in debt and an equal amount in secondary share issues and convertible stock [6]. - The company's free cash flow has turned negative, with a deficit of almost $44 billion through the first three quarters of fiscal 2026, which is atypical for Oracle [7]. - Long-term debt has surged to nearly $148 billion, a 50% increase from the end of 2025 and nearly double the figure from fiscal 2022 [8]. Market Position and Demand - Despite the challenges, Oracle expects to generate $67 billion in revenue for fiscal 2026, up from nearly $57.4 billion the previous year, with projections of $90 billion for fiscal 2027 as AI facilities come online [9]. - Oracle is positioned as a preferred AI facility provider, notably for the Stargate Project, which aims to enhance U.S. leadership in AI [10]. - The company reported a remarkable 325% year-over-year increase in project backlog, reaching $553 billion, largely driven by its work with OpenAI [11]. Investment Perspective - Historically, Oracle has been a steady performer, but the current AI revolution presents new opportunities and risks, with the potential for first-mover advantage in the infrastructure needed for AI advancements [12][13]. - While Oracle's stock may not be the most undervalued AI investment currently, its strategic pivot and established market presence suggest a better-than-average chance of success in the evolving tech landscape [14].

14,500 AI agents deployed across crypto in 90 days executing arbitrage, LP rebalancing and yield optimization 24/7. EIP-4844 dropped L2 fees 95% making agent micropayments profitable. hyperliquid crossed $1b stablecoins with 20-30% agent driven. the trade isnt buying AI tokens. its owning the rails agents pay fees on. ETH, SOL, ARB all capture transaction volume from machines that never sleep and dont feel fear at 26 sentiment. ...

Latent Health is tapping into the $200 billion market for specialty drugs with AI agents that help doctors convince insurers to more quickly approve drugs and treatments people need. Learn more: https://t.co/9qM34RhS5p (📸: Latent Health) https://t.co/IWpTIWcxhw ...

Hello and welcome to Eye on AI. In this edition… Nvidia sees $1 trillion in AI chip sales by the end of 2027… Meta delays the debut of its latest AI model (again)…Moonshot AI develops a new architecture for large neural networks…and why we may soon be worrying about ‘moral crumple zones.’ Since the advent of ChatGPT in November 2022, one of the professions that people often claim is now toast is consulting. After all, what is it that consultants do? They advise companies on strategy; they help them restruct ...

Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. With rapid AI innovation comes big dangers — such as unparalleled access of AI agents to our personal data. "I think one of the biggest dangers is that AI has access to all of our most sensitive information, and now people are giving permissions and access for these AI agents to get access to literally everything," AlphaTON Capital CEO Brittany Kaiser said on Yahoo ...

Core Insights - Wall Street is currently overlooking Rezolve AI, which is experiencing rapid growth in annual recurring revenue and profitability, making it a potential investment opportunity [2][4]. Company Overview - Rezolve AI's stock has decreased by nearly 70% from its all-time high set in September, resulting in a market capitalization of less than $1 billion [5][6]. - The company is positioned in the AI agent industry, which is projected to grow from a $7.6 billion market to $183 billion by 2033, with a compound annual growth rate (CAGR) of 49.6% [8][9]. Financial Performance - Rezolve AI reported $209 million in annual recurring revenue for 2025 and anticipates reaching at least $500 million by the end of 2026. The company also expects to achieve $40 million in profit for the full year of 2025 and $350 million for 2026 [10][11]. - December marked the company's first profitable month, indicating potential for significant profit margin expansion as it continues to grow [11]. Market Potential - The AI agent market is gaining traction as companies seek to leverage AI technology for automation and productivity across various sectors [7][9]. - Rezolve AI is identified as a "pure play" in this emerging trend, suggesting it could benefit significantly from the industry's growth [9]. Analyst Sentiment - Despite limited attention from Wall Street, analysts have set a consensus price target of $11 for Rezolve AI, indicating over 300% upside potential from current levels. The lowest target is $7, while the highest is $15, suggesting the stock could more than quintuple [12].