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Salesforce surged following a strong Q2 earnings beat, driven by rapid Agentforce ARR growth exceeding $1.5 billion. Analysts set a $364 price target, highlighting compelling valuation upside compare…
Meta rose in premarket trading after JPMorgan upgraded the stock to Overweight from Neutral and lifted its price target to $820. The upgrade follows strong early adoption of Meta's new consumer AI ag…
Meta's new 'Muse' AI agent aims to complete consumer tasks like shopping and negotiating, offering a potential growth engine beyond digital advertising and boosting exposure across major tech ETFs.
Meta acquired Swedish startup Stilla.ai to build transaction-enabled AI agents across WhatsApp, Messenger, and Instagram. The acquisition bolsters Meta Business Agent, allowing companies to automate …
T. Rowe Price portfolio manager Tony Wang highlighted Meta's competitive edge in agentic AI through its app Muse. Wang noted that Meta's vast distribution network across Instagram, Facebook, and What…
ARK Invest rotated nearly $28 million from Alphabet into Meta following the launch of Meta's Muse AI assistant and its acquisition of Stilla.ai. Analysts highlighted Meta's massive distribution advan…
Meta shares jumped over 6% following the launch of Muse, a new AI agent with tiered subscriptions up to $100. The commercial rollout signals direct monetization of Meta's heavy AI capital expenditure…
Meta shares surged over 6% following the launch of its autonomous 'Muse' AI agent and the acquisition of Swedish AI startup Stilla.ai. TD Cowen maintained a Buy rating with a $750 price target, citin…
GitLab reported strong Q2 FY27 revenue of $286.3 million, up 21% year-over-year, topping guidance with record gross bookings. Management raised full-year revenue guidance to $1.129–$1.133 billion, dr…
Meta released Muse Spark 1.3, an advanced AI model designed for agentic coding workflows. While soaring AI capital expenditures and declining free cash flow have pressured profits, robust 28% revenue…
Salesforce reported fiscal Q2 revenue of $11.35 billion, up 11% year-over-year, driven by rapid AI adoption. Combined Agentforce and Data 360 ARR surged over 210% to nearly $3.9 billion. Operating ca…
Nvidia announced that RTX Spark devices powered by its N1X chip will ship in October, featuring Blackwell GPUs and Grace CPUs with 128GB unified memory. It also unveiled NVIDIA PAIR, an open-source t…
Meta is launching its AI agent platform 'Hatch' with premium subscriptions and exploring $11B–$22B in potential excess compute capacity sales, despite facing ongoing US lawsuits over teen privacy pra…
Enterprise AI adoption accelerates through model harness engineering while Wall Street eagerly awaits Nvidia's upcoming earnings call to confirm the AI boom's momentum. Meanwhile, Amazon expands its …
Salesforce's record $27B quarterly buyback signals confidence against 'SaaSpocalypse' fears, with 13% revenue growth and strong AI-driven Agentforce adoption boosting investor sentiment on software a…
A US appeals court overturned an injunction against Perplexity's AI shopping tool on Amazon, a legal setback for Amazon. Separately, New Jersey's AG filed an antitrust suit alleging Amazon suppressed…