Agentic AI

The software sector is undergoing a correction, particularly within the software-as-a-service (SaaS) industry, as AI threatens its business model.  ADBE stock is moving. See the chart and price action here.  Major players like Salesforce, Inc. (NYSE:CRM) and Adobe, Inc. (NASDAQ:ADBE) are facing...

Palo Alto Networks Inc (NASDAQ:PANW) is set to report its second-quarter results after Tuesday's close, with analysts and investors eyeing growth through acquisitions, key earnings estimates, and ratings. Palto Alto Networks Q2 Earnings Estimates Analysts expect Palo Alto Networks to report Q2...

Shares of Fastly Inc. (NYSE:FSLY) surged more than 80% on Thursday after the company reported record-breaking fourth-quarter results and issued an aggressive 2026 outlook that center-staged the rise of autonomous AI traffic. The company's quarterly revenue of $172.6 million (up 23% year-over-year)...

The two-decade reign of the seat-based software-as-a-service (SaaS) model is facing a major threat from AI agents—and software stocks are already feeling the pain.  CRM stock is slipping. See the chart and price action here.  For years, giants like Salesforce, Inc. (NYSE:CRM) and ServiceNow...

Cybersecurity giant CrowdStrike Holdings Inc.’s (NASDAQ:CRWD) CEO George Kurtz issued a stark warning during the company's third-quarter earnings, citing a growing wave of AI-driven cyber threats from adversarial nation-states, including China. AI Is Expanding ‘Attack Surface’...

Database platform MongoDB Inc.’s (NASDAQ:MDB) CEO, Chirantan Desai, said that while AI remains the dominant theme in tech, agentic AI remains in pilot mode, not yet ready for scaled, production-level use cases. Agentic AI Still In ‘Pilot’ Stages During the company’s third-...

Snowflake Inc (NYSE:SNOW) is expected to post strong third-quarter growth as enterprises increasingly tap its data platform to power artificial intelligence and Agentic AI applications. Rosenblatt analyst Blair Abernethy maintained Snowflake with a Buy and raised the price target from $250 to $275...

Cloudflare, Inc. (NYSE: NET) on Thursday outlined a plan to debut “NET Dollar,” a U.S. dollar–backed stablecoin it says will enable instant, secure payments as autonomous AI agents transact across the web. See if NET stock is worth your attention here. Cloudflare is pitching NET Dollar...

Qualcomm Inc (NASDAQ:QCOM) unveiled its newest Snapdragon mobile platform on Wednesday, which includes a large focus on the growth of agentic artificial intelligence. QCOM shares are trending higher. Review the technical setup here. New Snapdragon 8 Elite Gen 5 Qualcomm announced the Snapdragon 8...

Ahead of SoundHound AI‘s (NASDAQ:SOUN) incoming Q2 earnings release, Benzinga caught up with its founder and CEO, Keyvan Mohajer, to discuss the firm's plans and industry developments. BZ: SoundHound is growing and expanding into new verticals, as demonstrated by your recent partnerships,...

Amazon.com, Inc. (NASDAQ:AMZN) launched a new team within its consumer R&D division to focus on agentic artificial intelligence. The Details: The agentic AI group will operate out of Lab126, Amazon's secretive Silicon Valley unit known for creating the Kindle, Echo and other flagship devices,...

C3.ai Inc. (NYSE:AI) said that it was positioning itself to tap the $47 billion growing market of AI agents by 2030. The company also highlighted key achievements that were made in collaboration with its “army of partners.” What Happened: The enterprise AI application pure-play...

Salesforce Inc. (NYSE:CRM) management continued to place its bets on the multitrillion-dollar opportunity arising from the digital labor revolution during its first-quarter earnings call on Wednesday. What Happened: Salesforce CEO Marc Benioff says that the “digital labor revolution” is...

At Palo Alto Networks Inc. (NASDAQ:PANW), the tone around AI is evolving rapidly and while the world still plays catch-up, the company is already setting its sights on what comes next, agentic AI. What Happened: During its third quarter earnings call on Tuesday, the company’s CEO, Nikesh...

On Friday, JPMorgan analyst Pinjalim Bora maintained an Overweight rating on Braze, Inc (NASDAQ:BRZE) with a price target of $47. On Thursday, Braze reported fourth-quarter revenue of $160.4 million, beating the $155.72 million consensus estimate. The quarterly earnings were 12 cents per share,...