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Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an in-depth analysis of deployment models, foundation types, end-use applications (healthcare, manufacturing, BFSI, defense), and regional growth projections through 2033. Artificial General Intelligence MarketArtificial General Intell

omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key vertical applications (BFSI, healthcare, legal, manufacturing), and regional growth projections through 2033. Domain-Specific LLM Platforms MarketDomain-Specific LLM Platforms Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Domain-Specific LLM Platforms Market Size, Share & Trends Analysis Report by Component, Deployment Model, Enterprise Size, Industry Vertical, Region, and Segment Forecasts, 2026-2033" has been added to ResearchAndMarkets.com's offering. Global Domain-Specific LLM Platforms Market to Reach USD 15.54 Billion by 2033 The global domain-specific LLM platforms market was valued at USD 1.83 billion in 2025 and is projected to increase from USD 2.44 billion in 2026 to USD 15.54 billion by 2033. The market is expected to register a compound annual growth rate (CAGR) of 30.3% from 2026 to 2033. North America led the global market in 2025, accounting for more than 35.0% of total revenue. Market growth is being driven by rising enterprise demand for accurate, context-aware artificial intelligence models tailored to specific industries and business functions. Organizations across banking, financial services and insurance (BFSI), healthcare, legal services, manufacturing, retail, telecommunications, government and other sectors are transitioning from general-purpose models to specialized large language model platforms. These solutions support improved decision-making, workflow automation, operational efficiency and industry-relevant outputs while helping organizations reduce inaccurate or unsupported responses. Cloud computing and API-based AI ecosystems are accelerating the deployment of domain-specific LLM platforms. Hyperscalers and enterprise AI providers allow organizations to implement specialized models without making extensive investments in dedicated infrastructure. Lower deployment barriers are supporting adoption among large enterprises and small and medium-sized enterprises (SMEs). Demand is also increasing as organizations integrate LLM platforms into customer support, enterprise analytics, knowledge management, document processing and other critical workflows. Story Continues Data security, regulatory compliance and AI governance remain important market growth factors. Businesses operating in highly regulated industries, particularly BFSI and healthcare and life sciences, require controlled, secure and explainable AI systems. Heightened concerns surrounding data privacy, intellectual property protection and regulatory accountability are encouraging investment in enterprise-grade platforms with transparent governance, access controls and compliance capabilities. Technological advancements are further improving the performance and commercial potential of domain-specific LLM platforms. Retrieval-augmented generation, model fine-tuning frameworks and multimodal AI capabilities are enabling stronger contextual understanding, real-time information retrieval and greater accuracy across specialized applications. Continued development of graphics processing infrastructure, vector databases and scalable cloud environments is also improving deployment speed and expanding addressable use cases across industry verticals. Enterprises are increasingly adopting specialized LLM platforms to improve productivity and optimize operating costs. These platforms can automate repetitive processes, streamline complex workflows, enhance access to institutional knowledge and support faster business decisions. Combined with sus

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting rules don't count a signed lease as a liability until the facility is actually ready for use. It means a huge share of Big Tech's AI spending spree is locked in without yet showing up in the debt and leverage numbers investors normally watch. If AI demand keeps growing, these facilities underpin the next phase of cloud growth. If it doesn't, the firms could be stuck paying for years of costly capacity they can't fill. This makes you question: with nearly $1.1 trillion in future lease payments already committed across just five companies, is this disciplined positioning for AI's next phase? Or is it a bet so large that even a modest slowdown could leave several of them holding space they don't need?Microsoft Corporation (NASDAQ:MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech's $1 Trillion Lease Bill Microsoft's Bull and Bear Case Microsoft Corporation (NASDAQ:MSFT)'s $329.1 billion pipeline is the largest disclosed among the group, but Microsoft is also the company Wall Street trusts most to actually monetize it. CNBC's Jim Cramer said Microsoft "avoided much of the skepticism" hitting its peers this earnings season. He credited that to the firm staying free cash flow positive while already generating real revenue from Azure and growing Copilot subscriptions, proof of payoff rather than just promises of one. However, the future $329.1 billion commitment completely overshadows the $88.52 billion Microsoft carries in lease liabilities today. Most of this commitment sits outside the balance sheet metrics investors currently track. If AI demand slows down even a little, Microsoft will still have to pay for huge data centers it might not be able to fill. Meta's Bull and Bear Case Meta Platforms, Inc. (NASDAQ:META)'s pipeline tells an even more dramatic story. It had already disclosed $278.99 billion in uncommenced lease payments and then signed a further $68 billion in new data center leases in July alone. That pushed the five companies' combined known pipeline to about $1.16 trillion. Meta's total commitments now run more than eight times higher than they were a year earlier, showing just how fast the firm is racing to build capacity. Story Continues Unlike Microsoft, Meta doesn't have the same track record yet of showing investors where the payoff comes from. Cramer said Meta's management offered little explanation for how its AI spending will generate returns, especially whether the company will ever rent out its excess computing capacity the way some rivals already do. Meta is also expected to join Alphabet and Amazon in reporting negative free cash flow soon. Insider Monkey's Hedge Fund Data Insider Monkey's hedge fund database shows Microsoft Corporation (NASDAQ:MSFT) had 282 hedge fund holders as of Q1 2026, down from 312 the quarter before. Meta Platforms, Inc. (NASDAQ:META) had 262 holders, up from 256. Among the other three companies in this lease commitment group, Amazon had 353 holders, Alphabet had 265, and Oracle had 115. Microsoft and Amazon draw the most hedge fund interest of the five. Conclusion Microsoft Corporation (NASDAQ:MSFT)'s lease commitments are bigger in absolute terms. However, Meta's are growing faster, with far less proof yet that the payoff is coming, the same split that's already showing up in how each stock has traded this earnings season. While we acknowledge the potential of MSFT as

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide “bridge” funding through 2027 and 2028 for Intel, Arcuri wrote. Continue Reading

Google's Gemini Just Crossed 1 Billion Users

This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials), the parent of Google, said its Gemini app has surpassed 1 billion monthly users, giving the company another major milestone in its race against OpenAI. Is GOOGL fairly valued? Test your thesis with our free DCF calculator. CEO Sundar Pichai called Gemini Google's fastest-growing product ever and the 14th company product to cross the 1 billion-user mark. That scale matters because the AI race is increasingly moving from attracting users to figuring out how to make money from them. OpenAI recently said its models also reach more than 1 billion active users and has been expanding advertising inside ChatGPT into additional international markets. Google already owns one of the world's largest advertising businesses, potentially giving it an advantage if it can connect Gemini usage with its broader ecosystem without hurting the user experience. Gemini also benefits from Google's reach across Android, Search, Workspace and other products. The milestone does not by itself tell investors how profitable Gemini will become. But with 1 billion users now in place, the bigger question is shifting from whether Google can compete in consumer AI to how much money that audience can eventually generate. View Comments

Nvidia Stock Rises as CEO Eases AI Debt Fears

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout. Continue Reading

5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now

Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading

As IonQ Posts 287% Revenue Surge to $80 Million and Acquires SkyWater Foundry, New Report Projects Quantum Computing Market to Hit $21.87 Billion by 2035

Company Logo Accelerating commercial momentum—highlighted by IonQ's record $80 million Q2 2026 revenue performance, D-Wave's 1,120% bookings growth, and expanded cloud quantum deployments across Alphabet (Google) and Microsoft is driving rapid adoption across financial modeling, aerospace engineering, drug discovery, and logistics. Quantum Computing MarketQuantum Computing Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Quantum Computing Market - A Global and Regional Analysis: Focus on Application, Product, and Country-Level Analysis, 2026-2035" has been added to ResearchAndMarkets.com's offering. The quantum computing market is projected to grow from $1.93 billion in 2026 to $21.86 billion by 2035, at a CAGR of 30.92%. The growth has been driven by increasing investments in quantum research and development, rising adoption of quantum technologies across industries such as healthcare, pharmaceuticals, financial services, aerospace and defense, energy, and logistics, along with the growing demand for high-performance computing solutions capable of solving complex computational problems beyond the capabilities of classical systems. As organizations increasingly explore quantum computing for optimization, simulation, cryptography, and machine learning applications, the demand for advanced quantum hardware, software, and cloud-based quantum services continues to expand. The integration of artificial intelligence, machine learning, cloud computing, and hybrid quantum-classical architectures is significantly enhancing the practical applicability and accessibility of quantum computing, further accelerating market growth. Advancements in quantum processors, quantum error correction, superconducting qubits, trapped-ion technologies, photonic quantum systems, and quantum software development platforms are also strengthening the capabilities of quantum computing ecosystems. Furthermore, supportive government initiatives, increasing public and private investments, expanding partnerships between technology companies, research institutions, and enterprises, and growing emphasis on scientific discovery, optimization, and cybersecurity are contributing to the continued development of the quantum computing market. However, the quantum computing market faces challenges such as high development and deployment costs, technological complexity, scalability limitations, and concerns related to quantum error rates and system stability. Advanced quantum technologies provide significant computational advantages for specific applications, but the substantial infrastructure requirements, shortage of skilled professionals, and long commercialization timelines can limit widespread adoption. Additionally, challenges associated with hardware scalability, algorithm development, integration with existing IT infrastructures, and the need for robust quantum error correction continue to increase operational complexity for technology providers and end users. Despite these constraints, the competitive landscape remains dynamic, with companies focusing on continuous technological innovation, strategic collaborations with research organizations, government agencies, and enterprise customers, and the expansion of cloud-accessible quantum computing platforms. Market participants are also investing in advanced quantum software tools, hybrid computing frameworks, cybersecurity solutions, and industry-specific use cases to strengthen their competitive positioning. As demand for next-generation computing capabilities continues to grow, the quantum computing market is expected to witness sustained expansion, supported by increasing investments, ongoing technological advancements, and the growing need for computational solutions capable of addressing highly complex scientific and industrial challenges across diverse sectors. Introduction to Quantum Computing Market The study conducted by BIS Research identifies the quantum computing market as a critical enabler of nex

Market’s Momentum Darlings Resurface as Optical Stocks Take Off

(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics Inc., Lumentum Holdings Inc., Coherent Corp., Fabrinet and Corning Inc. are on a scorching run, with each climbing more than 25% since late July. The leader, Applied Opto, has soared 76% in just nine sessions, while Coherent has gained 48% over that stretch. The move comes as investors grow increasingly confident that ambitious AI capital expenditure plans from technology giants like Microsoft Corp., Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. will keep going. "Optical stocks are on fire because they're the bottleneck within AI, which adds to their pricing power and orders, and fuels their momentum," said Michael Monaghan, portfolio manager at Founder ETFs. "So long as we see a continued acceleration in capex spending, they should continue to move up." Applied Opto, Coherent, Fabrinet and Corning all gained in premarket trading Wednesday after Lumentum's fourth-quarter earnings and first-quarter outlook both topped analyst expectations. Optical components use light to move data faster and more efficiently than traditional copper wiring. Demand for this equipment has exploded amid an unprecedented build out of data centers for artificial intelligence computing. The stocks took off earlier this year as cash poured in to meet that demand. From the start of 2026 through the middle of May, Corning, Lumentum and Coherent leaped more than 100% and were among the 15 best performers in the S&P 500 Index, while Applied Opto, which isn't in the broad equities benchmark, surged 446%. Right around that time, however, investors started turning skeptical about AI spending. The change in sentiment was first apparent in semiconductor stocks, but it eventually spilled over into a broader technology selloff that lasted through the end of July. However, as the Big Tech companies started showing strong cloud-computing sales and committed to continuing their massive spending, the vibes shifted again, sending the beneficiaries of all that cash, like optical firms, racing higher all over. At this point, the outlook for capex from the major hyperscalers is more important to these stocks than the companies' individual results. Story Continues "Right now people are watching the capital spending more so than earnings or revenue," Monaghan said. "If the spending slows down, you'll see these names roll over." The latest catalyst for optical stocks was last week's report from Reuters that the Federal Communications Commission is drafting a ban on imports of some Chinese data center components, including certain optical transceivers. While the plan isn't final, if enacted it would likely result in even more money heading to US optical equipment manufacturers. "If we see a China ban, that would only increase the bottleneck status of domestic suppliers," Monaghan said. "However, there's risk and volatility that comes along with that, because if a bottleneck gets solved or ends, you can see value get pulled really quickly." Accelerating Demand Demand is expected to accelerate in 2027, according to Bloomberg Intelligence. Revenue at Applied Opto jumped more than 80% last year and that pace is expected to accelerate to 130% this year and 174% in 2027, according to data compiled by Bloomberg. Lumentum is also projected to post a pronounced rise in revenue growth in its current fiscal year. Meanwhile, the companies are already showing improved fundamentals from all t

Tencent, EU Fund Invest in AI Coding Startup Lovable at $13 Billion Valuation

(Bloomberg) -- Swedish coding startup Lovable has raised funding at a $13.3 billion valuation, bringing in fresh capital to compete with larger rivals like Anthropic and Elon Musk's SpaceX. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost The Stockholm-based company said on Wednesday that it completed a $400 million Series C round led by Menlo Ventures and the Scaleup Europe Fund, a European Union investment vehicle run by EQT AB. Several venture capital firms also participated, along with new investors from Latin America and Asia, including Tencent Holdings Ltd. Formed in 2023, Lovable is one of the better known "vibe-coding" startups, which provides artificial intelligence tools letting people without programming knowhow build websites and apps. Coding automation has emerged as one of the few generative AI capabilities businesses are willing to spend on regularly. Anthropic's Claude Code, an AI coding assistant, has exploded in popularity, forcing rivals like OpenAI and Google to offer similar features. Musk's SpaceX agreed to buy Lovable's competitor Cursor for $60 billion in June to complement xAI's offerings. Cognition AI Inc., which makes an AI coding agent, is in discussions to raise funding at a valuation of $40 billion, Bloomberg News reported this week. Lovable has emphasized its adoption by corporate customers, which include Adidas AG, Deutsche Telekom AG and media firm Hearst. The startup previously raised money eight months ago, with $300 million in financing for a $6.6 billion valuation. Its new financing is one of the first disclosed investments from the EU's €5 billion ($5.8 billion) startup fund. Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Lululemon Is At War With Itself With EV Sales Slowing, Hybrid Cars Are Hot Again Suno Says AI Is the Future of Music. Record Labels Say It's Theft ©2026 Bloomberg L.P. View Comments

Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders

Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing trends across the global AI ecosystem. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Artificial Intelligence AI" has been added to ResearchAndMarkets.com's offering. Artificial Intelligence Patent Landscape Report 2010-2024: Global Market, Technology and Competitive Analysis The Artificial Intelligence Patent Landscape Report delivers a comprehensive analysis of 244,202 AI patents filed across major jurisdictions between 2010 and 2024. Drawing on international patent filings, the report examines innovation across healthcare, finance, entertainment, agriculture, energy, logistics, industrial automation, retail, manufacturing, transportation, consumer electronics and enterprise software. The analysis combines quantitative patent data, descriptive statistics, artificial intelligence, natural language processing, topic modeling, patent clustering and International Patent Classification-based technology segmentation. It provides actionable intelligence on patent activity, competitive positioning, geographic coverage and emerging innovation opportunities in machine learning, neural networks, natural language processing, computer vision, image and video recognition, pattern recognition, robotics, predictive analytics and intelligent automation. Organized into Landscape Overview, Market and Competitor Analysis, Technology Analysis and Key Players' Patent Profiles, the report supports strategic decision-making in research and development, product innovation, investment, licensing, partnerships, mergers and acquisitions and market entry. Artificial Intelligence Patent Landscape Overview The landscape overview tracks global AI patent trends from 2010 through 2024. The dataset includes 106,684 active patents, 94,075 pending patents and 42,952 inactive, discontinued or expired patents. Filing activity reached its highest level in 2023, when more than 45,000 new patents were recorded. Approximately 95% of the identified patents have been registered since 2019, underscoring the rapid acceleration of artificial intelligence research and commercialization. China leads the global artificial intelligence patent landscape with 115,768 registrations, followed by the United States with 58,671 patents. South Korea, Europe and other jurisdictions account for smaller shares. These results highlight China's dominant filing position and the United States' substantial contribution to global AI innovation. Story Continues Artificial Intelligence Market and Competitor Analysis The market analysis evaluates global AI market value, regional demand, industry applications, leading producers, patent applicants, patent owners, highly cited organizations and collaboration networks. The global artificial intelligence market was valued at approximately USD 136 billion in 2022 and is projected to achieve a compound annual growth rate of about 37% between 2023 and 2030. Selected forecasts indicate that the market could exceed USD 1.8 trillion by 2030. Banking, financial services and insurance represent approximately 20%-25% of AI market revenue. Healthcare accounts for an estimated 15%-20%, retail and e-commerce represent approximately 15%, and manufacturing contributes around 10%-15%. The report connects market indicators with patent activity across healthcare, finance, agriculture, energy, entertainment, logistics, retail, transportation and industrial markets, enabling stakeholders to identify high-growth applications and competitive opportunities. AI Technology Analysis The technology analysis reviews major areas of artificial intelligence innovation, including machine learning, biological-model computing arrangements, image and vi

3 Cash-Producing Stocks We Approach with Caution

PubMatic Appoints Megan Ramm as Global Chief Revenue Officer to Accelerate Growth as AI Transforms Digital Advertising

Veteran revenue leader from Uber Advertising, Google to lead global revenue strategy and execution as company deepens relationships with brands, agencies, DSPs and publishers HONG KONG, Aug. 12, 2026 /PRNewswire/ -- PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the appointment of Megan Ramm as Global Chief Revenue Officer. The appointment reflects PubMatic's strong momentum and positions the company to accelerate its expansion with advertisers and agencies as AI transforms how digital advertising is bought, sold and optimized. Based in New York, Ramm will lead PubMatic's global revenue strategy and execution across publisher and buyer teams in the Americas, EMEA and APAC. Ramm joins PubMatic from Uber Advertising, where she served as Head of Global Sales, leading the multi-billion-dollar sales organization responsible for building and expanding relationships with many of the world's leading brands and agencies. Previously, she was an early sales leader at Snap, spent six years at Google on search and programmatic sales, and began her media career at Forbes and Reuters. "As our AI-native capabilities prove themselves with advertisers and agencies, we need a leader who can scale those relationships and capture the market opportunity ahead. Megan is the one to lead that charge," said Rajeev Goel, Co-Founder and CEO. "She understands the full advertiser journey and has a proven track record of building high-performing sales organizations. Her appointment reinforces our commitment to putting customers first and delivering the best solutions for advertisers, agencies and publishers during this transformational moment." In her new role, Ramm will focus on expanding the company's position across performance advertising, connected TV, mobile app and agentic advertising, while deepening the company's relationships with brands, agencies, DSPs and publishers. "I'm excited to join PubMatic at this pivotal moment for the company and for the industry," said Megan Ramm. "PubMatic is uniquely positioned to lead the AI transformation in digital advertising. My focus is clear: bring executional rigor and a genuine commitment to delivering results for advertisers, and help drive growth that translates into stronger publisher partnerships. This is an exciting inflection point, and I'm thrilled to be joining this team." The appointment follows PubMatic's strong second quarter 2026 performance, announced last week, including the company's return to double-digit year-over-year revenue growth ahead of schedule, expanded profitability and continued momentum across its AI-native platform and higher-growth business lines. Story Continues About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform. Press Contact: Alice Ren Associate Marketing Director, APAC, PubMatic alice.ren@pubmatic.comCision View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/pubmatic-appoints-megan-ramm-as-global-chief-revenue-officer-to-accelerate-growth-as-ai-transforms-digital-advertising-302848542.html View Comments

AvePoint (AVPT) Unveiled Kinetic Classification For Cloud Data Protection

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. AvePoint (NasdaqGS: AVPT) introduced Kinetic Classification, a new data sensitivity and recovery solution for Microsoft 365, Google Workspace, and other business apps. The product uses AI to continuously assess data sensitivity and adjust protection policies across connected cloud services. Kinetic Classification integrates automated recovery tools aimed at improving incident response for security and data governance teams. For investors tracking how AI is reshaping core enterprise infrastructure and security, this launch sits inside a wider group of stocks tied to that theme, which you can explore through 56 AI infrastructure stocks.NasdaqGS:AVPT Earnings & Revenue Growth as at Aug 2026 AvePoint sits in the software segment focused on cloud data management, offering tools that help businesses govern and protect information across major collaboration platforms. With a market cap of $2.7b, it targets enterprises that are standardising on Microsoft 365, Google Workspace, and other SaaS apps. 3 things going right for AvePoint that this headline doesn't cover. AvePoint Kinetic Classification and the bet on AI governance at scale The core AvePoint Narrative is that the company can become an essential data governance layer as enterprises roll out AI tools across Microsoft 365, Google Workspace and other clouds. Kinetic Classification speaks directly to that bet because it ties AI governance and recovery into one platform-level workflow. "Strategic expansion beyond Microsoft, investment in AI, and improved sales efficiency are driving diversification, multi-year growth, and higher-margin opportunities..." Read the full AvePoint narrative to see the case behind these numbers This launch most clearly supports the catalyst around AI-driven automation and multi-cloud expansion. By spanning Microsoft, Google and third-party apps like ServiceNow and Box, AvePoint strengthens the claim that it is not just a Microsoft add-on but a broader governance layer, which matters in a market that also includes players like Veeam and Cohesity. At the same time, the product highlights a pressure point in the Narrative. Avenue to diversify away from Microsoft is still described as early-stage and analysts have flagged slower multi-cloud traction as a risk. Success of Kinetic Classification across non-Microsoft workloads will be an important test of that diversification theme. For you as an investor, this news only really matters in the context of the AvePoint story you believe, and whether this product meaningfully supports that Narrative or challenges it. To ensure you're always in the loop on how the latest news impacts the investment narrative for AvePoint, head to the community page for AvePoint to never miss an update on the top community narratives. Story Continues This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include AVPT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Ryanair signs five-year Google Cloud deal, expands use of AI in airline operations

By Sam Tabahriti LONDON, Aug 12 (Reuters) - Ryanair said on Wednesday it would deploy Google's Gemini AI tools and DeepMind models ‌across its operations under a new five-year cloud partnership, using ‌the technology to help manage crew scheduling and make operational decisions. Ryanair, Europe's largest airline ​by passenger numbers, said it would roll out Alphabet's Google Workspace and Google Cloud services to 35,000 employees across its network, supporting its efforts towards a goal of carrying 300 million passengers annually by 2034. "To support ‌this growth, we need ⁠to ensure we have excellent infrastructure resilience, and our new dual-cloud strategy provides this, alongside technology partners that ⁠match our speed and relentless focus on efficiency," Ryanair CEO Eddie Wilson said. Ryanair's deal with Google Cloud adds to its existing use of Amazon ​Web Services ​as part of a strategy to ​reduce the risk of technology ‌outages. The Irish airline said it would use Gemini Enterprise to develop custom AI agents to automate some decisions, improve crew scheduling and reduce disruption. The carrier said it would also use Google DeepMind models, including AlphaEvolve and WeatherNext, to support fleet operations and maintenance scheduling. Financial terms ‌of the agreement were not disclosed. "This ​agreement demonstrates how deploying generative AI at ​scale... can help industry leaders ​scale securely, reduce operational costs, and redefine the travel ‌experience," said Maureen Costello, Google ​Cloud's vice president for ​the United Kingdom, Ireland and Sub-Saharan Africa. The aviation industry has been expanding its use of AI in customer service, operations and ​maintenance, according to ‌studies by aviation technology provider SITA and airline trade body ​IATA, as airlines seek to improve efficiency and reliability. (Reporting by ​Sam Tabahriti; editing by William James) View Comments

CoreWeave jumps 10% following Q2 earnings

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results. Video Transcript 00:00 Dan They basically narrowed losses for Q2, uh saying that they didn't lose as much as the street was anticipating. The uh losses per share were a dollar and 14 cents on revenue of 2.5 billion. 00:13 Dan Uh the street was expecting a loss of a dollar and 41 cents on revenue of 2.5 billion. The revenue was, you know, more or less in line uh with uh what was expected, uh give or take uh a few hundred million. But the the uh losses per share being narrowed was obviously uh a big deal. 00:32 Dan The company has kind of plunged about 30% since its last earnings report. So anything on the positive side is a good sign for them. 00:43 Dan The the issue here is that uh well, they also said by the way that their backlog is 104 billion. This may be where the the you're seeing this 10% jump. 00:53 Dan The the backlog is 104 billion. That was anticipated, but then they said, oh yeah, that doesn't include another 25 billion uh in Q3 commitments. So they're obviously seeing a lot of sign up for their services and that may be why we're seeing this uh big 10% jump here uh for the company uh after hours. 01:14 Dan Uh the thing that I I want to point out is this is a company that obviously they they're an infrastructure company for AI in that they stand up these data centers that are that are rented out to big names, Anthropic, Meta, what have you. 01:27 Dan Uh the issue though is they're starting to get new competition in the space and that comes from SpaceX, that comes from uh potentially meta. SpaceX is renting out some of its capacity to Google, to Anthropic. That you saw on their revenue uh for the most recent or their first actual official reporting quarter uh for SpaceX. 01:50 Dan We may see something from Meta. It's still kind of up in the air. They've been teasing it, but they haven't given us anything really, but that is I think something to watch. It's not as though it's going to be at the scale that Corve has, but it, you know, it's it's worth keeping in mind. 02:05 Speaker B Um and we talk about that backlog figure, the 104 billion. That backlog would include Dan, those are the metas, the Microsofts, the Open AIs, that's who's in there. That's what we're talking about. 02:16 Dan Those are those are the big kind of commitments that that they've gotten uh and that they have to still deliver on. Uh and then they'll recognize that revenue down the line. So, you know, we'll we'll have to see how soon that starts to show up on their balance sheet. But obviously, the fact that it's anything is very good for the company. View Comments

Michael Burry Warns Berkshire CEO Greg Abel Lacks Warren Buffett’s ‘Patience for the Fat Pitch:' ‘My Biggest Fear…Has Come True’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Michael Burry has sharply criticized Berkshire Hathaway Inc.'s new CEO, Greg Abel, claiming he lacks predecessor Warren Buffett's renowned discipline and "patience for the fat pitch." The rebuke follows Berkshire's recent multi-billion-dollar spending spree, leading Burry to declare the conglomerate is no longer an appealing investment. The 'Cassandra' Critique Taking to X on Aug. 10, Burry directly responded to news of Berkshire's aggressive capital deployment. "My biggest fear for Berkshire Hathaway was that when Warren finally stepped down, the successor would be too old and otherwise not Warren, so would not have his patience for the fat pitch," Burry wrote. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Pointing to the recent acquisitions under the new leadership, he bluntly added, "I believe this fear has come true. I do not find Berkshire an attractive investment going forward." https://twitter.com/michaeljburry/status/2086648133858001235 A Massive Capital Deployment Burry's comments come just days after Berkshire Hathaway reported its second-quarter earnings, which revealed a significant reduction in its massive cash reserves. Under Abel, who took over as CEO in January 2026, the company's cash and Treasury bills fell 4% to $364.7 billion. This marked the first sequential decline for the cash pile in four years. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time During the quarter, Berkshire deployed roughly $4.5 billion on share repurchases. The conglomerate also made major moves in the equity markets, including a $10 billion investment in Alphabet Inc. and a $6.8 billion acquisition of homebuilder Taylor Morrison Home Corp. Strong Earnings vs. Market Valuations Despite Burry's skepticism regarding Abel's investment strategy, Berkshire's financial engine remains robust. The company reported that second-quarter net income more than doubled to $25.67 billion. Operating earnings also climbed 16.3% to $12.98 billion. However, some shareholders share concerns about deploying capital in current conditions. "It's very hard to want Greg to be making big deals in an ebullient market like now," noted Paul Lountzis of Lountzis Asset Management, told The Wall Street Journal, adding that public markets are currently "kind of silly." Story Continues See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. How Has BRK Performed In 2026? BRK Class B shares rose 3.81% year-to-date, 3.53% over the last month, and 13.07% over the year. It closed 0.54% lower at $521.80 per share on Friday, and it was up 0.39% in overnight trading. Benzinga's Edge Stock Rankings indicate that BRK maintains a strong price trend in the short, long, and medium terms, with a poor quality score. Photo courtesy: Shutterstock Read Next: Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes

Is Uber (UBER) Losing Waymo Partnership? What Does It Mean in the Robotaxi Race?

The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth without having to develop autonomous-driving technology itself. On July 24, reports emerged indicating Alphabet's Waymo is considering ending its partnership with Uber. The robotaxi firm notified Uber that it intends to enter key markets independently, starting in 2028, when the contract permits. Early signs of deteriorating relationships emerged in June when Waymo and Uber ended their robotaxi partnership in Phoenix and Arizona.Is Uber (UBER) Losing Waymo Partnership? What Does It Mean in the Robotaxi Race? The standoff comes as strategic interests increasingly diverge. On its part, Uber wants to be the neutral platform that aggregates robotaxis from many providers. On the other hand, Waymo wants to be a vertically integrated robotaxi company controlling the technology, fleet, and customer relationship. While Waymo ending the partnership would be detrimental, Uber may have to compensate by scaling alternatives. The company already boasts partnerships with Zoox, Wayve + Nissan, Stellantis + Wayve, and Lucid/Nuro that could help offset the Waymo Loss. Potential Benefits to Uber While near-term headlines of Uber Technologies, Inc. (NYSE:UBER) losing Waymo is negative, the company also stands to reap benefits. For starters, the exit could accelerate Uber's push toward a multi-partner robotaxi marketplace. Uber also stands to enjoy more negotiating power as it diversifies beyond Waymo and into other companies developing autonomous vehicles. In return, it will enjoy greater leverage on revenue-sharing agreements, fleet availability pricing, and geographic exclusivity. Key risks to Uber While Waymo is one of Uber's most important autonomous-vehicle partners, the strategic partnership coming to an end will result in the loss of access to a strong robotaxi operator. However, the biggest risk is Waymo becoming a key competitor and taking Uber customers by promising a better experience. Uber's biggest asset in robotaxis is not the cars. It is the massive rider network it has built. Losing Waymo weakens the company's network advantage as more robotaxi partners could consider going independent. Uber's strategy has increasingly been to provide a network for autonomous cars aggregation. If Waymo leaves, the company could be forced to deepen ties with other providers by providing incentives, incurring integration costs, and covering insurance and liability costs, which could affect its margins. Story Continues Additionally, Uber losing Waymo could slow the company's transition into a capital-efficient autonomous marketplace. Valuation and Institutional Holding Uber Technologies, Inc. (NYSE:UBER) stock has underperformed the overall market, given the 14% year-to-date sell-off. Additionally, the stock trades at a trailing price-to-earnings multiple of 17x, above the industry average of 22x, with a price-to-sales multiple of 2.9x and an EV/EBITDA multiple of 22x. In contrast, Lyft, another key player in the robotaxi business, trades at a trailing price-to-earnings multiple of 3x, and a price-to-sales multiple of 1.02x. A diversified ecosystem, global scale, and multiple growth drivers justify Uber's premium valuation. Uber also boasts a relatively low short interest of 2.65% on 51.84 million shares sold short, suggesting the stock is not heavily shorted. On the other hand, Lyft Inc. (NASDAQ:LYFT) has a much higher short interest of 26.25% on 89.6 million shares sold short, suggesting the stock has a meaningful bearish position. Institutional positioning is also supportive of Uber stock. According to the Insider Monkey database, 153 hedge funds held stakes in the company as of the first quarter, an improvement from 1

Top OpenAI Executive Leaves as AI Musical Chairs Continues

Brad Lightcap announces his departure from OpenAI after eight years at the artificial-intelligence lab. Continue Reading

Uber Exits Serve Robotics Stake as Delivery Alliance Unravels

(Bloomberg) -- Uber Technologies Inc. has divested from long-time partner Serve Robotics Inc. as the two companies clash over how to deploy delivery robots, the latest setback in Uber's push to facilitate autonomous services on its platform. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Serve, which makes the doe-eyed, four-wheeled boxy robots roaming the sidewalks in cities like Los Angeles, Miami and Chicago, has counted Uber as an investor since it was spun out of Postmates, the delivery app acquired by the rideshare giant in 2020. Uber had been reducing its stake in Serve since at least early 2025, while increasing investments into other companies that aligned with its long-term bets, including robotaxis. Uber disclosed in a regulatory filing on Friday that it exited its position in Serve during the second quarter, the same period when an Uber executive resigned from Serve's board. At the time, Serve said the resignation did not stem from any disagreements with the company. The development underscores growing challenges in Uber's bid to become a platform for aggregating autonomous vehicles and robots on its ride-hailing and delivery platform. Working with partners requires delicate negotiations around ownership of the customer relationship and responsibility for the user experience, which could take years of collaboration to smooth out. Last month, Uber said its exclusive arrangement with robotaxi provider Waymo is coming to an end in early 2028, as the Alphabet Inc. company wants to offer rides in more markets through its own ride-hailing app. Uber's argument in pursuing a partnership approach, as opposed to building its own autonomous vehicles, is that it would be more efficient to team up with, and in many cases invest in, companies developing robotaxis, sidewalk robots, drones and infrastructure like charging stalls. But there isn't yet a proven business model to commercialize the nascent technology. Uber has said it is willing to take on some loss as it expands the new services over the next few years. Uber's disclosure about its Serve divestment came one day after Serve Chief Executive Officer Ali Kashani told investors on an earnings call that his company doesn't intend to renew its agreement with Uber after it expires in early 2027. Quarterly delivery volumes through Uber had declined for the first time since the companies' multicity partnership began in 2022. That led Serve to more than halve its full-year revenue outlook. Story Continues "Our extensive discussions with Uber since the emergence of this trend in Q2 have clarified that we really have differing views about the operating model to scale our shared autonomous fleet," Kashani said on the call, adding that those differences span areas like fleet coordination and merchant integration. He said that Serve's experience with different partners, which include Uber's rival DoorDash Inc., "shows that having alignment on integration and operating models can really produce better outcomes from the same underlying technology and fleet." Kashani also told investors last week that the company's decision to wind down the Uber relationship was made "very recently." An Uber spokesperson declined to comment on whether the company is renewing its partnership with Serve. In private, Uber and Serve have blamed each other for operational issues. Uber offered fewer orders to Serve in the second quarter compared with the first, according to people familiar with the matter, who asked not to be identified discussing sensitive internal discussions. Because of the low offer volume, Serve could not justify the economics to expand its fleet further, one of the people said. During the period,