BagEnd

$TSLA SpaceX’s IPO Would Make It a Top 10 Company

OpenAI Tells Investors It Has Computing Advantage Over Anthropic - Bloomberg

$META Reassigns Engineers to Improve AI Models - The Information

$CRM Salesforce originally promoted Agentforce as an autonomous AI that could handle customer issues with minimal human intervention. In real enterprise deployments, however, the AI behaved inconsistently, giving different answers to the same queries - creating trust issues, business risks, and higher costs. To address this, Salesforce added a rule-based scripting layer called Agent Script, forcing companies to define step-by-step logic for more predictable behavior. The fix works, but shifts more responsibility onto CIOs, who must now design, test, and maintain those scripts. Salesforce embedded Agentforce directly into its SMB-tier Suites - Free, Starter, and Pro - with no additional SKUs, no setup, and no consumption pricing, offering AI record summaries and a pre-built Employee Agent. In March 2026, Salesforce introduced Agentforce Contact Center, unifying voice, digital channels, CRM data, and AI agents, aiming to eliminate the reliance on slow and costly custom integrations.

$PLTR $MSFT The SaaS selloff makes no sense. The narrative that AI will kill software ignores the fact that the biggest software players actually own and enable the AI. Microsoft is the perfect example. People think LLMs will replace them, but Microsoft is a massive investor in both OpenAI and Anthropic. They aren't being disrupted, they ARE the platform. Whether a company uses GPT-4 or Claude, they are likely doing it through Azure. Microsoft owns the very thing people think will take it out. Then you have Palantir. Like I said yesterday, Palantir works together with AI rather than competing against it. Recently, Anthropic’s Claude models were integrated into Palantir’s AIP and made available via Palantir FedStart for government and defense use. An LLM is just a brain, but Palantir is the secure nervous system that allows that brain to work in high-stakes environments. I don't really see it disappearing when these companies are building the actual foundation the AI economy runs on. The software giants aren't going away, they are just becoming the landlords for the entire AI industry. To me this is a no brainer. And the "Vibe Coders" are just the new "tenants" moving into the buildings these companies already own. Not financial advice. $ADBE $ORCL $PANW $NOW $CRWD $CRM

$AMZN Amazon Continues Mississippi Expansion, Announcing Plans To Invest A Total Of $25 Billion. 2,000 Jobs Expected Through Multiple Amazon Expansions.

$NKE Adidas set to lose Champions League match ball contract to Nike after 25 years - Financial Times

OpenAI Plans New Product For Cybersecurity Use - Axios

$MSFT Yobi Partners with Microsoft on Enterprise AI Model for Predictive Behavioral Intelligence.

OpenAI Forecasts Advertising to Hit $102 billion by 2030 - The Information

$UPWK Upwork Launches Its App Within ChatGPT Allowing Businesses To Describe Project Needs, Discover Relevant Talent, And Draft Job Posts.

Intel Partners With Google To Advance Next Generation Of AI And Cloud Infrastructure. Xeon Processors to Continue Powering Google Cloud Infrastructure. $INTC $GOOGL $GOOG

$META Removes Ads For Social Media Addiction Litigation - Axios

$BMNR Bitmine Immersion Technologies Announced Share Repurchase Program Expansion From $1B To $4B

$ORCL Oracle Unveils Next-Gen AI Upgrades Across FCCM, Database, And Fusion Applications To Transform Finance, Supply Chain, And HR Operations

$ORCL Oracle Expands Financial Crime And Compliance Management Platform With New AI Technology For Case Management, Investigation Workflows

$AMZN $LLY Amazon Pharmacy Rolls Out Same-Day Delivery For Eli Lilly's Foundayo GLP-1 Medication

$CVX Chevron Discovers Oil In Gulf Of Mexico At Bandit Prospect

$META $CRWV CoreWeave And Meta Agree on $21B Expansion Of AI Infrastructure Agreement, Using AI Cloud Platform To Scale Inference Workloads