Tempus AI reported Q3 2026 revenue of $411.54 million and raised full-year guidance to $1.60 billion. The company signed multi-year data agreements with Bristol Myers Squibb and Pathos AI, and year-to-date data bookings exceeded $550 million. Its stock rose 8.7% on the results.
Microsoft was named a Leader in the 2026 Gartner Magic Quadrant for AI Agent Management. Its Agent 365 platform has registered over 50 million agents and integrates with Entra, Defender, Purview, Intune and Microsoft 365. Agent 365 also supports agents from Anthropic, Databricks, Google Gemini, Google Vertex and Amazon Bedrock.
Anthropic released FlashProve, a zkSNARK system that cryptographically verifies AI model outputs. The proof confirms a reply came from committed model weights without revealing the model itself. It runs on one H100 GPU at roughly 110 tokens per second, with proofs verifying on a CPU in 17 seconds.
Anthropic also added endpoint detection and response monitoring to Claude Cowork virtual machines. Supported vendors include CrowdStrike, SentinelOne and Palo Alto Networks. The beta feature gives security teams visibility into shell commands and code within local VMs on Team and Enterprise plans.
Honeywell launched Forge Plant Cognition, an industrial AI platform built with NVIDIA and Dell. The system targets complex refining and LNG operations. Honeywell aims to build roughly $1 billion in Forge ARR and grow services and software from about 40% to 45% of revenue.
Moody's reported that record AI investment is strengthening the US economy. US GDP grew at a 3.4% annualized rate in Q3, up from 2.2% the prior quarter. Spending on data centers, computers and peripherals added about 1 percentage point to GDP growth.
PagerDuty introduced the Paige AI agent for incident management and renamed its main product to PD Reliability Platform. The agent helps teams manage incidents caused by AI-built software and model drift. Telus has connected the platform to its internal incident tools.
Zalando launched its first AI shopping agent, using machine learning to recommend products based on customer style. The move comes as the European retailer faces margin pressure and competition from ASOS and Boohoo.
Key Takeaways
- <ul><li>Tempus AI raised full-year revenue guidance to $1.60 billion after Q3 revenue of $411.54 million and $550 million in year-to-date data bookings.</li><li>Microsoft's Agent 365 platform has over 50 million agents and supports integrations with Anthropic, Databricks, Google Gemini, Google Vertex and Amazon Bedrock.</li><li>Anthropic's FlashProve zkSNARK system verifies AI model outputs at about 110 tokens per second on a single H100 GPU, with proofs verifying in 17 seconds on CPU.</li><li>Anthropic added EDR monitoring to Claude Cowork VMs, supporting CrowdStrike, SentinelOne and Palo Alto Networks on Team and Enterprise plans.</li><li>Honeywell's Forge Plant Cognition platform, built with NVIDIA and Dell, targets refining and LNG operations with a $1 billion Forge ARR goal.</li><li>Moody's reports US GDP grew at a 3.4% annualized rate in Q3, with AI-related spending adding about 1 percentage point to growth.</li><li>PagerDuty launched the Paige AI agent for incident management, helping teams handle incidents from AI-built software and model drift.</li><li>Zalando launched its first AI shopping agent to compete with ASOS and Boohoo amid margin pressure.</li><li>Microsoft named a Leader in 2026 Gartner Magic Quadrant for AI Agent Management.</li><li>Transmit Security named a Leader in 2026 Gartner Magic Quadrant for CIAM with its Agentic Trust solution for governing AI agents.</li></ul>
Tempus AI stock rises 8.7% after strong Q3 results and raised guidance
Tempus AI reported Q3 2026 revenue of US$411.54 million and a net loss of US$14.85 million. The company raised full-year revenue guidance to US$1.60 billion to US$1.605 billion. It also signed multi-year data agreements with Bristol Myers Squibb and Pathos AI. Year to date data bookings exceeded US$550 million.
Honeywell launches Forge Plant Cognition AI platform with NVIDIA and Dell
Honeywell International launched Forge Plant Cognition, an industrial AI platform built with NVIDIA and Dell. It targets complex refining and LNG operations. The company also connected over 8,400 staterooms on Royal Caribbean's Icon Class ships to its cabin automation system. Honeywell aims to grow services and software from about 40% to 45% of revenue and build roughly US$1 billion in Forge ARR.
Qualys earnings test could shape AI security investment story
Qualys is preparing to report results for the quarter ended September 2026, with earnings expected on November 9. The company is focusing on AI driven risk operations through its Enterprise TruRisk Management platform. Analysts project revenue of US$881.4 million and earnings of US$244.9 million by 2029. The key question is whether newer modules like ETM, CSAM, TotalCloud and Patch Management drive stronger new business.
Transmit Security named Leader in 2026 Gartner Magic Quadrant for CIAM
Transmit Security was named a Leader in the 2026 Gartner Magic Quadrant for Customer Identity and Access Management. The company developed its Agentic Trust solution to help businesses detect, classify, investigate and govern AI agents acting on behalf of consumers. CEO Matt Thompson and co-founder Mickey Boodaei said the recognition reflects customer trust and innovation. The company serves leading banks, insurers and retailers.
Microsoft named Leader in 2026 Gartner Magic Quadrant for AI Agent Management
Microsoft was named a Leader in the 2026 Gartner Magic Quadrant for AI Agent Management Platforms. Its Agent 365 platform has registered over 50 million agents. It integrates with Microsoft Entra, Defender, Purview, Intune and the Microsoft 365 admin center. Agent 365 also supports agents from Agentforce, Amazon Bedrock, Anthropic, Databricks, Google Gemini and Google Vertex, with more integrations planned.
Open Inference Market lets anyone share AI compute power
Researchers proposed the Open Inference Market, a peer-to-peer system that lets people rent out unused GPUs for AI inference. The system uses an economic rule called earnings as collateral to discourage cheating. Workers who provide wrong results can lose their unsettled pay. The design aims to give individuals and small groups more control over compute resources.
Zalando launches AI shopping agent to boost fashion sales
European online fashion retailer Zalando launched its first AI shopping agent. The tool uses machine learning to recommend products based on customer style and preferences. The company is investing heavily in the agent to compete with rivals like ASOS and Boohoo. The launch comes as Zalando faces squeezed margins and pressure on its shares.
PagerDuty launches Paige AI agent for incident management
PagerDuty introduced the Paige AI agent and renamed its main product to PD Reliability Platform. The agent helps teams manage incidents caused by AI-built software and model drift. Paige provides recommendations with evidence and confidence levels. Telus has connected the platform to its internal incident tools. PagerDuty also opened PD Labs for early feature testing.
Stock sell-off continues as AI growth concerns shake markets
Stocks continued to fall as worries grew about AI-driven growth. The Nasdaq 100 entered correction territory for the third time this year. Palantir signaled a slowdown in AI sales growth, while Amazon's AWS is expected to grow about 40% in 2027 and 2028. US chip makers dropped 29% from June highs but remain up on the year. Wall Street is also watching the midterm elections.
Moody's says AI investment is boosting US and global growth
Moody's reported that record AI investment is strengthening the US economy and boosting growth overseas. US GDP grew at a 3.4% annualized rate in the third quarter, up from 2.2% the prior quarter. Much of the AI buildout uses imported equipment, which is driving demand for hardware and semiconductor exporters in Asia. Spending on data centers, computers and peripherals added about 1 percentage point to GDP growth.
Anthropic Launches FlashProve for Cryptographic AI Model Verification
Anthropic's Frontier Red Team released FlashProve, a zkSNARK system that proves a reply came from committed model weights. The proof reveals nothing about the model itself. It runs on 1 H100 GPU and achieves about 110 tokens per second. Proofs measure 18.78 MB and verify on a CPU in 17 seconds. The system supports use cases like regulatory compliance and detecting tampered servers.
Anthropic Adds EDR Monitoring to Claude Cowork Virtual Machines
Anthropic introduced a beta feature letting businesses run endpoint detection and response sensors inside Claude Cowork's local virtual machine. This gives security teams visibility into shell commands and code that were previously hidden. Supported vendors include CrowdStrike, SentinelOne, and Palo Alto Networks. The feature works on Team and Enterprise plans for macOS and Windows. Administrators need Claude Desktop version 4.4212.0 or later to configure it.
Multi-Agentic AI Builds Thermoelectric Materials Knowledge Base
Researchers developed Multi-Agentic AI, a system where specialized AI agents analyze experimental thermoelectric data under predefined rules. The system saves traceable analysis records linked to their source data. In large experiments with 100 analyses across 10 themes, the system revealed how concepts and vocabulary clustered within and across themes. A specialized AI can search the knowledge base and answer materials questions with cited sources. Retrospective checks showed traceability helps find errors but does not prevent them.
Sources
- Why Tempus AI Stock Is Up 8.7% And What's Next
- Is AI Platform Launch Altering The Investment Case For Honeywell (HON)?
- Earnings Ahead Could Test The Case For Qualys Stock And AI Security
- Transmit Security Named a Leader in the 2026 Gartner® Magic Quadrant™ for Customer Identity and Access Management
- Microsoft named a Leader in the 2026 Gartner® Magic Quadrant™ for AI Agent Management Platforms Â
- A Compute Center Anyone Can Join: A Peer-to-Peer System for AI Inference
- Retailer Zalando launches AI shopping agent as margins squeezed
- PagerDuty debuts Paige AI agent with renamed PD Reliability Platform and PD Labs
- Stocks continue sell-off as AI worries mount, Wall Street braces for midterms, Palantir outlook
- AI sparking growth in U.S., and overseas: Moody's
- Anthropic Releases FlashProve: Cryptographic Proofs That a Reply Came From Committed Weights
- Anthropic Enables EDR Monitoring in Claude Cowork to Detect Hidden AI Agent Activity
- Autonomous Analysis of Thermoelectric Materials Big Data by Multi-Agentic AI and Construction of a Knowledge Base and Specialized AI
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