September 22, 2025

finance  
Microsoft, Salesforce AI Push, OpenAI Data Centers

The artificial intelligence landscape is rapidly evolving, with numerous companies launching new platforms and enhancing existing tools. MongoDB has introduced an AI-powered Application Modernization Platform to help businesses update legacy systems and integrate AI search features. IQVIA Holdings is leveraging AI with its Clinical Trial Financial Suite to streamline financial processes in clinical research. OGE Energy is using AI and smart meter data to provide customers with personalized energy consumption insights and recommendations. Workday is bolstering its AI capabilities and forging deeper partnerships with tech giants like Microsoft and Salesforce, a move that has attracted significant investor interest, including a $2 billion stake from Elliott Investment Management. SoftBank Group is shifting its focus and capital towards large-scale AI and chip infrastructure projects, including a data center partnership with OpenAI. CBIZ, Inc. has launched Vertical Vector AI, integrating with Microsoft's infrastructure to aid mid-sized businesses in productivity and decision-making. EPAM Systems is expanding its AI initiatives and workforce in India, introducing its open-source GenAI platform, DIAL 3.0, to simplify AI integration. HP has seen its AI PC shipments grow to over 25% of its total, indicating strong demand. Workiva is enhancing its intelligent platform with agentic AI and unified data automation for CFO teams. Baidu is advancing its AI models, such as ERNIE X1.1, to compete globally and support its enterprise platforms. MKS Instruments' stock has seen a boost due to high demand for its components in the AI and NAND technology sectors. Progress Software is expanding its AI developer tools and establishing a federal subsidiary for government digital transformation. ServiceTitan has released new AI automation tools, including the Atlas AI sidekick, and integrated with Affirm and Ford Pro. Box is strengthening its content security and workflow automation with new AI-powered solutions like Box Shield Pro and Box Automate. In the realm of quantum computing and AI, companies like IonQ, D-Wave Quantum, and Nvidia, with its CUDA-Q software, are exploring hybrid approaches. BofA maintains a bullish outlook on ASML, citing strong demand for its chip tools driven by the AI boom. Evercore ISI is optimistic about Microsoft's AI commercialization potential, projecting significant growth in its Azure cloud services. BigBear.ai's stock surged following Federal Reserve rate cuts, though the company reported a second-quarter loss and lowered sales guidance. Lemonade and Impinj are identified as AI stocks with strong growth potential, particularly in insurance and RFID technology, respectively. C.H. Robinson Worldwide has launched an AI-powered logistics platform to improve cross-border trade efficiency. NVIDIA and Alphabet are recognized as top AI stocks due to NVIDIA's hardware leadership and Alphabet's AI integration across its products and research. Meanwhile, C3.ai faces challenges with revenue decline and leadership changes.

Key Takeaways

  • MongoDB has launched an AI-powered Application Modernization Platform (AMP) with new AI search features to help businesses update legacy systems.
  • IQVIA Holdings introduced its AI-enabled Clinical Trial Financial Suite (CTFS) to automate and unify financial processes in clinical trials.
  • Workday is deepening partnerships with Microsoft and Salesforce and has attracted a $2 billion stake from Elliott Investment Management as it focuses on AI innovation.
  • SoftBank Group is redirecting capital towards large-scale AI and chip infrastructure projects, including a data center partnership with OpenAI.
  • HP has expanded its AI PC portfolio, with these devices now accounting for over 25% of its total PC shipments.
  • NVIDIA and Alphabet are highlighted as top AI stocks for long-term investment, with NVIDIA leading in AI hardware and Alphabet integrating AI across its services.
  • ASML Holding N.V. is well-positioned due to increased demand for its chip manufacturing tools driven by the AI boom, according to Bank of America.
  • Microsoft's AI commercialization potential is viewed optimistically by Evercore ISI, with strong growth projected for its Azure cloud services.
  • CBIZ, Inc. launched Vertical Vector AI, a platform integrating with Microsoft's infrastructure to enhance productivity for mid-sized businesses.
  • Progress Software is expanding its AI developer tools and launching a federal subsidiary to focus on digital transformation for U.S. government agencies.

MongoDB launches AI platform to modernize applications

MongoDB has introduced its AI-powered Application Modernization Platform (AMP). This platform uses AI to transform old enterprise software, making it easier for businesses to update their systems. AMP also includes new AI search features across MongoDB's database offerings. The goal is to help companies deal with outdated technology and adopt modern AI solutions more smoothly. This launch could significantly impact MongoDB's investment appeal by speeding up application updates.

IQVIA launches AI platform for clinical trial finances

IQVIA Holdings has launched its Clinical Trial Financial Suite (CTFS), an AI-enabled platform. This new system automates and unifies all financial processes involved in clinical trials. The first part of the suite focuses on managing site payments and budgets. This move shows IQVIA's commitment to using AI to make clinical research more efficient for companies worldwide. The CTFS platform is expected to improve operational efficiency and strengthen client relationships.

OGE Energy uses AI for smarter energy management

Oklahoma Gas and Electric (OG&E), a part of OGE Energy, has launched new digital tools using AI and smart meter data. These tools help customers track energy use at the appliance level and offer personalized recommendations. The platform also provides enhanced self-service options for homes and businesses. This AI-powered system aims to give customers more control over their energy consumption and potentially lower their bills. It also supports OGE Energy's strategy for better operational efficiency and customer engagement.

Workday boosts AI tools and gains investor support

Workday has announced a major overhaul focused on AI innovation and partnerships, alongside a $4 billion share repurchase program. Activist investor Elliott Investment Management has revealed a $2 billion stake in the company, praising its transformation plan. Workday is also deepening alliances with major tech firms like Microsoft and Salesforce. These moves position Workday to lead in the next phase of enterprise cloud adoption. The company's expanded AI products and ecosystem partnerships are expected to influence its growth and investment appeal.

SoftBank shifts focus to AI and chip infrastructure

SoftBank Group has reduced its Vision Fund workforce by 20% and is redirecting capital towards large-scale AI and chip infrastructure projects. This includes a significant data center partnership with OpenAI. The company is moving away from a broad startup portfolio to concentrate on transformative AI and chip technologies. This strategic pivot towards AI infrastructure is expected to shape SoftBank's future investment strategy and growth prospects.

CBIZ launches AI platform for businesses

CBIZ, Inc. has launched Vertical Vector AI, a new artificial intelligence platform. This platform is designed to help mid-sized businesses improve productivity and make better decisions. It works by integrating with Microsoft's infrastructure and using CBIZ's own data. The launch shows CBIZ's commitment to digital innovation and using AI for secure, industry-specific solutions. Vertical Vector AI is expected to strengthen CBIZ's digital transformation efforts.

EPAM Systems expands AI and workforce in India

EPAM Systems is expanding its AI initiatives and workforce in India to meet growing client demand for large-scale AI deployments. The company recently launched DIAL 3.0, an open-source GenAI platform designed to simplify AI integration for businesses. This expansion supports EPAM's strategy to scale high-value services and capture more AI-centric projects. The move aims to strengthen EPAM's position in enterprise AI services and digital transformation.

HP expands AI PC shipments

HP has significantly expanded its AI PC portfolio, with these devices now making up over 25% of its total PC shipments. This growth is happening even as HP's overall market share has slightly decreased. The increasing demand for AI PCs, combined with the end of support for Windows 10, is expected to influence the PC market in 2025. HP's momentum in AI PC revenue is a key factor for its future investment thesis.

Workiva expands AI platform for automation

Workiva has significantly expanded its intelligent platform with new features like agentic AI and unified data automation. These tools are designed for CFO teams to help manage complex data governance and regulatory requirements. High-profile clients are already using these AI-powered tools to improve their performance. This expansion of Workiva's agentic AI capabilities is expected to reshape its investment narrative around automation and platform differentiation.

Baidu advances AI models for global competition

Baidu has announced advancements in its AI models, including the ERNIE X1.1 model, which shows improved performance and global competitiveness. These AI developments aim to strengthen Baidu's position in the global market, particularly in AI-powered search and services. The company is making these advancements available across enterprise platforms and to developers. Baidu hopes these AI innovations will help overcome challenges in its core advertising business and drive long-term profitability.

MKS Instruments sees AI demand boost stock

MKS Instruments' stock price increased significantly due to high demand in the AI and NAND technology sectors. The company benefited from strong activity in the Semiconductor and Electronics & Packaging industries. Despite some insider selling, investor optimism about AI-driven semiconductor demand outweighed these concerns. This surge reflects positive sentiment towards MKS Instruments' role in supplying critical components for AI applications.

Progress Software expands AI tools and federal focus

Progress Software has enhanced its AI-powered developer tools and launched a new federal subsidiary. The expanded AI features aim to boost productivity across its product line. The new federal subsidiary will focus on digital transformation for U.S. government agencies. These moves highlight Progress Software's strategy to leverage AI for growth and target the expanding public sector market. The company expects these developments to influence its future investment outlook.

C3.ai faces challenges amid leadership changes

C3.ai is experiencing significant changes, including a new CEO and ongoing class action lawsuits. The company reported a 19% year-over-year revenue drop, raising concerns about its financial health and leadership stability. Despite new product launches and partnerships, these disruptions create uncertainty. The company's ability to stabilize operations and recover revenue growth is now a key focus for investors.

ServiceTitan launches AI automation tools

ServiceTitan has released a new suite of AI-powered automation tools, including the Atlas AI sidekick. The company also announced integrations with Affirm and Ford Pro to improve payments and fleet management for contractors. These updates expand ServiceTitan's platform and reflect a growing trend of AI-driven workflows in the trades sector. The new tools aim to enhance operational efficiency and data-driven decision-making for businesses.

Box enhances AI security and automation tools

Box, Inc. has introduced new AI-powered security and automation solutions, including Box Shield Pro, Box Extract, and Box Automate. These tools aim to strengthen content protection and streamline workflows for large enterprise customers. The launch signifies Box's commitment to AI-driven solutions for enhanced security and efficiency. These advancements are expected to influence Box's competitive position and growth.

Quantum-AI stocks could outperform big tech

The article suggests that certain Quantum-AI stocks may offer better investment opportunities than traditional tech giants. Companies like IonQ and D-Wave Quantum are integrating quantum computing with AI, potentially creating significant growth. Nvidia is also bridging the gap with its CUDA-Q software, enabling hybrid quantum computing approaches. These companies are positioned to benefit from the growing AI market and the emerging field of quantum computing.

Quantum-AI stocks may beat traditional tech

This article highlights three Quantum-AI stocks that could potentially outperform traditional tech companies. IonQ and D-Wave Quantum are developing quantum computing solutions that integrate with AI. Nvidia is also playing a key role by enhancing its CUDA software to support quantum computing, creating a hybrid approach. These companies are positioned to capitalize on the growth in both AI and quantum computing markets.

BofA sees strong demand for ASML chip tools

Bank of America (BofA) has raised its price target for ASML Holding N.V. to EUR941.00, maintaining a Buy rating. Analysts highlighted that a stronger Intel, due to its partnership with Nvidia, could benefit semiconductor companies like ASML. ASML provides critical lithography systems used in chip manufacturing. The firm believes ASML is well-positioned due to increased demand driven by the AI boom.

Evercore bullish on Microsoft's AI commercialization

Evercore ISI analysts maintained their Outperform rating and $625 price target for Microsoft Corporation (MSFT). They believe Microsoft is well-positioned for long-term growth, citing strong performance in Azure cloud services, which grew 39% last quarter. Analysts are optimistic about Microsoft's ability to commercialize AI across its infrastructure and applications over the next three to five years. They see a mid-30% increase in fiscal 2026 as feasible.

BigBear.ai stock surges on Fed rate cut news

BigBear.ai stock experienced a significant surge this week, rising 35.4%, following the Federal Reserve's decision to cut interest rates by 25 basis points. This move, along with indications of further rate cuts, boosted speculative growth stocks. Despite strong year-to-date gains driven by defense AI interest, the company reported a second-quarter loss and lowered its full-year sales guidance, indicating potential business performance concerns.

AI stocks Lemonade and Impinj could beat XRP

This article suggests that two artificial intelligence stocks, Lemonade and Impinj, could outperform the cryptocurrency XRP over the next five years. Lemonade uses AI for insurance policies, customer onboarding, and claims, showing rapid growth and improving profitability. Impinj provides RFID chips that could be crucial for AI and robotics, especially in supply chain and warehouse tracking. Both companies are seen as having significant long-term growth potential.

C.H. Robinson launches AI logistics platform

C.H. Robinson Worldwide has launched a new AI-powered cross-border logistics service. This service combines freight consolidation in Mexico, customs brokerage, and warehousing to offer cost savings and improved freight visibility. It aims to address inefficiencies at the U.S.-Mexico border and provide tariff mitigation benefits. This AI-driven platform is expected to enhance C.H. Robinson's competitive position in North American trade lanes.

NVIDIA and Alphabet are top AI stocks to buy

NVIDIA and Alphabet are highlighted as two top AI stocks for long-term investment, suitable for those with $3,000 to invest. NVIDIA leads in AI hardware with its GPUs, essential for training AI models, and offers a strong ecosystem of software and tools. Alphabet integrates AI across its products like Google Search and Cloud, and invests heavily in AI research through DeepMind. Both companies are seen as well-positioned to benefit from the ongoing AI revolution.

Sources

AI Platform Application Modernization AI Search Clinical Trials Financial Management Energy Management Smart Meters AI Tools Enterprise Cloud AI Infrastructure Chip Infrastructure Data Centers Productivity Decision Making Digital Innovation GenAI AI Integration AI PCs PC Shipments Automation Data Governance Regulatory Requirements AI Models Global Competition AI Hardware Semiconductor Industry NAND Technology Developer Tools Public Sector Leadership Changes Revenue Growth AI Automation Contractors AI Security Content Protection Workflows Quantum Computing Hybrid Computing Chip Manufacturing Lithography Systems AI Commercialization Cloud Services Speculative Growth Stocks Defense AI Insurance RFID Chips Supply Chain Warehouse Tracking Logistics Freight Consolidation Customs Brokerage Freight Visibility Trade Lanes AI Stocks GPUs AI Research AI Revolution