anthropic launches openai while nvidia expands its platform

Key Takeaways

Morgan Stanley highlights top software stocks for AI security boom

Morgan Stanley reports that top software stocks are well-positioned to benefit from the growing AI security sector. The AI security market is expected to grow at a compound annual growth rate of 25.5% from 2023 to 2030, reaching a market size of $50 billion. This growth is driven by the increasing need for advanced security measures against sophisticated cyber threats. Key companies identified include CrowdStrike Holdings, Inc., Palo Alto Networks, Inc., and Zscaler, Inc., which offer AI-driven solutions for threat detection and network security.

KeyBanc upgrades CrowdStrike stock with $525 price target

KeyBanc upgraded CrowdStrike stock from Standard Weight to Overweight with a new price target of $525. Analyst Eric Heath believes CrowdStrike will benefit from strong demand for its cloud-based security solutions powered by artificial intelligence. Heath sees the integration of Anthropic AI as an opportunity rather than a threat, suggesting it could lead to a 20% surge in CrowdStrike's stock. The upgrade reflects optimism about the company's future growth and its ability to capitalize on the increasing demand for AI-driven security.

Morgan Stanley identifies software stocks for AI security growth

Morgan Stanley highlights several software stocks poised to capitalize on the rising demand for AI-driven security solutions. The global cybersecurity market is expected to grow at a CAGR of 12.0% from 2023 to 2030, reaching $366.1 billion. This growth is fueled by complex cyber threats, increased cloud adoption, and stricter regulatory compliance. AI and machine learning technologies are becoming essential for real-time threat detection and automated response mechanisms in modern cybersecurity strategies.

SoundHound AI acquires LivePerson for $43 million

SoundHound AI agreed to acquire LivePerson, combining two leaders in conversational AI. The deal involves SoundHound's voice and agentic AI platform merging with LivePerson's digital messaging engine that handles 1 billion messages monthly. SoundHound will pay $43 million, representing a 22% premium to LivePerson's 30-day volume-weighted average price. The combined company will serve enterprise customers in over 30 countries and aims for a 2027 revenue of $350 million to $400 million.

SoundHound and LivePerson unite voice AI with messaging

SoundHound AI, Inc. announced an agreement to acquire LivePerson to create an end-to-end omnichannel conversational AI platform. The transaction implies an enterprise value of $250 million and a combined revenue opportunity targeted at $500 million. The combined company will work with enterprise customers across 30+ countries, including major global banks, airlines, and automakers. The acquisition strengthens SoundHound's expansion into AI-driven digital customer service by integrating voice AI with digital messaging capabilities.

Prediction: One AI stock will lead Nasdaq gains next year

AI stocks look poised for a comeback as the Nasdaq reverses from correction territory. One specific AI growth stock stands out as a potential winner over the next 12 months due to its resilience and growth potential. This company demonstrates impressive performance with a strong pipeline of innovative products and services. Its leadership in AI technology combined with strategic partnerships makes it a standout choice for investors looking to capitalize on the AI revolution.

Cerebras files for IPO despite remaining unprofitable

Cerebras, a supplier of wafer-scale AI processors, has filed for an IPO for the second time after canceling previous plans. The company's revenue grew 20 times from $24.6 million in 2022 to $510 million in 2025, but it remains unprofitable with operating losses of $145.9 million in 2025. Approximately 86% of its revenue comes from two customers, G42 and MBZUAI, creating a fragile revenue base. Cerebras has a massive $24.6 billion backlog, including a $20 billion deal with OpenAI, which provides strong demand visibility.

SoundHound AI expands customer base with telecom partnerships

SoundHound AI, Inc. announced that Associated Carrier Group members will use its AI platform for customer service applications. The group represents Tier 2 and Tier 3 telecom operators. SoundHound's revenue has grown from $10.2 million in 2019 to $35.4 million in 2022, representing a CAGR of 57.4%. The company now has over 1,000 customers in industries including automotive, retail, and healthcare. Its conversational AI platform helps businesses improve customer service and operational efficiency.

Victory Giant surges 60% on Hong Kong AI debut

Victory Giant Technology Huizhou Co. delivered a sharp signal to equity investors with its Hong Kong debut surging as much as 60%. The company raised $2.6 billion in the city's largest listing in seven months, with shares climbing to HK$336.20. The deal was priced at the top end and drew 37 cornerstone investors committing about $997 million. Victory Giant produces high-density interconnect and multi-layer printed circuit boards used in AI servers and is a supplier to Nvidia Corp.

Board directors need AI fluency for effective oversight

Directors are being asked to oversee fast-moving AI technologies, raising questions about their fluency and accountability. Only 16% of reviewed U.S. public company boards include a director with specialized AI skills, despite 48% of Fortune 100 companies citing AI as a risk. Experts suggest directors need fluency at the governance level to understand how AI reshapes strategy, people, processes, and customer value. Continuous learning tied to evidence is required to keep oversight current as capability and adoption move faster than board cadence.

Alphabet stock faces flat trading due to AI infrastructure costs

Alphabet Inc. stock is trading at $338.35 with rising capital expenditures for AI infrastructure potentially cutting near-term profitability. The company will report Q1 2026 earnings on April 29, with investor focus on cloud growth powered by Gemini integration. Technical indicators show overbought conditions with an expected volatility band between $330 and $345 over the next five trading days. Analysts remain cautious about the impact of rising AI-related costs on profitability despite the stock's momentum above key moving averages.

Irregular aims to build next security lab for AI

The startup Irregular aims to become the Check Point of the AI revolution by building tools for model control and risk reduction. Founders Dan Lahav and Omer Nevo describe the company as the world's only security lab for advanced artificial intelligence. They have contracts with major AI players including Anthropic, Google, and OpenAI, as well as the British government. Irregular raised $80 million in two rounds in September 2025, with Sequoia Capital leading the investment.

Sources

• Top Software Stocks Positioned for AI Security Boom According to Morgan Stanley
• CrowdStrike stock can surge 20%. Why Anthropic AI is a hope, not a threat.
• Top Software Stocks Positioned for AI Security Boom According to Morgan Stanley
• M&A News: SoundHound AI (SOUN) to Acquire LiverPerson, Merging Two Leaders in Conversational AI
• SoundHound’s LivePerson deal links voice AI with 1B monthly messages
• Prediction: This artificial intelligence (AI) growth stock will be the Nasdaq's biggest winner over the next 12 months
• Cerebras files for IPO — company remains unprofitable despite 20x revenue growth
• Can SoundHound AI (SOUN) Maintain Its Robust Growth?
• Victory Giant Jumps 60% In $2.6 Billion Hong Kong Debut On AI Demand
• Understanding AI
• Flat trading for Alphabet stock as rising AI infrastructure spending cuts profitability
• “We’re aiming to build the next Palo Alto Networks or CrowdStrike”