DraftKings is facing a class action lawsuit alleging it used AI and machine learning to identify gamblers likely to lose and target them with promotions. Plaintiff Daniel Vest says he received roughly 70 notifications in about a month. The company denies using AI to target customers based on losses, while Massachusetts regulators are reviewing AI use by sportsbooks.
Wall Street analyst Dan Ives says the AI buildout is still in the early innings, comparing it to the third inning of a nine-inning game. He forecasts a $4 trillion spending wave and names Nvidia, Microsoft, Palantir, Apple and CrowdStrike as top picks. Ives also highlighted smaller names like Boost Run and Serve Robotics and gave Nvidia a $300 target.
A separate look at semiconductor stocks points to Nvidia, Advanced Micro Devices, Broadcom, Taiwan Semiconductor Manufacturing and ASML as potential winners. Bloomberg Intelligence projects AI spending could reach $2.3 trillion by 2032, and a $5,100 investment in those five names could deliver strong returns.
On the enterprise side, Infinitus launched FieldForce, which uses agentic AI to help pharmaceutical sales teams reach more providers and focus on high-value activities. Cloudflare introduced a multi-AI-agent security operations harness to handle the alert overload that overwhelms human analysts. Both moves reflect a push to put AI agents to work in specific business workflows.
AMD stands to benefit as agentic AI expands the CPU market from $29 billion in 2025 to $300 billion by 2030, with Meta as one of its biggest customers. Stellar Cyber earned a spot as a Sample Vendor in the Gartner Hype Cycle for Security Operations 2026 for its AI-driven security operations center approach. Bitwise's Matt Hougan highlighted NEAR blockchain, which has passed $30 billion in trading volume and may earn about $45 million in fees this year, with AI agents as an additional upside driver.
Key Takeaways
- DraftKings faces a class action lawsuit alleging AI was used to target losing gamblers with promotions; the company denies using AI based on losses.
- Dan Ives says the AI buildout is still in the third inning of a nine-inning game and sees a $4 trillion spending wave ahead.
- Nvidia, Microsoft, Palantir, Apple and CrowdStrike are Dan Ives' top AI picks, with Nvidia at a $300 target.
- Nvidia, AMD, Broadcom, TSMC and ASML are highlighted as semiconductor stocks that could benefit as AI spending is projected to hit $2.3 trillion by 2032.
- Infinitus launched FieldForce, an agentic AI solution for pharmaceutical sales teams to improve provider interactions.
- Cloudflare introduced a multi-AI-agent security operations harness to help analysts manage simultaneous security alerts.
- Agentic AI could grow the CPU market from $29 billion in 2025 to $300 billion by 2030, with AMD as a major beneficiary.
- Stellar Cyber was named a Sample Vendor in the Gartner Hype Cycle 2026 for its AI-driven security operations center systems.
- NEAR blockchain has passed $30 billion in trading volume and may earn about $45 million in fees this year, with AI agents as additional upside.
- Manulife's Kevin Headland says AI investment is also an industrials story.
DraftKings faces lawsuit over AI targeting losing gamblers
DraftKings is accused of using AI and machine learning to find gamblers likely to lose money and send them promotions. Plaintiff Daniel Vest says he got about 70 messages in one month. The company denies using AI to target customers based on losses. Massachusetts regulators are reviewing the use of AI by sportsbooks.
DraftKings class action says AI targeted losing bettors
A class action lawsuit claims DraftKings used an AI model to score users by betting habits and sort them into groups. Users with higher scores got more emails, texts and promotions. Plaintiff Daniel Vest says he gambled thousands of dollars and got about 70 notifications in about 30 days. DraftKings says it does not use AI to target customers based on losses.
Dan Ives says AI buildout is in early stages
Analyst Dan Ives says the AI transformation is still in the 3rd inning of a 9-inning game. He sees a $4 trillion spending wave over the next few years. His top picks include Nvidia, Microsoft, Palantir, Apple and CrowdStrike. He also named smaller companies like Boost Run and Serve Robotics as strong options.
Dan Ives names top AI stocks still early
Dan Ives believes the AI buildout is still in early stages and investors underestimate its size. He gave Nvidia a $300 target and Microsoft a $678 billion backlog story. He expects cybersecurity spending to rise from 5% to 10% of IT budgets. Palantir and CrowdStrike are his top cybersecurity picks. Boost Run and Serve Robotics also got high upside targets.
5 AI infrastructure stocks could grow by 2030
A $5,100 investment in five semiconductor stocks could produce strong returns by 2030. The stocks include Nvidia, Advanced Micro Devices, Broadcom, Taiwan Semiconductor Manufacturing and ASML. Bloomberg Intelligence projects AI spending will reach $2.3 trillion by 2032. The article says this market should create many winners.
Infinitus launches FieldForce AI agents for pharma teams
Infinitus launched FieldForce, a new solution using agentic AI agents to help pharmaceutical sales teams. The AI agents help teams reach more providers and focus on high-value activities. The goal is to improve interactions with healthcare providers and drive better patient outcomes.
Cloudflare builds multi-agent security operations harness
Cloudflare introduced a built-in multi-AI-agent security operations harness to handle security alerts. The system addresses the alert paradox where multiple simultaneous alerts overwhelm human analysts. It helps collect evidence and understand alerts at Cloudflare scale.
Agentic AI drives CPU market renaissance says report
A report says agentic AI is expanding the CPU market from $29 billion in 2025 to $300 billion in 2030. AMD is seen as a major beneficiary since Meta is one of its biggest customers. Chip suppliers benefit from increased AI agent adoption and competition among AI labs.
Stellar Cyber named Sample Vendor in Gartner Hype Cycle 2026
Stellar Cyber was named a Sample Vendor for Integrated Security Operations Center Systems in the Gartner Hype Cycle for Security Operations 2026. Gartner says ISOC systems offer lower complexity and cost compared to traditional SIEM platforms. Stellar Cyber unifies data and workflows using AI and automation for security teams.
AI agents reshape holiday shopping season
AI agents are changing the holiday shopping season according to a Fox Business report. Correspondent Madison Alworth covers both eager and skeptical consumers embracing the new technology. The report aired on America Reports.
Bitwise CIO highlights NEAR blockchain growth and AI potential
Bitwise Chief Investment Officer Matt Hougan says NEAR's value comes from its growing blockchain business. NEAR Intents has passed $30 billion in trading volume and may earn about $45 million in fees this year. The token rose 198% in the third quarter, beating bitcoin and Ethereum. Hougan says the AI agent opportunity is extra upside, but current growth comes from real user demand.
Headland says AI investment is also an industrials story
Kevin Headland, co-chief investment strategist at Manulife Investments, shares his market outlook. He says AI investment is also an industrials story. He appeared on BNN Bloomberg to discuss his views on the markets.
Sources
- DraftKings Accused of Using AI to Target Losing Gamblers in Class Action
- DraftKings class action claims AI model targets losing bettors
- Dan Ives says AI buildout only in 3rd inning. Here are his top 5 plays from here
- Dan Ives Thinks AI Buildout Still In Early Stages, With NVDA, MSFT, PLTR, AAPL And CRWD As Top AI Picks
- $5,100 Split Across These 5 AI Infrastructure Stocks Could Be Worth This Much by 2030
- Infinitus launches AI agents to help pharma teams reach more providers
- Building an evidence-grounded agentic security operations harness on Cloudflare
- Agentic AI is ushering in a CPU 'renaissance'
- Stellar Cyber Named a Sample Vendor for Integrated Security Operations Center Systems (ISOC) in Gartner® Hype Cycle™ for Security Operations, 2026
- AI agents reshape holiday shopping season
- Bitwise CIO says NEAR’s investment case goes beyond its AI ambitions
- AI investment 'is also an industrials story': Headland
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