Companies are increasingly leveraging AI for business growth and efficiency. Datadog, for instance, reports a 67% increase in AI customer count, with AI revenue doubling to 12% of its $881 million total in Q3 2025, driven by products like Bits AI. Similarly, Workiva's new AI assistant helps organizations streamline report creation. The freelance market also reflects this trend, with Fiverr seeing an astounding 18,347% surge in searches for AI-agentic services in six months leading up to May 2025, benefiting smaller businesses seeking AI expertise.
Alphabet is pushing the boundaries of AI with Project Genie, a new tool designed to create interactive 3D digital worlds and 2D game assets from text. This innovation could significantly impact the video game industry by making development faster and more affordable, and also has potential applications in education and virtual reality. The announcement caused Unity Software stock to drop, as investors anticipate competition, prompting Unity to plan its own AI feature integration.
Billionaire investor Peter Thiel recently adjusted his AI investment strategy, selling all his Nvidia shares to acquire 49,000 shares of Microsoft, now 34% of his portfolio, and 79,181 shares of Apple, accounting for 27%. This move signals a shift towards more diversified tech companies with AI exposure. Meanwhile, Franklin Resources launched its AI-driven Intelligence Hub, developed with Microsoft, to centralize data and automate tasks. However, the Vanguard Information Technology ETF, while holding Nvidia, Apple, and Microsoft, notably omits key AI players like Alphabet, Amazon, and Meta Platforms, which are crucial for cloud infrastructure and AI research.
Nvidia maintains its strong leadership in AI chips, with demand coming from a broad customer base, even as its $100 billion deal with OpenAI remains on hold. The company's robust ecosystem supports hyperscale and enterprise AI infrastructure. In the agentic AI market, expected to grow significantly by 2030, UiPath is a key player with its Maestro tool, reporting a $13 million operating profit in Q3. Alphabet's Gemini, with over 650 million monthly users, also powers agentic AI experiences and boosts Google Cloud revenue. Additionally, Palladyne AI secured a U.S. Air Force contract to expand its SwarmOS software into orbit for intelligence, and Gorilla Technology Group shows a positive outlook from AI trading models due to growing smart city contracts.
Key Takeaways
- Datadog's AI products, including Bits AI, saw a 67% increase in AI customer count and AI revenue doubled to 12% of its $881 million total in Q3 2025.
- Workiva's new AI assistant helps large organizations create reports faster, while Fiverr experienced an 18,347% surge in searches for AI-agentic services by May 2025.
- Alphabet (Google) launched Project Genie, an AI tool for creating interactive 3D digital worlds and 2D game assets, prompting Unity Software to plan its own AI feature integration.
- Billionaire investor Peter Thiel sold all his Nvidia shares, instead investing in Microsoft (49,000 shares, 34% of portfolio) and Apple (79,181 shares, 27% of investments).
- Franklin Resources introduced an AI-driven Intelligence Hub, developed with Microsoft, to centralize data and automate tasks after reporting strong Q1 2026 earnings.
- The Vanguard Information Technology ETF includes Nvidia, Apple, and Microsoft but excludes major AI players like Alphabet, Amazon, and Meta Platforms.
- Nvidia maintains strong AI chip leadership, with demand from a broad customer base, despite its $100 billion deal with OpenAI being on hold.
- UiPath and Alphabet are key players in the growing agentic AI market, with UiPath reporting a $13 million operating profit in Q3 and Alphabet's Gemini model having over 650 million monthly users.
- Palladyne AI Corp. won the U.S. Air Force HANGTIME contract to expand its SwarmOS software to connect autonomous systems across space, air, sea, and land.
- AI trading models predict a positive outlook for Gorilla Technology Group (GRRR), with some models suggesting it is undervalued by 61.3% due to growing multiyear contracts.
Datadog and Workiva Show Strong AI Growth
Datadog and Workiva are two companies successfully using AI in their businesses. Datadog's AI products, like Bits AI, are in high demand, with AI customer count up 67% and AI revenue doubling to 12% of its $881 million total in Q3 2025. Workiva's new AI assistant helps managers create reports faster by turning simple ideas into detailed content. Both companies will report their Q4 2025 results in February, with Datadog on Feb 10 and Workiva on Feb 19.
Datadog and Workiva AI Efforts Drive Business Growth
Datadog and Workiva are two companies successfully using AI in their existing businesses. Datadog's AI products, including Bits AI, are seeing strong demand, with over 5,000 customers using them and AI revenue doubling to 12% of its $881 million total in Q3 2025. Workiva's AI assistant helps large organizations create reports easily from various data sources. Both companies will share their fourth-quarter 2025 results in February, with Datadog on Feb 10 and Workiva on Feb 19.
Alphabet Unveils Project Genie for AI World Building
Alphabet introduced Project Genie, a new AI tool that allows users to create interactive 3D digital worlds. This tool could change the video game industry by making it faster and cheaper to develop detailed environments. Project Genie also has potential uses in education, architecture, and virtual reality experiences. Investors are watching to see how this AI innovation will impact costs, workflows, and competition in digital content creation.
Unity Stock Falls After Google Launches Project Genie
Unity Software stock dropped after Google announced Project Genie, a new AI tool that creates interactive 3D worlds. Project Genie uses AI to generate 2D game assets and environments from text, which could compete with Unity's main business. Investors are worried about this new challenge from Google. Unity's leadership is now planning to add AI features to its own platform to stay competitive in the real-time 3D content creation market.
Palladyne AI Wins Major Air Force HANGTIME Contract
Palladyne AI Corp. won the HANGTIME contract from the U.S. Air Force Research Laboratory. The company will use its SwarmOS software to connect autonomous systems across space, air, sea, and land, including satellites for the first time. This project expands Palladyne AI's technology into orbit, making its software key for intelligence and surveillance for the Air Force. This contract is expected to boost Palladyne AI's standing and market position.
Fiverr Profits from Growing AI Freelance Demand
Fiverr is benefiting from the increasing demand for artificial intelligence services on its platform. The company connects freelancers with businesses needing AI expertise, especially smaller ones. Searches for AI-agentic services on Fiverr skyrocketed by 18,347% in six months leading up to May 2025. This demand helps drive Fiverr's revenue growth, and the company has become consistently profitable through careful management and cost reductions.
Peter Thiel Sells Nvidia Buys Microsoft and Apple
Billionaire investor Peter Thiel recently changed his AI investment strategy. He sold all his shares of AI giant Nvidia. Instead, Thiel bought 49,000 shares of Microsoft, making it 34% of his portfolio, and 79,181 shares of Apple, which now accounts for 27% of his investments. This move suggests a shift from a company heavily reliant on AI like Nvidia to more diversified tech companies that also have AI exposure.
Franklin Resources Stock Jumps on Strong Earnings and AI Hub
Franklin Resources Inc. stock rose 5.2% after the company announced strong financial results for its fiscal first quarter of 2026. The company reported revenue of $2,327.1 million and a net income of $255.5 million, exceeding analyst predictions. Franklin Resources also launched its new AI-driven Intelligence Hub, developed with Microsoft. This platform will centralize data, automate tasks, and improve how the company works with clients, showing its commitment to using technology to stay competitive.
Vanguard Tech ETF Misses Key AI Investment Opportunities
The Vanguard Information Technology ETF, a popular fund, might not be the best choice for investors focused on AI stocks. While it holds major tech companies like Nvidia, Apple, and Microsoft, it misses other important AI players. The ETF does not include companies like Alphabet, Amazon, and Meta Platforms. These companies are crucial to the AI industry as they provide cloud infrastructure and lead in AI research and development.
UiPath and Alphabet Lead Agentic AI Growth
The agentic AI market is expected to grow significantly by 2030, and UiPath and Alphabet are key players. UiPath's platform helps companies automate tasks using AI agents and data, with its Maestro tool used by hundreds of businesses. UiPath recently reported an operating profit of $13 million in Q3, a big improvement from a loss last year. Alphabet's Gemini is a widely used AI model with over 650 million monthly users, powering agentic AI experiences across various industries and boosting Google Cloud's revenue.
Nvidia AI Dominance Strong Despite OpenAI Deal Pause
Nvidia's AI chip leadership remains strong even though its $100 billion deal with OpenAI is on hold. The demand for Nvidia's AI technology comes from many customers, not just one. The company's robust ecosystem and chips help hyperscale and enterprise businesses build AI infrastructure. Nvidia's stock trades at a forward multiple of 27x, which is lower than the average for semiconductor companies. Upcoming earnings in February and continued AI infrastructure demand could further boost the company.
AI Models Predict Positive Outlook for Gorilla Technology Group
AI trading models suggest a positive short-term and mid-term outlook for Gorilla Technology Group (GRRR). The company's stock has been volatile, showing recent gains but a longer-term loss. Analysts' average price targets are above the current stock price, and some models suggest it is undervalued by 61.3%. This positive view comes from the company's growing multiyear contracts in smart city, government, and environmental projects across various regions, which are expected to increase revenue and profits.
Sources
- 2 Under-the-Radar Artificial Intelligence (AI) Stocks to Watch Closely in February
- 2 Under-the-Radar Artificial Intelligence (AI) Stocks to Watch Closely in February
- Alphabet’s Project Genie Brings AI World Building Closer to Investors
- Unity Stock Slides As Google Project Genie Tests AI Growth Story
- How Investors May Respond To Palladyne AI (PDYN) Winning AFRL HANGTIME Multi‑Domain Autonomy Contract
- 1 Underrated AI Stock to Buy and Hold for 10 Years
- Palantir Billionaire Peter Thiel Shifts His AI Bet. He Recently Dumped Nvidia Stock and Bought Shares of These 2 Tech Industry Stalwarts.
- Why Franklin Resources (BEN) Is Up 5.2% After Earnings Beat And New AI Intelligence Hub Rollout
- Interested in AI Stocks? Here's Why One Popular Vanguard Tech ETF Might Not Be a Good Choice.
- 2 AI Stocks Building the "Picks and Shovels" of the Agentic Revolution
- Nvidia: The OpenAI Deal Wobble Won't Break Its AI Empire
- A Look At Gorilla Technology Group (GRRR) Valuation As AI Trading Models Highlight Positive Near Term Outlook
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