google launches tesla while anthropic expands its platform

Key Takeaways

• Credo Technology Group Holding reported record Q3 sales of US$407.01 million, driven by its AI connectivity products.
• Caterpillar is integrating AI assistants and autonomy software across its equipment, aiming to shift its business model towards services and technology.
• Genpact's Q3 2025 results highlight its AI-focused strategy with platforms like AI Maestro, targeting revenue expansion and margin improvement.
• Wix.com is introducing new AI-powered tools and integrations with Google to boost user acquisition and paid subscriptions.
• Lemonade launched "Lemonade Autonomous Car," an AI-driven insurance product for Tesla vehicles, and achieved its first positive free cash flow since its IPO.
• Lightspeed Commerce is expanding AI use in inventory and customer experience workflows and has hired 150 new sales representatives to accelerate growth.
• Canadian AI company Cohere is a potential public offering candidate, focusing on enterprise AI solutions and agentic technology, positioning itself as an alternative to competitors like OpenAI.
• AI stocks, including C3.ai, Atlassian, Doximity, Braze, and Zeta Global, experienced gains, with C3.ai benefiting from its defense contracting role using AI for threat modeling.
• CrowdStrike's AI-powered Falcon platform is highly regarded, with analysts dismissing fears of disruption from AI security tools like Anthropic's for enterprise use.
• RedCloud surpassed 100,000 customers and implemented an agentic AI layer to optimize global trade operations, facilitating over $6.91 billion in FMCG trade.

Credo Technology Reports Record Q3 Amid AI Partnerships, Stock Faces Short-Term Dip

Credo Technology Group Holding (CRDO) achieved record third quarter results with US$407.01 million in sales and US$157.14 million in net income. The company also expanded its AI connectivity through TensorWave and ZeroFlap products. Despite these achievements, the stock has seen a 39.39% decline in the last 90 days. Analysts suggest the stock may be undervalued, with a fair value estimate of $208.38, though its P/E ratio of 97.3x is higher than the semiconductor industry average.

Caterpillar Unveils AI Autonomous Ecosystem at CONEXPO 2026, Shifting Investment Focus

At CONEXPO-CON/AGG 2026, Caterpillar showcased new AI-enabled autonomous equipment and expanded digital tools like VisionLink. The company is integrating AI assistants and autonomy software into a unified ecosystem across construction, power generation, and mining. This move aims to shift Caterpillar from a cyclical equipment maker to a more resilient, services and technology-focused business. While recurring revenue streams now make up 40% of sales, investors still watch for impacts from tariffs and competitive pricing.

Genpact's Q3 2025 Results Show Strong AI Pivot, Stock Appears Undervalued

Genpact (G) reported strong Q3 2025 results, highlighting its AI-focused strategy with platforms like AI Maestro. The company's stock has shown recent positive momentum with a 7.11% return in the last 7 days, though its 1-year return is down 22.59%. Analysts place its fair value at $48.64, suggesting it is currently undervalued. The company's AI strategy aims for revenue expansion and margin improvement, but faces risks if legacy outsourcing slows or AI investments do not yield higher margins.

Wix.com Introduces AI Tools Ahead of Earnings, Stock Shows Mixed Signals

Wix.com (WIX) is launching new AI-powered tools and integrations with Google and Intuit as it prepares for its March 4 earnings release. While the stock has seen recent gains, its 90-day and 1-year returns are negative, indicating recent weakness. Analysts estimate its fair value at $158.20, suggesting it is significantly undervalued. The company's AI push aims to boost user acquisition and paid subscriptions, but faces risks from increased AI spending and competition.

Lemonade Launches AI Car Insurance, Achieves First Positive Free Cash Flow

Lemonade, Inc. reported Q4 and full-year 2025 results, with revenue reaching US$737.9 million for the year and net loss narrowing. The company achieved its first quarter of positive free cash flow since its IPO. It also launched "Lemonade Autonomous Car," an AI-driven insurance product for Tesla vehicles. This move into autonomous vehicle coverage could significantly impact its investment narrative and risk profile.

Lightspeed Commerce Expands AI Use and Sales Team to Boost Growth

Lightspeed Commerce Inc. presented at the Morgan Stanley Technology, Media & Telecom Conference 2026, highlighting revenue growth from its retail and hospitality sectors. The company is integrating AI into inventory and customer experience workflows and has hired 150 new sales representatives. This expansion aims to accelerate location growth and improve performance. The key challenge remains managing free cash flow while scaling the business.

AI Stocks Rebound: Atlassian, C3.ai, Doximity, Braze, Zeta Global See Gains

Several stocks, including Atlassian, C3.ai, Doximity, Braze, and Zeta Global, experienced significant gains in afternoon trading. This rebound followed investor dip-buying amid inflation fears and geopolitical tensions. The market appears to be shifting focus towards identifying 'AI Winners' after recent sector-wide declines. C3.ai, in particular, saw a jump, partly due to its role as a defense contractor utilizing AI for threat modeling.

AI Stocks Rebound: Atlassian, C3.ai, Doximity, Braze, Zeta Global Trade Higher

Stocks like Atlassian, C3.ai, Doximity, Braze, and Zeta Global saw increases as investors bought into the market despite inflation and geopolitical concerns. This rebound suggests a move towards identifying 'AI Winners' after recent downturns. C3.ai's stock rose, partly due to its role in defense contracting using AI for missile threat modeling, a $500 million deal with the Missile Defence Agency. Despite recent volatility, C3.ai is down 33.4% year-to-date.

Canadian AI Innovator Cohere Poised for Potential Public Offering

Canadian AI company Cohere is being watched closely for a potential public offering, offering a more efficient path compared to heavily investing competitors like OpenAI. Cohere focuses on enterprise AI solutions, aiming to leverage agentic technology and potentially displace human roles in certain tasks. Its Aya language model is considered underrated, and its enterprise focus positions it well in a market seeking AI-driven returns through data analysis, coding, and workflow automation.

Kudan Raises FY2026 Sales Forecast Driven by Physical AI Demand

Kudan Inc. has increased its FY2026 net sales forecast to 1.1 billion yen, driven by strong demand for its digital twin and software-hardware package solutions in the Physical AI market. While an operating loss is still expected, Kudan anticipates narrower deficits, indicating improved earnings and a path toward profitability next fiscal year. The Japan-based company develops Physical AI technologies and digital twin solutions, targeting the growing market for advanced sensing and spatial recognition.

Cybersecurity Stock CrowdStrike Called a 'Screamer' Despite AI Fears

Despite concerns that AI could disrupt the cybersecurity sector, Josh Brown of Ritholtz Wealth Management remains bullish on CrowdStrike. He dismisses fears stemming from AI security tools like Anthropic's as unfounded for enterprise use. Brown praises CrowdStrike's AI-powered Falcon platform and its CEO, George Kurtz. He believes the stock is a 'screamer' below $400, with potential upside even after its recent 16% drop in February.

Nuobikan AI Clarifies Share Subdivision and Trading Rules

Nuobikan AI has issued a notice clarifying its upcoming share subdivision and changes to its board lot size for H shares. The company reminded shareholders that trading will be halted around the subdivision, and full circulation shareholders face a 12-month non-transfer lock-up period from the listing date. This restriction may affect liquidity for these shareholders as the company restructures its share capital.

RedCloud Activates AI Layer, Surpasses 100,000 Customers in Global Trade Network

RedCloud has surpassed 100,000 customers globally and facilitated over $6.91 billion in Fast-Moving Consumer Goods (FMCG) trade. The company is implementing an agentic AI layer within its transaction system to autonomously optimize inventory, working capital, and demand forecasting. This milestone builds on RedCloud's focus on AI-driven infrastructure and its RedAI platform, with investors watching for revenue growth and adoption of embedded finance.

Bloom Energy Reports Strong Q4 Fueled by AI Data Center Demand

Bloom Energy (NYSE:BE) announced strong Q4 results, with demand from AI data centers significantly boosting performance. The company reported a record product backlog and provided a positive revenue outlook for 2026. However, recent large share sales by top executives have raised questions among investors. Bloom Energy specializes in fuel cell solutions.

Startup Hollow Uses AI and Alpaca Wool to Boost Sock Sales

Hollow, an alpaca wool sock brand, achieved approximately $40 million in sales last year, largely due to its extensive use of AI and Large Language Models (LLMs). The company uses AI tools to identify customer pain points from online discussions and generate targeted ad copy. Hollow imports wool fiber and manufactures its socks in North Carolina, offering performance socks for various activities.

Old Well Labs Secures New Investment for AI Platform

Old Well Labs, an AI-powered platform connecting investment managers and allocators, has received new strategic investment from Capital Allocators, Teamworthy Ventures, and Hammoud Ventures. The platform aggregates and structures global data to help clients find and monitor investment firms. The new capital will support platform innovation, expand data coverage, and grow its team in Charlotte.

Sources

• A Look At Credo Technology (CRDO) Valuation After Record Q3 Results And New AI Connectivity Partnerships
• How Caterpillar’s AI-Enabled Autonomous Ecosystem Reveal At CONEXPO 2026 (CAT) Has Changed Its Investment Story
• Assessing Genpact (G) Valuation After Strong Q3 2025 AI-Led Results And Upgraded Guidance
• A Look At Wix.com (WIX) Valuation As Earnings Approach And New AI Tools Roll Out
• Why Lemonade (LMND) Is Up 5.4% After First Positive Free Cash Flow And AI Car Launch
• How Lightspeed’s AI Push and Sales-Team Expansion Will Impact Lightspeed Commerce (TSX:LSPD) Investors
• Atlassian, C3.ai, Doximity, Braze, and Zeta Global Stocks Trade Up, What You Need To Know
• Atlassian, C3.ai, Doximity, Braze, and Zeta Global Stocks Trade Up, What You Need To Know
• The Canadian AI Stock That Could Soon Go Public
• Kudan Lifts FY2026 Sales Outlook as Physical AI Demand Narrows Losses
• Never mind the AI fears. This beat-up cybersecurity play is a 'screamer,' Josh Brown says
• Nuobikan AI Clarifies Trading Limits Around Share Subdivision and Board Lot Change
• Inside RedCloud's 100,000-seller AI network moving $6.9B of goods
• Bloom Energy Q4 Shines On AI Demand As Insider Sales Raise Questions
• How a startup uses alpaca wool — and AI
• Old Well Labs: AI Investment Intelligence Platform Welcomes Strategic New Investors