nCino rolled out its Loan Officer Productivity Suite, an AI toolkit aimed at cutting manual work in mortgage workflows, and paired with Parlay to automate SBA loan intake. The stock sits at $21.12 versus a fair value estimate of $23.08, while its P/E ratio of 66.5x towers over the software peer average of 30.7x, pointing to some valuation risk.
Ondas launched Regna AI together with Palantir Technologies and picked up over $270 million in new orders since June. The stock closed at $6.35, below a fair value estimate of $7.89. Integration challenges, customer concentration, and reliance on equity funding remain headwinds, even as the 3-year total shareholder return hovers around 14x.
Waters introduced Waters AI Link, software that hooks Anthropic's Model Context Protocol and Model Hardware Standard into its lab systems so AI agents can run experiments and control instruments on their own. The stock closed at $444.15 against a fair value near $458. Chemistry columns grew 10% in Q2 2026, and GLP-1 testing revenue jumped over 40%.
At the Silvia Investor Summit, Phil Rosen explained why tech stocks still look cheap. Tech makes up roughly 40% of the S&P 500 and has fueled most of its 13% gain this year. He pointed out that the year after a midterm election has historically returned about 17%, and his portfolio includes Eli Lilly, Marvell, Micron, and Bitcoin.
Researchers unveiled JockeyBench, a benchmark testing LLM agents on repeated forecasting tasks using historical Japanese horse racing data across 324 races and 28 model configurations. While some setups improved after revisions, every configuration posted negative mean profit under capped-Kelly settlement. The findings stress the need to judge prediction quality and decision value separately in AI agents.
Real estate agents are leaning on AI to polish their advertisements but have not adopted it to close sales or read customers better. Experts warn that skipping AI for deal-making could leave agents behind, though the technology remains a helper rather than a replacement.
Kutlerri.ai landed a $4M investment to grow its AI restaurant agents that handle revenue and cost control. The platform runs agents that answer calls, send proposals, close orders, and manage marketing campaigns. Founders Kiran Rana and Payal Tripathy plan to scale their Catering Sales Agent and build new agents across most major US cities.
AWS is offering channel partners $50,000 in MDF and priority placement in Partner Solutions Finder to push AI business outcomes. The package includes post-sales support, extra outcome funding, benchmarks, business case models, Bedrock AgentCore for governed deployment, an AI ROI calculator, workshops, and adoption playbooks. A new BVR Competency identifies partners who tie AWS investments to cost savings or revenue growth.
Apple has become the top-performing Magnificent Seven stock of 2026, outpacing NVIDIA, Tesla, Amazon, Microsoft, Alphabet, and Meta with a surge above 27%. The company leans into on-device AI, privacy, and ecosystem integration instead of heavy data center spending, and its massive share repurchase program has won over investors who favor a capital-efficient AI approach.
China displayed AI-powered counterterrorism systems at the Great Wall-2026 International Forum on Counterterrorism, drawing over 320 defense experts and military delegates from 62 countries. The hardware featured low-cost, high-speed interception drones with AI guidance. Discussions highlighted both the benefits of AI and unmanned systems for security and the new risks they introduce.
Private AI investment in the US hit $286 billion in 2025 compared with $21 billion in Europe, and the AI investment boom matters more for US demand than for US GDP. Much of the buildout equipment gets imported, which trims the direct boost to domestic production while sending growth impulses abroad, especially to Asian semiconductor and tech manufacturers. The key risk is deceleration rather than a full bust.
The International AI Summit in Dublin gathered over 1,500 guests, including Google DeepMind co-founder Demis Hassabis and Microsoft president Brad Smith, to explore AI uses like early cancer detection, extreme weather warnings, and energy optimization. Ireland hosts European operations of major tech companies, with foreign-owned multinationals paying 28.8 billion euros in corporation tax in 2025. The EU's AI Act bans certain practices while debates over regulation versus innovation continue.
Key Takeaways
- <ul><li>nCino launched its Loan Officer Productivity Suite and partnered with Parlay for SBA loan automation, but trades at a 66.5x P/E versus a 30.7x peer average.</li><li>Ondas and Palantir launched Regna AI, securing over $270 million in new orders since June.</li><li>Waters released AI Link software using Anthropic's Model Context Protocol to let AI agents run lab experiments autonomously.</li><li>Phil Rosen noted tech makes up about 40% of the S&P 500 and the year after a midterm has historically returned roughly 17%.</li><li>JockeyBench tested LLM agents on 324 horse racing matches and found all configurations produced negative mean profit under capped-Kelly settlement.</li><li>Kutlerri.ai received $4M to scale AI restaurant agents that handle calls, proposals, orders, and marketing.</li><li>AWS is giving channel partners $50,000 in MDF plus Bedrock AgentCore access and an AI ROI calculator to drive AI outcomes.</li><li>Apple is the best-performing Magnificent Seven stock of 2026, up over 27%, by focusing on on-device AI and capital efficiency.</li><li>China showcased AI counterterrorism drones at the Great Wall-2026 forum attended by delegates from 62 countries.</li><li>US private AI investment reached $286 billion in 2025 versus $21 billion in Europe, with much equipment imported and growth spilling abroad.</li>
nCino launches AI lending tools amid mixed stock performance
nCino launched its Loan Officer Productivity Suite, an AI-driven toolkit designed to reduce manual tasks in mortgage workflows. The company also partnered with Parlay to automate SBA loan intake. The stock trades at $21.12, which is below its fair value estimate of $23.08. Its P/E ratio of 66.5x is well above the software peer average of 30.7x, suggesting potential valuation risk.
Ondas launches Regna AI with Palantir and secures defense orders
Ondas launched Regna AI in partnership with Palantir Technologies and reported over $270 million in new orders since June. The stock closed at $6.35, below a fair value estimate of $7.89 according to its most-followed narrative. The company faces risks including integration challenges, customer concentration, and reliance on equity funding. Its 3-year total shareholder return is approximately 14x but has recently declined.
Waters launches AI Link software for lab automation
Waters released its Waters AI Link software, which connects Anthropic's Model Context Protocol and Model Hardware Standard to its lab systems. This allows AI agents to run experiments and control instruments autonomously. The stock closed at $444.15 against a fair value of about $458. Chemistry columns grew 10% in Q2 2026, and GLP-1 testing revenue rose over 40%. Risks include BD integration issues and weakness in China.
Phil Rosen discusses AI stocks and midterm market trends
Phil Rosen spoke at the Silvia Investor Summit about why tech stocks remain cheap. He noted that tech makes up about 40% of the S&P 500 and has driven most of its 13% gain this year. He believes the midterm election cycle historically benefits stocks, with the year after a midterm averaging about a 17% return. His portfolio includes Eli Lilly, Marvell, Micron, and Bitcoin.
JockeyBench evaluates LLM agents on horse racing decisions
Researchers introduced JockeyBench, a benchmark for testing LLM agents on repeated forecasting tasks using historical Japanese horse racing data. The evaluation covered 324 races across 28 model configurations. Results showed that while some configurations improved after revisions, all had negative mean profit under capped-Kelly settlement. The study highlights the need to separately evaluate prediction quality and decision value in AI agents.
Agents use AI for better ads but not for closing sales
Riccardo Iannucci-Dawson from Altos says real estate agents are using AI to make their advertisements sound better. However, they are not using AI to actually improve their sales or close deals. AI could help agents understand customers better and automate tasks like data entry. If agents do not start using AI for sales, they risk being left behind. AI is a tool to help agents, not to replace them.
Kutlerri.ai lands $4M investment for AI restaurant agents
Kutlerri.ai received a $4M investment, though the exact deal amount was not disclosed. The company builds AI agents that handle revenue growth and cost control for restaurants. Its platform runs agents that answer calls, send proposals, close orders, and manage marketing campaigns. Founders Kiran Rana and Payal Tripathy plan to use the funds to scale their Catering Sales Agent and build new AI agents. The company operates across most major US cities.
AWS offers partners $50K to drive AI business outcomes
AWS is giving channel partners $50,000 in MDF and priority placement in Partner Solutions Finder to drive AI results. Partners also get post-sales support, extra funding for client outcomes, and a toolkit with benchmarks and business case models. The new BVR Competency identifies partners who help customers connect AWS investments to business value like cost savings or revenue growth. AWS is also providing Bedrock AgentCore for governed AI deployment and an AI ROI calculator. Hands-on workshops and adoption playbooks are part of the initiative.
Apple tops Magnificent Seven stocks in 2026 with AI strategy
Apple is now the best-performing Magnificent Seven stock of 2026, beating NVIDIA, Tesla, Amazon, Microsoft, Alphabet, and Meta. Apple shares surged more than 27% in 2026 while other AI stocks struggled. Apple focuses on on-device AI, privacy, and integrating AI into its ecosystem instead of spending heavily on AI data centers. The company also has a massive share repurchase program. Investors are rewarding Apple's capital-efficient approach to AI.
China showcases AI counterterrorism tech at Great Wall forum
China displayed hi-tech counterterrorism systems at the Great Wall-2026 International Forum on Counterterrorism. The event ran from Tuesday to Thursday and drew over 320 defence experts and military delegates from 62 countries. The hardware included low-cost, high-speed interception drones with AI guidance systems. Discussions focused on how AI and unmanned systems improve counterterrorism but also create new security risks.
AI Investment Boom Reaches Beyond US Borders
The AI investment boom is bigger for U.S. demand than for U.S. GDP. Much of the equipment for AI buildouts is imported, which reduces the direct contribution to domestic production. U.S. AI spending sends a substantial growth impulse abroad, especially to Asian economies involved in semiconductor and technology manufacturing. The key risk is deceleration, not necessarily a complete bust.
AI Summit in Dublin Unites Tech Leaders and EU Officials
The International AI Summit in Dublin brought together over 1,500 guests including Google DeepMind co-founder Demis Hassabis and Microsoft president Brad Smith. The summit focused on using AI for benefits like early cancer detection, extreme weather warnings, and energy optimization. Ireland hosts European operations of major tech companies, with foreign-owned multinationals paying 28.8 billion euros in corporation tax in 2025. Private AI investment in the US reached 286 billion dollars in 2025 compared with 21 billion dollars in Europe. The EU's AI Act bans certain practices, while debates continue about balancing regulation with innovation.
Sources
- nCino (NCNO) Launches New AI Lending Tools, Is It Still 9% Below Fair Value?
- Ondas (ONDS) Launches Regna AI And Lands New Orders, Is It A Bargain?
- Waters (WAT) Launches AI Link, Is The Stock Still Undervalued?
- Phil Rosen on AI Stocks, Midterms and Cheap Tech
- JockeyBench: Evaluating LLM Agents on Horse-Racing Decision-Making
- Agents are using AI for listings but rarely to improve sales
- Kutlerri.ai Receives $4M Investment
- AWS Giving Partners $50K, Post-Sales Support And Better Access To Drive AI Outcomes With BVR Competency: Channel Chief
- Apple is Now the Top-Performing Magnificent 7 Stock in 2026. Here’s why it’s Beating NVIDIA, Tesla, and Amazon
- China leans in to hi-tech systems to counter emerging AI-fuelled terror threats
- The AI Investment Boom Goes Beyond America
- AI summit brings together Big Tech bosses and EU officials
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