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Good Morning,
Alphabet is tapping the bond market to keep its AI buildout moving, Broadcom just got punished for not clearing the market’s AI expectations, and Wall Street is making it clear what it wants from software companies: visible AI revenue and usage-based upside.
Meanwhile, Meta is pushing AI agents deeper into business messaging, Apple has approved the first AI agent inside Messages for Business, Anthropic is widening its enterprise partner network ahead of a possible IPO, and Thomson Reuters is centralising governed data on Snowflake to make trusted AI usable at scale.
The big theme today: AI is no longer just a product story, it’s becoming a capital allocation story.
Here’s your daily update.
Exec’s AI & SaaS Index
Alphabet, MongoDB, Shopify, Duolingo, monday.com, Amazon, and ServiceNow all finished green, while Meta, Workday, Toast, and Klaviyo also held up.
IREN was the clear laggard, down more than 5%, while Datadog, Salesforce, HubSpot, and Palantir also sold off. Atlassian was basically flat on the day.
Headlines
Alphabet taps markets for $84.75 billion to keep AI buildout running (Reuters)
Broadcom loses $315 billion as AI expectations outrun strong results (Reuters)
Meta launches business agent to automate sales and support inside messaging (Reuters)
Anthropic expands partner network to prove enterprise durability before IPO (WSJ)
Wordsmith raises $70 million to pull more legal spend in-house (BI)
Thomson Reuters centralises governed data on Snowflake to scale trusted AI (CFO)
Apple approves Poke as first AI agent in Messages for Business (TC)
Teradata pauses raises as employee dollars shift into AI budgets (BI)
Wall Street now rewards usage pricing and visible AI revenue (Reuters)
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