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Elastic (NYSE:ESTC) Q3 Earnings: Leading The Data Infrastructure Pack
Elastic N.V. (ESTC): Morgan Stanley Highlights GenAI and Vector Search as Key Growth Drivers
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
Elastic N.V. (NYSE:ESTC) Shares Could Be 32% Below Their Intrinsic Value Estimate
AI applications are accelerating penetration, and the stocks of Microsoft, ServiceNow, and other software companies continue to rise.
Stifel indicates that Microsoft and some Software companies are expected to continue their growth through AI monetization by 2025.
Shares of Stocks in the Broader Software Sector Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.