Agentic AI goes mainstream — Claude Code, Copilot Studio, Cursor. AI stops answering questions and starts taking actions autonomously.
AI stops being a chatbot and becomes a coworker. Agents book meetings, write and deploy code, analyze data, and manage entire workflows. Enterprise ROI moves from promise to measurable proof.
| Ticker | Company | Thesis |
|---|---|---|
| PLTR | Palantir | 85% YoY growth Q1 2026; agentic AI & defense leader |
| NOW | ServiceNow | Now Assist → $1B ACV target; AI Control Tower |
| CRM | Salesforce | Agentforce automating sales & service workflows |
| MSFT | Microsoft | Copilot Studio + Azure OpenAI; enterprise dominance |
| SNOW | Snowflake | AI-native data platform; 29% growth; Cortex AI |
| CRWD | CrowdStrike | AI agents create new attack surface; Charlotte AI |
| MU | Micron | HBM supercycle — memory for inference at scale |
| NBIS | Nebius Group | AI-focused neocloud GPU compute; pure-play AI infra alternative to hyperscalers; emerged from Yandex international assets |
★ Databricks (private, $134B valuation, $5.4B ARR) — watch for IPO
Educational framework, not financial advice. Tickers and theses are illustrative of each phase's investment thesis, not recommendations.