We came across a bullish thesis on UiPath Inc.  on Valueinvestorsclub.com by FT42. In this article, we will summarize the bulls’ thesis on PATH. UiPath Inc. 's share was trading at $11.57 as of September 16th. PATH’s trailing and forward P/E were 385.67 and 17.54 respectively according to Yahoo Finance. 12 Most Automated Industries in the US Copyright: rawpixel / 123RF Stock Photo UiPath (PATH) represents a differentiated play within the agentic AI economy, positioning itself not as a developer of found ...

机器之心PRO · 会员通讯 Week 39 --- 本周为您解读 ③ 个值得细品的 AI & Robotics 业内要事 --- 1.放弃 CoT？Agentic 时代为什么更需要隐式推理？ 为何显示推理无法打破「1Hz」壁垒？Agentic AI 与 CoT 存在哪些冲突？隐式推理为何重新开始流行？TiS 对比 TbS 有哪些优势？隐式推理成为「实时推理」主流路径还有哪些挑战？为什么隐 式推理能绕过「黑箱」困境？... 2. 先验+后验加持，大模型能否 hold 住推理预测的现实「溢出」？ 静态考卷太简单，FutureX 能把「记忆型」模型拉到真正的未来考场吗？执行错误「积少成多」，大模型长程任务失效不能只让推理「背锅」？当推理「用兵」碰上财务预测等现实场景，模型 能否稳定「指挥」从而落地？过往的模型预测技术在往哪些方向发力？先验记忆与后验反思机制，未来能为模型预测带来新的突破吗？... 3. 站在巨人的肩膀上：Sergey Levine 预测机器人在五年内实现「完全自主」 为什么机器人的「全能时刻」是伪命题？Sergey Levine 为何更关注机器人「飞轮」？是什么让 Levine 预测机器人将「一年 ...

人工智能浪潮下，具身智能、智能辅助驾驶正载着AI开启一场从数字世界穿梭到物理世界，Agentic AI 时代正在到来，一场新的竞赛也正在开启。 "过去这一年，AI的兴起让我们看到一个比较大的赛道涌现，就是自动驾驶与具身智能。"2025云栖大 会上，阿里云大数据AI平台负责人汪军华告诉记者，阿里云对这两个行业非常关注，这不仅体现在资本 层面的投入，更重要的是进行了高强度的基础设施技术栈投入。 智能辅助驾驶技术架构正在从"多模块多阶段串联"走向"端到端一体化"变革，底层的大数据 AI 工程架 构也面临不断升级的需求，产业界看得到"端到端"范式革命拐点的到来，也在走向新的技术难关。在 机器人研发落地的场景中，云厂商也发现了相似的趋势与需求。 如何帮助智驾和机器人实现"越用越聪明"？诸多云厂商正看好并投入这个产业难关的攻克抢占未来市 场。实现大数据 AI 闭环被视作关键破局点之一。一场在两个AI落地前沿行业中的"卡位"战正悄然兴 起。 1."端到端"来了 "自动驾驶从2003年左右开始发展，近二十年是没有太大进步的状态，直到'端到端'出现了。" 卓驭AI 首席技术官陈晓智对记者表示。 刚刚过去的云栖大会上，阿里云便宣 ...

PCE inflation comes in as expected… Fed cuts still expected… a step forward in practical use for quantum… how to invest… AI buying agents are nearly here…VIEW IN BROWSERThis morning brought the Federal Reserve’s favorite inflation barometer, the Personal Consumption Expenditures (PCE) Price Index. Although the numbers didn’t present any major curveballs, they showed that inflation remains a challenge.Headline PCE rose by 0.3% month-over-month, lifting the year-over-year figure to 2.7%.Excluding volatile foo ...

ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks in the Spotlight This Week. On September 24, Morgan Stanley analyst Keith Weiss upgraded the stock from Equalweight to Overweight with a price target of $1,250.00 (from $1,040.00). The firm upgraded the enterprise software company, citing overblown risks. The analysts noted how ServiceNow has been performing well despite having a volatile backdrop. The company delivered about 20% subscription growth, strong margins, solid cash flow, and also continues to ...

According to a report from CNBC, companies are increasingly spending on agentic AI without fully understanding its capabilities. However, technology leaders must change this trend if they want to avoid wasting future investments. “It’s not surprising that many organizations are still trying to figure out what agentic AI really is. Agentic AI has a buzz about it that many in the market want to capitalize on, and we’ve seen an incredible rebranding of anything related to generative AI presented as ‘agentic AI ...

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: Accenture touted substantial gains in its AI business and surging demand for data modernization services, during a Q4 2025 earnings call Thursday. “Our data business is on fire,” CEO Julie Sweet said during the call. “One out of every two projects in Gen AI, agentic AI and physical AI now has significant data pull-through.” The firm also folded five formerly ...

From New York to Anaheim, CXAI is engaging executives and clients through conferences, showcases, and exclusive events to drive thought leadership and real-world demonstration of AI in the emerging employee experience market. PALO ALTO, CA / ACCESS Newswire / September 25, 2025 / CXApp Inc. (Nasdaq:CXAI),a leader of AI-powered employee and workplace experience platforms, today announced its October schedule of industry conferences and networking events designed to showcase its agentic-AI based employee expe ...

Accenture (NYSE:ACN) Q4 2025 Earnings Call September 25, 2025 08:00 AM ET Company ParticipantsAlexia Quadrani - Executive Director - IRJulie Sweet - Chair & CEOAngie Park - CFOJames Faucette - Managing DirectorBryan Bergin - Managing DirectorDarrin Peller - Managing DirectorConference Call ParticipantsTien-tsin Huang - Senior AnalystDavid Koning - Senior Research Analyst & Associate Director - ResearchJamie Friedman - Senior FinTech & IT Services Research AnalystJim Schneider - Senior Equity AnalystOperator ...

Accessibility StatementSkip Navigation Genpact Insurance Policy Suite projected to reduce cycle time by up to 75% NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Genpact (NYSE: G), an agentic and advanced technology solutions company recognized for its deep industry knowledge, process intelligence, and last-mile expertise, today announced the launch of the Genpact Insurance Policy Suite for commercial and specialty business insurance. Part of Genpact's Service-as-Agentic-Solutionsâ"¢ portfolio, the new suite is de ...