Five9 (FIVN) is integrating AI agents into its customer service call center software, driving significant AI revenue growth and securing large deals.
Source Post
Missed The AI Boom? This Is 10X Bigger.
Sep 27, 2026
The creator discusses the rapid rise of agentic AI, predicting its widespread adoption in business applications and by consumers. The video highlights major tech companies and their investments in AI, with a focus on the hardware (Nvidia, AMD, Dell) and software (Microsoft, Google, Meta, Amazon, OpenAI, Musk's Grok) players. The creator plans to analyze stocks expected to profit most from this trend, explaining the functionality of AI agents compared to chatbots.
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Tickers discussed in this post
Innodata (INOD) is a well-managed small-cap company that helps AI labs and tech firms train and test models, showing strong revenue growth and profitability.
Salesforce's agent products are driving significant recurring revenue growth, with increased work completion and a raised annual revenue forecast.
Service Now is a clear beneficiary of the AI agent trend, with strong revenue growth driven by AI contracts and increasing agent user adoption.
Amazon is a significant investor in AI, with Jeff Bezos present at the White House dinner, indicating the company's strategic focus and investment in the AI sector.
Microsoft is integrating AI agents into its CoPilot, with CEO Satya Nadella's presence at the White House dinner indicating its leading position in the AI race.
Nvidia is mentioned as a key player whose chips power AI agents, with CEO Jensen Huang present at a White House dinner, indicating high importance.