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Is Monday.com Actually a Stock Market AI Winner?
Playing FTSEMay 17, 2026
The creator discusses monday.com's pivot to an AI work platform, analyzing its financial performance, customer growth, and new AI features. The discussion also touches on the rising costs of AI tokens versus human labor, questioning the long-term economic viability of AI-driven automation for certain tasks.
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ServiceNow is mentioned as a potential beneficiary of AI efficiency, similar to monday.com.
Salesforce is mentioned as a potential beneficiary of AI efficiency, similar to monday.com.
Adobe is mentioned as a potential beneficiary of AI efficiency, similar to monday.com.
Meta is mentioned as an example of a company whose stock can crash when AI investments lack clear goals or return explanations.
Amazon is mentioned as one of the large tech companies that could face issues with AI spending.
Google is mentioned as one of the large tech companies that could face issues with AI spending.
Microsoft is mentioned as one of the large tech companies that could face issues with AI spending.
monday.com shows strong revenue growth and customer acquisition, but its AI pivot faces questions about AI token costs versus human labor.
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