AI integration

Figma (FIG) shares jumped 7% after OpenAI’s DevDay, where Sam Altman showcased its ChatGPT integration. This integration, enabled by OpenAI’s Apps SDK, allows ChatGPT users to leverage Figma for diagram creation and design workflows. Figma’s proactive AI assistance within ChatGPT streamlines user experience, potentially transforming product development. The stock surge, the largest since Figma’s July IPO, reflects investor optimism in AI-driven integrations and Figma’s commitment to AI-powered design tools. OpenAI plans to monetize these integrations, fostering a sustainable AI ecosystem.

Zillow has launched a real estate application within ChatGPT, allowing users to search for properties using conversational AI. Users can ask questions about housing options, explore listings with photos and pricing, and seamlessly transition to Zillow’s platform for viewings, agent connections, and financing. This integration streamlines initial property discovery by leveraging Zillow’s data and AI capabilities within the popular ChatGPT interface. The app supports various listing types and plans to incorporate new construction and 3D tours.

Microsoft promotes Judson Althoff to CEO of its commercial business, encompassing sales, marketing, and operations. CEO Satya Nadella emphasizes a focus on AI integration to empower clients. The move consolidates key revenue-generating divisions, including productivity software and cloud-based AI infrastructure. This restructuring aims to accelerate growth, enhance AI-driven transformation, and solidify Microsoft’s market position against competitors like AWS and Google Cloud. Althoff’s expanded role reflects Microsoft’s commitment to leveraging AI across all commercial operations.

An MIT study investigated the cognitive effects of LLM use compared to search engines and independent thought. EEG data revealed reduced brain activity and lower ownership of work among LLM users, suggesting decreased cognitive engagement. Participants who initially used LLMs exhibited weaker neural connectivity and cognitive processing even after switching to independent work, while those who used LLMs after independent work showed cognitive benefits. This highlights the potential for LLMs to hinder cognitive development if used as a substitute for critical thinking, urging cautious AI integration.

Progress Software (PRGS) announced strong Q3 2025 results, exceeding expectations with 40% revenue growth to $250 million and a 47% increase in Annualized Recurring Revenue (ARR) to $849 million. Non-GAAP diluted EPS rose 19% to $1.50. The company raised its full-year guidance and highlighted the successful integration of ShareFile. Progress is investing in AI, including agentic RAG technology. The Board increased the share repurchase authorization by $200 million. The company expects continued revenue and earnings growth.

The cybersecurity industry faces a growing need for aggressive containment features but must balance rapid response with ethical considerations. Automatically quarantining critical systems can be detrimental, highlighting the importance of ethical cybersecurity practices. ManageEngine advocates for a “trust by design” philosophy, embedding fairness, transparency, and accountability into its products. The company’s “SHE AI principles”—Secure, Human, and Ethical AI—address the ethical implications of AI-driven security. Organizations should adopt cybersecurity ethics charters, embed ethics in technology decisions, and operationalize ethics through training and controls.

OpenAI and Databricks, valued at $500B and $100B respectively, are deepening their collaboration with a $100M multi-year commitment. This partnership aims to simplify enterprise access to OpenAI’s GPT-5, integrating it seamlessly with data stored in Databricks. This move allows Databricks customers to easily leverage advanced AI and gives OpenAI a stronger foothold within the enterprise data ecosystem, competing with rivals like Snowflake and Oracle in the rapidly evolving AI integration landscape. The partnership promises revenue growth and simplified AI adoption.

Apple’s stock rebounded after the iPhone 17 launch, overcoming earlier 2025 losses. Strong demand, indicated by extended iPhone 17 delivery times (18 days vs. iPhone 16’s 10 days), and a rebound in China fuel the surge. While Apple’s 2025 stock performance lagged due to lower AI investment, new products integrate AI features like real-time translation in AirPods Pro 3 and proactive health alerts in Apple Watch. Investors await further AI announcements to assess Apple’s competitiveness in the AI landscape.

Broadcom has declared VMware Cloud Foundation (VCF) “AI native,” integrating artificial intelligence capabilities into its core. This move, announced amidst integration challenges following Broadcom’s acquisition of VMware, aims to address the rising demand for AI-driven solutions. VCF 9 will include VMware Private AI Services for on-premise AI deployment. While enhancing AI integration, Broadcom faces the challenge of avoiding disruptions to existing VMware deployments and addressing customer concerns over licensing and support. They also introduced enhancements to the Tanzu Platform and Intelligent Assist for VCF. The strategy balances AI innovation with preserving legacy infrastructure and revenue.

Salesforce ($CRM) shares declined after-hours despite exceeding Q2 earnings and revenue expectations due to a weaker outlook. While Q2 revenue rose 10% to $10.24 billion and net income increased, forward guidance fell slightly short of estimates. Investors are concerned about slowing revenue growth and the efficacy of Salesforce’s AI investments, especially compared to gains made by other tech companies in the AI sector. The company aims to address these concerns through its Agentforce AI software and the acquisition of Informatica. The market is demanding concrete evidence of accelerated growth and profitable AI integration.