#AI

Salesforce is aggressively countering growth concerns with an ambitious long-term financial roadmap presented at Dreamforce. The company projects $60 billion in annual revenue for fiscal year 2030 and aims for at least 10% average annual organic revenue growth between fiscal years 2026 and 2030. Key to this strategy is leveraging AI, particularly through Agentforce, and focusing on core offerings. While some analysts remain cautious, others have reiterated buy ratings, reflecting renewed investor optimism in Salesforce’s ability to navigate the evolving tech landscape and achieve its targets.

Key market takeaways include renewed U.S.-China trade war tensions impacting market volatility, evidenced by intraday swings in the Dow. Despite these concerns, Treasury Secretary Bessent signaled the U.S. will maintain pressure on China. A federal judge blocked planned workforce reductions during the government shutdown. Apple unveiled new MacBook Pro, iPad Pro, and Vision Pro models, while Anthropic launched Claude Haiku 4.5. Finally, established automakers express EV concerns related to demand and profitability, as Tesla prepares to release its quarterly earnings report.

HPE shares fell 8% premarket after FY26 guidance disappointed, projecting adjusted EPS of $2.20-$2.40 versus the $2.40 consensus. Revenue growth is expected between 5%-10%, below the anticipated 17%. CEO Neri cited the Juniper Networks acquisition integration timeline, aiming for transparency. HPE focuses on networking through the Juniper acquisition and AI capabilities, targeting government and enterprise clients. The board approved an additional $3B in share buybacks, signaling confidence. A 5% workforce reduction was announced earlier. Analysts are monitoring Juniper integration and AI revenue growth.

The UK’s MHRA is accelerating the evaluation of AI tools to revolutionize healthcare, aiming to drastically reduce medical test result waiting times through its ‘AI Airlock’ program. Seven novel AI technologies are being rigorously assessed to address healthcare challenges, potentially speeding up cancer diagnosis and improving detection of genetic eye diseases. The program provides a secure environment for testing, informing the MHRA’s evolving AI regulatory framework and the National Commission into the Regulation of AI in Healthcare. This initiative emphasizes safe and effective AI adoption within the NHS.

Salesforce projects revenue exceeding $60 billion by 2030, aiming to reassure investors amid growth concerns. This excludes the Informatica acquisition, expected to enhance data integration. While targeting over 10% organic growth, Salesforce faces skepticism due to AI code generation tools. CEO Benioff downplays AI’s imminent takeover, emphasizing human expertise. The company is focusing on its Agentforce software to automate customer service, despite slow early adoption. Partnerships with Anthropic and OpenAI aim to bolster Agentforce’s AI capabilities, showcased at Dreamforce with implementations at companies like FedEx and PepsiCo.

Walmart is deploying millions of battery-free ambient IoT sensors across its U.S. supply chain by 2026, partnering with Wiliot for enhanced, real-time inventory visibility. This initiative utilizes ambient energy to power sensors tracking temperature, location, and humidity, feeding data into Walmart’s AI to optimize supply chain efficiency and ensure inventory accuracy. The rollout includes Supercenters, Neighborhood Markets, and distribution centers, aiming for improved decision-making, reduced manual labor, and enhanced customer experience through better product availability.

Apimeds Pharmaceuticals US, Inc. (NYSE: APUS) is expanding its *ai^² Futures Lab* program through a collaboration with the University of Oregon’s Lundquist College of Business, starting Winter 2026. This initiative connects student teams with biopharmaceutical business development projects, aiming to discover therapeutic assets and nurture future industry leaders. Students will assess early-stage pharmaceutical assets, analyze markets and intellectual property, and identify pathways for patient care. The program, part of Apimeds’ *ai^²* innovation platform, also partners with the University of Alabama and the University of San Diego.

Oracle CEO Clay Magouyrk expressed confidence in OpenAI’s ability to afford its cloud infrastructure, citing its rapid user growth. This follows OpenAI’s $300B+ agreement with Oracle. Oracle is integrating OpenAI models into healthcare solutions, leveraging its Cerner acquisition. OpenAI, with 800 million weekly ChatGPT users, also partners with Broadcom for custom AI processors. While acknowledging power challenges, Oracle anticipates meeting the energy demands of AI expansion. The positive news led to a 5% rise in Oracle shares.

Roadzen (RDZN) will participate in the Maxim Growth Summit (Oct 22-23) and ThinkEquity Conference (Oct 30) in New York City. CEO Rohan Malhotra will discuss AI applications, DrivebuddyAI adoption, global scaling, margin expansion, and Roadzen’s driving intelligence network. The company aims to highlight recent accomplishments and technological progress. Investors can arrange meetings through Maxim or ThinkEquity representatives. Roadzen focuses on AI-powered auto insurance solutions.