Infosys has launched Topaz Fabric, a composable stack of AI agents and services designed to unify enterprise IT operations while keeping humans in the loop. The platform reflects a growing shift toward human-guided automation — blending AI efficiency with oversight and accountability. With over 50 specialized agents and modular integration across major platforms, Infosys is betting that controllable, auditable AI will define the next phase of enterprise adoption.

Global venture capital reached $120.7 billion in Q3 2025, the fourth straight quarter of growth, according to KPMG’s Venture Pulse Report. AI dominated funding flows, with Anthropic ($13B), xAI ($10B), and Mistral ($1.5B) among the largest rounds. From the U.S. to Europe and Canada, investors are pouring record sums into both model builders and applied AI startups—cementing AI as the gravity well of global VC.

yndryl’s 2025 Readiness Report finds 54% of firms see ROI from AI, yet 62% remain stuck in pilot mode. Confidence is high, but tech debt, skill gaps, and cloud complexity slow progress. TheMarketAI Take: as MIT research shows 95% of AI pilots fail to scale, the issue may be structural — AI’s probabilistic nature limits consistency and makes enterprise scaling inherently difficult.

TheMarketAI SC 15 Index notched another strong month in September 2025, rising 6.4% to close at 127.12, extending its winning streak from August’s standout 7.7% gain. The total market cap of the 15 AI-focused small caps now tops $149 billion, led by Credo Technology Group and IonQ, which continue to anchor the index’s performance. The results highlight ongoing investor enthusiasm for the next generation of AI enablers—from hardware innovators to niche software platforms—posit

Tipalti has secured $200M in growth financing, following its acquisition of AI-native treasury startup Statement and amid strong ARR and payment volume growth. Alongside the raise, Tipalti unveiled a roster of AI agents — from instant reporting to automated onboarding — signaling that the next phase of finance automation will be driven by intelligent, context-aware tools as it seeks to build moats against AI-powered ERPs.

n just its second month, the TheMarketAI SC 15 Index surged 7.67% — trouncing the Nasdaq, NVIDIA, and every major AI ETF. Once again, small-cap AI stocks are showing that the next wave of innovation may not come from Big Tech.

Cloudflare has launched new Zero Trust tools to secure enterprise AI use, tackling risks from “Shadow AI” and unsafe prompts. While AI security is essential, TheMarketAI.com Take questions the tradeoff: will heavy controls depress usage or reduce AI’s effectiveness? Balancing safety and efficiency may be the toughest challenge in bringing AI into the enterprise at scale.

We tried to recreate Claude’s viral hedge fund demo using IONQ—and the results didn’t hold up. While it summarized the earnings call well, it failed to pull basic financials and ran a flawed DCF with shaky assumptions. The AI analyst hype sounds great, but real-world results still lag.

Palo Alto Networks is acquiring CyberArk for $25B in a move that reflects a deeper industry shift: identity security is becoming as essential as cloud infrastructure in the AI era. As agentic AI and autonomous systems proliferate, the need to secure not just people — but also machines and software agents — is critical. CyberArk’s 71% stock rise over the past year is a clear market signal: the cybersecurity stack is being redefined for AI-first environments.

We tested OpenAI’s new GPT Agent on a real task: calculating our AI SC 15 Index. The result? Fast, accurate, and low-friction. As tools like this improve, startups built on similar workflows may struggle to keep up — a trend we explored in our recent piece on AI’s rapid pace.

Amsterdam-based Nebius is emerging as one of the fastest-growing players in AI infrastructure, combining custom hardware, vertically integrated data centers, and sustainability leadership. With 270% stock growth since its 2024 IPO and a market cap of $12.65B, Nebius is betting that building everything—from servers to cloud APIs—in-house will outmaneuver hyperscalers and cloud resellers in the AI arms race.

CoreWeave’s stock tumbled after HSBC issued a bearish $32 price target — over $90 below its current price. While Jim Cramer remains bullish, TheMarketAI.com sees the market reacting to signs that CoreWeave may be shifting from hypergrowth to consolidation — and investors aren’t ready for that.

JFrog is deepening its AI integration with the launch of a new MCP Server, enabling developers to interact with its platform using natural language through AI agents and IDEs. By embracing agentic AI workflows and prioritizing secure connectivity, JFrog aims to streamline software development while maintaining control and compliance across the software supply chain.

CoreWeave’s stock slid after buying Core Scientific, even as bulls like Jim Cramer cheered. At TheMarketAI.com, we think investors wanted pure, explosive market share growth — and a vertical integration may be confusing the message.