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Artificial Intelligence (AI) Software Sales Could Soar 580%: 2 AI Stocks to Buy Now (Hint: Not Palantir)

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Artificial intelligence (AI) is quickly weaving its way into daily life. According to Goldman Sachs, 9.2% of U.S. companies now use AI to produce goods and services, which is twice the percentage that used the technology at the same time last year. But the market is still in its early stages.

Morgan Stanley estimates AI software revenues will increase 580% in the next three years, topping $400 billion in 2028. While Palantir is well positioned to benefit, the stock carries a steep valuation. Investors should consider more reasonably priced stocks such as MongoDB (MDB 3.40%) and Okta (OKTA 0.98%).

Read on to learn more.

Image source: Getty Images.

1. MongoDB

Databases are used to store, manage, and retrieve application data. MongoDB’s document database handles structured and unstructured data, which differentiates it from traditional relational databases designed solely for structured data. To elaborate, structured data fits neatly into rows and columns, but unstructured data (e.g., images, videos, and text) does not.

The flexibility of the document model means MongoDB is especially well-suited for content management systems, e-commerce platforms, and artificial intelligence (AI) applications. MongoDB earlier this year leaned into the AI opportunity by acquiring Voyage AI, a company that develops embedding and reranking models that improve AI application accuracy.

CEO Dev Ittycheria told analysts, “As AI redefines how applications are built and how businesses operate, MongoDB is exceptionally well positioned. Real-world applications require high-quality, context-rich, and often unstructured data to deliver trustworthy outputs.”

MongoDB’s document model is also well-suited to real-time analytics applications, which are often used to personalize customer experiences across the internet. Consultancy Gartner recently ranked MongoDB as a leader in database management systems, mentioning its support for artificial intelligence and real-time analytics.

MongoDB shares currently trade at 49 times adjusted earnings. While that is not cheap, the valuation is reasonable for a company whose adjusted earnings increased 96% in the most recent quarter. Additionally, shares trade at 7.4 times sales, a material discount to the one-year average of 9.5 times sales and the three-year average of 13.4 times sales.

2. Okta

Okta is a cybersecurity company that develops identity and access management (IAM) software. Its platform lets administrators enforce contextual access policies that define which users and devices can connect to which applications and resources. It leans on AI to score risk with each login and authenticate accounts (including AI agents) based on criteria like identity, location, and behavior.

Importantly, Okta recently introduced a new product called Identity Threat Protection, an AI-powered tool that measures session risk. To elaborate, whereas login risk is calculated only one time during the authentication phase, session risk is determined continuously by analyzing every request post-authentication.

Okta has multiple tailwinds at its back. First, cybersecurity is a nondiscretionary budget expense because businesses cannot afford to suffer a data breach. Second, identity-based attacks account for 30% of cybersecurity incidents, and the identity market is projected to grow at 12.6% annually through 2030 as AI creates new threats. Third, industry analysts recently ranked Okta as a leader in workforce identity (for employees) and customer identity.

Okta shares currently trade at 33 times adjusted earnings. That is quite reasonable for a company whose adjusted earnings increased 32% in the most recent quarter. Additionally, shares currently trades at 6.6 times sales, roughly in line with the three-year average of 6.5 times sales. The stock fell after the recent earnings report because management provided cautious guidance. Patient investors should lean into that opportunity.

Trevor Jennewine has positions in Palantir Technologies. The Motley Fool has positions in and recommends Goldman Sachs Group, MongoDB, Okta, and Palantir Technologies. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.



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Ethereum Foundation Bets Big on AI Agents with New Research Team

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TLDR

  • Ethereum Foundation launches new dAI Team led by research scientist Davide Crapis to connect blockchain and AI economies
  • Team focuses on enabling AI agents to make payments and coordinate without intermediaries on Ethereum
  • Group continues work on ERC-8004 standard for proving AI agent identity and trust
  • Initiative aims to make Ethereum the settlement layer for autonomous machine transactions
  • Foundation hiring AI researcher and project manager to staff the new specialized unit

The Ethereum Foundation has formed a specialized artificial intelligence research team to position Ethereum as the foundation for autonomous machine transactions. Research scientist Davide Crapis announced the new dAI Team on Monday, outlining plans to merge blockchain technology with AI systems.

The team will pursue two main goals according to Crapis. First, enabling AI agents to conduct payments and coordinate activities without human intermediaries. Second, building a decentralized AI infrastructure that reduces dependence on major technology companies.

Crapis leads the new unit and will connect its work with the Foundation’s protocol development group and ecosystem support division. The team has begun hiring for an AI researcher position and a project manager role to drive coordination efforts.

The dAI Team builds on existing work around ERC-8004, a proposed Ethereum standard co-authored by Crapis. This standard aims to establish identity and reputation systems for autonomous AI agents. The protocol would allow these agents to prove their trustworthiness and coordinate activities without centralized oversight.

AI Agent Infrastructure Development

The Ethereum Foundation sees growing demand for settlement systems as AI agents begin conducting more transactions. Crapis stated that intelligent agents need neutral infrastructure for handling value transfers and reputation management. Ethereum’s censorship resistance and verifiability make it suitable for these functions.

Current blockchain activity supports this vision of expanded use cases. CryptoQuant data shows Ethereum processed 12 million daily smart contract calls on Thursday. The analytics firm noted that network activity remains in expansion mode with record transaction volumes and active addresses.



AI agents operate as programs that make decisions with minimal human supervision. They can execute transactions and perform tasks on behalf of their programmers. Blockchains with programmable features like smart contracts provide suitable environments for these autonomous systems.

The Foundation restructured in 2025 to handle Ethereum’s growth through specialized units. The dAI Team represents part of this shift toward addressing emerging technologies. Previous focus areas included layer-2 scaling solutions and zero-knowledge proof development.

Decentralized AI Stack Goals

Multiple blockchain projects are working to integrate AI and distributed ledger technology. Matchain launched a decentralized AI blockchain in 2024. KiteAI announced an AI-driven blockchain in the Avalanche ecosystem in February 2025.

The Ethereum Foundation’s approach differs by focusing on standards and infrastructure rather than creating new blockchains. The dAI Team will support public goods and projects that combine AI with existing Ethereum capabilities.

Crapis emphasized the mutual benefits of linking AI and Ethereum. He stated that Ethereum makes AI more trustworthy while AI makes Ethereum more useful. This relationship could expand as more autonomous agents require blockchain services.

The team operates under Ethereum’s decentralized acceleration philosophy. This approach prioritizes open and verifiable AI development while maintaining human oversight of intelligent systems. The Foundation aims to prevent AI infrastructure lock-in by major technology companies.

Industry experts see potential for AI agents and blockchain technology to reshape digital commerce. The combination could enable new forms of autonomous economic activity without traditional intermediaries.

The Ethereum Foundation has begun publishing resources for the new team according to Crapis. He stated the Foundation will work with urgency to connect AI developers with the Ethereum ecosystem and accelerate research between the two fields.





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Gachon University launched the “AI and Computing Research Institute” in earnest to strengthen global..

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Convergence of AI, semiconductors, batteries, and bio-integrated AI education to leap forward as a global research hub

The opening ceremony of the AI and Computing Research Institute. Courtesy of Gachon University

Gachon University launched the “AI and Computing Research Institute” in earnest to strengthen global competitiveness in the field of artificial intelligence.

Gachon University held the opening ceremony of the AI and Computing Research Institute at the Gachon Convention Center on the 16th and began its official activities. The event was held in the order of introducing the achievements of the university, awarding an appointment letter, and presenting the researcher’s vision.

With artificial intelligence as its core axis, the AI and Computing Research Institute promotes convergence research in various ICT fields such as △6G network △ cloud and edge computing △ quantum computing △ physical AI △ new drug development. It plans to actively hold joint projects, discussions, and international events with academia, industry, public institutions, leading overseas universities and research institutes, and Hallimwon to strengthen the industry-academic cooperation system and lead the establishment of an AI+X ecosystem and enhance national competitiveness.

Starting next year, various research and industry-academia cooperation programs such as the Global AI and Computing Symposium, the hosting of IEEE-level international academic conferences, the establishment of an international joint research center, and AI-based regional innovation projects will also be promoted in earnest.

Lee Won-jun, a professor at Korea University, was appointed as the first researcher on this day. Professor Lee is a professor of computer science at Korea University and the Graduate School of Information Protection, and has achieved global research achievements in the fields of wired and wireless communication networking systems, AI-based cloud-edge computing, and wireless security, and was selected as IEEE Fellow, an authority in computing and networking in 2021.

Gachon University has already led AI innovation in overall education, including establishing the first artificial intelligence department in Korea in 2020 and △ mandatory basic AI education for all students △ expanding AI convergence research linked to medicine, pharmaceuticals, and bio △ establishing AI specialized courses for each major △ establishing the first AI humanities university in Korea.

The launch of this research institute is a strategic step to leap into a global research base based on educational achievements.

Lee Gil-yeo, president of Gachon University, said, “Gachon University has been leading AI education by opening the nation’s first artificial intelligence department. Now, we have launched a researcher to prepare a new electricity in research, he said. “In particular, the unexpected recruitment of Professor Lee Won-jun reflects the will to grow the researcher into a global hub and develop it to a world-class level through strategic convergence with the semiconductor, battery, and bio (BBC) fields.”



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How AI Is Transforming Disease Research and Drug Discovery

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What if the cure for cancer, Alzheimer’s, or genetic disorders was hidden in plain sight, buried within mountains of data too vast for any human to process? In an era where scientific progress is often limited by the sheer volume of information, artificial intelligence is stepping in as a fantastic option. Enter Sam Rodriques, a scientist at the forefront of this revolution, whose work explores how AI can transform disease research. In this thought-provoking exchange with Freethink, Rodriques sheds light on the innovative tools reshaping medicine, from multi-agent AI systems to new applications in drug discovery. Could AI not only accelerate research but also redefine how we approach the most complex biological puzzles?

Below Freethink uncover how AI is addressing the limitations of human cognition, automating labor-intensive processes, and fostering collaboration across disciplines. Rodriques offers a rare glimpse into the development of specialized AI agents like Crow and Phoenix, each designed to tackle specific stages of research, from synthesizing literature to planning experiments. But this isn’t just about technology; it’s about the human ingenuity guiding these tools and the ethical questions they raise. Whether you’re curious about the future of medicine or the role of AI in shaping it, this dialogue promises to challenge assumptions and inspire new ways of thinking about scientific discovery. What happens when machines and minds work together to unlock the secrets of life itself?

AI Transforming Scientific Research

TL;DR Key Takeaways :

  • AI is transforming scientific research by automating complex tasks, generating data-driven hypotheses, and integrating knowledge across disciplines, particularly in biology and medicine.
  • Multi-agent AI systems, such as Crow, Falcon, Finch, Owl, and Phoenix, collaborate to streamline workflows, enhance precision, and accelerate research processes.
  • AI-driven research emphasizes transparency and traceability, making sure findings are grounded in empirical data and fostering trust within the scientific community.
  • Real-world applications, such as AI-generated hypotheses for treating diseases like age-related macular degeneration, demonstrate AI’s potential to bridge theoretical insights and practical outcomes.
  • While AI offers fantastic potential, it requires human oversight to address challenges like ethical considerations, data limitations, and context-dependent scenarios, making sure responsible and effective use in research.

The Growing Need for AI in Science

Modern research generates an overwhelming volume of data, making it increasingly challenging for researchers to synthesize information and extract actionable insights. AI offers a powerful solution by automating repetitive tasks such as literature reviews, data analysis, and hypothesis generation. These tools are not designed to replace human expertise but to complement it, allowing researchers to explore scientific questions more efficiently and comprehensively.

For example, AI can integrate findings from diverse disciplines to propose innovative approaches to treating diseases or understanding complex biological systems. This capability is particularly valuable in addressing challenges such as drug discovery, where identifying potential compounds and predicting their effects require analyzing massive datasets. Similarly, AI is instrumental in unraveling the intricacies of genetic disorders, where patterns in genomic data may hold the key to new treatments.

Multi-Agent AI Systems: A Collaborative Approach

One of the most promising advancements in AI-driven research is the development of multi-agent systems. These platforms consist of specialized AI agents, each designed to excel in a specific task, working together to automate complex workflows. By delegating tasks among these agents, researchers can achieve faster and more accurate results. Key examples of these agents include:

  • Crow: A general-purpose agent that synthesizes literature-informed science, providing a broad foundation for research.
  • Falcon: Specializes in conducting deep literature searches and performing meta-analyses to uncover hidden connections.
  • Finch: Focused on data analysis and hypothesis testing, making sure that conclusions are grounded in robust evidence.
  • Owl: Conducts precedent searches to evaluate the novelty and feasibility of new ideas.
  • Phoenix: Excels in experimental planning, particularly in chemistry, by designing experiments that maximize efficiency and accuracy.

These agents operate collaboratively, with each contributing its expertise to different stages of the research process. For instance, one agent might analyze existing literature to identify gaps in knowledge, while another designs experiments to address those gaps. This division of labor not only accelerates the research process but also enhances the precision and reliability of the outcomes.

Sam Rodriques on AI’s Potential to Cure Cancer and Alzheimer’s

Gain further expertise in Artificial Intelligence in Science by checking out these recommendations.

Transparency and Traceability in AI-Driven Research

In scientific research, transparency and traceability are critical for making sure trust and reliability. AI systems address these requirements by providing detailed reasoning, citations, and traceable workflows. As a researcher, you can review the evidence and logic behind AI-generated conclusions, making sure that findings are grounded in empirical data and aligned with established scientific principles.

This level of transparency reduces the risk of errors and enhances confidence in AI-driven discoveries. It also allows researchers to scrutinize and validate AI outputs, maintaining the rigor of the scientific process even as automation takes on a larger role. By allowing traceability, AI systems ensure that every step of the research process can be reviewed and replicated, fostering accountability and trust within the scientific community.

Real-World Applications and Success Stories

AI is already demonstrating its potential to drive tangible advancements in scientific research. One notable example is the use of AI to propose a novel hypothesis involving the application of ROCK inhibitors for treating age-related macular degeneration (AMD). This hypothesis, generated through AI analysis, was subsequently tested in wet lab experiments, bridging the gap between theoretical insights and practical applications.

Such success stories highlight the ability of AI to accelerate the pace of discovery by identifying promising research directions that might otherwise go unnoticed. By integrating AI with laboratory work, researchers can streamline the transition from hypothesis generation to experimental validation, ultimately reducing the time required to achieve meaningful results.

Challenges and Limitations of AI in Research

Despite its fantastic potential, AI is not a universal solution to all scientific challenges. Certain bottlenecks, such as the time required for clinical trials or the ethical considerations surrounding experimental research, cannot be resolved by AI alone. Additionally, AI systems may encounter difficulties in scenarios where data is limited, ambiguous, or highly context-dependent, necessitating human judgment and expertise.

Your role as a researcher remains indispensable in guiding AI systems, interpreting their outputs, and making informed decisions. While AI can automate many aspects of the research process, it still relies on human oversight to ensure that its conclusions are accurate, relevant, and aligned with broader scientific goals.

Open Science and Collaborative Innovation

The development of AI in science aligns closely with the principles of open science and collaboration. Open source tools provide widespread access to access to advanced technologies, allowing researchers from diverse backgrounds and institutions to contribute to and benefit from AI-driven discoveries. However, balancing the ideals of open science with the need for intellectual property protection, particularly in fields like biotechnology, remains a complex challenge.

By fostering collaboration while respecting commercial interests, the scientific community can maximize the impact of AI on research. Open science initiatives also promote transparency, allowing researchers to build on each other’s work and accelerate progress. This collaborative approach ensures that the benefits of AI are distributed widely, driving innovation across disciplines and regions.

Shaping the Future of Scientific Discovery

The ultimate vision for AI in research is the creation of a fully integrated virtual laboratory where AI agents collaborate seamlessly to automate complex workflows. Such a system could transform science by eliminating intelligence bottlenecks and allowing faster, more informed discoveries. As AI continues to evolve, its role in hypothesis generation, experimental planning, and data analysis will expand, offering new opportunities to address pressing challenges such as curing diseases, combating climate change, and extending human lifespan.

By embracing the potential of AI while addressing its limitations, researchers can harness this technology to push the boundaries of what is possible in science. The integration of AI into research holds immense promise for tackling some of humanity’s most critical issues, paving the way for a future where scientific discovery is faster, more efficient, and more impactful than ever before.

Media Credit: Freethink

Filed Under: AI, Top News





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