Zacks Investment Ideas feature highlights big tech companies like Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOGL), Amazon (AMZN), NVIDIA (NVDA), iShares Software ETF (IGV), and Monday.com (MNDY). The AI boom has prompted tech giants to spend $357 billion on NVIDIA chips and AI data centers in 2025, with forecasts to exceed that in 2026, surpassing spending on the railroad buildout in the 1850s.

Investors have been focused on chatbots and large language models (LLMs) in the AI boom. Agentic AI, such as IBM’s AI agents, is gaining traction for its ability to achieve goals with limited supervision. ClawdBot (OpenClaw) is a self-hosted AI agent that can perform tasks through messaging apps, gaining significant popularity.

Agentic AI’s impact is evident in recent market movements. Monday.com’s stock plunged over 20% due to AI disruption concerns, while Databricks raised $7 billion for AI agent development. Google introduced PaperBanana for automated methodology diagrams. Agentic AI is expected to revolutionize industries and level the playing field for smaller companies.

Propense.ai, an AI-powered platform for professional service firms, is transitioning to agentic AI with its new tool ‘Hatfield.’ This tool offers 24/7 client monitoring, proactive alerts, and personalized service for accounting and legal professionals. The move towards agentic AI positions Propense.ai and its clients as leaders in the evolving AI landscape.

Semiconductor company Zacks names as #1 stock for AI growth, poised for the industry’s projected growth from $452 billion in 2021 to $971 billion by 2028. With its focus on AI, Machine Learning, and IoT, the company offers strong earnings growth and expanding customer base opportunities.

Read more at Nasdaq: Zacks Investment Ideas feature highlights: Microsoft, Meta Platforms, Alphabet, Amazon, NVIDIA, IGV and MNDY