Microsoft Joins Forces with Informatica (INFA) to Accelerate Customer Adoption
We recently published a list of . In this article, we are going to take a look at where Informatica Inc. (NYSE:INFA) stands against other AI stocks on Wall Street's radar.
Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S. lawmakers has now introduced a bill requiring makers of artificial intelligence chips to include technology that verifies the location of their chips before exporting them.
Introduced in the U.S. House of Representatives, the Chip Security Act will aim to address reports of U.S. export-controlled AI chips being smuggled into China.
The bill comes shortly after US President Donald Trump began his tour of the Middle East this week, announcing several deals that will send AI chips to countries in the Middle East. This has been despite growing opposition from some inside the US government.
READ NEXT: and
'In order for the United States to maintain our technological advantage, we must employ safeguards to help ensure export controls are not being circumvented, allowing these advanced AI chips to fall into the hands of nefarious actors.'
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points ().
A business executive in a modern office looking over reports detailing artificial intelligence.Informatica Inc. (NYSE:INFA) is a leader in enterprise AI-powered cloud data management. On May 14, the company announced that it has entered into a strategic agreement with Microsoft, extending its long-standing collaboration with the company and accelerating customer adoption on the Microsoft Azure cloud platform. Leveraging Informatica's Intelligent Data Management Cloud™ platform with key Microsoft services, including Microsoft Fabric and Microsoft Azure, both companies are working closely together to deliver AI-powered solutions. Informatica's cloud data management platform is available as a SaaS offering on Azure and via Azure Marketplace to enable customers to achieve AI-driven business transformations.
'As enterprises increasingly prioritize trusted data to fuel responsible AI, agents and next-generation analytics, Informatica and Microsoft are jointly committed to empowering our customers as they continue on their cloud and AI transformation journey. This strategic agreement reflects our shared vision to drive customer success through co-innovation, go-to-market alignment and deep-field collaboration, helping organizations securely and efficiently scale AI across their data estate.'
Overall, INFA ranks 10th on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of INFA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INFA and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: and .
Disclosure: None. This article is originally published at .
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Forbes
31 minutes ago
- Forbes
New Study Reveals True AI Capabilities And Job Replacement Risk
The OECD has unveiled groundbreaking AI Capability Indicators that map artificial intelligence ... More progress against human abilities across nine key domains, revealing where AI currently stands and what's coming next. Imagine trying to navigate the digital transformation of your business using a compass that only points to "somewhere north." That's essentially what we've been doing with AI assessment until now. While tech companies have been throwing around impressive-sounding claims of superhuman performance in narrow tasks, business leaders and policymakers have been left squinting through the hype, trying to figure out what any of it actually means for the real world. The OECD has just delivered something we've desperately needed: a proper GPS system for AI capabilities. Their new AI Capability Indicators represent the most comprehensive attempt yet to create a standardized framework for understanding what AI can actually do compared to human abilities. Think of it as moving from vague headlines about "AI breakthrough" to having a detailed performance review that actually tells you something useful about real-world capabilities. Unlike the typical parade of cherry-picked benchmarks that dominate tech headlines, the OECD's approach cuts through the marketing noise. They've developed nine distinct capability scales that map AI progress against fundamental human abilities: Language, Social Interaction, Problem Solving, Creativity, Metacognition and Critical Thinking, Knowledge and Memory, Vision, Manipulation, and Robotic Intelligence. Each scale runs from Level 1 (basic, solved problems) to Level 5 (full human equivalence), with clear descriptions of what AI systems can actually accomplish at each stage. What makes this particularly helpful is how it sidesteps the technical jargon that usually makes AI assessment reports about as accessible as quantum physics textbooks. Instead of drowning in discussions of transformer architectures or neural network parameters, you get straightforward descriptions like whether an AI system can "adapt teaching methods to meet students' varying needs" or "handle objects of diverse shapes and materials in cluttered environments." The methodology behind these indicators is equally impressive. Over 50 experts across computer science and psychology spent five years developing this framework, combining rigorous academic research with practical, real-world applications. Here's where things get interesting and perhaps a bit sobering for those caught up in the AGI hype cycle. The assessment reveals that current AI systems are clustered around Levels 2 and 3 across most capabilities. We're not at the finish line; we're not even close to it. Large language models like ChatGPT score at Level 3 for language capabilities, meaning they can understand and generate semantic meaning with sophisticated knowledge, but they still struggle with analytical reasoning and have that persistent habit of confidently stating complete nonsense. It's like having a brilliant conversationalist who occasionally insists that gravity flows upward. In social interaction, even the most advanced systems barely reach Level 2. They can combine simple movements to express emotions and learn from interactions, but they're essentially sophisticated actors with no real understanding of the social dynamics they're performing. The vision capabilities tell an equally nuanced story. While AI can handle variations in lighting and target objects, performing multiple subtasks with known data variations (Level 3), it's still leagues away from the adaptable, learning-oriented visual intelligence that characterizes higher levels. For business leaders, this framework offers something really valuable: a reality check that cuts through vendor marketing speak. When a sales representative promises their AI solution will "revolutionize your operations," you can now ask pointed questions about which capability levels their system actually achieves and in which specific domains. The gap analysis between current AI capabilities and the requirements of specific business tasks becomes clearer when standardized benchmarks are in place. Consider customer service, where companies are deploying AI chatbots with the enthusiasm of gold rush prospectors. The OECD framework suggests that while AI can handle structured interactions reasonably well, anything requiring genuine social intelligence, nuanced problem-solving, or creative thinking quickly exposes current limitations. This doesn't mean AI isn't useful in customer service, but it helps set realistic expectations about what human oversight will still be necessary. It's the difference between using AI as a sophisticated tool versus expecting it to be a replacement employee. One approach leads to productivity gains; the other leads to customer complaints and public relations disasters. The framework also reveals opportunities that might not be immediately obvious. Areas where AI performs at Level 3 or higher represent genuine automation potential, while Level 2 capabilities suggest powerful augmentation opportunities. Smart businesses will use this intelligence to identify the low-hanging fruit while preparing for the longer-term implications of advancing capabilities. Perhaps nowhere are the implications more immediate and profound than in the field of education. The report's analysis of teaching capabilities reveals why educators are feeling simultaneously excited and terrified about AI's expanding role in classrooms. Many core teaching tasks require capabilities at Levels 4 and 5, particularly when it comes to adapting instruction to individual student needs or managing the complex social dynamics that make learning environments work. This creates a fascinating paradox worthy of a philosophy textbook: AI might be able to deliver standardized instruction more efficiently than humans, but the most transformational aspects of teaching, the inspiration, emotional connection, and creative problem-solving that actually change lives, remain firmly in human territory. The implications suggest we're heading toward a hybrid model that could fundamentally reshape education. AI handles routine instructional delivery, assessment, and administrative tasks, while humans focus on motivation, emotional support, creative problem-solving, and the kind of inspirational mentoring that transforms students into lifelong learners. This isn't displacement; it's specialization at a scale we've never seen before. The OECD's systematic approach provides something invaluable for strategic planning: a clear picture of what breakthrough capabilities we should be monitoring. The jump from Level 3 to Level 4 across multiple domains would represent a genuine inflection point, particularly in areas like creative problem-solving and social intelligence. What's especially revealing is how the framework illuminates the interconnectedness of different capabilities. True robotic intelligence, for instance, requires simultaneous advances across multiple domains. You can't have Level 5 robotic intelligence without corresponding progress in vision, manipulation, social interaction, and problem-solving. The framework also highlights capability areas where progress might stall or slow dramatically. Social interaction and creativity appear to have particularly steep curves between current performance and human-level capability. What the OECD has created is essentially a report card system for the AI age. Instead of being swept along by breathless predictions about artificial general intelligence arriving next week, we now have a framework for systematically tracking progress and understanding real-world implications. For businesses, this means more informed decisions about where to invest in AI capabilities and where to double down on human talent development. For policymakers, it provides a foundation for regulations and workforce planning grounded in evidence rather than science fiction. For educators, it offers a roadmap for preparing students for a world where human and artificial intelligence must work together effectively. The OECD framework isn't predicting exactly when AI will achieve human-level performance across all domains; that's still anyone's guess. Instead, it provides a common language for discussing AI capabilities and a systematic way to track progress that everyone, from CEOs to school principals, can understand and use. In a field notorious for moving fast and breaking things, having a reliable measurement system might just be what is needed.
Business Insider
33 minutes ago
- Business Insider
Quanta Services price target raised to $414 from $364 at Goldman Sachs
Goldman Sachs raised the firm's price target on Quanta Services (PWR) to $414 from $364 and keeps a Buy rating on the shares. The firm is positive on the stock and the trading multiple with the belief that over the longer-term, the substantial volume of transmission and distribution spending will continue to provide support to shares even in periods of AI headline driven softness, the analyst tells investors in a research note. Goldman adds however that there is a relatively better understanding of the fundamental drivers of estimates and a recognition among investors that under 10% of revenue comes from data centers. Confident Investing Starts Here:
Yahoo
37 minutes ago
- Yahoo
Trump's 'Big, Beautiful Bill' faces resistance from Republican senators over debt fears
President Donald Trump's "Big, Beautiful Bill" is facing criticism, even from within his own party, as some lawmakers remain skeptical about the massive spending package and its potential impact on the nation's debt, despite it being under consideration by a Republican-controlled Congress. The spending bill, which the House passed late last month and is now in the Senate's hands, aims to address a number of issues, including tax policy, border security and immigration, defense, energy production, the debt limit, and adjustments to SNAP and Medicaid. However, without a serious overhaul, lawmakers like Sen. Rand Paul, R-Ky., is still a "no" on the legislation because it will increase the nation's debt limit. He is among a group of at least four Republican senators who have expressed concerns over Trump's bill, because of the package's projected increase in the national debt. Rand Paul Says He Would Support 'Big, Beautiful Bill' If Debt Ceiling Hike Removed This week, Paul relayed his concerns to media members that the bill will raise the debt ceiling by $5 trillion. "We have never raised the debt ceiling without actually meeting that target," he said. "So you can say it doesn't directly add to the debt, but if you increase the ceiling $5 trillion, you'll meet that. And what it does is it puts it off the back-burner. And then we won't discuss it for a year or two." Read On The Fox News App As of Tuesday, the national debt, which measures what the U.S. owes its creditors, was $36.2 trillion, according to the Treasury Department. Trump pushed back on Paul's remarks about his bill. Trump Warns Rand Paul He's Playing Into 'Hands Of The Democrats' With 'Big, Beautiful Bill' Opposition "Rand Paul has very little understanding of the BBB, especially the tremendous GROWTH that is coming. He loves voting 'NO' on everything, he thinks it's good politics, but it's not. The BBB is a big WINNER!!!" Trump wrote on TRUTH Social. Meanwhile, the national deficit, which occurs when the federal government's spending exceeds its revenues, was $1 trillion as of Tuesday, according to Treasury Department data. On Tuesday, White House press secretary Karoline Leavitt said the "blatantly wrong claim that the 'One, Big, Beautiful Bill' increases the deficit is based on the Congressional Budget Office and other scorekeepers who use shoddy assumptions and have historically been terrible at forecasting across Democrat and Republican administrations alike." Sen. Ron Johnson Proposes 'Line-by-line' Cuts To Pass Trump's 'Big, Beautiful Bill' The outlook for the federal debt level is bleak, as FOX Business previously reported, with economists increasingly sounding the alarm over the torrid pace of spending by Congress and the White House. Under the terms of the bill, the bill would add over $2 trillion to budget deficits over a decade, according to a recent analysis by the nonpartisan Congressional Budget Office (CBO). All together, the tax cuts and reforms in the package add nearly $3.8 trillion to the deficit over a decade – though spending reductions in other parts of the bill offset some of that to arrive at the $2.3 trillion figure. Elon Musk, who ended his tenure last week as Trump's lead in the Department of Government Efficiency (Doge), doubled down on his position Tuesday that the House's reconciliation package was an "abomination." White House Stands By Tax Bill After Musk Calls It A 'Disgusting Abomination' "I'm sorry, but I just can't stand it anymore," Musk posted on X Tuesday. "This massive, outrageous, pork-filled congressional spending bill is a disgusting abomination. Shame on those who voted for it: you know you did wrong. You know it." The Trump administration and some congressional Republicans have pushed back on the estimates of the bill, also known as the One Big Beautiful Bill Act, and its impact on the deficit, arguing that economic growth from the tax cuts will stimulate economic activity and lead to more tax revenue than what is projected. Speaker Johnson Clashes With Rand Paul Over 'Wimpy' Spending Cuts In Trump's Bill "Hope it does a lot to get some further cuts," Rep. Scott Perry, R-Pa., told Fox News about the bill. "We don't want to bankrupt the country. And what Elon also should recognize is we don't need more solar and EV credits. That actually makes it worse. He probably knows that, though." To push back on the criticism, the White House launched a website where Americans can tabulate how much the bill will personally save them. The House passed the One Big Beautiful Bill Act on May 22 with a narrow 215-214-1 vote that went largely along party lines. If that version of the bill is revised by the Senate, the legislation will have to go back to the House for another vote before it can go to Trump's desk and become article source: Trump's 'Big, Beautiful Bill' faces resistance from Republican senators over debt fears
