Rosenblatt Reiterates Buy and $225 Target on Palantir After Customer Forum

Meta Platforms acquired AI startup Stilla.ai on September 9, a move aimed at strengthening its agentic AI capabilities and opening new monetization beyond advertising. The company plans to integrate Stilla.ai's team and technology into Meta Business Agent, which helps businesses interact with customers across its platforms. Longer term, Meta envisions customers using AI agents to inquire about products, discuss pricing, and potentially complete purchases without leaving its ecosystem, creating an AI-driven commerce layer across Facebook, Instagram, Messenger, and WhatsApp. Meta cautioned that Stilla.ai remains a small startup and the deal is unlikely to materially affect revenue or earnings per share in the near term, with infrastructure, product development, and integration needed before meaningful transaction-related revenue emerges. According to the Insider Monkey Database, 254 hedge funds held positions in Meta during the second quarter, down from 262 at the end of the first quarter, while short interest stood at approximately 1.13% of outstanding shares, or roughly 28.81 million shares, as of August 31.

UBS Wealth Management says artificial intelligence is moving beyond text generation into scientific research, opening investment opportunities across AI infrastructure, pharmaceuticals, nuclear fusion, industrial materials and utilities. The shift was highlighted by OpenAI's recent mathematical proof related to the Navier-Stokes equations, a centuries-old fluid dynamics problem and one of seven Millennium Prize Problems, which OpenAI tackled using 10,000 autonomous AI agents working in parallel for 88 hours before formalizing the proof with Lean, a system for machine-checked mathematical validation. In pharmaceuticals, multi-agent AI systems can simulate millions of protein variations in the cloud, and more than 170 AI-designed programs are already in development or clinical evaluation, including Phase III trials. In nuclear fusion, reinforcement-learning systems can predict plasma disruptions around 200 milliseconds before they occur and adjust magnetic coils thousands of times per second, while AI models in materials science can test millions of elemental combinations daily in search of properties for lighter, higher-density batteries, lower-heat computing hardware and potential room-temperature superconductors. The broader investment case centers on AI becoming a tool for automating scientific research rather than simply generating content, with companies exposed to AI infrastructure, pharmaceuticals, industrial materials and utilities positioned to benefit as these technologies move toward commercial applications.

Europe has moved agentic payments into live production while the United States remains stalled over who bears the loss when an AI agent errs. Live end-to-end payments have been executed by Santander, Mastercard, ING, and Worldline, and on July 2, 2026, ING, Worldline, and Visa completed an agentic payment in Germany using Visa Payment Passkeys for biometric authentication. Mastercard has enabled all issuers in Europe at the network level for Agent Pay, backed by a new Lisbon Centre of Excellence for Innovation, with Mastercard Europe President Kelly Devine calling agentic payments a profound shift in how commerce is initiated and executed. In the US, the Treasury OIG has flagged ambiguity in Regulation E on agent authorization, and the AI AGENT Act introduced in July 2026 addresses fiduciary duties rather than liability allocation for agent misexecution, prompting the Consumer Bankers Association to recommend the industry write its own private network rules. Hypertrade data shows a 4,700% year-over-year increase in AI-generated traffic to retail sites, yet agentic commerce is less than 1% of US e-commerce, with only 23% of US consumers trusting generative AI to handle payment transactions and 93% of merchants saying the AI provider should bear the financial loss for incorrect purchases.