Notes: Stocks To Monitor For A Future World Of Agentic AI - Palantir, Monday, ServiceNow
Summary
* Unlike brittle RPA tools, AI agents will adapt to workflows, integrate across enterprise data, and operate autonomously, making their TAM far larger.
* ServiceNow (NOW) has a strong AI agent roadmap, bolstered by its Raytion acquisition for advanced enterprise search and data integration capabilities.
* Palantir (PLTR) excels in workflow understanding, data integration, and security, but its high valuation poses a risk despite its leading AI capabilities.
* monday (MNDY) offers hi
