Sasha Jovanovic

Is PTC (PTC) Quietly Redefining Its AI Edge With Onshape’s Natural-Language CAD Automation?

Earlier this month, PTC released the FeatureScript MCP Server for its Onshape CAD and PDM platform, letting engineers use natural language and AI to generate, test, and refine custom CAD features in its FeatureScript language via leading coding-focused LLMs. By turning engineers’ proven design practices into reusable, shareable tools without ongoing AI interactions or recurring…

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Alibaba’s AI Spending Squeezes Margins Yet Deepens Cloud Strategy Could Be A Game Changer For Alibaba Group Holding (BABA)

Alibaba Group Holding Limited has already reported first-quarter 2026 results, with revenue rising to CNY 268,953 million while net income fell sharply to CNY 10,614 million as heavy spending on artificial intelligence infrastructure and cloud capacity compressed margins. At the same time, Alibaba’s cloud and AI operations continued to expand rapidly, with AI-related services now…

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Cleveland Cliffs Investment Puts These AI Automation Stocks On Watch

Cleveland-Cliffs just committed US$1b to upgrade its Middletown Works plant with AI-enabled process controls, which puts a fresh spotlight on companies that help factories run smarter and cheaper. That kind of spending can ripple across suppliers and rivals, and investors who ignore it risk missing where capital is quietly flowing. This article walks through three…

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The Bull Case For Rockwell Automation (ROK) Could Change Following Expanded AI-Led Quality Integration Learn Why

In early August 2026, Rockwell Automation announced it had integrated its Plex Quality Management System with FactoryTalk Analytics VisionAI, extending AI-driven visual inspection and workflow capabilities across existing camera systems to enhance anomaly detection, traceability and inspection history. This AI-focused update, together with new embedded agents in Plex Connected Worker and Reporting and Analytics, highlights…

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The Bull Case For Honeywell (HON) Could Change Following Its AI-Focused Automation And Software Pivot

Earlier this week, Honeywell International reported strong order momentum across multiple regions and laid out multi-year financial targets centered on revenue growth, margin expansion, and free-cash-flow conversion above 90%. An interesting angle is Honeywell’s push into software, AI, and automation to capture opportunities in data centers, LNG projects, and industrial automation, signaling a sharper focus…

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Why UiPath (PATH) Is Down 10.8% After OpenAI Unveils Presence AI Automation Platform And What’s Next

Earlier this week, UiPath came under pressure after OpenAI released its Presence AI agent deployment platform, raising worries about intensified competition in enterprise automation. The comparison has highlighted how UiPath’s Maestro platform differs by coordinating both AI agents and software bots while remaining model-agnostic, which may matter more than headline competition alone. Next, we’ll explore…

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