C3.ai: “Our ticker symbol is literally AI”

Microsoft: “That’s good enough…” 

I know what you’re thinking—another day, another AI company announcing a partnership with Microsoft. But hold your eye rolls, because this one’s actually worth talking about. In short, C3.ai decided to get in bed with Microsoft Azure again, and the market is absolutely loving it–with shares popping 17.26% so far this week. 

(Source: IBD) 

In plain English this means that this expanded partnership is designed to push Enterprise AI adoption into overdrive. For instance, C3.ai’s new Enterprise AI-native software (complete with their Generative AI magic) is now cozied up inside the Microsoft Azure ecosystem. This means businesses can now get their predictive maintenance, supply chain optimization, and energy management fixes to girth up their cloud computing goals. 

(Source: Giphy) 

C3.ai’s CEO, Thomas Siebel, is, of course, thrilled. In fact, he’s claiming that this partnership will “accelerate the adoption of Enterprise AI” and help companies achieve “rapid time-to-value.” Translation: companies can start seeing results from AI before their patience (and budget) runs out. And yeah, it’s a big deal—because in a world where everyone is scrambling to slap “AI” on their business cards, getting real results fast is key.

But, but, but… here’s the thing, C3.ai and Microsoft have been working together since 2018. So why the sudden stock surge? Well, this time around, the partnership has been cranked up a notch. C3.ai is now a preferred AI software provider on Azure, and Microsoft gets to parade around as the preferred cloud provider for C3.ai. Basically, they are committed–which is bigly. 

(Source: Market Watch) 

Now with that said, let’s not pretend this isn’t coming at a great time for C3.ai The company’s stock had been shatting the bed after some disappointing earnings projections. But this Azure deal seems to have given C3.ai the Viagra type jolt they needed to get back in the game—and back into positive territory for the year. 

Plus, this partnership is more than just stock prices. There’s actually real demand for enterprise AI solutions right now. Businesses and government agencies are rushing to adopt AI as if it’s the miracle cure for all their problems. And C3.ai, with Microsoft behind them, is well-positioned to cash in on that demand. The company’s revenue has been climbing—up 21% year-over-year in its last quarter—so clearly, they’re doing something right.

(Source: Giphy) 

Still though, I’d be careful especially given C3.ai’s been through some rough patches, and it’s not like this partnership magically erases all of that. However it does give them a serious leg up mainly as they continue to push their software through Microsoft’s cloud ecosystem. So, while the AI hype train shows no signs of slowing down, C3.ai just managed to secure themselves a pretty sweet seat in first class. 

Now, is this the partnership that’s going to change the AI landscape? Maybe. Or maybe it’s just another step in Microsoft’s relentless march to dominate the cloud space. Either way, keep an eye on both stocks going forward. And as always, stay safe and stay frosty, friends! Until next time…

P.S. Do you hear that sound? If you listen closely, it’s the sound of a stock getting probed with massive short interest, and a sky-high borrow fee that would make your 8% mortgage look like a friggin’ happy meal. Meaning, once this catalyst lights a fire under this little known stock, we could potentially see some fireworks POP… and when I say pop… I mean triple-digit to the moon pop. Curious to know what the ticker is? Click here for the details.

Stocks.News holds positions in Microsoft as mentioned in the article.