TMC Conference Highlights, Google I/O Highlights, and OpenAI Updates

J.P. Morgan's Tech Sketch highlights the ongoing Global TMC Conference, focusing on the evolution of AI agents and the transition of Software sentiment toward stock-picking. Key company news includes Google's Search revamp (Gemini 3.5), Roblox's $3B buyback, and Databricks' strong momentum in AI data processing.

Key Takeaways

• 1.The next phase of AI development will be dominated by autonomous 'agents' that perform complex tasks like shopping and problem-solving.
• 2.Software investor sentiment is shifting from generalized pessimism to a more nuanced view where stock picking matters again.
• 3.Google (GOOGL) has revamped its Search engine for the era of AI agents, enabling background reasoning and agentic booking capabilities.

Table of Contents

• SCHILSKY'S SNAPSHOT
• NEWS – DESK COLOR – RESEARCH HIGHLIGHTS
• JPM TMC Conference Highlights from the First Two Days
• Heard Around the Conference
• Company Notes of Note
• GOOGL I/O Highlights: Search Revamp, Spark AI Agent
• OpenAI Mogs Anthropic With Guaranteed Capacitymaxxing
• ROKU Goes After GOOGL YouTube
• RBLX Announces Inaugural Share Repurchase Program $3B Strong
• WMT Competing with DASH/UBER on Restaurant Delivery - Sorta
• WIX Base44 Now $150m in ARR
• JPM TECH RESEARCH INTERNET
• SOFTWARE
• MEDIA & TELECOM
• JPM TMT EVENT CALENDAR
• SCHILSKY'S SENTIMENT MONITORS
• TMT CORPORATE EVENT CALENDAR
• Tech Sector Specialists
• US Tech Trading

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial