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AI & Enterprise

Software and cloud seen poised for second-half rebound after lagging AI megacaps

Software, cloud and small- and mid-cap growth shares that were overshadowed by AI megacaps in the first half could rebound over the next six months, a strategist said. ETF Action co-founder Mike Akins urged increasing exposure to segments that lagged major AI names, citing eased valuation pressure and resilient growth outlooks. He also highlighted disruptive-technology themes, potential catch-up in the Magnificent Seven and improving relative performance in smaller-cap indexes.

Finance

NHN KCP joins global agentic AI cooperation body AAIF

NHN KCP said on July 13 it has joined the Agentic AI Foundation (AAIF), a global cooperation body in the agentic artificial intelligence field. The organisation supports open standards and interoperable infrastructure so agentic AI can be used in real services. AAIF currently includes about 200 global companies and institutions, including Microsoft, Google, Amazon Web Services and Stripe. NHN KCP plans to discuss standardisation for AI agent-based payment infrastructure.

AI & Enterprise

Big AI companies increasingly stress price competitiveness over performance

Price competitiveness is increasingly gaining weight in the global race for AI leadership, with major companies putting greater emphasis on costs alongside performance. OpenAI and SpaceXAI highlighted token efficiency for their latest models, while Meta set a lower price for a new coding and agent-focused model. Companies using AI are also calling for lower costs. The article also lists updates from Anthropic, Microsoft, AWS, Tencent and others.