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Weekly analysis of C3.ai (NYSE: AI) — price targets, analyst ratings, earnings breakdowns, revenue trajectory, and positioning in the enterprise AI platform market.

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Monday, Feb 3, 2026 Issue #12
BULLISH

NVIDIA's Data Center Revenue Hits New Record — And They're Not Slowing Down

Q4 data center revenue came in at $40.2B, up 93% YoY. The Blackwell architecture is driving a new upgrade cycle that analysts say could sustain growth through 2027...

WATCH

SoundHound AI Lands Its Biggest Enterprise Deal Yet

SOUN surged 12% on news of a multi-year contract with a major automotive OEM. The voice AI company now has $840M in remaining performance obligations...

EARNINGS

This Week's AI Earnings: PLTR, ARM, and the Sleeper Pick Nobody's Watching

Palantir reports Wednesday after close. Expectations are sky-high after the stock's 280% run. Here's what to watch in the numbers...

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C3 AI Stock: Enterprise AI Analysis

C3.ai (NYSE: AI) holds one of the most coveted ticker symbols in the market and has positioned itself as a leading enterprise AI platform company. Founded by Tom Siebel, C3.ai provides AI software solutions to some of the world's largest organizations across defense, energy, financial services, and manufacturing. The company's transition to a consumption-based pricing model and its partnerships with hyperscalers like Microsoft Azure and AWS have been key developments for investors to track.

AI Stocks to Watch provides detailed weekly coverage of C3 AI stock alongside 100+ other artificial intelligence companies. We monitor the company's revenue growth trajectory, subscription vs. consumption revenue mix, gross margin trends, and competitive positioning against other enterprise AI platforms like Palantir and Databricks. Our analysis includes analyst rating changes, insider transaction patterns, and the catalysts that could drive the stock higher or lower.

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