Any companies is doing the thing
3/4/2026 04:09am
**Quick take 🏁**
Yes—several publicly traded North-American companies are racing to build or embed AI agents just like Anthropic’s Claude Cowork. The most compelling “proxy plays” are C3.ai (AI), Microsoft (MSFT), IBM (IBM), Salesforce (CRM) and Palantir (PLTR). Each already offers agentic functionality—or is clearly pivoting in that direction—giving investors a direct shot at the same high-growth theme without needing to trade private-equity shares. 🚀📈
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### Why these names matter 🤖✨
1. **C3.ai (AI)** – The entire platform is built around enterprise AI agents that can “reason, plan, take action, and adapt based on feedback,” exactly the definition of an agentic system . Management is now doubling-down on agentic AI after recent restructuring, positioning the company as a pure-play agent platform . Shares sit at **$9.26** with a 6.99 % move today .
companies developing AI agents similar to Anthropic Cowork
|code|market_code|stock code|stock name|Last Price|Last Change|Theme|Inclusion Reason|
|---|---|---|---|---|---|---|---|
|AI|169|AI.N|C3.ai|9.2595|7.0462430000000005|||
|AMST|186|AMST.O|Amesite|1.82|4.597701|||
|LUMN|169|LUMN.N|Lumen Technologies|7.045|3.602941|||
|CRM|169|CRM.N|Salesforce|198.27|2.757191|||
|IBM|169|IBM.N|IBM|245.375|2.508669|||
|APP|185|APP.O|Applovin|440.1118|1.720634|||
|MSFT|185|MSFT.O|Microsoft|404.835|1.574457|||
|RZLV|185|RZLV.O|Rezolve AI|2.515|1.41129|||
|YEXT|169|YEXT.N|Yext|5.66|0.8912659999999999|||
|TWLO|169|TWLO.N|Twilio|124.705|0.722882|||
2. **Microsoft (MSFT)** – Through Copilot and its Azure AI “agent builder” service, Microsoft lets developers create autonomous systems that browse, code, and orchestrate workflows . The stock trades at **$404.80** and keeps rallying on AI news .
3. **IBM (IBM)** – Watsonx Orchestrate and other offerings let businesses “automate workflows” with AI coworkers, squarely in the agentic camp . IBM shares are **$245.28** today .
4. **Salesforce (CRM)** – Einstein GPT and the broader CRM platform are evolving from chatbot-like assistants into full task-executing agents that interact with data across 60+ clouds . CRM closed at **$198.16** with a 2.7 % uptick .
5. **Palantir (PLTR)** – Foundry and Gotham are explicitly designed to turn siloed data into “actionable intelligence,” enabling agents that plan and act autonomously in supply-chain, defense and healthcare settings .
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### How they compare at a glance 📊
| Ticker | Core Agent Offering | Strategic Angle | Last Price | 1-Day Change |
|--------|--------------------|-----------------|------------|--------------|
| AI | C3 AI Platform | Pure-play agent software | $9.26 | +6.99 % |
| MSFT | Copilot + Azure AI Agent Builder | Scale via cloud ecosystem | $404.80 | +1.57 % |
| IBM | Watsonx Orchestrate | Enterprise workflow automation | $245.28 | +2.47 % |
| CRM | Einstein GPT Agents | CRM-integrated task executors | $198.16 | +2.70 % |
| PLTR | Foundry & Gotham | Data-to-action platforms | n/a | n/a |
*Why a table?* It highlights which companies are “pure-play” agents (AI) versus those embedding agents inside broader clouds (MSFT, IBM, CRM) or data platforms (PLTR). 🧩
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### Actionable nuggets for a high-growth investor 💡
• **Pure-play vs. ecosystem bets:** AI offers the tightest correlation to agentic AI but carries higher volatility; MSFT and IBM give you AI exposure plus diversified cash flows.
• **Catalysts to watch:** C3.ai’s Q4 earnings (management guidance on agentic AI revenue), Microsoft’s Build conference, IBM’s Think event, Salesforce’s Dreamforce, and Palantir’s Foundry updates.
• **Risk lens:** Execution risk (C3.ai’s prior revenue misses) and competitive pressure from OpenAI, Google and Anthropic itself. Position sizing and stop-loss discipline remain key.
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**Your move 🤔**
If you could only pick one ticker to ride the “AI coworker” wave over the next 12 months, which mix of pure-play excitement and blue-chip stability feels right for your portfolio—AI’s high-octane agentic platform, or the steadier cloud giants turbo-charging agents at scale? 🚀🤝