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News articleSeeking Alpha· April 10, 2026

Catalyst Watch: Earnings heat up, Fedspeak flurry, and eyes on space

View original at seekingalpha.com
Catalyst Watch: Earnings heat up, Fedspeak flurry, and eyes on space [Wall street and Broadway road sign in New York City] Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out…
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  • Commodities to lead 'anything but bonds' trade through 2020s

    60% confidence
  • PepsiCo management flagged plans to cut some snack prices and simplify the U.S. assortment under pressure from Elliott Investment Management

    60% confidence

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A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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