MNDY unveils Agentic AI infrastructure

What happened: On March 10, 2026, Zoom Communications (ZM) announced the expansion of its enterprise agentic AI platform, introducing advanced workflow orchestration across Zoom Workplace. Alphabet, with 21% of the enterprise LLM market and Project Mariner, an experimental AI agent, is a significant player. Meanwhile, monday.com (MNDY) unveiled new agentic AI infrastructure on March 11, allowing AI agents to function within its platform.

Market impact: These developments drive the AI and enterprise software sectors. Zoom's expansion boosts its enterprise appeal, while Alphabet's AI dominance may pressure competitors like OpenAI and Anthropic. monday.com's AI integration could enhance its platform's appeal, benefiting its software application stock status.

What to watch next: Zoom's earnings on May 15, 2026, will provide insights into AI platform adoption. Alphabet's Q2 2026 earnings on July 18, 2026, will reveal Gemini's progress. monday.com's user growth and AI integration success will be evident in its Q1 2027 earnings, expected on February 13, 2027.