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AlphaBlog

Okta’s AI Bet: Identity as the Tollbooth

The interesting part of Okta’s quarter was not the 11% revenue growth. It was management’s argument that AI agents are becoming a new class of enterprise user—and that identity software may become the control layer investors have been underpricing.

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Market News

After another record sessions, US stocks look set for quiet start

After another record sessions, US stocks look set for quiet start

Stock futures nudge higher US stock futures edged higher ahead of the bell as Wall Street digested a blowout earnings report from Dell and kept one eye on the latest twists in the US-Iran negotiations. Dell was the star of the show after the close, with its shares rocketing nearly 40% after the technology giant beat expectations and issued an upbeat outlook, pointing to surging demand for its Nvidia-powered servers as the AI data centre buildout rolls on.

May 29, 2026 03:47 AM proactiveinvestors.com

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