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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

US stocks hit new highs as Trump signals decision on Iran deal nears

US stocks hit new highs as Trump signals decision on Iran deal nears

US stocks climbed on Friday while crude oil prices fell sharply after President Donald Trump signaled that a decision on a potential agreement with Iran could be imminent. In a post on Truth Social, Trump said he was heading into the Situation Room to make a “final determination” regarding a framework aimed at ending the conflict and addressing several longstanding security and energy concerns.

May 29, 2026 07:29 AM invezz.com

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