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Cognizant faces neutral analyst ratings from UBS and Citi despite securing a five-year digital transformation partnership with BayWa. The market remains uncertain about the firm's ability to translate its AI strategy into immediate profitable growth.
Salesforce is expanding its partnership with the U.S. Department of Transportation (USDOT), providing its AI-powered CRM platform to modernize the agency's operations. This move aligns with a broader, systemic trend of government agencies investing in practical AI to enhance efficiency and improve public services, mirroring similar initiatives in the private sector.
Comcast's network expansion in Litchfield County highlights its strategy of targeted terrestrial growth. This move comes as the broader pay-TV market shows nascent signs of stabilization and the digital divide remains a key political and economic issue.