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MongoDB (MDB) is particularly intriguing for me again after the surprising switch of CEO CJ Desai to Meta. The share price drop of around 18% seems too severe, as there has been no initial deterioration in operational development. At the same time, MongoDB is expanding from a database provider to a more comprehensive infrastructure provider for AI agents with its new Atlas Agent Engine. The platform consolidates data access, persistent memory, the search for relevant information, as well as the execution and control of agents. This is important...
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