Weekly Recap: Infra and AI/human-agent shift and TWLO beats estimates

Twilio, Inc. Class A (NYSE:TWLO) posted strong Q2 and August results — $1.5B revenue (+22% YoY), $1.47 adj. EPS and robust cash flow — as management shifts to infrastructure, AI/human agent use and platform integrations, yet shares dipped ~6—7% after a downgrade despite Morgan Stanley citing AI-dri…