I think the potential of Agenic is to rethink how work gets done overall. It challenges all sorts of

traditional orthodoxies around how organizations execute the work at hand. That's Jason Gersatus,

CEO of Deloitte U.S., talking about the transformational potential of Agenic AI. Join him later to

learn why agents are a game changer for businesses across industries.

Here's your afternoon TNB Tech Minute for Thursday, June 18th. I'm Julie Chang for the Wall Street Journal.

Waymo is recalling over 3,800 robotaxies due to a risk of them speeding through highway construction zones.

The National Highway Traffic Safety Administration reported Waymo Cars entered Phoenix and San Francisco

Freeway Work Zones in April and May. The recall will include software improvements as well

as additional operational protocols. It comes as competitors, including Uber,

Lucid, Neuro, and Intel's Mobilai prepare for their own Robotaxy expansions next year.

Accenture has lowered its fiscal year revenue guidance. Its CEO told analysts the Iran conflict

had interrupted business in the Middle East, with the firm seeing a

$400 million hit to sales. Plus, shares in the IT consulting firm have taken a beating this year

over concerns that AI tools will replace some of what it does. Accenture stock was down more than

18% in afternoon trading, to its lowest level in nearly a decade.

Meanwhile, BE Semiconductor Industries, or Bessie, has raised its long-term revenue and

profitability targets. The Dutch supplier of chipmaking equipment bumped up its total revenue

target by about half a billion dollars, reaching now about

$2 to $2.5 billion over the long term. Bessie's CEO said increased demand for AI-related

data center and photonics applications, as well as new use cases, improved its outlook.

Finally, SpaceX shares look to be extending their decline. As of this afternoon, they're down about

6%. They closed down about 5% yesterday. And a quick programming note before we go, we'll be off tomorrow

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