Twilio’s stock is soaring. The company says it’s because of ‘unprecedented demand’ for one AI function.

twilio's stock jumped 20% after the company reported "unprecedented demand" for one of its ai features. the software firm credited the function directly for the surge, offering a rare bright spot in a sector that's been weighed down by ai skepticism lately. the rally gave a lift to a space that's been under pressure as investors question the payoff from big ai spending. twilio didn't specify which function or provide exact demand numbers, but the statement was enough to push shares sharply higher in a single session.