0954 ET - Descartes Systems is turning AI from an investor question mark to a key growth engine. TD Cowen's John Shao says the logistics software company has "made meaningful progress in productizing AI," where its "strategy and readiness... could have a more significant and potentially strategic impact on the company's long-term growth and profitability." The analyst says that this is a leap from where the company was a year ago, when the company would respond to investor concerns over AI. Now, Shao says management is proactive with its strategy, with a "tangible roadmap spanning AI infrastructure, connectivity, product design, and specific use cases across the company's major business lines."