C3.ai, Inc. (NYSE: AI ) reported extremely poor results in the first quarter of FY26, bringing to light some of the issues with the company. The poor quarter was particularly notable given the strength exhibitedRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growth opportun ...

Group 1: Company Performance - C3.ai Inc (AI) reported a fiscal first-quarter earnings miss, withdrew its 2026 forecast, and replaced its CEO, leading to a 3.4% decline in stock price to $16.12, with UBS and Canaccord Genuity cutting price targets to $16 from $23 and $28 respectively [2] - GitLab Inc (GTLB) experienced an 8.9% drop to $42.76 despite better-than-expected earnings and revenue for the second quarter, as its fiscal third-quarter and full-year revenue guidance fell short, resulting in eight price-target cuts, including Barclays reducing it to $44 from $47 [3] - Hewlett Packard Enterprise Co (HPE) outperformed peers with a 3.8% increase to $23.71 after reporting top- and bottom-line wins for the fiscal third quarter and raising its full-year outlook, prompting five price-target hikes, including one to $30 at Raymond James [4] Group 2: Market Reactions - Options trading volume for all three companies surged, with AI and GTLB seeing triple the average intraday volume, while HPE experienced six times the typical volume [5] - The most active options contracts for AI are the weekly 9/5 18-strike calls, for GTLB the 45-strike calls, and for HPE the October 24 call [5]

Top of the morning. I'm Y Finance executive editor Brian Sazi and you're taking a look at a live shot of the opening bells on Wall Street on this Thursday morning. Vontobell Asset Management ringing the bell at the New York Stock Exchange.Idea Bioscience is getting things underway over at the NASDAQ. Uh there is a little something for bulls and bears alike today. Investors are watching President Trump's Fed pick Steven Myron go through the confirmation process.How things go here could keep upward pressure o ...

Key Takeaways C3.ai posted a Q1 loss of 37 cents per share, wider than last year despite a narrow consensus beat.Revenues fell 19.4% year over year to $70.3M, with subscriptions and professional services both declining.Q2 FY26 guidance signals a 15-24% revenue drop and wider adjusted losses, pressuring investor sentiment.C3.ai, Inc. (AI) reported a loss per share in the first quarter of fiscal 2026 (ended July 31, 2025), which was marginally narrower than the Zacks Consensus Estimate but wider than the year ...

Core Insights - C3.ai, Inc. has experienced a significant reversal in its growth trajectory, attributed to poor execution by management [1] Financial Performance - The company released first quarter results that were largely in line with the preliminary release from the previous month [1] Management Commentary - Management has acknowledged the challenges faced, specifically citing bad execution as a key factor in the recent performance decline [1]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

消息面上，C3.ai公布2026财年第一季度业绩，营收7030万美元，低于去年同期的8720万美元，每股亏 损从去年同期的50美分扩大至86美分。展望第二季度，该公司预计营收将介于7200万至8000万美元之 间，远逊于分析师预期的近1亿美元。 C3.ai现任首席执行官Thomas Siebel坦言上季财务表现不可接受，并将原因归咎于年初销售团队重组导 致流程混乱。公司宣布，任命资深科技业人士Stephen Ehikian为新任执行长，他先前曾创立两家人工智 能公司(后被salesforce收购)，并曾任美国总务管理局代理局长。(格隆汇) 企业人工智能提供商C3.ai(AI.US)盘初一度跌超10.7%，最低触及14.89美元。 ...

NEW YORK, Sept. 4, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of C3.ai, Inc. (NYSE: AI).Shareholders who purchased shares of AI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/c3-ai-inc-loss-submission-form-2/?id=165005&from=4 CLASS PERIOD: February 26, 2025 to August 8, 202 ...

Core Viewpoint - The S&P 500 is experiencing a recovery after a challenging start to 2025, with expectations for continued growth driven by the AI boom and moderate economic strength [1][2][3]. Economic Indicators - U.S. GDP grew by 3.3% in Q2 2025, rebounding from a 0.5% decline in Q1, with consumer spending and private investment showing stronger-than-expected performance [3]. - The anticipated Federal Reserve interest rate cuts could further support market growth, with a 91.6% probability of a 25-basis point cut in September [7]. Corporate Earnings - The Q2 earnings season shows positive trends, with S&P 500 earnings expected to grow by 8.9% in 2025, 12.1% in 2026, and 13.8% in 2027 [4]. - The "Magnificent 7" tech stocks (NVIDIA, Microsoft, Apple, Alphabet, Meta, Amazon, Tesla) are projected to drive significant earnings growth, with a 25.1% increase in Q2 earnings compared to the previous year [5][6]. AI Impact - The "Magnificent 7" stocks account for approximately 35% of the S&P 500 market capitalization and are expected to contribute 24.9% of total S&P 500 earnings in 2025 [5][6]. - Total earnings for the "Magnificent 7" are expected to increase by 16.9% in 2025, supported by a 10.3% rise in revenues [6]. Investment Opportunities - Investors may consider S&P 500 ETFs such as Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 ETF (IVV), and SPDR S&P 500 ETF Trust (SPY) for exposure to the index [8]. - For growth exposure, SPDR Portfolio S&P 500 Growth ETF (SPYG) is recommended, while SPDR Portfolio S&P 500 Value ETF (SPYV) caters to value investors [9]. - Leveraged S&P 500 ETFs like Direxion Daily S&P 500 Bull 3X Shares (SPXL) are available for those willing to take on higher risk [10].

Market Movements - As of the report, U.S. stock index futures showed mixed results with Dow futures down 0.04%, S&P 500 futures up 0.17%, and Nasdaq futures up 0.18% [1] - European indices also experienced gains, with Germany's DAX up 0.81%, UK's FTSE 100 up 0.17%, and the Euro Stoxx 50 up 0.39% [2][3] Oil Prices - WTI crude oil prices fell by 0.92% to $63.38 per barrel, while Brent crude oil prices decreased by 0.93% to $66.97 per barrel [3][4] Economic Concerns - Wall Street is increasingly worried about the independence of the Federal Reserve amid President Trump's attempts to influence it, with a 93% risk of recession indicated by UBS based on hard data from May to July 2025 [5] - UBS described the current economic situation as "stable but high risk," with credit market pressures raising the likelihood of recession to 41% [5] Federal Reserve Insights - Minneapolis Fed President Kashkari warned that tariffs are pushing up commodity inflation, complicating the Fed's goal of achieving a 2% inflation rate [6] - Atlanta Fed President Bostic supports a modest rate cut this year, contingent on future inflation and employment data [6] Gold Price Predictions - Goldman Sachs analysts predict that if the Fed's credibility is damaged, gold prices could soar, with a basic forecast of $4,000 per ounce by mid-2026 and a tail risk scenario suggesting prices could approach $5,000 per ounce [6] Small-Cap Stocks - The rebound in U.S. small-cap stocks has stalled due to concerns over interest rate cuts not being sufficient to support heavily indebted companies [7] - Analysts are focusing on profitable small-cap companies that can thrive in uncertain environments [7] Company News - Tesla announced the public launch of its Robotaxi service, expanding from a limited user base to a broader audience [8] - Apple plans to launch an AI-driven search tool next year to compete with OpenAI, integrating it into Siri and potentially other platforms [8] - Salesforce reported Q2 revenue growth of 9.8% to $10.2 billion, slightly above expectations, but its Q3 revenue outlook is below Wall Street's average forecast [9] - C3.ai's Q1 revenue fell to $70.3 million, down from $87.2 million year-over-year, raising concerns about its financial health [10] - Figma's Q2 revenue growth of 41% to approximately $249.6 million was below analyst expectations, leading to a significant drop in its stock price [10]