Welcome back. Software is pulling back today after rallying over the last week. Our next guest says investors need to be careful trading the sector as these AI disruption fears persist.Let's bring in Ben Ritz, head of technology research over at Nelius joins us here at Post 9B. It's always our pleasure. Good to see you. >> Great to see you.>> What does that mean. Be careful. Don't trust this recovery. >> Well, I don't trust it.Um I think that we're going through a generational transition here in software wh ...

Citigroup raises AI capex and revenue forecasts amid rapid enterprise adoption | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivCiti Bank logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tabMarch 10 (Reuters) - Citigroup on Tuesday raised its global artificial intelligence capital expenditure and revenue forecasts for 2026-2030, citing faster ente ...

The Atropos Evidence Agent Will Deliver AI-powered Evidence within Physician Workflow with Deeper Ambient Collaboration with Microsoft-# The Atropos Evidence Agent Will Deliver AI-powered Evidence within Physician Workflow with Deeper Ambient Collaboration with MicrosoftShare---PALO ALTO, Calif.-- (BUSINESS WIRE)--Atropos Health, the pioneer in translating real-world clinical data into personalized real- world evidence (RWE), today announced a collaboration with Microsoft Dragon Copilot, an AI clinical assi ...

U.S. stock market futures signaled a strong opening for Tuesday, March 10th, 2026, as investors found relief in cooling energy prices and optimistic comments regarding global geopolitical tensions. Following a volatile start to the week that saw major indexes retreat under the weight of rising oil costs, the premarket session today suggests a significant "rebound rally" is underway.Premarket Activity and Futures MovementsAs of 8:50 AM ET, futures for the Dow Jones Industrial Average (DIA) rose by 0.4%, or a ...

Microsoft Corporation (NASDAQ:MSFT) is one of the top stocks that will make you rich in 10 years. Microsoft Corporation (MSFT) and Codelco Announce Signing of AI Deal for Mining Operations, Reuters Reports Reuters announced on March 5 that Microsoft Corporation (NASDAQ:MSFT) and Codelco announced the signing of a ​memorandum of understanding for the evaluation of joint initiatives in advanced analytics, artificial intelligence, automation, and digital security. Chile's state-owned Codelco is the world's ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【美国国防部官员：与Anthropic重启AI合作的可能性微乎其微】 美国国防部一名高级官员表示，在Anthropic PBC就政府前将其列为供应链风险提起法律挑战 后，几乎不存在恢复与该公司就军事用途人工智能(AI)工具展开谈判的可能性。 美国国防部负责研究与工程事务的副部长Emil Michael周一表示，Anthropic提起诉讼是"意 料之中的反应"，而该公司试图推翻供应链风险认定的努力，不会改变五角大楼的决定。 3月9日，Anthropic起诉美国国防部，因后者宣布该人工智能（AI）巨头对美国供应链构成风 险。此前，双方就Anthropic的技术是否会被用于大规模监控和全自动武器发生争执。 七 巨 头 日 报 【Microsoft推出每月99美元的AI驱动软件套件】 该产品代号为J490，最初定于2025年春季发布，后延至2026年3月，但现在预计要到9月左 右（即 ...

海外 AI 应用：25 年度总结&26 年展望 20260309 摘要 2027 年云大厂 AI 收入与 Capex 将迎拐点：预计微软、谷歌、亚马逊 AI 年收入均超 200-300 亿美元，2025 年基本打平新增折旧，2027 年 收入将正式覆盖成本项。 基础软件存在显著"错杀"机会：其计费模式多为消费型（流量/存储/ 计算），受益于 Agent 24 小时不间断工作带来的数据量爆发，确定性 优于受席位缩减威胁的流程类 SaaS。 SaaS 估值处于 10 年低位，数据权限成为核心壁垒：垂直 SaaS 因掌握 理赔、临床、法律等私密可验证数据，在 Agent 时代具备更高议价权， 估值修复节奏快于通用流程类。 AI Coding 成为渗透率最高领域：Anthropic 数据显示软件工程调用占 比近 50%，2026 年将集中看到软件公司研发人员成本下降、Token 成 本上升的组织结构性变化。 C 端 Agent 竞争 2026 年全面加速：海外路径侧重 Agent 与传统产品 （如 Instagram、Google Search）整合，底层推理成本放量将驱动大 厂持续扩张 K8S 等基础设施投入。 Q ...

Quick Read iShares Factor Rotation ETF (DYNF) holds over 120 positions with 39.3% in Information Technology including Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT). It has a 0.85% dividend yield and 0.26% expense ratio. BlackRock’s models shift factor exposure based on expected premiums, but the current tech concentration means defensive rotation comes after market conditions change, not before. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Most ETF ...

The S&P North American Technology Software Index, which tracks 110 software stocks, has fallen 26% from the all-time high it hit in September. The puts the index in bear market territory, and artificial intelligence is the root cause.Specifically, investors are worried AI code generation tools will reduce demand for existing software products, but Nvidia CEO Jensen Huang is very skeptical. "There's a whole bunch of software companies whose stock prices are under pressure because somehow AI is going to repla ...

Wedbush Securities’ Dan Ives has issued a ringing endorsement for the tech sector's heavyweights, suggesting that the current market landscape offers a generational buying opportunity.The ‘Garage Sale’ MomentIn a conversation with Schwab Network, Ives characterized the recent trading levels of industry titans as an anomaly, specifically highlighting two major players in the artificial intelligence race.According to Ives, the skepticism surrounding the immediate return on investment (ROI) of AI is misplaced. ...