Big tech pivots, AI software rips higher, and the market braces for the Fed's preferred inflation gauge.Zuckerberg Cuts Metaverse SpendingMark Zuckerberg announced that Meta (NASDAQ:META) will cut overall spending by roughly 30 percent, continuing the efficiency wave that reshaped the company last year. But the headline came with a twist… Meta plans to increase investment into AI wearables, signaling a strategic push into on-device intelligence and next-generation hardware.AR glasses, multimodal AI assistan ...

Core Thesis - UiPath Inc. is facing key-man risk following the appointment of Rob Enslin as co-CEO, which has led to concerns about the founder's focus and overall momentum [2] - Despite challenges, UiPath's market cap stands at $6 billion, trading at over 4x sales, with positive free cash flow per share and potential for strategic growth through agentic automation [2][5] Financial Performance - Revenue has increased by 30% since the initial bullish thesis, indicating strong fundamentals and customer retention [4] - Free cash flow generation has turned positive, reflecting improved operational efficiency [4] Strategic Developments - The launch of UiPath Maestro represents a significant strategic shift, combining AI, automation, and human oversight, which can reduce processing time by up to 75% and manual effort by 60% [4] - Complementary innovations like UiPath Data Fabric and IXP for semantic automation enhance the platform's capabilities [5] Market Position and Competitiveness - UiPath's growth has slowed compared to peers like Palantir, with its DBNR declining from 115% to 108% [3] - The company is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding PATH at the end of Q2, a slight increase from the previous quarter [7]

一、外围市场与关联资产 隔夜美股三大指数收盘涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨0.11%。 大型科技股表现分化，Meta、甲骨文涨超3%，英伟达涨超2%，特斯拉涨超1%，微软涨超0.6%，而英 特尔跌超7%，美光跌超3%，苹果、亚马逊跌超1%，谷歌、AMD跌超0.7%。 盘面上，Snowflake因营业利润率展望逊预期跌8.3%，自动化软件公司Uipath因Q3业绩全面超预期涨 7.5%，Dollar General上调全年业绩指引后涨5.6%。 此外，纳斯达克中国金龙指数收涨0.39%，成分股中万物新生涨8.96%，叮咚买菜涨6.56%，阿特斯涨 5.59%，蔚来涨4.38%，海天网络涨4.67%。 二、宏观经济与市场分析 美国白宫国家经济委员会主任哈塞特表示，可能会在下一次美联储会议上看到降息，幅度约为25个基 点。 这一表态或对全球流动性预期产生影响，需关注其对A股市场风险偏好的潜在传导。 三、大宗商品与汇率 国际大宗商品方面，WTI原油突破60美元/桶，日内涨1.79%； 纽约期金价格波动较大，先后突破4250美元/盎司（日内涨0.42%）和4240美元/盎司（日内跌0.0 ...

周四美股市场呈现分化态势，三大指数收盘涨跌不一，道指跌0.07%，纳指涨0.22%，标普500指数涨 0.11%。盘面上，科技股表现分化，Meta、甲骨文涨超3%，英伟达涨超2%，特斯拉涨超1%，而英特尔 跌超7%，美光跌超3%，苹果、亚马逊跌超1%，谷歌、AMD跌超0.7%。 当日开盘时，道指涨0.1%，标普500涨0.2%，纳指涨0.3%，但盘中波动显著，标普500指数曾转跌，纳 斯达克100指数跌0.2%，美国三大股指一度悉数下跌。 一、国际新闻 个股方面，Snowflake因营业利润率展望逊预期跌8.3%，自动化软件公司Uipath因Q3业绩全面超预期涨 7.5%，Dollar General上调全年业绩指引涨5.6%，老虎证券Q3营收及non-GAAP净利润创新高，盘前一度 涨9.2%。 Meta表现亮眼，其CEO扎克伯格计划对元宇宙相关业务削减最高30%的投入，盘前涨逾5%，消息人士 透露该部门明年预算削减幅度或达30%，可能最早于1月启动裁员。 纳斯达克中国金龙指数收盘涨0.39%，盘中一度涨超0.5%，万物新生涨8.96%，叮咚买菜涨6.56%，阿特 斯涨5.59%，蔚来涨4.38%，海天网络 ...

Core Insights - UiPath is a leading player in the Robotic Process Automation (RPA) market, known for its innovative automation solutions and strategic partnerships with tech giants like Microsoft, Amazon, and Salesforce [1][6] - The company focuses on end-to-end automation and enterprise-grade scalability, streamlining repetitive digital tasks to enhance organizational efficiency [3][6] - UiPath's stock has shown strong performance, rising by 29% over the past three months, despite a price target set at $17 by BMO Capital, indicating a potential downside of approximately -7.73% [2][6] Market Performance - As of the latest trading, UiPath's stock is priced at $18.44, reflecting a significant increase of 24.07% with a change of $3.58 [4][6] - The stock has experienced volatility, with a trading range between a low of $15.75 and a high of $18.52 on the current day, and a yearly range of $9.38 to $18.74 [4] - UiPath has a market capitalization of approximately $9.79 billion and trades at a lower forward price-to-earnings ratio compared to the broader industry [5] Investor Interest - The trading volume for UiPath is 72.23 million shares on the NYSE, indicating strong investor interest in the company's growth potential [5]

The agentic AI leader is seeing rising demand for its automation tools.Shares of UiPath (PATH +24.36%) popped on Thursday after the autonomous software provider reported solid third-quarter growth metrics. By the close of trading, UiPath's stock price was up more than 24%. AI agents are hereUiPath is a leader in agentic automation, which uses artificial intelligence (AI) to complete complex processes that require decision-making and adaptation. Surging interest in AI agents is thus playing right into UiPath ...

It was a relatively quiet day on Wall Street, but a few stocks made big moves.Thursday was a relatively quiet day on Wall Street, as investors seemed content to stay calm in the post-Thanksgiving lull before end-of-year activity begins in earnest. However, December didn't get off to a good start on Wall Street. The Nasdaq Composite (^IXIC +0.22%) and S&P 500 (^GSPC +0.11%) managed to make small gains on the day, but the Dow Jones Industrial Average (^DJI 0.07%) fell slightly. IndexDaily Percentage ChangeDai ...

You've been doing this for two decades. Automating processes. You're thinking about repetitive administers administration and the tasks you can take away from a human.How are you building an agency into that. Agents are very complementary to our automation engine. We specialized over the year in bringing rule based automations and agents is bringing something that is much more closer to human intelligence.We believe that the key aspect of bringing reliable AI to enterprises is to have a solid foundation of ...

Welcome back to NextGen Investing. It's now time to dive into under 30. And today we are talking a name with a huge move to the upside.That being UiPath, which is up almost 24% on the session. So joining us now is Sam Vatis, host for the Schwab network. And so Sam, what's driving all this upside.Because I did see now they're pacing for their largest percentage increase since December of 2023. So about two years, >> right, Jenny. This stock is on a tear today, as you say, up over 20% in the trading session.A ...

Core Insights - UiPath Inc. is a leading player in the robotic process automation (RPA) sector, providing software solutions for automating repetitive tasks [1] - The company reported strong financial performance in Q3 2026, with revenue and earnings per share exceeding market expectations [2][3] Financial Performance - Revenue for Q3 2026 reached $411 million, marking a 15.9% increase year-over-year and surpassing the Zacks Consensus Estimate of $392.62 million by 4.71% [2][5] - Earnings per share (EPS) improved to $0.16 from $0.11 in the previous year, exceeding the consensus estimate of $0.14 by 14.29% [3][5] Stock Performance - The stock price of UiPath (PATH) is currently $17.19, reflecting a 15.68% increase, or $2.33 rise [4][5] - Over the past year, PATH has experienced a high of $18.74 and a low of $9.38, indicating strong investor interest and confidence in the company's growth potential [4]