作者：Kevin McLaughlin、Aaron Holmes、Nick Wingfield AI 智能体将如何冲击软件行业，这一不确定性正在让投资者对行业未来产生疑虑。某软件高管近期的 表态，揭示了企业在应对外部 AI 智能体疯狂攫取数据时，可能采取的一种应对方式。 本月早些时候，在软件公司 HubSpot 的投资者电话会议上，一位华尔街分析师向 CEO Yamini Rangan 提出了一个几乎所有密切关注软件行业的人都在思考的问题： 如果客户使用 AI 智能体，从 HubSpot 的客户管理软件中提取数据，并用其他厂商的 AI 进行分析， HubSpot 打算如何应对？ "我们会监控、计量，并将其商业化变现。" Rangan 回应道。"我们的平台…… 在设计上是开放的，但我们不是供所有人随意提取信息的免费数据管 道。" Rangan 的表态，暗示了软件高管们为抵御外部智能体掠夺数据可能采取的策略。这意味着其公司可能 围绕客户数据设立收费关卡，与过去大多数软件公司允许应用间数据自由流通的模式形成鲜明反差。 在其他案例中，软件高管们也越来越多地强调：允许智能体访问敏感企业数据和应用，会带来安全风 险。 一 ...

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Is the Great Software Stock Slump of 2026 finally over? IT specialist Atlassian (NASDAQ: TEAM) stock has been on a pronounced downturn, losing 73% of its value over the last 52 weeks. This morning, however, shares of Atlassian bounced back brightly, surging 4.1% through 12:05 p.m. ET. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » You ...

In this piece, we discuss the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts.The topic is relevant in today’s macro backdrop, where investors are grappling with several challenges in 2026, including persistent inflation, volatile monetary policy, and the impact of ongoing advances in artificial intelligence (AI).JPMorgan’s 2026 outlook report (December 9, 2025) had highlighted that investors are facing multiple risks. The firm projected a 35% probability of a U.S. and global ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.The YTD damage in the current SaaSpocalypse has been brutal, with Atlassian Corporation (NASDAQ: TEAM ) likely being hit the hardest, with its stock down 53% YTD, despite the company reporting accelerating revenue growth in itsAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strate ...

Core Insights - Atlassian Corporation (NASDAQ:TEAM) is recognized as a promising investment opportunity, particularly with the recent appointment of James Chuong as CFO [1][7]. Management Changes - James Chuong will take over as CFO on March 30, replacing Joe Binz, who is retiring to focus on personal matters [2]. - Chuong brings a decade of experience as LinkedIn's finance chief and has a background in investment banking with firms like J.P. Morgan, Citigroup, and Bank of America Securities [2]. Financial Leadership - Chuong will lead the finance and legal teams at Atlassian, which is crucial given the company's annual revenue exceeding $4 billion [3]. Product Offerings - Atlassian provides a range of collaboration, project management, and IT service tools, including Jira, Confluence, Trello, and Loom, through a subscription-based model [4]. - The company offers solutions for project management, document sharing, video communication, service management, and Chat & Agent capabilities [4].

Core Insights - The individual has extensive experience in investment research, having worked in various roles across different investment firms in Toronto for nearly a decade [1] - The journey began in sell-side research at a Canadian bank, followed by positions in a hedge fund, a family office, and wealth management [1] - Achieving CFA and CAIA designations by the age of 25 was a significant milestone in the individual's career [1] Lifestyle Changes - The individual has transitioned to living in a yurt in the boreal forest, approximately 100 kilometers from the nearest paved road or grocery store [1] - This lifestyle choice reflects a desire for freedom and connection with nature, as the individual enjoys a self-sufficient life surrounded by wildlife [1] - The individual expresses gratitude for life experiences and the lessons learned throughout their journey [1]

Core Viewpoint - Atlassian Corporation (NASDAQ:TEAM) is identified as one of the oversold software stocks with significant upside potential despite current market pressures on SaaS companies [1][3]. Group 1: Analyst Ratings and Price Targets - Wells Fargo analyst Ryan MacWilliams reaffirmed an Overweight rating for Atlassian, lowering the price target from $216 to $155, indicating an adjusted upside potential of nearly 84% [1]. - Oppenheimer analyst Ittai Kidron also lowered the price target for Atlassian from $275 to $150 while maintaining an Outperform rating, suggesting a potential upside of approximately 78% [4]. Group 2: Financial Performance - Atlassian's recent quarterly results were solid, with a minor beat in second-quarter cloud revenue, although the guidance for Q3 cloud revenue was softer [3]. - Kidron noted that the company's second-quarter results exceeded expectations across all metrics, supporting its long-term growth targets despite near-term challenges [5]. Group 3: Company Overview - Atlassian provides collaboration, project management, and IT service tools through a subscription-based model, with offerings including Jira, Confluence, Trello, and Loom [6]. - The company covers a wide range of solutions such as project management, document sharing, video communication tools, service management, and Chat & Agent capabilities [6].

Core Insights - Amazon is set to surpass Walmart as the top revenue-generating company, reporting $716.9 billion in fiscal-year revenue for 2025 compared to Walmart's $713.2 billion, marking a significant shift in the retail landscape [1][2] Group 1: Revenue and Growth - Amazon's revenue growth rate is approximately three times that of Walmart's in recent years, reflecting a transformation in the definition of a "retailer" in the context of cloud computing and AI [2] - Walmart's e-commerce sales reached a record $150 billion for the first time, with U.S. e-commerce accounting for 23% of fourth-quarter sales, a 27% year-over-year increase [4] Group 2: Strategic Developments - Both companies are increasingly resembling each other in their strategies, with Walmart focusing on e-commerce, data, automation, and advertising, while Amazon invests in physical infrastructure and everyday essentials [3] - Walmart is enhancing its operations through AI, with initiatives like automated distribution centers and partnerships with OpenAI and Google to improve delivery costs and customer experience [5][6] Group 3: Technological Integration - Walmart's generative AI-powered shopping assistant, Sparky, has been adopted by roughly half of app users, leading to a 35% higher average order value for those who engage with it [6] - The company's recent move to the Nasdaq and inclusion in the Nasdaq-100 indicates a desire to be benchmarked alongside tech leaders like Amazon rather than traditional retailers [7]

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Scott Bomar | Yeti Drinkware and cooler maker Yeti named Scott Bomar as chief financial officer, senior vice president and treasurer, effective Feb. 23. Bomar joins the company from home improvement retailer Home Depot, where he has been SVP of finance since rejoining the company in October 2022. He spent over 16 years at Home Depot in leadership roles — including running its ...