INNOVATION WAVE HAS SOMETHING LIKE IT. >> YOU'RE SAYING IT'S AN AI. >> WELL, I DON'T I DON'T SEE WHAT IS THE WHAT IS THE ALTERNATIVE.>> THERE IS NO ALTERNATIVE. THAT'S THE DEFENSE. >> IF YOU'RE IN THE BUSINESS, YOU'RE IN THE BUSINESS.>> YEAH. >> CAN WE TALK ABOUT SOFTWARE WHICH IS TRYING TO MAKE A BIT OF A TURN TODAY. SOME, YOU KNOW, LOOKING AT THE PRICE ACTION AND SOME OF THOSE NAMES AND SAYING, WELL, MAYBE WE'RE TRYING TO PUT A BOTTOM IN.IF YOU LOOK AT SALESFORCE WAS DOWN, LET'S LOOK AT SALESFORCE BECAUSE ...

C3.ai (AI) shares crashed more than 20% on Thursday morning after the enterprise software firm posted a disappointing Q4, offered equally poor guidance, and announced mass layoffs. And while these job cuts signal new CEO Stephen Ehikian’s commitment to “turning the business around,” there are significant headwinds that warrant keeping on the sidelines in this NYSE-listed firm, Citizens’ senior analyst Patrick Walravens told clients in a research note today. Following the post-earnings slump, C3.ai stock ...

Let's turn to the moves in a few high-profile software names. Salesforce and Snowflake out with their results. Sema Modi with us now and has more on the readthrough.Sema, a nice bounce here with these two software names. I think for Salesforce, the big focus is on Agent Force, that AI pl agent platform that continues to gain momentum as we saw in this quarter with annual reoccurring revenue jumping to $800 million from 540 in the previous quarter. And over 60% of new bookings are coming from existing custom ...

Midday trading on Thursday, February 26th, 2026, presents a complex picture of a market grappling with the "sell-the-news" phenomenon. Despite a massive earnings beat from the world’s most influential semiconductor company, the broader technology sector is struggling to maintain momentum, leading to a sharp divergence between the major indexes. While blue-chip industrials are finding support, the high-growth engines of the Nasdaq are facing significant headwinds as investors recalibrate their expectations f ...

Company Overview - Snowflake Inc. (NYSE:SNOW) provides a cloud platform that enables organizations to consolidate their data for analysis, application development, information sharing, and AI-driven business solutions [2]. Market Sentiment - Jim Cramer highlighted Snowflake as a stock to watch, indicating that it may become too cheap to ignore as earnings reports from major enterprise software companies are released [1]. - Cramer expressed surprise at the negative market reaction to Snowflake's recent quarterly performance, suggesting that the quarter was not as bad as perceived and reaffirmed confidence in the company's CEO, Sridhar Ramaswamy, labeling the stock as a buy [2]. Investment Considerations - While Snowflake is recognized for its potential as an investment, there are opinions suggesting that other AI stocks may present greater upside potential with less downside risk [3].

Group 1 - Snowflake reported fourth quarter earnings and revenue that slightly exceeded Wall Street expectations, driven by strong growth in acquiring large customers [1] - The company's product revenue guidance for fiscal 2027, starting in the April quarter, was slightly above analyst views [1] - Snowflake's stock showed a reversal upward following the earnings report, indicating positive market reaction [1] Group 2 - The broader market context includes rising Dow futures and strong performance from Nvidia, which is also influencing investor sentiment towards software stocks [1] - Snowflake's relative strength rating was upgraded to 81, reflecting improved market leadership despite challenges faced by the software sector [1] - Other software companies, such as Datadog, also reported earnings that topped expectations, contributing to a rally in software stocks [1]

Snowflake公司预计2027财年产品收入高于预期，其股价上涨3.7%。 来源：滚动播报 ...

在英伟达最新的销售指引未能令投资者满意、以及在美伊即将展开高风险核谈判之际交易员纷纷降低仓 位的背景下，周四全球股市涨势开始停滞。 截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 市场恐低估美伊会谈 投资者还将聚焦在日内于日内瓦举行的美伊会谈。布伦特原油突破每桶71美元，接近自7月以来的最高 水平，因为美国准备在日内瓦审查伊朗最新提案，以推动达成协议。美国总统唐纳德·特朗普此前给德 黑兰设定了3月1日至6日的达成协议期限，并威胁若对方未能遵守，将采取军事打击。 杰富瑞欧洲首席策略师Mohit Kumar写道："市场对短期风险过于掉以轻心。不能排除有限打击以及短期 紧张升级的可能性。我们在周末前降低了风险敞口。我们的中期观点仍然看多。" 欧洲股市企稳，市场消化密集的财报信息。泛欧STOXX 600指数基本持平，报633.34点，徘徊在纪录高 位附近。劳斯莱斯股价跳升至历史新高；而Syensqo SA因业绩不及预期而大跌。 德国DAX跌0.2%，医疗保健板块走弱，拜耳跌2.1%。意大利富时MIB在公用事业股上涨与金融股下跌 相互抵消下基本持平。西班牙IBEX跌0.3%，公用 ...

1. 2月26日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 | ■ US 30 | 49,540.40 | 49,541.20 | 49,360.00 | +58.10 | +0.12% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,952.00 | 6,958.00 | 6,930.80 | +5.90 | +0.08% | | ■ US Tech 100 | 25,333.90 | 25,369.80 | 25,218.70 | +4.90 | +0.02% | 2. 截至发稿，德国DAX指数涨0.46%，英国富时100指数涨0.19%，法国CAC40指数涨0.92%，欧洲斯托克50指数涨0.37%。 伊美第三轮谈判暂停，将于晚些时候恢复。据伊朗媒体以及阿曼方面确认，伊美在瑞士日内瓦举行的新一轮间接谈判暂停，计划于当天 晚些时候继续进行。阿曼方面表示，今日在日内瓦交换了富有创意且积极的方案，希望美伊谈判能取得更多进展。据报道，一辆据信载 有美国外交官的车队已离 ...

Dow Jones Futures Rise; Nvidia Climbs In Buy Zone After Strong Earnings, Guidance | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Dow Jones futures rose slightly early Thursday, along with S&P 500 futures. Nasdaq futures were little changed. Nvidia (NVDA) climbed slightly after the AI giant reported accelerating earnings growth and bullish guidance. FTAI Aviation (FTAI), Salesforce.com (CRM), Snowflake (SNOW) and Sterling Construction (STRL) were among the many notable ...