GE Aerospace (GE) is a leading global provider of jet engines, turboprop engines, and integrated systems for commercial, military, business, and general aviation aircraft. It powers popular planes like the Boeing (BA) 737 and Airbus A320 through partnerships such as CFM International with Safran, while dominating aftermarket services with a massive installed base of over 49,000 commercial engines. Founded in 1892 as part of General Electric, it became independent in April 2024 after GE's breakup and is h ...

Key Takeaways SoundHound to expand into retail with the upcoming debut launch of its AI-powered Sales Assist.SOUN targets telecom upsell gains as it leverages Polaris automatic speech recognition technology.SoundHound trades at a premium valuation amid strong AI competition with close market peers.SoundHound AI, Inc. (SOUN) has turned heads by announcing the launch of Sales Assist, a voice-powered AI agent for retail at the Mobile World Congress 2026. SOUN stock jumped 6.8% during yesterday’s trading hours ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Stocks to Buy and Hold For the Next 3 Years. On February 18, Palantir Technologies Inc. (NASDAQ:PLTR) announced its partnership with Rackspace Technology to accelerate enterprise deployment of Palantir’s Foundry platform and Artificial Intelligence Platform. ​Management noted that this strategic collaboration is aimed at faster production of AI-ready use cases, particularly for industries that are highly regulated and need data sovereignty and c ...

Geopolitical risks are a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s con ...

智通财经APP获悉，周三，美股AI应用软件股表现活跃，截至发稿，Figma Inc(FIG.US)涨超10%， Applovin(APP.US)涨超8%，Shopify(SHOP.US)涨超3%，SoundHound AI(SOUN.US)涨超3%， Snowflake(SNOW.US)涨超3.5%，Palantir(PLTR.US)涨超4.6%。 ...

北京时间2月25日晚，美股周三早盘走高科技股领涨。纳指上涨1.2%。受英伟达和甲骨文股价上涨支 撑，主要股指延续了前一交易日的涨势。市场关注英伟达、赛富时及Snowflake等公司即将公布的财 报。 道指涨120.13点，涨幅为0.24%，报49294.63点；纳指涨272.05点，涨幅为1.19%，报23135.74点；标普 500指数涨41.46点，涨幅为0.60%，报6931.53点。 英伟达、赛富时和Snowflake等将于周三收盘后公布业绩。当前投资者正在重新评估高企的科技股估 值，并对超大规模企业高额的人工智能资本支出产生疑虑。 英伟达近月表现逊于芯片行业的同类企业，这一趋势与纳斯达克100指数自去年10月底以来未能再创新 高、以及资金从科技股撤出的轮动现象相吻合。 为重振股价表现，英伟达至少需要超越此前的展望，并设定高于华尔街当前预估的新目标。尽管该公司 屡次做到了这一点，但市场对人工智能支出浪潮不可持续的担忧日益加剧。 瑞银全球股票首席投资官Ulrike Hoffmann-Burchardi在报告中表示："未来几日市场信心能否持续，部分 取决于英伟达的业绩。随着超大规模企业近期宣布进一步增加资 ...

Industry Overview - The Internet Software and Services sector is experiencing growth due to increased IT spending on solutions that support hybrid operating environments and the high penetration of mobile devices among users [1][2] Investment Outlook - The Internet Software industry is ranked in the top 37% of the Zacks Industry Rank, indicating an expectation to outperform the market in the next three to six months [2] AI-Focused Stocks - Five AI-focused stocks are recommended for strong potential by 2026: Palantir Technologies Inc. (PLTR), HubSpot Inc. (HUBS), MongoDB Inc. (MDB), Calix Inc. (CALX), and Fastly Inc. (FSLY). Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [3] Palantir Technologies Inc. (PLTR) - PLTR's core customer base includes large government and corporate clients seeking tailored AI/ML services, with a comprehensive AI strategy that integrates its Foundry and Gotham platforms [6][8] - PLTR's AIP enables organizations to process large datasets for real-time insights, particularly in sectors like defense, healthcare, and finance [7] - The company has an expected revenue growth rate of 61.3% and earnings growth rate of 78.7% for the current year, with a 28.8% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [11] HubSpot Inc. (HUBS) - HUBS is experiencing growth through multi-hub adoption and pricing optimization, with significant opportunities for cross-selling products [12][13] - The company has integrated AI across its product suites, enhancing customer value without additional costs, and expects a revenue growth rate of 17.9% and earnings growth rate of 26.7% for the current year [14] MongoDB Inc. (MDB) - MDB has expanded its Atlas platform into analytics, focusing on developer-friendly interfaces and distributed architectures, targeting agile development and modern workloads [15] - The company has an expected revenue growth rate of 17.8% and earnings growth rate of 17.2% for the current year, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [18] Calix Inc. (CALX) - CALX provides cloud and software platforms for communications service providers, integrating AI to enhance operations and subscriber engagement [19][20] - The company has an expected revenue growth rate of 15.6% and earnings growth rate of 41.5% for the current year, with a 5% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [21] Fastly Inc. (FSLY) - FSLY offers infrastructure software for cloud computing and security, operating on a unique platform that allows custom code execution at the edge of the internet [22] - The company has an expected revenue growth rate of 14% and earnings growth rate of over 100% for the current year, with a 73.3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [23]

来源：环球市场播报 软件板块延续前一日涨势，iShares拓展技术与软件板块ETF（IGV）上涨约2%。该基金周三盘前微涨。 Palantir Technologies和微软等个股走高。但Workday因发布疲软营收预测大跌9%。 周二主要股指普遍上涨，因市场对人工智能颠覆多个行业的担忧有所缓解。 北京时间2月25日晚，美股周三高开。受英伟达和甲骨文股价上涨支撑，主要股指延续了前一交易日的 涨势。市场关注英伟达、赛富时及Snowflake等公司即将公布的财报。 英伟达、赛富时和Snowflake等将于周三收盘后公布业绩。当前投资者正在重新评估高企的科技股估 值，并对超大规模企业高额的人工智能资本支出产生疑虑。 英伟达近月表现逊于芯片行业的同类企业，这一趋势与纳斯达克100指数自去年10月底以来未能再创新 高、以及资金从科技股撤出的轮动现象相吻合。 为重振股价表现，英伟达至少需要超越此前的展望，并设定高于华尔街当前预估的新目标。尽管该公司 屡次做到了这一点，但市场对人工智能支出浪潮不可持续的担忧日益加剧。 瑞银全球股票首席投资官Ulrike Hoffmann-Burchardi在报告中表示："未来几日市场信心能 ...

Quick Read Michael Burry reported $912M in puts against Palantir (PLTR) and liquidated Scion Asset Management like in 2008. Burry’s analysis values Palantir at $46 compared to its current $130 price by treating it as consulting not SaaS. Palantir trades at 98x forward earnings versus 19x for average software stocks and 30-40x for hypergrowth stocks. Nvidia made early investors rich, but there is a new class of 'Next Nvidia Stocks' that could be even better; learn more here. Palantir (NASDAQ:PLTR) ...

印度庞大的在线人口为成长中的AI公司提供了重大机遇，这给了莫迪谈判筹码。该国约有14亿人拥有 政府颁发的数字身份。超过7亿人拥有数字健康账户，约5亿人使用国家数字支付系统。约8亿人加入了 Facebook和WhatsApp，这让Meta在分发其生成式AI产品方面占据优势。前英国首相里希·苏纳克（现在 为Anthropic和微软工作）对这种"非凡"的数字公共基础设施表示热情，将其描述为"可以开发向10亿人 分发产品的轨道"。 本周，科技行业在两个相距13小时30分钟时差的地方展现出强大的影响力推进。第一个是科技公司眼中 的下一个重要市场，第二个则是它们的大本营。 印度寻求成为全球第三大AI强国 印度正努力将自己定位为仅次于美国和中国的世界第三大AI强国。在上周的印度AI影响力峰会上，这 一雄心得到了充分展现。印度总理纳伦德拉·莫迪在德里举行的会议上对这项技术表达了巨大热情，将 其比作"从石头中击出的第一束火花"。 在峰会上，莫迪阐述了他对印度AI发展的愿景，认为世界不应该让美国和中国主导AI竞赛，印度不应 该接受美中在这一领域的霸权地位。 "我们必须防止AI垄断。许多国家将AI视为战略资产，因此会秘密开发，并谨 ...