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 ...

GE 航空航天国防与系统客户支持及保障总经理 Asha Belarski 在一份声明中表示："这份合同直接支持 了 J85 发动机及美国空军主要教练机队就绪率的提升。通过整合整个企业的业务数据，并应用人工智能 更早地预测需求和识别限制，我们正在帮助空军保持更多飞机的可用性，确保飞行员获得执行任务所需 的训练。" 智通财经APP获悉，GE航空航天(GE.US)选择与Palantir科技(PLTR.US)合作，参与一项新的美国国防合 同，旨在提高美国空军 T-38 教练机机队的就绪率。这标志着 J85 发动机首次签署数字化的"TrueChoice Defense"协议。 这家喷气发动机制造商表示，它已获得美国国防后勤局(DLA)授予的合同，旨在改善 J85 发动机的维护 保障。J85 发动机是美国空军主要教练机的动力来源。根据这份初步为期七个月的协议(其中包含一个为 期四年五个月的可选延长期)，GE 将提供机队管理和供应优化能力，以支持空军的训练任务。 该计划利用人工智能和先进的数据分析技术，整合来自美国空军、国防后勤局和 GE 的信息。该平台旨 在预测零部件需求、识别新兴的供应链瓶颈，并为用户提供全面的运营视图 ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of Goldman Sachs’s top growth stock picks. On February 18, Palantir Technologies Inc. (NASDAQ:PLTR) named Rackspace Technology its dedicated data migration and global implementation partner for its two flagship platforms, Foundry and Artificial Intelligence Platform, or AIP. Foundry facilitates enterprise data integration and analytics, and AIP operationalizes AI in real-world business decisions. Palantir (PLTR) Balances Growth Deals with Investor Doubts Ac ...

Palantir (PLTR) is having the kind of year that most data analytics companies can only dream about. The AI-focused company's financial statistics are incredibly strong, strapped, in effect, to a rocket ship. Still, headlines find a way to complicate the trade. Shares have recently changed hands for about $131, which is down approximately 3% from the prior close, according to the latest market print. It's a stark reminder that even after a massive multi-year run, PLTR can swing violently, depending on the c ...

Up 4x and Corsair May Be the Biggest Beneficiary[David Beren | 9 minutes ago One of the biggest names in PC gaming, Corsair Gaming (NASDAQ:CRSR) sits around $5.40 as of February 23, down 20%…]## Why Nebius Group Is Drawing Both Bulls and Bears After Earnings[David Beren | Feb 14, 2026 at 8:02 AM EST Shares of Nebius Group (NASDAQ:NBIS) surged 14% in the past week, rebounding from a sharp 20% decline. Despite volatility, retail…]## Morgan Stanley Pounds the Table: Microsoft is the Most Under-Owned Stock[Eric ...

On February 6, 2026, Keystone Financial Group disclosed a fourth-quarter purchase of 269,496 shares of VictoryShares Free Cash Flow ETF (NASDAQ:VFLO), an estimated $10.34 million trade based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated February 6, 2026, Keystone Financial Group purchased an additional 269,496 shares of VictoryShares Free Cash Flow ETF (NASDAQ:VFLO) in the fourth quarter. The estimated transaction value was $10.34 mill ...

One of the most polarizing stocks that's emerged out of the artificial intelligence (AI) revolution is data analytics darling Palantir Technologies (NASDAQ: PLTR). If you invested just a modest sum of $1,000 in Palantir on the same day that OpenAI commercially launched ChatGPT, you'd have nearly $17,400 today. To say returns of this magnitude are abnormal would be an understatement. Palantir has ushered in a new wave of AI millionaires over the last three years. And in doing so, many who were late to the ...

Core Insights - BigBear.ai Holdings, Inc. (BBAI) is set to report its fourth-quarter 2025 results on March 2, 2026, with a focus on execution in national security and border security markets, the impact of recent capital raises, and the Ask Sage acquisition [1] Financial Performance - In the third quarter of 2025, BigBear.ai experienced a 20% year-over-year revenue decline to $33.1 million, although this figure exceeded the Zacks Consensus Estimate by 6.5%. The gross margin decreased to 22.4% from 25.9% year-over-year, and non-GAAP adjusted EBITDA turned negative at $9.4 million compared to a positive $0.9 million a year ago. The adjusted loss per share was 7 cents, wider than the consensus estimate of a 6-cent loss [2][3] - The Zacks Consensus Estimate for the fourth-quarter loss remains at 5 cents, indicating a wider loss compared to the 4-cent loss reported a year ago. Revenue estimates for the fourth quarter are pegged at $32.4 million, suggesting a 26% year-over-year decrease [4][10] Acquisition Impact - The acquisition of Ask Sage for $250 million, closed on December 31, 2025, is expected to enhance BigBear.ai's capabilities in secure generative AI, with anticipated annual recurring revenues of approximately $25 million in 2025. Initial transaction-related costs and integration activities may impact the fourth-quarter results [11][9] Market Dynamics - Government spending dynamics, including disruptions from a federal government shutdown, may have affected revenue recognition and operating leverage. However, anticipated opportunities in border security and defense spending are expected to materialize into contracts next year [12][14] Future Outlook - For 2026, BigBear.ai is projected to achieve a 30.2% revenue increase year-over-year, with a narrower expected loss of 25 cents per share compared to a 93-cent loss per share in 2025. The fourth-quarter results will be critical in assessing the company's ability to meet its annual revenue targets [5][14] Competitive Landscape - BigBear.ai faces competition from companies like Palantir Technologies, C3.ai, and Booz Allen Hamilton, which have established strong positions in national security and government-focused AI markets. Palantir's deep relationships within the U.S. defense community provide it with an advantage in securing large federal contracts [24][25][26] Stock Performance - BigBear.ai's stock has declined by 30% over the past six months, underperforming compared to the Zacks Computers - IT Services industry and the S&P 500 index. The stock is currently trading at a discount to its industry based on the forward 12-month price/sales ratio [17][20] Strategic Positioning - Despite near-term pressures related to contract timing and margin softness, BigBear.ai's strengthened balance sheet and $376 million backlog provide improved visibility and financial flexibility. The integration of Ask Sage is expected to enhance the company's offerings in secure generative AI, positioning it for growth in 2026 [29][13]

Equities have a history of poor performance in midterm election years. Additionally, single-party control of both houses of Congress and the Presidency has historically correlated with worse overall market returns . For example, in years in which Republicans had fullMy name is David B McMillan and I am an investor interested in fundamental valuation. My philosophy is fundamental investing - I seek to identify underpriced securities relative to their potential future cash flows. I also use tactical allocatio ...

Palantir Technologies, Inc. (PLTR) stock may be forming a bottom here. Its underlying value is much higher. As a result, it makes sense to sell short out-of-the-money (OTM) puts in PLTR with one-month expiry and use the proceeds to buy 6-month in-the-money (ITM) PLTR calls. PLTR is now down to $128.71 in midday trading on Feb. 24. It's down over $65 from $194.17 on Dec. 24, 2025, a 33% drop in 2 months. That provides a huge opportunity for value buyers. More News from Barchart PLTR stock - last 6 months ...