华尔街因担心AI带来颠覆性冲击而持续抛售软件股，但非专业投资者却在逆势扫货。 摩根大通汇编的数据显示，遭到重挫的软件板块中，散户交易活跃度正逼近历史高位，尽管标普综合 1500软件与服务子指数自年初以来已下跌近20%。 摩根大通策略师阿伦·贾因（Arun Jain）表示，尽管"市场部分领域持续出现裂痕"，散户投资者仍然"对 软件板块形成支撑"。 微软(MSFT.O)无论是在上周还是年初至今，都是散户投资者最青睐的标的。其他吸引散户兴趣的公司 还包括ServiceNow(NOW.N)和AppLovin(APP.O)。 这些散户的买入行为常被用"YOLO"（你只活一次）这一缩写来形容，这一次发生在软件股因一系列新 AI产品发布而承压之际。华尔街担心这些AI产品可能取代Salesforce(CRM.N)、Adobe(ADBE.O)等公司 的服务。 AI相关的担忧同样似乎并未吓退普通散户，他们在每一轮下跌中持续进场买入。根据VandaTrack Research的数据，周四，英伟达(NVDA.O)收跌5.5%，是自2025年4月以来表现最差的一天，却吸引了创 纪录比例的散户逢低买入。 博通(AVGO.O)、iShar ...

Core Viewpoint - Tempus AI achieved positive adjusted EBITDA for the first time in Q3 at $1.5 million, with Q4 revenue reaching $367 million, an 83% year-over-year increase. Despite beating revenue consensus, shares declined 22% since January due to widening net losses [1]. Financial Performance - Q4 revenue was pre-announced at $367 million, reflecting an 83% year-over-year growth, with diagnostics revenue at $266 million, up 121% year-over-year [1]. - Data and Applications segment contributed $100 million, a 25% increase, while the Insights segment grew by 68% [1]. - Total contract value exceeded $1.1 billion, and net revenue retention was 126%, indicating strong customer base expansion [1]. Profitability and Guidance - Q3 net loss widened to $80 million from $75.8 million a year earlier, despite higher revenue [1]. - Management guided for slightly positive adjusted EBITDA for the full year, absorbing integration costs from the Paige acquisition [1]. - 2026 guidance is crucial, with expectations for the foundation model to produce its first versions in Q1 2026 and ongoing MRD reimbursement progress [1]. Market Reaction and Stock Performance - Tempus shares have underperformed, down approximately 22% since the preliminary filing, despite strong revenue growth and achieving a key profitability milestone [1]. - Analyst consensus includes 7 Buy ratings and 7 Hold ratings, with an average price target of $86.71, suggesting potential upside if execution remains strong [1].

World shares were mixed Tuesday after U.S. stocks slumped on heavy selling of shares in companies that could be losers in the artificial-intelligence boom.A report by Citrini Research, a New York-based financial services company, that outlined a future scenario in which AI's dominance caused the “human-centric consumer economy,” to wither away with dire consequences for employment, was the latest hit to confidence for companies that might be displaced by fast expanding use of the technology.“Policy response ...

软件板块再度暴跌，AppLovin大跌超8%，DoorDash $DASH 跌超7%，Palantir、CrowdStrike跌超5%，赛富 时、现在服务跌超4%， 免责声明：华盛独家资讯引用之数据或资料可能得自第三方，华盛通将尽可能确认资料来源之可靠性，但 并不对第三方所提供数据或资料之准确性负责，也不构成任何证券、金融产品或工具要约、招揽、建议、 意见或任何保证。证券价格有时会大幅波动，价格可升亦可跌，更可变得毫无价值，敬请投资者注意风 险。在使用本文件及任何内容时必须注明稿件来源于华盛通，华盛通所属深圳市时代华盛网络科技有限公 司将保留所有法律权益。 | | | | | 男生感通 | | | | | - x = = = | | × | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | (4 APP 分时 五日 日K 周K 月K 1分 5分 15分 ▼ | | | | 1 3 4 | | APP AppLovin $ 10 26h | | | | | 时 均线 | | | | | | 全部显示 ▼ ...

Core Viewpoint - The U.S. Securities and Exchange Commission (SEC) is actively investigating AppLovin regarding allegations of violating service agreements with platform partners to enhance targeted advertising efforts [1]. Investigation Details - The SEC's investigation is ongoing and was initially reported in October, stemming from a whistleblower complaint and multiple short-seller reports [1]. - The SEC has not disclosed specific details about the investigation's subject or scope, nor has it accused AppLovin or its officials of any wrongdoing [1]. - The SEC declined to release documents related to the investigation, citing concerns that doing so could harm the ongoing enforcement actions [1]. Implications of the Investigation - The SEC indicated that releasing correspondence related to the investigation could lead to potential evidence fabrication, witness testimony influence, or document alteration [1]. - The investigation's continuation suggests potential risks for AppLovin, particularly in terms of regulatory scrutiny and market perception [1].

JPMorgan taps CHIPS, defense officials for $1.5 trillion security initiative push, memo says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]JPMorgan Chase logo is seen in this illustration taken January 22, 2026. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[JPMorgan Chase & Co]FollowFeb 20 (Reuters) - JPMorgan Chase [(JPM.N), opens new tab] has appointed a group of senior leaders to advance ...

Economic Indicators - US stock index futures experienced a slight decline ahead of key economic data releases and a potential Supreme Court ruling on Trump's tariff policies [2][12] - The upcoming US Q4 GDP report is expected to show a growth of 2.5%, down from a previous 4.4% in Q3 [3][12] - The PCE price index is anticipated to rise by 2.8% year-over-year, with the core PCE expected to increase by 3% [3][12] - There is a division among Federal Reserve policymakers regarding concerns over the labor market and inflation, with inflation rates still above the Fed's 2% target [3][12] Market Reactions - The market is currently stagnant, awaiting catalysts such as the Supreme Court ruling and Nvidia's upcoming earnings report, which may induce volatility [4][13] - The S&P 500 index has remained flat year-to-date, while the Nasdaq index has seen a decline, indicating sector rotation and broadening market participation [4][13] Corporate Earnings and Performance - Grail's stock plummeted by 47% after its drug trial failed to meet primary endpoints [16] - Opendoor Technologies' stock surged by 19% following a Q4 revenue of $736 million, exceeding market expectations of $549 million [16] - Akamai Technologies' stock fell approximately 10% due to Q1 earnings guidance that did not meet expectations [16] - Comfort Systems reported a Q4 EPS of $9.37, surpassing expectations of $6.75, with revenue of $2.65 billion, significantly above the forecast of $2.34 billion [18] Tariff Impact on Businesses - JPMorgan's report indicates that US mid-sized businesses have been severely impacted by tariffs, with monthly tariff expenditures tripling since early 2025 [15] - Tariff expenditures account for about 10% of international spending for all mid-sized US businesses, rising to approximately 15% for those paying tariffs [15] - Research shows that US businesses and consumers bear 96% of the tariff costs, with 43% of these costs passed on to consumer prices [15][7] Commodity Prices - Goldman Sachs forecasts that gold prices will gradually rise to $5,400 per ounce by the end of 2026, driven by central bank demand and increased private investment [5][14]

AppLovin美股盘后涨6.6%。 来源：滚动播报 ...

AppLovin is preparing to build a social networking platform after the mobile advertising company’s failed bid to buy TikTok’s assets outside of China last year https://t.co/DJz4ZPDd89 ...

Group 1 - Major stock indices are experiencing declines, with Dow futures down 0.10%, S&P 500 futures down 0.27%, and Nasdaq futures down 0.59% [1] - Gold mining stocks are trading lower ahead of the market opening, with Harmony Gold down 4.2%, Newmont down 3%, Sibanye Stillwater down 5.8%, and Barrick Gold down 2.4% [1] - AI application stocks are also down, with SAP SE falling nearly 3%, AppLovin down over 2%, and Palantir and Snowflake both down over 1% [1] - Chinese concept stocks are seeing gains before the market opens, with Alibaba up 0.80%, Pinduoduo up 0.53%, NetEase up 0.19%, Baidu up 1.45%, and JD.com up 0.29% [1] - Spot gold briefly fell below $4900, trading down 1.40% at $4922.2 per ounce, while spot silver dropped over 4%, down 2.32% at $74.6 per ounce [1] Group 2 - SpaceX and its subsidiary xAI are reportedly participating in a highly classified Pentagon bidding process aimed at developing voice-controlled autonomous drone swarm technology [2] - Elon Musk announced that the Cybercab, which will not have pedals or a steering wheel, is set to begin production in April [2] - Apple has announced a significant upgrade for Apple Podcasts, introducing video podcast functionality this spring to enhance its presence in the video podcasting space [2] - Danaher is nearing a deal to acquire medical technology company Masimo for approximately $10 billion [2]