转自：InfoQ ，编译 | Tina 过去几十年，软件工程有一个稳定不变的前提：系统的行为写在代码里。工程师读代码，就能推断系 统在大多数场景下会怎么运行；测试、调试、上线，也都围绕"确定性"展开。但 Agent 的出现正在动 摇这个前提：在 Agent 应用里，决定行为的不再只是代码，还有模型本身——一个在代码之外运 行、带着非确定性的黑箱。你无法只靠读代码理解它，只能让它跑起来、看它在真实输入下做了什 么，才知道系统"到底在干什么"。 在播客中，LangChain 创始人 Harrison Chase 还把最近一波"能连续跑起来"的编程 Agent、Deep Research 等现象视为拐点，并判断这类"长任务 Agent"的落地会在 2025 年末到 2026 年进一步加 速。 这也把问题推到了台前：2026 被很多人视为"长任务 Agent 元年"，现有的软件公司还能不能熬过 去？就像当年从 on-prem 走向云，并不是所有软件公司都成功转型一样，工程范式一旦变化，就会 重新筛选参与者。长任务 Agent 更像"数字员工"——它不是多回合聊天那么简单，而是能在更长时间 里持续执行、反复试错、不断自 ...

Core Viewpoint - A class action securities lawsuit has been filed against Klarna Group plc, alleging that the company and its executives failed to disclose material information in the registration statement related to its September 2025 IPO, which has adversely affected investors [1][2]. Group 1: Lawsuit Details - The lawsuit claims that Klarna materially understated the risk of an increase in loss reserves shortly after the IPO, which was known or should have been known given the risk profile of individuals taking out buy now, pay later loans [2]. - The public statements made by Klarna were alleged to be materially false and misleading, leading to investor damages when the true information became public [2]. Group 2: Legal Process - Investors in Klarna who suffered losses during the relevant time frame have until February 20, 2026, to request to be appointed as lead plaintiff, although serving as lead plaintiff is not a requirement for recovery [3]. Group 3: Law Firm Background - Kahn Swick & Foti, LLC, the law firm handling the case, is recognized as one of the top boutique securities litigation firms in the U.S., having been ranked among the top 10 firms nationally based on total settlement value [3].

NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Klarna Group plc (NYSE: KLAR) pursuant and/or traceable to the registration statement and related prospectus (collectively, the “Registration Statement”) issued in connection with Klarna’s September 2025 initial public offering (the “IPO”), of the important February 20, 2026 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you pur ...

There’s no doubt about it: big U.S. banks enjoyed a banner year in 2025, with the six largest financial institutions up an average 42% last year, mostly thanks to continued high interest rates, robust merger and acquisition activity, and a friendlier White House, regulatory-wise, than the previous four years.In fact, the average return of the Big Six banks last year was 45.51%, with a median of 41.22%. Compare that to the much vaunted Magnificent Seven tech stocks, which averaged only 22.74%, with a median ...

Core Viewpoint - The 2026 IPO market is anticipated to experience significant activity, particularly with major companies in the AI and space sectors preparing to go public, including Rocket Lab, SpaceX, OpenAI, and Anthropic [1][7]. Company Updates - Rocket Lab faced a setback with a rupture in a stage one testing tank for its neutron rocket, which has not yet entered commercial operation, leading to a 5% drop in its shares [1][2]. - The company successfully launched its electron rocket, placing two satellites into orbit, but investor concerns remain focused on the neutron rocket's development delays [1][2]. - Rocket Lab's neutron rocket has experienced multiple delays since its initial announcement in 2021, with the latest expected launch now pushed to early 2026 [2]. Industry Trends - The space industry is gaining traction as an investment theme, driven by companies like Rocket Lab and competitors such as SpaceX [3]. - The IPO market is seeing a "perfect storm" due to the AI boom, favorable macroeconomic conditions, and a regulatory-friendly environment, which may lead to a surge in IPO activity in 2026 [7][8]. IPO Insights - Investors are advised to look for long-term financial results and trends when evaluating upcoming IPOs, rather than focusing solely on recent improvements [9][10]. - Companies like Klarna, which have a long operational history and consistent profitability, are viewed more favorably compared to newer, unproven companies in the IPO space [10]. IPOs on the Radar - Potential IPO candidates include Stripe, which is not in a rush to go public, and Plaid, which has shown significant revenue growth [14]. - Anduril, a defense technology company, is also being watched for a possible IPO, with a focus on autonomy and innovative technology [15]. - EquipmentShare, a construction equipment rental company, is set to go public soon, with a business model aimed at improving productivity in the construction industry [16][17].

摩根大通指出，2026年将成为中国消费级AI的"激活年"，聊天机器人正从尝鲜阶段转向用户习惯养成 阶段。 据追风交易台，1月30摩根大通发布最新报告认为，虽然大型互联网平台正试图塑造下一个流量门户， 但目前市场尚未准备好对AI应用的最终"赢家与输家"进行统一定价，早期的市场份额转移更多反映了 分发能力而非护城河。 基于此判断，摩根大通建议投资者避免在现阶段进行非黑即白的应用层押注，而是将交易锚定在"二阶 受益者"上。这包括因推理工作量增长而受益的AI基础设施、因行业营销强度提升而受益的广告平台， 以及内容密集型行业的生产力提升者。 摩根大通特别提到，字节跳动旗下豆包的日活跃用户（DAU）达到约1亿，这具有里程碑式意义，表明 通用聊天互动已跨过大众市场的门槛。与此同时，据路透社引述，OpenAI的ChatGPT周活跃用户数达到 8亿，这一全球趋势进一步印证了消费级AI一旦在产品实用性和分发上达成一致，将迎来极快的复合增 长。 随着聊天机器人演变为高频流量门户，摩根大通预计2026年中国主要互联网平台将展开激烈竞争。这种 竞争将带来两方面的直接市场影响：一是会话从偶尔查询变为每日多轮互动，加速Token消耗；二是 ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Klarna Group plc about a class action lawsuit related to the company's September 2025 IPO, with a lead plaintiff deadline set for February 20, 2026 [1][5]. Group 1: Class Action Details - Investors who purchased Klarna securities may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - The lawsuit alleges that the Registration Statement contained false or misleading statements regarding Klarna's loss reserves and the associated risks [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company and has been ranked highly for its performance in this area [4]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [4].

NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Klarna Group plc ("Klarna Group plc" or the "Company") (NYSE: KLAR) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Klarna Group plc investors who were adversely affected by alleged securities fraud. This lawsuit is on behalf of persons who purchased or otherwise acquired Klarna securities pursuant and/or traceable to the registration statement and related prospect ...

LOS ANGELES, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming February 20, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Klarna Group plc (“Klarna” or the “Company”) (NYSE: KLAR) securities pursuant and/or traceable to the registration statement and related prospectus issued in connection with the Company’s September 2025 initial public offering (the “IPO”). IF YOU SUFFER ...

Core Viewpoint - A shareholder has filed a securities class action lawsuit against Klarna Group plc, alleging misrepresentations in the registration statement related to its September 2025 IPO, particularly concerning the company's business risks and loss reserves [1][3]. Group 1: Lawsuit Details - The lawsuit claims that the defendants materially understated the risk of increased loss reserves shortly after the IPO, which they either knew or should have known due to the risk profile of individuals using Klarna's buy now, pay later loans [3]. - Investors who purchased Klarna securities during the IPO are encouraged to join the class action lawsuit to discuss their legal rights and options [2]. Group 2: Legal Process - Individuals wishing to serve as lead plaintiff must file necessary documents by February 20, 2026, although participation as a lead plaintiff is not required to share in any potential recovery [4]. - All legal representation in this case is on a contingency fee basis, meaning shareholders will not incur any fees or expenses [4]. Group 3: Firm Background - Bernstein Liebhard LLP, the law firm handling the case, has recovered over $3.5 billion for clients since 1993 and has a strong track record in class action litigation [5].