美东时间周五，三大指数涨跌不一，标普500指数几乎平收，道指小幅上涨，纳指下跌。 （三大指数本周走势，来源：FactSET） （三大指数日内走势，来源：TradingView） 截至收盘，道琼斯指数涨0.10%，报49,500.93点；标普500指数涨0.05%，报6,836.17点；纳斯达克指数跌0.22%，报22,546.67点。 美国劳工统计局公布的数据显示，1月CPI同比上涨2.4%，环比上涨0.2%，均低于市场预期，前值分别为2.7%和0.3%；剔除波动较大的食品和能源价格后，1 月核心CPI同比上涨2.5%，环比上涨0.3%，与市场预期一致。 Osaic首席市场策略师菲尔·布兰卡托（Phil Blancato）表示："这对市场以及被普遍认为将出任下一任美联储主席的凯文·沃什来说应是个好消息。这只是一个 月的数据，但如果这一趋势持续下去，将为降息和抑制通胀铺平道路。" 三大股指本周均录得跌幅，标普500指数下跌1.4%，连续第二周收跌；道指下跌1.2%；纳指下跌2.1%。 本周，围绕人工智能（AI）颠覆的担忧动摇了市场，抛售从软件板块蔓延至房地产、卡车运输和金融服务领域。 金融股嘉信理财和摩根士丹利 ...

Wall Street is in the grip ofdisruption worries from AI. It first started with ​investorsdumping shares of software companies but soon spread to sectorsseen as vulnerable to automation, driving sharp losses in U.S.stocks this week.The AI scare ‌trade did not spare even sectors such asprivate credit, real estate brokers, data analytics, legalservices and ​insurers.Global tech stocks took the hit after Anthropic unveiled alegal AI plug-in. But soon the investor unease ⁠deepenedfollowing a flurry of AI model u ...

生成式AI的本质优势在于模式识别和"初稿生成"，但其概率性特征也构成了根本性局限。AI在处理自然语言、代码编写等需要从海量数据中提取模式的任务时 表现出色，但在 需要绝对准确性的场景中力不从心。 据巴克莱报告，传统软件基于确定性规则运行，相同输入必然产生相同输出。而AI软件本质上是概率性的，通过学习行为而非硬编码逻辑来运作，无法保证每 次输出的一致性。 这场恐慌性抛售背后，是 投资者对AI能力边界的认知模糊。 市场普遍认为，Anthropic和OpenAI等新一代AI工具将全面取代传统SaaS软件，导致老牌企业价 值归零。 据巴克莱2月10日发布报告《Software Is Not Dead, Just Changing》，这种"一刀切"的简单逻辑并不适用于多数企业软件公司。 AI能做什么，不能做什么 Anthropic新品引发的企业软件股近万亿美元抛售潮，暴露了市场对AI威胁的过度恐慌。 巴克莱（Barclays）指出，投资者忽略了一个关键技术区分： AI工具确实在蚕食SaaS公司的应用层业务，但尚无法撼动其底层"系统记录"基础设施 ——这恰 是Salesforce、SAP等企业的核心护城河。 Anthro ...

巴克莱（Barclays）指出，投资者忽略了一个关键技术区分：AI工具确实在蚕食SaaS公司的应用层业务，但尚无法撼动其底层"系统记 录"基础设施——这恰是Salesforce、SAP等企业的核心护城河。 Anthropic新品引发的企业软件股近万亿美元抛售潮，暴露了市场对AI威胁的过度恐慌。 Anthropic上周发布的Claude Cowork等产品，成为压垮企业软件股的最后一根稻草。客户关系管理软件股Salesforce和财务管理软件股 Workday在过去12个月累计下跌超40%。 这场恐慌性抛售背后，是投资者对AI能力边界的认知模糊。市场普遍认为，Anthropic和OpenAI等新一代AI工具将全面取代传统SaaS软 件，导致老牌企业价值归零。 据巴克莱2月10日发布报告《Software Is Not Dead, Just Changing》，这种"一刀切"的简单逻辑并不适用于多数企业软件公司。 AI能做什么，不能做什么 生成式AI的本质优势在于模式识别和"初稿生成"，但其概率性特征也构成了根本性局限。AI在处理自然语言、代码编写等需要从海量数据 中提取模式的任务时表现出色，但在需要绝对准确性的 ...

Payroll software maker Paycom forecasts weak 2026 revenue, shares fall | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Feb 11 (Reuters) - Paycom Software [(PAYC.N), opens new tab] forecast annual revenue below Wall Street expectations on Wednesday, as businesses delay or reduce HR and payroll software purchases amid tighter budgets, sending its shares down over 7% in extended trading.Macroeconomic challenges could constrain Paycom' ...

A downtrend has been apparent in Workday (WDAY) lately with too much selling pressure. The stock has declined 25.7% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This ...

Workday stock price has slipped into a technical bear market, moving from a record high of $310 in 2024 to the current $155. It is hovering at its lowest level since 2024, and has become a bargain as ... ...

Group 1: Company Overview - Workday, Inc. (NASDAQ:WDAY) specializes in enterprise cloud applications, focusing on financial management and human capital management software, competing with Oracle and SAP [1] - The current market capitalization of WDAY is approximately $40.9 billion, indicating its substantial presence in the market [3] Group 2: Leadership Changes - The current CEO is stepping down, and cofounder Aneel Bhusri is returning to the CEO position for the fourth time, which could impact investor sentiment and the company's strategic direction [2][5] Group 3: Stock Performance - WDAY's stock price is currently $153.18, reflecting a decrease of 5.98% or $9.75, potentially influenced by leadership changes [2] - The stock has shown volatility, with a yearly high of $281 and a low of $147.35, indicating significant price movement [3][5] - Today's trading volume for WDAY is 6,454,204 shares, suggesting active investor interest [4] Group 4: Analyst Insights - Stifel Nicolaus analyst Brad Reback has lowered the price target for WDAY from $235 to $175, indicating a potential upside of approximately 14.33% [1][5]

Hello and welcome to market domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go now until the closing bound.Stocks are higher here. The Dow holding above that 50,000 level. Our very own Jared Blickley is standing by with all the headlines.Jared, >> get your Dow 51,000 hats. Uh but probably not today just yet. Uh we're looking at some very small gains here.Nevertheless, close to the open. Uh within the first hour, the Dow Dow notched a record intraday high. We'll see w ...

The CEO of Workday is leaving his post, a change that comes less than a week after the software provider laid off about 400 employees. Carl Eschenbach is being succeeded by Workday cofounder and executive chair Aneel Bhusri, who has held the top job three times before. The company — a software provider for payroll, talent management, and expense processing — said Eschenbach will become a strategic advisor to Bhusri."As we enter a defining moment shaped by AI, there is no one better than Aneel to lead this ...