Core Viewpoint - Autodesk reported strong fourth-quarter results that exceeded analyst expectations, leading to a significant increase in share price, and provided optimistic fiscal 2027 guidance that also surpassed consensus estimates [1][2]. Financial Performance - The company posted adjusted earnings per share of $2.85, exceeding analyst estimates of $2.64 [1] - Revenue increased by 19% year over year to $1.96 billion, surpassing the consensus forecast of $1.91 billion [1] Fiscal 2027 Guidance - Autodesk projected earnings per share between $12.29 and $12.56, well above the consensus estimate of $11.65 [2] - Expected revenue for fiscal 2027 is in the range of $8.48 billion to $8.58 billion, exceeding analyst expectations of $7.97 billion [2] Strategic Investments - The company has been investing in cloud and artificial intelligence capabilities for over a decade, aiming to build a scalable platform to monetize AI across its product portfolio [2] Market Strength - The quarter's performance was supported by strength in architecture, engineering, construction, and operations, particularly in construction and emerging markets [3] - Enterprise business agreements, subscription billings, and upfront revenue all exceeded expectations [3] Business Outlook - The fiscal 2027 guidance assumes continued underlying business momentum while incorporating caution regarding temporary risks to billings and revenue due to a sales optimization strategy [4]

Core Insights - Dell Technologies shares increased over 15% intra-day following the release of fourth-quarter earnings that exceeded expectations, driven by rising demand for AI infrastructure [1] - The company reported adjusted earnings per share of $3.89, surpassing the consensus estimate of $3.52, and revenue rose 39% year over year to $33.4 billion, exceeding market expectations of $31.41 billion [1] Group 1: Revenue and Earnings Performance - Growth was primarily driven by the Infrastructure Solutions Group, where AI-optimized server revenue surged 342% to $9.0 billion [2] - Dell disclosed a record AI server backlog of $43 billion, indicating sustained demand for high-performance computing systems [2] Group 2: Future Projections - For the current year, the company anticipates AI server revenue to increase by 103% to approximately $50 billion [2] - Dell forecasts fiscal 2027 revenue between $138 billion and $142 billion, significantly above the consensus estimate of $124.9 billion [3] - Projected annual earnings per share are $12.90, compared to analyst expectations of $11.49 [3] Group 3: Shareholder Returns - The company announced a 20% increase in its cash dividend and authorized a $10 billion expansion of its share repurchase program [3]

Core Viewpoint - Intuit reported stronger-than-expected fiscal second-quarter results, but its guidance for the upcoming quarter fell short of analyst forecasts, leading to a decline in shares during premarket trading [1]. Financial Performance - Adjusted earnings per share for the second quarter were $4.15, surpassing the consensus estimate of $3.68 [1]. - Revenue increased by 17% year over year to $4.7 billion, exceeding the consensus forecast of $4.53 billion [2]. - Adjusted operating income rose by 23% to $1.5 billion [2]. - Revenue for the comparable quarter last year was $3.96 billion [3]. Future Guidance - For the third quarter of fiscal 2026, Intuit projected adjusted earnings per share between $12.45 and $12.51, which is below the consensus estimate of $12.97 [2]. - The company expects third-quarter revenue growth of approximately 10%, implying revenue of about $4.36 billion, which is below analyst expectations of $4.53 billion [3]. Strategic Initiatives - Intuit has expanded its artificial intelligence initiatives, including a partnership with Anthropic to deploy customizable AI agents for mid-market businesses [2].

U.S. equity markets are facing a wave of selling pressure this Friday, February 27th, 2026, as a combination of hotter-than-expected inflation data and growing skepticism regarding the "AI revolution" weigh heavily on investor sentiment. After a month of relatively resilient trading, the final session of February has turned into a broad-based retreat, with major indexes tracking toward significant weekly losses.Market Performance RecapAs of midday trading, the major market indexes are firmly in the red. The ...

要点 CoreWeave第四季度营收略超预期，但盈利未达目标。 第一季度营收指引低于预期。 CoreWeave预计今年资本支出至少300亿美元。 专注于人工智能的新一代云公司CoreWeave股价今日暴跌，因其第四季度财报令人失望。这家快速增长 的AI云提供商公布的亏损幅度超出预期，第一季度营收展望令人失望，并给出了庞大的资本支出预 测。 受此消息影响，该股周五收盘下跌18.51%。 CoreWeave的增长还不够 然而，投资者一直担忧亏损扩大，而这份报告只会加剧这些担忧，因为该公司营业利润从去年同期的盈 利1.13亿美元转为亏损8900万美元。 CoreWeave还因其为数据中心建设融资所依赖的债务而背负着沉重的利息支出。该季度其利息支出为 3.88亿美元，导致基于通用会计准则的净亏损为4.52亿美元，合每股0.89美元，比预期的每股亏损0.68美 元更糟。 该公司表示，其营收积压订单增长至668亿美元，显示出对其AI计算能力的激增需求。CEO迈克尔·因特 拉托补充道："随着更广泛的客户群采用CoreWeave Cloud来运行多样化且不断增长的工作负载，需求持 续加剧。" CoreWeave的下一步 展望 ...

his investments continue to dominate the industry. Berkshire Hathaway (NYSE:BRK-B) had $267 billion…]## Best Growth Stocks to Buy in 2026[Vandita Jadeja | Jan 13, 2026 at 10:22 AM EST 2026 is on a fresh start, and January is nearly halfway over. While we cannot slow the hands of time,…]## Will Alphabet Hit $4 Trillion Before the End of the Year?[Rich Duprey | Nov 25, 2025 at 7:30 AM EST Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL | GOOGL Price Prediction) has been on a rocket ride this year, and its market capital ...

For years, legendary investor Louis Navellier has called NVIDIA’s earnings report the “grand finale” of earnings season. And this week, NVIDIA delivered what most companies would consider a blowout grand finale… beating on revenue, earnings, and guidance.Yet the stock fell…In today’s Friday Digest takeover, Louis explains why that reaction may be the real story. When expectations get stretched to extremes, even great news can trigger selling. And according to Louis, what just happened is a key signal that w ...

This shifting jobs picture is just one of the changes in the markets that has led our next guest to downgrade his view on equities. Joining us now is Warren Pies from 314 Research. So Warren, uh it's great to have you.I know you've been kind of on this idea that AI exposed jobs performed worse than than other types of jobs. So do you think that's kind of filtering into the way the markets assessing the macro outlook. >> Oh, most definitely.Um, you know, I think it's we're at a turning point right now and an ...

最近有个事儿，挺多人都在议论：一家靠中国资本、技术和用户资源养大的AI公司，怎么突然就卖给了美国？ 普通人其实很难想象，这中间到底牵扯了啥。有人说，拿中国的钱、吃中国的流量，结果公司做大了，转手就"出海"，反倒让咱成了大冤种，这事搁谁谁憋 气。最早听说这家公司，是在武汉。 那会儿公司叫蝴蝶效应科技，名字看着就挺普通，也没啥声势。创始人肖弘带着几个人，窝在一个两居室里，资金紧张到只能找朋友免费帮着测试产品。 产品出问题也找不到团队外的人背锅，肖弘自己就掏钱补窟窿。听说，有段时间公司账面上剩下的钱加起来也就几十万，连系统测试都舍不得花钱，能不能 撑到下个月都成了问题。 后来公司突然转运，真格基金投了钱，红杉中国也跟着进场，腾讯最后也加了一把火，就连湖北省的科创基金都搭了把手。 有人说，国内投资差不多投了12个亿，基本等于是把公司从悬崖边硬生生拉了回来。 可这时公司悄悄把代码、模型乃至核心团队都转移到新加坡服务器上。国内这边，原本参与研发的员工，很多都被裁掉了，剩下的全被高薪挖走到新加坡。 有人用"洗白"来形容这波操作，就是想把公司打造成年轻的、纯正的新加坡本土企业。 行业里其实也有不少专家出来说，这种操作看上去就 ...

Core Insights - Amazon has announced a strategic partnership with OpenAI, involving an investment of up to $50 billion, indicating a deepening relationship between the two companies [1] - OpenAI will utilize more Amazon Web Services (AWS) infrastructure, committing to deploy 2 gigawatts of Amazon's Trainium AI chips for its new enterprise platform, Frontier [1] Group 1: Partnership Details - The partnership signifies a notable shift for Amazon, which has previously invested billions into OpenAI's competitor, Anthropic, since 2023 [2] - Amazon has established a strong relationship with Anthropic, relying on its Claude models for AI products like shopping aide Rufus and Alexa+ [3] - Despite the new partnership with OpenAI, Amazon's CEO stated that the relationship with Anthropic will remain strong and both companies will continue to have multiple partnerships [3] Group 2: Financial Commitments - OpenAI is set to spend $100 billion on AWS over the next eight years, expanding its previous $38 billion agreement from last November [4] - The partnership was announced alongside OpenAI's broader $110 billion funding round, which includes $30 billion from Nvidia and $30 billion from SoftBank [4] Group 3: Competitive Landscape - OpenAI is diversifying its partnerships beyond its long-standing relationship with Microsoft, Amazon's main cloud computing competitor [5] - Microsoft has invested over $13 billion in OpenAI since 2019 and also invested $5 billion in Anthropic last November [5] - Both OpenAI and Microsoft reaffirmed that their partnership remains strong and central, with Microsoft maintaining exclusive licenses and access to OpenAI's intellectual property [5]