而真正让市场不安的，是Anthropic、OpenAI对软件行业发起的全面冲击。Anthropic率先将其代码智能 体升级为通用智能体Cowork，新增插件功能可完成法律合同分析、营销内容创作等工作，未来或将覆 盖更多人类工作场景；OpenAI也推出企业级产品Frontier，试图掌控企业系统的AI智能体管理、性能优 化等核心环节，而这些正是传统企业软件公司的核心业务领域。 尽管AI企业均表示自身是行业合作伙伴而非竞争者，但其商业布局让竞争已成必然。传统软件巨头已 开始反击，如Salesforce曾封禁第三方AI服务对其平台数据的访问，但这类行为易引发用户不满。对传 统企业而言，唯有快速打造自研AI服务，巩固在智能体生态中的核心地位，才能应对此次行业变革。 （旺旺） 此次行业恐慌的导火索，是美国金融科技公司Altruist借助生成式AI升级投资顾问服务，引发券商和财 富管理类股票大跌。这一事件印证了生成式AI为科技颠覆带来的新可能，这类 AI工具依托大语言模 型，能大幅提升数据分析、策略制定效率，让新兴企业具备挑战行业巨头的能力。 来源：环球网 【环球网科技综合报道】2月13日，据《金融时报》报道，近日，人工 ...

Maplebear (NasdaqGS:CART) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Boone - Managing DirectorChad Larkin - Director of Internet Equity ResearchChris Rogers - CEOEmily Reuter - CFOEric Sheridan - Managing DirectorJosh Beck - Managing DirectorRebecca Yoshiyama - VP of Investor RelationsStefanos Crist - Internet Equity Research AssociateConference Call ParticipantsColin Sebastian - Senior Research AnalystDeepak Mathivanan - Senior Equity Research AnalystDoug Anmuth - Managi ...

Maplebear (NasdaqGS:CART) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAndrew Boone - Managing DirectorChad Larkin - Director of Internet Equity ResearchChris Rogers - CEOEmily Reuter - CFOEric Sheridan - Managing DirectorJosh Beck - Managing DirectorRebecca Yoshiyama - VP of Investor RelationsStefanos Crist - Internet Equity Research AssociateConference Call ParticipantsColin Sebastian - Senior Research AnalystDeepak Mathivanan - Senior Equity Research AnalystDoug Anmuth - Managi ...

Maplebear (NasdaqGS:CART) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Speaker11Good day, and thank you for standing by. Welcome to the Instacart Fourth Quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear a message advising your hand is raised. To withdraw you ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates in key finance and investing hubs with bureaus and studios located in London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized as a forward-looking technology adopter, utilizing automation and software tools, including generative AI, to enhance workflows [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In. Amdocs Limited is next on our list of best tech stocks. TheFly reported on February 5 that Barclays lowered its price target on DOX to $92 from $111 while maintaining an Overweight rating. The firm described the company’s results as resilient and noted several wins in strategic areas. Given how DOX’s end markets are impacted by macroeconomic conditions, investors are anticipating paying close attention to the company’s double- ...

We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In. Lam Research Corporation tops our list for being one of the best Strong Buy stocks. TheFly reported on February 3 that Argus Research raised the price target for LRCX to $280 from $175 and maintained a Buy rating. The adjustment followed Q2 results that topped estimates and built on strong growth in 2025. The firm pointed out that LRCX is well-positioned for long-term development due to secular trends like generative AI, cloud ...

数据流平台领军者Confluent(CFLT.US)于2月11日美股盘后正式公布了其 2025财年第四季度及全年财务 报告，这也是该公司在被科技巨头IBM(IBM.US)彻底私有化之前，作为独立上市公司的最后一份年度成 绩单。报告显示，Confluent 在核心云业务及盈利能力提升方面表现远超市场预期。截至2025年12月31 日的第四财季，公司总营收攀升至 3.148 亿美元，同比增长21%。其中，旗舰产品 Confluent Cloud 表现 尤为强劲，单季贡献收入 1.69 亿美元，同比增幅达 23%。在盈利指标方面，Confluent 成功实现了利润 率的跨越式增长。第四季度 Non-GAAP 每股收益达到 0.12 美元，显著高于分析师普遍预期的 0.10 美 元。 随着数据流技术从"可选"转变为 AI 时代的"必备"基础设施，并入 IBM 版图后的 Confluent 将如何与 watsonx 等平台深度整合，已成为业界关注的下一个焦点。 从全年维度看，公司 2025 财年总营收达到 11.67 亿美元，订阅收入达 11.2 亿美元，同比增长 21%。尤 为引人注目的是，公司的现金流状况得到了根本 ...

Applovin (NasdaqGS:APP) Q4 2025 Earnings call February 11, 2026 05:00 PM ET Company ParticipantsAdam Foroughi - Co-Founder, CEO, and ChairpersonBenjamin Black - Managing Director and Co-Head of Internet Equity ResearchDavid Hsiao - Head of Investor RelationsJames Heaney - Equity Research SVPJim Callahan - VP of Internet Equity ResearchMatt Stumpf - CFOMatthew Cost - Executive Director in Equity ResearchRobert Coolbrith - Senior Managing Director in Internet ResearchVasily Karasyov - Founder and Managing Mem ...