PLUS. >> MICROSOFT SHARES UNDER SOME PRESSURE, BUT OFF THE LOWS OF THE DAY AFTER REPORTING FROM OUR OWN STEVE KOVACH. MICROSOFT PUSHING BACK ON THESE REPORTS THAT IT HAS LOWERED ITS AI SOFTWARE SALES TARGETS.COMPANY OUT WITH A NEW STATEMENT A FEW MOMENTS AGO, SAYING THE INFORMATION STORY INACCURATELY COMBINES THE CONCEPTS OF GROWTH AND SALES QUOTAS, WHICH SHOWS THEIR LACK OF UNDERSTANDING OF THE WAY A SALES ORGANIZATION WORKS AND IS COMPENSATED. AGGREGATE SALES QUOTAS FOR AI PRODUCTS HAVE NOT BEEN LOWERED, ...

Key Takeaways Palantir expands with Foundry and Gotham, driving data intelligence across commercial and government sectors.Foundry boosts U.S. commercial revenues 121% in Q3 2025 with new DevOps enhancing deployment workflows.Gotham advances real-time analytics while PLTR shares jump 136% and earnings estimates rise.Palantir Technologies Inc. (PLTR) is swiftly expanding beyond its defense roots, powered by its Foundry and Gotham platforms, which are transforming how organizations harness data intelligence a ...

Core Insights - ServiceNow, Inc. (NYSE:NOW) is recognized as a leading consumer cyclical stock and plays a significant role in the enterprise AI segment through its AI services [1] - The company has been expanding its partnership with Microsoft, enhancing its AI capabilities and workflow management solutions [2][3] - Despite recent underperformance due to cautious guidance and concerns over client renewals, ServiceNow's AI innovations are gaining traction and supporting its strategic positioning [4] Group 1: Company Overview - ServiceNow, Inc. is a software company focused on streamlining business workflows and integrating AI into its services [1] - The company’s AI Control Tower and Build Agent will now work with Microsoft's AI Foundry, Copilot Studio, and GitHub, marking a significant advancement in its offerings [2] Group 2: Strategic Partnerships - The collaboration with Microsoft allows ServiceNow to provide its business customers with enhanced automation and workflow management while leveraging Microsoft's AI services [2][3] - This partnership aims to connect orchestration and governance across both platforms, enabling organizations to manage intelligent agents effectively [3] Group 3: Market Position and Performance - Columbia Threadneedle Investments noted that ServiceNow underperformed in the last quarter due to cautious guidance and concerns about large client renewals [4] - Despite these challenges, the company’s AI innovations are seen as a key factor in its strategic positioning as a next-generation workflow and AI orchestration platform [4]

Core Insights - November has seen volatility in the market, particularly with high valuations in artificial intelligence stocks and expectations of an interest rate cut in December, leading investors to seek stable income through dividend-paying stocks [1] Dividend Stocks Overview - Selecting attractive dividend stocks can be challenging, but recommendations from top Wall Street analysts can aid in decision-making [2] MPLX - MPLX is a master limited partnership focused on midstream energy infrastructure, announcing a third-quarter distribution of $1.0765 per common unit, marking a 12.5% year-over-year growth, with an annualized distribution of $4.31 per unit, yielding 8.03% [3][4] - RBC Capital analyst Elvira Scotto reiterated a buy rating on MPLX, raising the price target to $60 from $58, while TipRanks' AI Analyst has an "outperform" rating with a price target of $59 [4] - Expectations for higher EBITDA growth from 2025 to 2026 are driven by key projects, with mid-single-digit growth anticipated beyond 2026 [5][6] - Distribution per unit is expected to rise by 12.5% in 2026 and again in 2027, aligning with the company's growth targets [7] ConocoPhillips - ConocoPhillips announced an 8% increase in its fourth-quarter dividend to $0.84 per share, yielding 3.65% [8] - Analyst Ryan Todd reiterated a buy rating with a price target of $115, highlighting ConocoPhillips' strong drilling inventory and growth potential in LNG and U.S. conventional projects [9][11] - The company has reduced adjusted operating costs by 8% since 2024, with further reductions expected, contributing to leading free cash flow growth [12][13] IBM - IBM returned $1.6 billion to shareholders in Q3 through dividends, with a quarterly dividend of $1.68 per share, yielding 2.22% [15] - Analyst Amit Daryanani reiterated a buy rating with a price target of $315, noting management's optimism about tech spending growth outpacing GDP [16] - IBM's transformation over the past five years has led to consistent growth and solid free cash flow, with opportunities in enterprise AI and quantum computing [17]

NEW YORK, Nov. 28, 2025 (GLOBE NEWSWIRE) -- Fusemachines Inc. (“Fusemachines” or the “Company”) (NASDAQ:FUSE), a leading provider of enterprise AI products and services, today announced that on November 24, 2025, it received a notification letter (the “Notice”) from The Nasdaq Stock Market LLC (“Nasdaq”) stating that the Company was not in compliance with Nasdaq Listing Rule 5250(c)(1) because it had not timely filed its Quarterly Report on Form 10‑Q for the period ended September 30, 2025 (the “Form 10‑Q”) ...

Investor Presentation Q3 FY26 This presentation may contain forward-looking statements for which there are risks, uncertainties, and assumptions. Forward-looking statements may include any statements regarding strategies or plans for future operations; any statements concerning new features, enhancements or upgrades to our existing applications or plans for future applications; any projections of revenues, gross margins, earnings, or other financial items; and any statements of expectation or belief. Forwar ...

Core Insights - Palantir Technologies Inc has executed an aggressive expansion strategy in 2025, forming 26 partnerships across 15 sectors, moving beyond its traditional defense-focused image [1][6] Partnership Expansion - Notable partnerships include collaborations with PwC UK, Deloitte, and Accenture Federal Services in consulting, as well as Lumen Technologies and Lear Corp in telecom and automotive sectors [2] - In healthcare, Palantir has established connections with OneMedNet, the Joint Commission, R1, and NHS-linked programs, significantly increasing its presence [3] - The company has also made strides in industrials and infrastructure through partnerships with Fedrigoni, Valoriza, SAUR, and others, enhancing its footprint in reindustrialization and environmental services [3][4] Market Positioning - The rapid expansion into 15 sectors within a year indicates a structural repositioning rather than a simple pipeline build-out, suggesting that the market will need to adjust its pricing of the company [5] - Despite the aggressive growth, Palantir's stock continues to be evaluated based on valuation debates, which may overlook the company's significant expansion and transformation [6]

Core Insights - C3.ai, Inc. has expanded its collaboration with Microsoft Corporation, enhancing integrations across Microsoft Copilot, Microsoft Fabric, and Azure AI Foundry to create a unified enterprise AI system on the Microsoft Cloud [1][9] Group 1: Expanded Collaboration - The collaboration enhances capabilities across Microsoft's AI platforms, focusing on making enterprise AI user-friendly, reliable, and scalable for large organizations [2] - C3.ai provides domain-specific applications through a single conversational interface in Microsoft Copilot, utilizing data from Microsoft Fabric and OneLake to support enterprise ontologies [2][3] Group 2: Intelligence Layer and Ecosystem - For organizations using Azure Databases and Microsoft Fabric, C3.ai acts as the intelligence layer, allowing applications to reason on trusted data without the need for data movement or duplication [3] - The C3 Agentic AI Platform, through Azure AI Foundry, enables the deployment, fine-tuning, and serving of foundation models, contributing to a more seamless AI ecosystem [3][4] Group 3: Strategic Partnerships and Growth - C3.ai's partner ecosystem is a key growth driver, with 73% of agreements in fiscal 2025 executed through collaborations, particularly with hyperscalers like Microsoft, AWS, and Google Cloud [5] - Strategic customer engagements are scaling, with notable partnerships including Nucor, Qemetica, HII, and the U.S. Army, indicating strong demand for C3.ai's solutions [6] Group 4: New Initiatives and Market Position - The launch of the Strategic Integrator Program allows partners to license the Agentic AI Platform for industry-specific solutions, with early interest from defense and government sectors [7] - C3.ai is positioned to expand its market presence and accelerate enterprise AI deployments across various industries due to its growing partner network [7] Group 5: Stock Performance and Outlook - C3.ai's shares have decreased by 27.4% in the past three months, underperforming the Zacks Computers - IT Services industry's decline of 4.4% [8] - Despite challenges such as competitive pressures and costly initial deployments, strong partnerships and an expanding customer base provide a solid foundation for long-term growth [8]

Core Insights - NetApp, Inc. (NTAP) is set to announce its second-quarter fiscal 2026 earnings on November 25, with expected non-GAAP earnings per share between $1.84 and $1.94, and a Zacks Consensus Estimate of $1.89, indicating a 1.1% growth year-over-year [1][2] Financial Performance - Anticipated net sales for the quarter are projected to be between $1.615 billion and $1.765 billion, with a Zacks Consensus Estimate of $1.69 billion, reflecting a 1.7% increase from the previous year [2] - NTAP has exceeded earnings estimates in three of the last four quarters, with an average surprise of 1.68% [2] Demand and Growth Drivers - There is a rising demand for NetApp's modern all-flash arrays, particularly the C-series capacity flash and ASA block-optimized flash, which are expected to drive sustained performance [3] - The annualized revenue run rate for NetApp's all-flash array increased by 6% year-over-year to $3.6 billion in the fiscal first quarter, supported by strong customer engagement [4] - The Hybrid Cloud segment is estimated to generate revenues of $1.51 billion in the fiscal second quarter, marking a 1.1% increase from the prior year [4] AI and Cloud Solutions - Increased demand for cloud storage and AI solutions is promising, with over 125 AI and data lake modernization deals secured in the fiscal first quarter [5] - The Public Cloud segment's revenues rose by 1% to $161 million in the last reported quarter, with a projected growth of 6.4% year-over-year to $178.7 million in the fiscal second quarter [6] Market Conditions - The global macroeconomic environment remains uncertain, with inflation pressures and elevated volatility potentially impacting fiscal second-quarter results [7] Earnings Prediction Model - Current models do not predict an earnings beat for NTAP, with an Earnings ESP of -0.12% and a Zacks Rank of 4 [8]

Core Insights - Lenovo Group reported record financial results for Q2 FY 2025/26, with total revenue reaching US$20.5 billion, a 15% increase year-on-year, and adjusted net income growing 25% to US$512 million [1][6][15] - The company achieved double-digit revenue growth across all business groups and geographies, with AI-related revenue accounting for 30% of total revenue, up 13 percentage points year-on-year [2][3] Financial Performance - Group revenue for Q2 FY 2025/26 was US$20,452 million, compared to US$17,850 million in Q2 FY 2024/25, reflecting a 15% increase [6][15] - Adjusted net income rose to US$512 million from US$409 million, marking a 25% increase year-on-year [6][17] - Basic earnings per share decreased to 2.77 US cents from 2.92 US cents, a decline of 5% [6][17] Business Strategy and Growth - Lenovo's strategy focuses on hybrid AI, with significant advancements in Personal AI and Enterprise AI, aiming to personalize AI for individuals and enterprises [3][5] - The Intelligent Devices Group (IDG) reported nearly 12% revenue growth to US$15.1 billion, with a 25.6% market share in PCs, reinforcing its market leadership [11] - AI PC shipments accounted for 33% of total shipments, with Lenovo leading the Windows AI PC segment at 31.1% market share [11] AI and Innovation - The AI-related revenue mix increased significantly, driven by high-double-digit growth in AI Servers and triple-digit growth in AI PCs, smartphones, and services [2][3] - Lenovo's Personal AI strategy aims to enhance consumer demand for hyper-personalization, launching a Personal AI super agent in January 2026 [8] - The Enterprise AI strategy is designed to transform data into actionable insights, with a focus on on-premises and edge inferencing [9] Corporate Developments - Lenovo's Board declared an interim dividend of 8.50 HK cents per share, reflecting the company's commitment to delivering sustainable returns to shareholders [4] - The company has been recognized for its supply chain excellence, ranking 8th in the Gartner Supply Chain Top 25 for 2025 [21] - Lenovo's factory in Monterrey, Mexico, was added to the World Economic Forum's Global Lighthouse Network, highlighting its manufacturing capabilities [16]