Core Insights - PTC Inc. has introduced two significant features to its Onshape platform: Onshape AI Advisor and Onshape Government, aimed at enhancing product development and regulatory compliance for engineers and organizations [1][8] - Onshape is recognized for its rapid innovation cycle, with a three-week release schedule that includes various new features, positioning it as a leading platform in the CAD and PDM sectors [2] - The platform is also making strides in education, with over 1.5 million new signups annually from students and educators, indicating its growing influence in academic settings [3] Onshape AI Advisor - Onshape AI Advisor is a generative AI tool designed to improve the design experience by providing real-time guidance and automating CAD workflows [5] - The AI Advisor utilizes Onshape's resources to deliver accurate answers and recommendations based on user queries, enhancing efficiency [6] - However, it does not create designs or handle complex engineering decisions, emphasizing the need for users to rely on their expertise for critical tasks [7] Onshape Government - Onshape Government is tailored for government agencies and defense contractors, ensuring compliance with ITAR and EAR regulations while providing secure design workflows [8][9] - The platform reduces overhead by minimizing IT costs and eliminating lengthy audits associated with traditional CAD systems, allowing teams to focus on design quality [10] - PTC is pursuing FedRAMP Moderate authorization for Onshape Government to meet federal data security standards [10] PTC's Strategic Developments - PTC's diversified product portfolio, including Creo, Windchill, ThingWorx, and Vuforia Studio, is driving growth and efficiency across industries [12] - A strategic collaboration with Amazon Web Services aims to enhance Onshape's features and increase customer adoption, although PTC has revised its 2025 sales forecast down to $2,430-$2,530 million due to challenging market conditions [13] - PTC's stock has seen a decline of 17.2% over the past year, contrasting with a 2.9% drop in the broader Computer-Software industry [14]

Core Insights - H&R Block and OpenAI are collaborating to develop a generative AI solution aimed at enhancing real-time assistance for over 60,000 tax professionals, ultimately benefiting millions of taxpayers [1][3] - The initiative will leverage the expertise of H&R Block's The Tax Institute, which continuously monitors tax code changes, to provide accurate and personalized support [2][5] - The first phase of the project is set to launch later this year, with a broader rollout planned for Tax Season 2026 [4] Company Overview - H&R Block provides tax preparation services, financial products, and small-business solutions, blending digital innovation with human expertise [7] - The company has a network of 9,000 locations and serves over 20 million clients annually [1][2] - H&R Block's AI Tax Assist, launched before Tax Season 2024, combines 70 years of tax expertise with AI to streamline the DIY tax preparation process [5]

Core Viewpoint - Rosen Law Firm is reminding purchasers of Class A common stock of The Trade Desk, Inc. about the lead plaintiff deadline for a class action lawsuit related to misleading statements made by the company during a specified class period [1][5]. Group 1: Class Action Details - The class action lawsuit pertains to investors who purchased Trade Desk Class A common stock between May 9, 2024, and February 12, 2025 [1]. - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A lead plaintiff must file a motion with the court by April 21, 2025, to represent other class members in the litigation [3]. Group 2: Allegations Against Trade Desk - The lawsuit alleges that Trade Desk made false and misleading statements regarding its business operations and the rollout of its AI forecasting tool, Kokai [5]. - Specific claims include significant execution challenges in rolling out Kokai, which delayed its deployment and negatively impacted revenue growth [5]. - The lawsuit asserts that the positive statements made by Trade Desk lacked a reasonable basis and were materially false and misleading [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time [4]. - The firm has been ranked highly for the number of securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in litigation [4].

Core Viewpoint - Nvidia has been a significant beneficiary of the generative AI boom, with its stock price increasing dramatically since the launch of ChatGPT in November 2022, peaking at $149.43 per share by January 2025 [1] Group 1: Stock Performance and Historical Context - Nvidia's stock has experienced a 35% decline recently due to trade tensions and concerns over AI infrastructure spending sustainability [2] - Historically, Nvidia shares have rebounded after similar declines, averaging a 305% return in the two years following drawdowns exceeding 35% [4] - Over the past decade, Nvidia's stock price increased by 17,400%, despite facing three significant drawdowns of over 35% [3][4] Group 2: Market Position and Demand - Nvidia holds a dominant market position with approximately 98% market share in data center GPUs and over 85% in AI accelerators [6] - Concerns have arisen regarding competition from DeepSeek, a Chinese AI startup, which may impact demand for Nvidia's GPUs [7] - Despite potential competition, analysts expect overall demand for Nvidia GPUs to increase as AI becomes more accessible and costs decrease [9] Group 3: Future Growth Opportunities - Nvidia is well-positioned to benefit from various applications beyond generative AI, including autonomous vehicles and robotics, which will drive demand for its products [9][10] - The AI accelerator market is projected to grow at an annual rate of 29%, suggesting durable revenue growth for Nvidia [13] - Wall Street anticipates Nvidia's earnings to grow at 38% annually through fiscal 2027, indicating that the current valuation of 32 times earnings is attractive [14] Group 4: Competitive Landscape - While Nvidia may face increased competition from ASICs developed by Broadcom and Marvell, the threat is not as significant as perceived [11] - Nvidia's GPUs are supported by a comprehensive suite of software development tools, which provides a competitive edge over ASICs that require companies to develop applications from scratch [12] - Despite potential market share loss, Nvidia's GPUs are expected to account for over 80% of AI accelerator sales by 2030 [13] Group 5: Investment Outlook - Nvidia shares are currently down 35% from their peak, but the company has a history of rebounding from larger losses [15] - The long-term growth potential and current valuation suggest that Nvidia stock is a worthwhile investment for patient investors [15]

Core Viewpoint - Rosen Law Firm is reminding purchasers of Class A common stock of The Trade Desk, Inc. about the upcoming lead plaintiff deadline for a class action lawsuit related to misleading statements made by the company during a specified period [1][5]. Group 1: Class Action Details - The class action pertains to investors who purchased Trade Desk Class A common stock between May 9, 2024, and February 12, 2025, and they may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2][3]. - A lead plaintiff must file a motion with the Court by April 21, 2025, to represent other class members in the litigation [3]. Group 2: Allegations Against The Trade Desk - The lawsuit alleges that Trade Desk made false and misleading statements regarding its business operations, particularly concerning the rollout of its generative AI forecasting tool, Kokai [5]. - Specific claims include significant execution challenges in deploying Kokai, delays in its rollout, and negative impacts on revenue growth, which contradicted the positive statements made by the company [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes its experience and success in handling securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked highly for securities class action settlements [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has received recognition for its attorneys [4].

Core Insights - IBM's stock achieved a 13% gain in Q1 2025, outperforming the S&P 500 index, which only saw a 0.17% increase [1] - The company reported strong Q4 results with earnings of $3.92 per share, exceeding Wall Street estimates by $0.12, driven by growth in the Red Hat segment and interest in the WatsonX AI platform [2] - Long-term deals for generative AI products reached $5 billion, up from $3 billion, with management forecasting revenue growth to accelerate from 1% in 2024 to approximately 5% in 2025 [3] Financial Performance - IBM's stock rose over 14% following the Q4 earnings announcement, settling at a 13% increase by the end of the trading day [3] - The stock experienced a 5.2% increase on March 7, coinciding with the announcement of a new cloud computing research center in Romania, a collaboration with Amazon [4] - Over the past year, IBM's stock has gained 20%, while the S&P 500 has seen a 2% decline, with IBM's dividend yield at 3%, significantly higher than the market average [6] Strategic Developments - The partnership with Amazon is beneficial for IBM, as it provides consulting services for AWS contracts globally [5] - IBM's approach to generative AI, although initially slow, is now yielding positive results, with the stock trading at 3.3 times sales and 17 times free cash flow, making it an attractive investment option [7]

Alphabet Inc.‘s GOOGL GOOG stock is about to form the dreaded ‘Death Cross,‘ and investors aren't exactly searching for the upside. Chart created using Benzinga ProWith Alphabet stock falling to $146.75, well below its 50-day simple moving average of $174.39 and 200-day SMA of $174.21, the bearish signal couldn't be louder. The Death Cross—when the 50-day moving average slips below the 200-day—is a classic red flag that a downtrend might be starting. Alphabet stock is heading right towards it.Read Also: App ...

Core Insights - Atos has integrated generative artificial intelligence into the Selartag® cellar management application, significantly enhancing the efficiency of wine record creation and inventory management [2][3][6] Group 1: AI Integration and Benefits - The generative AI feature reduces the time required to create wine records by 90%, allowing users to list a bottle in just seven seconds [2][5] - The average data completeness rate has increased to 88% from 53% prior to the AI implementation, improving the quality of the Selartag® application database [2][5] - The AI feature corrects spelling errors and eliminates duplicate entries, thus reducing administrative tasks for sommeliers [2][5][7] Group 2: Development and Implementation - The AI feature was developed in six months using Amazon Bedrock, showcasing a rapid deployment process [2][6] - The Selartag® application was developed in partnership with AWS, which provides secure cloud hosting for the solution [8] Group 3: User Experience and Functionality - Users can now take a photo of a wine bottle label to pre-fill its characteristics, streamlining the data entry process [5][9] - The application includes features such as tracking bottle movements in real-time, which enhances inventory management and data entry reliability [9] Group 4: Company Overview - Atos is a global leader in digital transformation with approximately 78,000 employees and annual revenue of around €10 billion [10] - The company specializes in cybersecurity, cloud services, and high-performance computing, providing tailored solutions across various industries [10][11]

Shares of Alphabet NASDAQ: GOOGL are under pressure, tumbling alongside the broader U.S. market after President Trump’s sweeping tariff announcement sparked a fresh wave of risk-off sentiment. As of market close on April 3, Alphabet stock is down over 20% year-to-date and about 28% below its 52-week high, officially putting it in bear market territory.Get Alphabet alerts:But tariffs aren’t the only concern. While the broader tech sell-off explains part of the decline, Alphabet faces another pressing challen ...

Economic Overview - Investors are concerned about the potential economic downturn due to new tariffs imposed by Trump, with Goldman Sachs raising its recession forecast from 20% to 35% [1][2] - Economists warn that these tariffs could lead to increased costs for businesses, a slowdown in hiring, and wage growth, prompting Wall Street firms to lower GDP growth projections [2] Medical Device Industry Outlook - The medical device industry is viewed as a stable investment during market volatility, with a promising long-term outlook despite short-term challenges such as tariffs and cost escalations [3] - Advancements in AI and predictive analytics are revolutionizing the medical device industry, enhancing diagnostics, patient monitoring, and personalized treatment [4] Company Highlights Masimo (MASI) - Masimo specializes in non-invasive patient monitoring systems and is benefiting from focused R&D efforts, with notable technologies like Measure-through Motion and Low Perfusion pulse oximetry [7] - MASI shares have increased by 1.4% year to date, outperforming the broader market, and the company is expected to report earnings growth of 20% in 2025 [8] Boston Scientific (BSX) - Boston Scientific is experiencing strength across its MedSurg and Cardiovascular lines, with strong demand and contributions from acquisitions driving growth [10] - BSX shares have risen 13.3% year to date, and the company is expected to report earnings growth of 13.6% in 2025 [12] Hims & Hers Health (HIMS) - Hims & Hers Health targets a $360 million U.S. total addressable market, focusing on mental health, weight loss, and dermatology, with over 2 million subscribers driving recurring revenues [15] - HIMS shares have surged 28.4% year to date, with an expected earnings growth of 133.3% in 2025 [16]