5 Ways AI Will Transform The Manager Role In 2026The leaders who succeed in the coming year won't be machine learning experts. They'll be the ones who grasp how AI transforms human work and can guide their teams through that shift with clarity, empathy and humility.Here are five ways AI will transform the role of manager in 2026. https://t.co/IUlDKo0CKD ...

Core Insights - Snowflake (SNOW) is expected to report third-quarter fiscal 2026 results on December 3, with earnings estimated at 31 cents per share, reflecting a year-over-year growth of 55% and revenues projected at $1.18 billion, indicating a 25.39% increase from the previous year [1][5]. Group 1: Financial Performance Expectations - The consensus estimate for product revenues in Q3 fiscal 2026 is between $1.125 billion and $1.13 billion, representing a year-over-year growth of 25% to 26% [5][9]. - The Zacks Consensus Estimate for customers with trailing 12-month product revenues greater than $1 million is currently at 686, suggesting a 26.5% increase year-over-year [6]. Group 2: Customer Growth and Retention - Snowflake's net revenue retention rate stands at 125%, with a 19% year-over-year growth in the number of customers, reaching 12,062 [3]. - The company added 533 net new customers in Q2, marking a 21% increase year-over-year [4]. Group 3: AI and Technological Advancements - Snowflake has launched approximately 250 new capabilities in the first half of fiscal 2026, enhancing data management and AI-driven insights [14]. - Nearly 50% of new customer logos in Q2 were influenced by AI, with 25% of deployed use cases involving AI [16]. Group 4: Strategic Partnerships - Snowflake's strong partner base includes major companies like SAP, Microsoft, AWS, and NVIDIA, which has significantly contributed to its growth [18]. - The collaboration with NVIDIA enhances Snowflake's machine learning capabilities, allowing for improved data science workflows [19]. Group 5: Stock Performance and Valuation - Snowflake shares have appreciated 62.7% year-to-date, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software industry [7]. - The stock is currently trading at a forward 12-month Price/Sales ratio of 15.6X, indicating a stretched valuation compared to the industry average of 4.87X [11].

Joining us this morning with some thoughts, Bob Griffeld, managing partner at Cornerstone Financial Technology Management, of course, former CEO of NASDAQ. Bob, good to see you again. Thanks for joining us.>> Glad to be here. >> Sounds like you think this is kind of Nvidia's moving up the stack a little bit. >> Exactly.When you think about him talking about CPUs versus GPUs, we understand that CPUs were commoditized. So basically, I would state that over time hardware consistently has been commoditized. So ...

Walmart Inc is doubling down on its investments in artificial intelligence and machine learning to transform the retail experience across its global operations, according to Suresh Kumar, Executive Vice-President, Global Chief Technology Officer and Chief Development Officer, Walmart Inc.In an exclusive conversation with businessline, Kumar said, “It’s an exciting time to be in retail as we are fundamentally transforming all aspects of the business.”A major thrust for Walmart’s strategy is the rollout of ag ...

Core Insights - Decoy Therapeutics, a subsidiary of Salarius Pharmaceuticals, is developing influenza fusion inhibitors using its proprietary IMP3ACT™ platform, which shows promising in silico binding energy to viral target proteins, indicating potential anti-flu activity [1][2] - The collaboration with Texas Biomedical Research Institute aims to conduct in vitro testing of these inhibitors across various influenza strains, including H5N1 avian flu, addressing the urgent need for effective antiviral treatments [1][3] Company Developments - Salarius has completed a merger with Decoy Therapeutics and raised $8 million through a public offering, focusing on advancing its pipeline of peptide conjugate therapeutics [4] - The company aims to leverage its IMP3ACT platform to create a single antiviral therapeutic effective against influenza, COVID-19, and RSV, potentially addressing a significant global commercial opportunity [4][11] Industry Context - Seasonal influenza and related illnesses result in over 10 million medical visits annually in the U.S., highlighting a substantial unmet medical need [4] - The World Health Organization reports approximately 1 billion cases of seasonal influenza each year, with severe cases leading to 290,000 to 650,000 respiratory deaths, emphasizing the critical need for new antiviral therapies [7][11] Technological Advancements - The IMP3ACT platform utilizes machine learning and rapid synthesis techniques to design and manufacture peptide conjugate therapeutics, enhancing the speed and efficiency of drug development [3][8] - Decoy's technology has shown effectiveness against multiple human coronaviruses and RSV, indicating its potential for broad application in infectious diseases [9][11]

Company Overview - DoorDash was founded in 2013 by Tony Xu and three fellow Stanford students and has become the clear market leader in the U.S. restaurant delivery sector, controlling approximately 60% of the market, which is more than double that of its closest competitor, Uber Eats [1][2]. Business Strategy - The company is expanding into new retail categories and geographies, utilizing in-house mapping technology to optimize delivery logistics, which provides a competitive edge in the delivery-app market [3]. - DoorDash aims to build a comprehensive catalog of the physical world, leveraging data that is not available on platforms like Google Maps or ChatGPT [4]. Leadership and Innovation - Tony Xu's leadership style is gaining attention from peers in the tech industry, including Meta CEO Mark Zuckerberg, highlighting his influence and strategic vision [4]. - The company has developed a highly efficient logistics engine powered by machine learning, which has been in place for the past decade [6]. AI and Data Utilization - DoorDash is strategically positioned to maintain its dominance in the AI-driven local commerce sector, supported by a vast proprietary dataset and a robust AI infrastructure designed for rapid iteration [7]. - The company integrates AI across all operations, enhancing its service delivery and operational efficiency [7]. Financial Performance - DoorDash has seen significant growth, ranking No. 394 on the Fortune 500 list, having debuted at No. 443 in 2024 [6].

Core Insights - Hermes has successfully utilized its rich craft-based heritage to establish a leading position in the luxury market, characterized by carefully crafted scarcity, strong brand identity, and a significant international presence [1] Group 1: Company Overview - Hermes is recognized for its unique luxury business model that combines craftsmanship with brand strength [1] - The company's strategic focus on scarcity has contributed to its market differentiation and appeal [1] Group 2: Market Position - Hermes is positioned as one of the most prominent luxury brands globally, leveraging its heritage and international reach [1]

Core Insights - AI stocks have shown strong performance in 2025, with the Global X Artificial Intelligence & Technology ETF (AIQ) gaining 28.9% and the Roundhill Generative AI & Technology ETF (CHAT) up by 47.2% year-to-date, outperforming the NASDAQ 100 and S&P 500 [2] Industry Overview - The AI market is primarily dominated by major technology companies, with NVIDIA leading in hardware and Amazon, Google, and Microsoft in software [4] - Concerns have emerged regarding the costs of AI development, particularly related to the depreciation of older chips as newer versions are released, drawing parallels to the dotcom bubble of the late 1990s [5] Company Insights - **Celestica Inc. (NYSE:CLS)**: - The company reported $3.19 billion in revenue and $1.58 in adjusted EPS for Q3, exceeding analyst expectations [12] - Barclays and Citi have upgraded the stock, with price targets of $359 and $375 respectively, citing expected growth in hyperscaler capital expenditure [11] - Management indicated strong demand visibility for 12 to 15 months, with some customers providing insights into long-term commitments [13] - **HubSpot, Inc. (NYSE:HUBS)**: - The company reported $809.5 million in revenue, driven by a 21% growth in subscription revenue and 10,900 new customer additions [16] - Despite a reduction in price target by Evercore ISI to $500, the firm noted that net new annual recurring revenue is growing faster than overall revenue [15] - HubSpot's CEO emphasized the strategy of embedding AI across all platforms, which has led to improved customer outcomes, including a 10% increase in sales win rates [17]

If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs. https://t.co/ZI7b5wIQ8kAvi Chawla (@_avichawla):Andrew Ng's team once made a big mistake in a research paper.And it happened due to randomly splitting the data.Here's exactly what happened (with solution): ...

If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs. https://t.co/daRwW5JFjhAvi Chawla (@_avichawla):Speed up your native Python code by over 50x!And it takes just 4 simple steps.Python’s default interpreter (CPython) is slow primarily because of its dynamicity.For instance, after defining a variable of a specific type, it can be changed to some other type.But these https://t.co/QtcuC4C8rL ...