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IBM beats Q4 estimates as generative AI business tops $12.5B
Proactiveinvestors NA· 2026-01-28 21:40
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Kingsoft Cloud (KC) Soars 8.8%: Is Further Upside Left in the Stock?
ZACKS· 2026-01-28 19:00
Kingsoft Cloud Holdings Limited Sponsored ADR (KC) shares ended the last trading session 8.8% higher at $14.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 26.4% gain over the past four weeks.Kingsoft Cloud is benefiting from the growing demand for AI-driven intelligent cloud computing services and its integration with generative AI technologies.This company is expected to post quarterly loss of $0.05 per share ...
SoftBank reportedly in talks to increase OpenAI investment by $30B
Proactiveinvestors NA· 2026-01-28 16:53
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including 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 content delivered by the company includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]
ADP(ADP) - 2026 Q2 - Earnings Call Transcript
2026-01-28 14:32
Financial Data and Key Metrics Changes - The company reported a 6% revenue growth for the second quarter, with an 80 basis points adjusted EBIT margin expansion and an 11% adjusted EPS growth [4][17] - Adjusted EBIT margin increased by 50 basis points in Q2, driven by operating leverage and client funds interest revenue growth [19] - Client funds interest revenue forecast was increased by $10 million to a range of $1.31-$1.33 billion due to higher average client funds balance growth [18] Business Line Data and Key Metrics Changes - Employer Services (ES) segment revenue increased by 6% on a reported basis and 5% on an organic constant currency basis [17] - PEO revenue growth was 6% in Q2, while excluding zero-margin pass-throughs, it was 3% [19] - PEO new business bookings growth was solid but slightly below expectations, impacting average worksite employees growth [20] Market Data and Key Metrics Changes - The company serves over 70,000 clients outside the U.S., paying more than 16 million wage earners across over 140 countries [14] - The international business is showing strong performance, with a significant win from a large European bank with over 75,000 employees [15][26] Company Strategy and Development Direction - The company is focused on leading with best-in-class HCM technology, with strong traction in Workforce Now Next Gen and ADP Lyric HCM platforms [7][8] - The introduction of a pooled employer plan (PEP) within the retirement services business aims to reduce administrative burdens for employers [13][14] - The company continues to invest in AI and automation to enhance client offerings and streamline processes [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of the business environment and high levels of client satisfaction, noting the best client satisfaction results in ADP history [6][16] - The demand environment for PEO and other outsourcing services remains healthy, with expectations for continued growth in new business bookings [6][18] - The company raised its fiscal 2026 consolidated revenue outlook to about 6% growth and adjusted EPS growth forecast to 9%-10% [22] Other Important Information - The company was recognized by Fortune Magazine as one of the world's most admired companies in 2026, marking its twentieth year on the list [16] - The board authorized the purchase of $6 billion of common stock, signaling a commitment to returning excess cash to shareholders [22] Q&A Session Summary Question: International opportunity and profitability comparison - Management highlighted the strong performance in international markets and the potential for growth, noting that while international operations have lower margins, they have high retention rates [30][31] Question: PEO growth outlook - Management acknowledged slower growth in PEO but emphasized the ongoing investment in distribution and product capabilities, indicating a strong long-term opportunity [32][36] Question: Margin cadence and pricing environment - Management expressed confidence in achieving margin expansion in the second half of the year, with a consistent pricing environment expected to contribute around 100 basis points to revenue [74][75] Question: Impact of AI on employment - Management noted that while there are headlines about layoffs, the empirical data does not indicate significant job losses in the sectors they monitor, and hiring levels remain stable [55][56]
ASML beats on Q4 orders as AI demand lifts outlook
Proactiveinvestors NA· 2026-01-28 13:48
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
硅谷最新调研:2026年,AI Agent到底会走向哪?
3 6 Ke· 2026-01-28 10:24
2026,智能体的故事也就不再是概念与想象,而是会落到更具体的产业结果上:软件交付周期缩短、客服与运营成本结构改变、数据分析与报表生产方式 重写,以及一批围绕安全、合规、集成与治理的新供应链机会加速成形。 2026,AI 或将成为真正的生产力,而智能体,是企业把这种生产力装进生产系统的那把扳手。 数据具体展示了这一转变。根据我们的研究,超过一半的组织(57%)目前已在多阶段工作流程中部署智能体,其中 16% 的组织已进一步推进到跨多个 团队的跨职能流程。2026 年,81% 的组织计划着手更复杂的使用场景 ——39% 的组织将为多步骤流程开发智能体,29% 的组织将在跨职能项目中部署 智能体。 鉴于过去 12 个月内智能体编程的发展,如今近 90% 接受调查的组织使用人工智能辅助编程也就不足为奇了。 各组织报告称,人工智能智能体在整个开发生命周期中节省了更多时间 —— 从规划和构思阶段(占 58%)到代码生成、文档编写、测试和审查阶段(均 占 59%)。 这种影响也远远超出了软件开发的范畴。在工程领域之外,影响力最大的用例包括数据分析和报告生成(占 60%)以及内部流程自动化(占 48%),有 56% 的受访 ...
速递|红点领投4200万,节点式设计工具Flora对标Figma、Krea抢占AI设计风口
Z Potentials· 2026-01-28 03:36
Flora ——这款被阿里巴巴、 Brex 、创意机构五角设计联盟以及娱乐公司狮门影业的设计师广泛使用的设计工具,近日达成了一项新里程碑。这家 初创公司于周二宣布,已获得由红点创投领投的 4200 万美元 A 轮融资。 生成式人工智能模型可通过提示词和其他多模态输入应用于设计过程。诸如 Adobe 、 Figma 和 Canva 等软件公司也增加了功能,将人工智能置于 其产品的核心位置。与此同时, 新兴设计初创公司认为,要适应人工智能并测试不同模型的能力,就需要新的工作流和不同的界面。 为满足这些不断变化的需求, Flora 允许客户通过图像、文本或视频来创建图像和视频等介质资产。用户还可以使用提示词进行修改,创建具有多 次迭代的新节点。这些生成的版本在画布上相互映射,形成可追溯的创作流程。 随后,用户可以从任何节点分叉,创建他们试图实现的概念或创意的全新版本。例如,若某人想制作营销视频,可提供参考图像和文本提示来构建 概念,然后通过添加不同提示词生成风格迥异的视频版本进行比较筛选。 Flora 公司的首席执行官兼创始人 Weber Wong 曾是门洛风险投资公司的投资人。 随后,他加入了纽约大学的互动电信项 ...
WeRide GENESIS Unites Physical and Generative AI to Redefine Autonomous Driving Simulation
Globenewswire· 2026-01-28 01:07
Core Insights - WeRide has launched WeRide GENESIS, a proprietary general-purpose simulation model that integrates physical AI and generative AI to enhance the development and validation of autonomous vehicles at scale [1][20]. Group 1: Technology and Features - WeRide GENESIS utilizes generative AI to create highly realistic virtual environments, enabling rapid simulation of complex driving scenarios that are challenging to replicate in real-world testing [2][4]. - The platform includes four core AI modules: AI Scenarios, AI Agents, AI Metrics, and AI Diagnosis, which collectively enhance the training and validation processes for autonomous driving algorithms [6][18]. - The AI Scenarios module simulates a wide range of driving situations, including rare and extreme events, using billions of kilometers of real-world driving data to prepare AVs for complex edge cases [8][9]. Group 2: Benefits and Efficiency - The simulation platform allows for large-scale training and validation of AVs, significantly improving efficiency and reducing costs compared to traditional road testing methods [2][5]. - WeRide GENESIS provides a closed-loop optimization framework that continuously feeds performance insights back into real-world operations, enhancing safety and reliability [13][18]. - The AI Metrics and AI Diagnosis modules automate performance evaluation and root-cause analysis, enabling real-time feedback for algorithm improvements [14][15]. Group 3: Global Impact and Market Position - WeRide GENESIS is designed to accommodate diverse urban conditions and vehicle types, allowing for a unified training platform that optimizes R&D resources and accelerates deployment [16][21]. - The company holds autonomous driving permits in eight countries and operates AVs in over 40 cities, establishing a leading position in global commercial deployments [17][21]. - The launch of WeRide GENESIS represents a significant advancement in the application of physical AI, positioning the company as a leader in the autonomous driving simulation industry [20].
Follow the AI Money: ASML, Microsoft and Meta Report Tonight
The Smart Investor· 2026-01-27 23:30
Taiwan Semiconductor Manufacturing Company (NYSE: TSMC) just announced capital expenditure of US$52 billion to US$56 billion for 2026, an increase of between 27% and 37% compared to 2025.That’s great news for ASML Holding (NASDAQ: ASML), the Dutch company that sells the lithography machines TSMC needs for advanced chip production.But here’s the thing: the investment doesn’t stop there. Every dollar TSMC spends on fab equipment eventually flows through to cloud providers like Microsoft (NASDAQ: MSFT) and app ...
Invea Therapeutics(INAI) - Prospectus(update)
2026-01-27 22:26
As filed with the Securities and Exchange Commission on January 27, 2026. Registration Statement No. 333-292131 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________________ AMENDMENT NO. 3 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 __________________________________ Invea Therapeutics, Inc. (Exact name of registrant as specified in its charter) __________________________________ Delaware 2834 87-3198325 (State or other jurisdiction of in ...