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BOARDWALKTECH LAUNCHES VERITY, THE INTELLIGENT CONTROLS PLATFORM
Prnewswire· 2026-01-20 12:00
CUPERTINO, Calif., Jan. 20, 2026 /PRNewswire/ - (TSXV: BWLK, OTCQB: BWLKF) Boardwalktech Software Corp. ("Boardwalktech" or the "Company"), a provider of patented digitalledger and AIenabled enterprise software solutions, today announced the launch of Boardwalk Verityâ"¢, its nextgeneration Intelligent Controls Platform. Verity modernizes how large enterprises design, automate, test, and continuously monitor operational, financial, and compliance controls across complex, datadriven environments. Today, larg ...
CGI to help clients accelerate Agentic AI outcomes with Gemini Enterprise
Prnewswire· 2026-01-20 11:30
Core Insights - CGI Inc. has expanded its global alliance with Google Cloud to enhance the adoption of Gemini Enterprise, a next-generation AI platform designed for secure and scalable use [1][2] Group 1: Partnership and Collaboration - The collaboration aims to leverage CGI's industry expertise to enable AI for return on investment (ROI), modernizing data foundations and embedding AI into critical operations [2] - CGI will provide tens of thousands of its consultants with access to Gemini Enterprise, alongside co-investment in market initiatives and internal enablement programs [2][3] Group 2: AI Implementation and Strategy - The partnership focuses on delivering enterprise-grade AI solutions that are secure, reliable, and measurable, moving beyond pilot projects to tangible outcomes [3] - CGI's approach to AI implementation emphasizes practical business transformation, including data architecture and workflow re-engineering [3] Group 3: Technology and Innovation - Utilizing Gemini 3, CGI and its clients will benefit from advanced AI capabilities, integrating tools like Antigravity to enhance solution delivery [3] - CGI's global alliance strategy includes partnerships with over 150 technology companies, ensuring flexibility in selecting optimal solutions for clients [4] Group 4: Company Overview - Founded in 1976, CGI is one of the largest independent IT and business consulting firms, with 94,000 professionals globally [5] - CGI reported revenue of CA$15.91 billion for fiscal 2025, with shares listed on both the TSX and NYSE [5]
Akamai Technologies: Growing Edge Opportunities In The Agentic AI Era (NASDAQ:AKAM)
Seeking Alpha· 2026-01-20 10:38
Core Insights - Akamai Technologies, Inc. (AKAM) is recognized as a pioneer in the Content Delivery Network (CDN) sector, indicating its significant role and influence in the industry [1]. Company Overview - The stock has been under observation since July 2020, suggesting a long-term interest and analysis of its performance and market trends [1].
Akamai Technologies: Growing Edge Opportunities In The Agentic AI Era
Seeking Alpha· 2026-01-20 10:38
Core Insights - Akamai Technologies, Inc. (AKAM) is recognized as a pioneer in the Content Delivery Network (CDN) sector, indicating its significant role and influence in the industry [1]. Company Overview - The stock has been under observation since July 2020, suggesting a long-term interest and analysis of its performance and market trends [1].
Cathie Wood's Ark Unleashes Cryptic ARKmoji Teasers To Showcase Its 'Big Ideas' For 2026: Can You Take A Guess At The Hidden Meaning? - ARK Innovation ETF (BATS:ARKK), ARK Space & Defense Innovation E
Benzinga· 2026-01-20 05:05
Core Insights - Ark Invest has introduced its "big ideas" for 2026 through a series of custom images called "ARKmoji," inviting followers to interpret the themes behind each image [1][2] Group 1: AI Agents - The first ARKmoji represents agentic AI, with user interpretations divided among AI Agent Takeover (37.5%), AI Consumer Op System (32.2%), and Build-Your-Own-Agent (25.7%) [3] - Relevant holdings in Ark's portfolio include Palantir Technologies Inc. (NASDAQ:PLTR), Tempus AI Inc. (NASDAQ:TEM), and Shopify Inc. (NASDAQ:SHOP) [3] Group 2: Genomics - The second ARKmoji, depicting a DNA helix, suggests a focus on genomics, with votes split among molecular diagnostics (34.7%), aging backwards (21.3%), multiomics (25.2%), and the software layer of biology (18.8%) [4] - Key stocks in this area include Crispr Therapeutics AG (NASDAQ:CRSP), 10x Genomics Inc. (NASDAQ:TXG), and Illumina Inc. (NASDAQ:ILMN) [4] Group 3: The Space Race - The third ARKmoji features a rocket, with 55% of users voting for reusable rockets, while 27.5% favored the broader theme of "The Space Race" [5] - Holdings in this sector are primarily found in Ark's Space & Defense Innovation ETF (BATS:ARKX), including Rocket Lab Corp. (NASDAQ:RKLB), Iridium Communications Inc. (NASDAQ:IRDM), and Intuitive Machines Inc. (NASDAQ:LUNR) [5] Group 4: Cryptocurrencies / Tokenization - The fourth ARKmoji shows a dollar note on a blockchain, indicating a focus on cryptocurrencies and tokenization, with 36.1% voting for cryptocurrencies and 41.1% for tokenization [6][7] - Relevant stocks include Coinbase Global Inc. (NASDAQ:COIN), BitMine Immersion Technologies Inc. (NYSEAMERICAN:BMNR), Bullish (NYSE:BLSH), and Robinhood Markets Inc. (NASDAQ:HOOD) [7] Group 5: Robotics - The fifth ARKmoji, depicting a robot, received 59% of votes for "Robotics," while 25.6% chose "I, Robot" [8] - Prominent holdings in this theme include Tesla Inc. (NASDAQ:TSLA), Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS), and AeroVironment Inc. (NASDAQ:AVAV) [8] Group 6: The Great Acceleration - The final ARKmoji shows a cluster of arrows, suggesting exponential growth, with "The Great Acceleration" receiving 55.8% of votes, followed by "S-Curves Feeding S-Curves" at 26% [9] - The specific stock or idea related to this theme remains unclear, but it may involve the convergence of various technologies and ideas [10]
未知机构:dwd调研反馈佰维存储样品现场展示送样国内核心大芯片客户-20260120
未知机构· 2026-01-20 02:15
Summary of Conference Call Records Company: Baiwei Storage Key Points - Baiwei Storage has showcased samples to core domestic chip customers, indicating strong engagement with key clients [1] - The advanced packaging business is projected to contribute 4 billion in revenue by 2027, with a net profit margin of 30%, leading to an estimated profit of 1.2 billion [1] - A price-to-earnings (PE) ratio of 35-40 is anticipated, resulting in a market value estimate of 42 billion to 52 billion [1] - The storage business is expected to have a market value of 100 billion, leading to a total valuation target of 150 billion [1] - Emphasis on domestic computing power, particularly on Haiguang Information due to its production capacity advantages [1] - The importance of CPUs is highlighted in the Agentic AI era, where orchestration and scheduling are prioritized over raw computing power, enhancing the strategic position of CPUs [1] - Notable performance opportunities are expected in the industry [1] - The company anticipates a rise in both volume and price, with a focus on the packaging and testing segment, particularly for Xinhenghui, which is seen as a key player with significant growth potential [1] - Strong recommendation for ChipMOS Technologies, with expectations of improved performance in Q4/Q1 due to successful advancements in new products such as IC substrates and advanced packaging [1] - Forecasts from overseas institutions suggest that the price of SanDisk NAND used for enterprise SSDs may increase by over 100% quarter-on-quarter in the March quarter [1] Company: Feilihua Key Points - Feilihua is positioned to benefit from explosive growth in demand for Q fabric driven by cutting-edge AI chip products from Nvidia and Google, with global capacity currently unable to meet demand [2] - The company leverages decades of aerospace quartz fiber technology, positioning itself to become a global leader in Q fabric, with a target market value of 100 billion [2]
NICE Ltd. (NICE): A Bear Case Theory
Yahoo Finance· 2026-01-19 23:00
We came across a bearish thesis on NICE Ltd. on Valueinvestorsclub.com by dafreddy. In this article, we will summarize the bears’ thesis on NICE. NICE Ltd.'s share was trading at $115.05 as of January 14th. NICE’s trailing and forward P/E were 13.19 and 9.93 respectively according to Yahoo Finance. PureStorage (PSTG) Jumps as Earnings, Outlook Impress NICE Ltd., together with its subsidiaries, provides AI-powered cloud platforms for customer engagement, and financial crime and compliance worldwide. NICE  ...
TDC Stock Rises 43% in 3 Months: Will the Momentum Continue in 2026?
ZACKS· 2026-01-19 18:46
Core Insights - Teradata (TDC) shares have increased by 42.7% over the past three months, significantly outperforming the Zacks Computer & Technology sector's return of 2.8% due to improved Annual Recurring Revenue (ARR), cost savings, and productivity measures [1][10] - The company is expanding its portfolio with new products like Enterprise Vector Store, MCP Server, AgentBuilder, and Autonomous Customer Intelligence, which are expected to drive future growth [1] - Enhanced ClearScape Analytics with unified ModelOps capabilities for agentic AI is a notable development that is anticipated to boost Teradata's free cash flow [1] Product Innovation and AI - Teradata uniquely combines consulting and technology to enable agentic AI and trusted data, leveraging deep expertise and talent in AI/ML [2] - The company has completed over 150 AI engagements in 2025, assisting clients in solving complex business problems through AI [2] Workload Management - Teradata is well-equipped to manage increased workloads from agentic AI deployments, which can amplify workloads by up to 25 times and require 50 to 100 times more compute resources than previous analytic workloads [3] - The company's patented workload management and query optimization contribute to a high-performance environment for complex AI workloads [3] Industry Recognition - In Q3 2025, Teradata was recognized as a leader in the Forrester Wave Data Management for Analytics platforms and included in Gartner Peer Insights as "Voice of the Customer" for code-based libraries and low-code tooling [4] Strategic Partnerships and Acquisitions - Teradata has formed partnerships with major cloud service providers like Amazon Web Services, Microsoft Azure, and Google Cloud, enhancing access to its Vantage Cloud platform [5] - The acquisition of Stemma Technologies has expanded Teradata's capabilities in data search and exploration [5] Financial Guidance - For Q4 2025, Teradata expects adjusted net earnings between 53 cents and 57 cents per share, while for the full year 2025, adjusted net earnings are projected to be between $2.38 and $2.42 per share [6] - The Zacks Consensus Estimate for Q4 2025 net sales is $395.2 million, reflecting a year-over-year decrease of 3.3%, while the estimate for 2025 net sales is $1.64 billion, indicating a 6.4% decrease [7][8] Stock Performance - Teradata's stock has shown significant gains, attributed to improved ARR, AI focus, cost savings, and productivity measures, despite a projected decline in net sales [10]
倒反天罡,Claude“反向”操控人类,公司估值冲2万亿跃居全球第二
3 6 Ke· 2026-01-19 12:45
当一段「AI指挥人类写代码」的视频刷屏时,全球顶级资本正在疯狂涌入Claude的公司Anthropic,成为OpenAI之后第二家顶级AI独角兽。 你去查一下这个API的文档,把这段代码重构一下,注意保持风格一致。 你去发一个X消息、你去。。。 这里的Reverse还真就是「倒反天罡」,让AI指挥人类干活了! 人类工程师反倒变成了那个敲键盘执行命令的角色。 先从一场「荒诞的实验」讲起。 2026年1月17日,Midjourney的一位工程师在X上发布了一段视频,标题是「Reverse Claude Code」。 视频里,Claude Code没有在等待人类的指令,而是反过来给人类下达任务: 社区纷纷表示,这才是AI的正确用法。 | Arthur (agi/arc) @ @arthur hyper88 . 1月17日 | | | | | --- | --- | --- | --- | | this is how you're supposed to use Claude, @GeorgeInTheMeta | | | | | 这才是使用 Claude 的正确方式, @GeorgeInTheMeta | | | ...
e& and IBM Unveil Enterprise-Grade Agentic AI to Transform Governance and Compliance
Prnewswire· 2026-01-19 12:30
Core Insights - e& and IBM have announced a strategic collaboration to develop an enterprise-grade agentic AI foundation, focusing on policy, risk, and compliance, marking a shift from traditional NLP-based chatbots to action-oriented AI integrated into core enterprise systems [1][9] Company Overview - e& reported a consolidated revenue of AED 59.2 billion and a net profit of AED 10.8 billion for the year 2024, showcasing its strong financial position and credit rating [13] - e& has evolved from a telecom pioneer into a global technology group, operating in 38 countries and offering a wide range of digital services, including AI-powered solutions and cloud computing [14][15] Strategic Collaboration - The collaboration introduces an agentic AI solution built on IBM watsonx Orchestrate, which includes over 500 tools and customizable agents to assist employees and auditors in accessing legal and compliance information [2][4] - The initiative aims to embed intelligence into e&'s risk and compliance processes, facilitating faster decision-making and consistent policy interpretation [5][10] Implementation and Capabilities - A proof of concept demonstrated the capability of agentic AI to operate at enterprise scale within eight weeks, showcasing its effectiveness in real-world conditions [3] - The solution integrates with IBM OpenPages and the broader watsonx portfolio, providing clear and traceable responses aligned with enterprise governance requirements [2][6] Governance and Compliance - The deployment aligns with IBM's watsonx.governance, enhancing AI governance, explainability, and compliance by design, thus supporting trusted decision-making under regulatory requirements [6][8] - The agentic AI solution is designed to operate under governance controls, allowing for reasoning and task orchestration while remaining integrated with enterprise systems [7][8]