Core Insights - Sidetrade reported a gradual recovery in bookings momentum with an Annual Contract Value (ACV) of €3.25 million in Q4 2025, reflecting a 14% year-over-year decline compared to Q4 2024 [6][9] - The company achieved strong revenue growth in 2025, with a 14% increase at constant currency and a 12% increase on a reported basis, driven by a 20% growth in SaaS subscriptions [10][12] - The launch of Sidetrade's autonomous AI Cash Collection Agent, Aimie, is set for commercial release in Q1 2026, with pre-orders secured from four multinational companies [3][19] Financial Performance - For the full year 2025, Sidetrade's ACV bookings totaled €11.04 million, down from €12.73 million in 2024, with a notable improvement in the second half of the year [9][12] - Revenue for 2025 reached €61.4 million, with SaaS subscription revenue at €53.5 million, marking an 18% increase on a reported basis [10][12] - The company experienced organic growth of 10% in 2025, highlighting the resilience of its recurring revenue base amid a challenging macroeconomic environment [12][13] Market Expansion - International markets accounted for 71% of Sidetrade's revenue in 2025, with North America becoming the leading region, contributing 30% of total revenue and experiencing a 25% growth [14][15] - The acquisition of ezyCollect contributed €2.2 million in revenue in Q4 2025, representing 13% of Group revenue for that quarter and serving as a new growth engine in the Asia-Pacific region [15] Technological Advancements - Aimie, the autonomous AI Cash Collection Agent, is designed to operate without human intervention, enabling the qualification of tens of thousands of invoices and reaching thousands of B2B debtors [3][19] - The agentic capabilities of Aimie are expected to reshape the Order-to-Cash cycle, marking a significant technological advancement in the industry [16][17] Certifications and ESG Performance - Sidetrade renewed its ISO 27001 certification and published SOC Type II reports, enhancing its credibility and operational control for enterprise customers [20][21] - The company received recognition for its ESG performance, with a Gold medal from EthiFinance and a top 15% ranking from EcoVadis, reflecting its commitment to sustainability and governance [22][26]

Core Insights - IBM has partnered with e& to develop an enterprise-grade agentic AI foundation focusing on policy, risk, and compliance, enhancing its position as a trusted AI partner globally [1][8] Group 1: IBM's AI Solutions - IBM's agentic AI solution is powered by watsonx Orchestrate, featuring over 500 tools and customizable AI agents to assist employees and auditors in navigating legal and compliance information [2][8] - The watsonx Orchestrate platform enables AI agents to reason, manage tasks, and integrate with enterprise systems while adhering to governance rules, streamlining compliance workflows and providing 24/7 self-service access [3][8] - IBM is collaborating with Datavault AI to deliver enterprise-grade AI at the edge using the SanQtum AI platform, further solidifying its leadership in enterprise AI [4] Group 2: Competitive Landscape - IBM faces competition from Oracle, which has launched an AI Data Platform and Agent marketplace to enhance AI adoption, and has partnered with NVIDIA to integrate AI tools into Oracle Cloud [5] - Microsoft is investing significantly in expanding AI data centers and cloud capacity, partnering with various companies to accelerate enterprise AI growth [6] Group 3: Financial Performance and Valuation - IBM shares have increased by 36.3% over the past year, while the industry has seen a growth of 94.3% [7] - IBM's forward price-to-sales ratio stands at 4.05, which is below the industry average [9] - Earnings estimates for 2025 remain stable at $11.38, while estimates for 2026 have increased by 0.3% to $12.19 [10]

Core Viewpoint - The article discusses the significant price increase in DRAM and NAND memory, driven by the rising demand from AI applications, particularly in the context of high bandwidth memory requirements for AI inference tasks [2][7][8]. Group 1: Price Trends - DRAM prices have nearly doubled since New Year's, causing distress among server distributors, with DDR4 32G rising from approximately 2500 to around 4500, and DDR4 64G increasing from about 6500 to 12000 [2]. - A report from Morgan Stanley indicates that DRAM, high bandwidth memory (HBM), NAND, and traditional storage categories are entering a steep upward price cycle [7]. Group 2: Supply and Demand Dynamics - The article highlights the bottleneck in storage due to the increasing demand for high bandwidth memory driven by AI applications, which is forcing the industry to optimize storage efficiency at both architectural and software levels [8]. - The shift in focus from computational power to storage capacity in AI hardware competition is emphasized, as storage becomes a critical constraint for scaling AI systems [8][9]. Group 3: Technological Innovations - NVIDIA's introduction of a context storage platform at CES 2026 aims to enhance inference tasks by integrating enterprise-level SSDs for KV Cache data management, significantly improving storage performance [10]. - The Engram technology aims to separate memory tasks from complex reasoning tasks in large language models, optimizing DRAM utilization and potentially increasing DRAM demand by a factor of three for every unit of storage efficiency gained [11][12]. Group 4: Market Outlook - The transition to Agentic AI is expected to drive massive demand for DRAM and NAND storage, as the industry moves towards more autonomous and sustainable learning systems, leading to a structural growth in storage needs [9][12]. - The ongoing production adjustments by major players like Samsung and Hynix are attributed to process transitions rather than profit maximization, indicating potential short-term supply constraints [14][15].

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow (NYSE: NOW), the AI control tower for business reinvention, and OpenAI today announced an enhanced strategic collaboration to power agentic AI experiences and accelerate enterprise AI outcomes. The agreement unlocks a deep collaboration between OpenAI technical advisors and ServiceNow engineers that will be equipped with its frontier models, which will give customers direct access to frontier capabilities, custom ServiceNow AI solutions built and aligned to t ...

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 ...

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]

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].

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].

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]

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]