赛富时(CRM.US)最新财报继续保持两位数增长，其旗舰人工智能产品Agentforce的商业化进展成为市场 关注焦点。不过，多家华尔街投行在肯定AI业务动能的同时，对公司整体收入增速能否明显回升仍持 观望态度。 财报显示，赛富时第四季度业绩稳健增长，Agentforce产品加速放量。智通财经APP获悉，摩根士丹利 分析师在报告中指出，Agentforce年化经常性收入(ARR)已达到8亿美元，同比增长169%；Data 360 ARR 规模升至10亿美元；Agentforce季度成交数量超过2.9万笔，环比增长50%。其中，超过60%的Agentforce 和Data 360订单来自现有客户的扩容，显示客户使用深度持续提升。 不过，摩根士丹利认为，单靠Agentforce的产品周期尚不足以显著提升市场对赛富时的估值，投资者仍 希望看到整体收入增速出现加快。从关键的剩余履约义务(cRPO)指标来看，若剔除约3个百分点的汇率 利好以及并购Informatica带来的约4个百分点贡献，公司有机、按固定汇率计算的cRPO增速约为9%，仅 符合公司此前指引，低于部分投资者预期的超预期表现。摩根士丹利维持对该股"增持" ...

Bitcoin Surges As ETF Inflows Jump. Trump-Linked Miner Reports Results. | Investor's Business DailyTRENDING: [Rare Earth Stocks To Watch]----Cryptocurrency stocks are generally surging this week. powered by bitcoin's ETF-fueled rally to near $70,000 on Wednesday. Stablecoin issuer Circle and bitcoin miner Hut 8 diverged on their Wednesday results, which prompted a 32% spike for CRCL. Trump family-linked miner American Bitcoin rose on its Thursday-morning results. After the stock market close, MARA Holdings, ...

Investors concerned about a weakening dollar have been diversifying out of the U.S. and into other developed markets over the past year. That is looking like an even wiser play as investors seek new ways to insulate their portfolios from the shakeout in AI-related equities in the U.S. ...

Key TakeawaysNvidia (NVDA) shares fell 4.9% following warnings from investor Michael Burry, who compared the company's current trajectory to Cisco during the dot-com bubble.Google (GOOGL) unveiled Nano Banana Two, a high-fidelity AI image generation tool, and announced the upcoming launch of Gemini Advantage for its Marketing Platform.The Kansas City Fed Manufacturing Index surged to 5 in February, significantly outperforming the estimate of 2 and the previous reading of 0.Tesla (TSLA) reached a critical ou ...

Last year, Netflix (NASDAQ: NFLX) gave investors plenty of reasons to cheer. This business continues to operate from a position of strength. Its 325 million subscribers helped support 2025 revenue of $45.2 billion (up 16% year over year) and diluted earnings per share of $2.53 (up 28%). The company keeps evolving, as the leadership team spots new opportunities to take advantage of. For instance, Netflix expects ad revenue to surge 100% to $3 billion in 2026. This is an entirely new money maker that didn't e ...

Key Takeaways Ciena set to report Q1 FY26 on March 5 with EPS seen at $1.13, up 76.6% year over year.Ciena holds $5B backlog, fueled by AI-driven bandwidth demand and cloud investments.Ciena guides Q1 revenue to $1.35-$1.43B, with gross margin of 43%-44%.Ciena Corporation (CIEN) will report first-quarter fiscal 2026 results on March 5, before market open.The Zacks Consensus Estimate for earnings for the to-be-reported quarter is pegged at $1.13 per share, indicating growth of 76.6% year over year. Analysts ...

Nvidia Corp., the dominant maker of artificial intelligence chips, suffered its worst stock decline in three months after the company’s latest forecast failed to dispel fears of an AI bubble. The shares fell as much as 5.6% to $184.58 in New York, marking the biggest intraday drop since Nov. 25. The decline followed a first-quarter sales outlook that — on its face — looked impressive. Nvidia easily beat the average analyst estimate and delivered a 73% surge in fourth-quarter revenue. Most Read from Bloo ...

Google rolls out Nano Banana 2 after viral success of AI image generation tool | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A pedestrian walks past the Google offices in London, Britain, August 14, 2025. REUTERS/Suzanne Plunkett [Purchase Licensing Rights, opens new tab]Feb 26 (Reuters) - Google on Thursday unveiled a successor to its viral Nano Banana image generation model, touting faster performance as the search-engine behem ...

CRA International (NasdaqGS:CRAI) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsChad Holmes - Executive Vice President and Chief Corporate Development OfficerEric Nierenberg - Executive Vice President, Chief Financial Officer, and TreasurerPaul Maleh - President and Chief Executive OfficerConference Call ParticipantsAndrew Nicholas - Equity Research AnalystKevin Steinke - Managing Director, Senior Research AnalystMarc Riddick - Senior Equity AnalystOperatorGood day, everyone, welco ...

Core Viewpoint - Apple is seeking to dismiss a class action lawsuit alleging it defrauded shareholders by overstating the capabilities of its Siri AI and misrepresenting compliance with an injunction related to app sales commissions [1]. Group 1: Lawsuit Details - The lawsuit claims that Apple shareholders could face losses amounting to hundreds of billions of dollars due to alleged securities fraud between May 3, 2024, and May 1, 2025 [1]. - Apple argues that there is no evidence it knowingly misrepresented the timeline for incorporating advanced AI features into Siri, which may have impacted iPhone 16 sales [1]. - The company also stated that it did not guarantee the effectiveness of its compliance procedures regarding the 2021 injunction from Epic Games, which required changes to app payment systems [1]. Group 2: Company Response - Apple emphasized that it faced stock price fluctuations in 2025, similar to other major companies, and contended that the plaintiffs' claims of securities fraud causing price drops are unfounded [1]. - The company highlighted that it delayed some Siri upgrades and acknowledged that developing a "more personal" Siri was taking longer than anticipated [1]. - Apple faced criticism for implementing a new system that charged a 27% commission on some external sales, despite the injunction requiring a different approach [1].