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Oracle Corporation (ORCL) Fell Due to Concerns About Overinvestment and Funding Needs for AI Infrastructure
Yahoo Finance· 2026-02-26 12:38
Aristotle Funds, an investment advisor, released its “Growth Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10%. Within the Russell 1000 Growth Index, healthcare, communication services, and financials were the top-performing sectors, while utilities, real estate, and materials lagged. The U.S. economy show ...
中天科技中标东南地区智算中心项目
Xin Lang Cai Jing· 2026-02-26 12:35
中天科技近日成功中标长乐机场综保区人工智能智算中心一期机电总承包工程,此举标志着公司在高端 智算和数据中心机电领域取得重要里程碑。该项目是福州新区数字经济标杆,旨在打造东南地区高性能 人工智能算力枢纽。项目一期将通过液冷机柜矩阵与AI服务器,形成15000P算力,兼具高效与节能优 势。中天科技依托其在光通信、智能电网等领域的技术积淀,进一步巩固了行业领先地位,并为拓展东 南地区算力新基建业务打开了新空间。(中天科技) ...
百度2025年Q4 AI业务收入占比超4成 AI能干活也能赚钱
Jing Ji Guan Cha Wang· 2026-02-26 12:32
在经历了全栈布局和AI重构后,百度的2025年财报向市场摊开一张筹谋已久的账单。最令外界侧目的数字,是首次被独立披露的AI业务收入占比。 这是一个关键的锚点,意味着AI在这家成立26年的公司,经过长达十多年的战略投入,成为驱动增长的核心引擎。 2月26日,百度发布2025年第四季度及全年财报。2025年总营收达1291亿元,AI业务营收达400亿元;第四季度,百度总营收327亿元,AI业务收入占百度 一般性业务收入的43%,超出市场预期。 这一转变的底层逻辑在于"技术-商业"闭环的验证。这笔AI业务收入不再是点缀,也并非来自烧钱换来的短期DAU,而是来自于企业侧对算力、模型的刚 需,以及个人用户对生产力工具的真实付费意愿。过去,AI更多被视为提升效率的"隐形手",而现在它变成了可以直接标价的产品。 这种披露,反映出百度对AI的战略布局,已经沉淀为一个可以被持续跟踪、具备内生增长动能的收入板块。百度智能云高管此前在内部定调,将2026年 AI相关收入增速目标从100%上调至200%,全力在AI云市场抢占第一。 此外,2025年,AI云收入同比增长34%,AI应用全年收入突破100亿元,AI原生营销服务收入同比增 ...
CIBC(CM) - 2026 Q1 - Earnings Call Presentation
2026-02-26 12:30
Quarterly Results Presentation First Quarter 2026 February 26, 2026 All amounts are in Canadian dollars unless otherwise indicated. First Quarter 2026 | 0 Forward-Looking Statements A NOTE ABOUT FORWARD-LOOKING STATEMENTS: From time to time, we make written or oral forward-looking statements within the meaning of certain securities laws, including in this report, in other filings with Canadian securities regulators or the SEC and in other communications. All such statements are made pursuant to the "safe ha ...
Colliers named to IAOP’s Global 100 for 20th consecutive year
Globenewswire· 2026-02-26 12:30
Two decades of global service excellence underscore Colliers’ commitment to client successTORONTO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Colliers (NASDAQ, TSX: CIGI), a leading diversified professional services and investment management company, has been named to the 2026 Global 100 list produced by IAOP® in the Leader category for large, established global firms. This marks the 20th consecutive year that Colliers has been recognized for global service excellence. IAOP’s annual list recognizes the world’s top o ...
Prediction: The "Trough of Disillusionment" Will Create the Best Buying Opportunity for Artificial Intelligence (AI) Stocks in 2026
Yahoo Finance· 2026-02-26 12:27
In the investment world, artificial intelligence (AI) has already gone from one of the great technological advancements of our time to a destructive force that will ruin industries. While that may seem like a complete reversal, when it comes to technology hype, this is not unusual. In fact, tech research and advisory firm Gartner has devised a methodology describing this exact hype cycle. It consists of five parts: Will AI create the world's first trillionaire? Our team just released a report on the one ...
Why Cramer Says Nvidia Sellers Are Getting It Dead Wrong
Benzinga· 2026-02-26 12:24
“Take your cue from the S&P futures at your own peril,” CNBC’s “Mad Money” host Cramer wrote on X. “You think any of those sellers were actually on Jensen’s call? They wouldn’t know the difference between Jensen and Jetson.”Jetson is Nvidia’s line of embedded computing boards designed for low-power machine learning applications.Cramer Says AI Coding Boom Is the Real CatalystIn an earlier post, Cramer zeroed in on what he called the pivotal moment from Nvidia CEO Jensen Huang’s earnings call. “Traders can’t ...
Trump brothers-backed American Bitcoin swings to quarterly loss amid crypto selloff
Reuters· 2026-02-26 12:22
Trump brothers-backed American Bitcoin swings to quarterly loss amid crypto selloff | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Eric Trump, Co-Founder and Chief Strategy Officer of American Bitcoin Corp., speaks during the the opening bell ceremony at the Nasdaq Market in New York City, U.S., September 16, 2025. ... [Purchase Licensing Rights, opens new tab] Read moreFeb 26 (Reuters) - American Bitcoin [(ABTC.O), opens new tab] ...
U.S. Stock Market today: Dow Jones, S&P 500, Nasdaq futures set for muted Wall Street opening. Here's what to expect on Thursday
The Economic Times· 2026-02-26 12:18
Nvidia's stellar quarterly results garnered a lukewarm ​response from investors and downbeat earnings ​from software company Salesforce weighed on sentiment. Nvidia inched 0.6 per cent higher in premarket trading ​after the chipmaker posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates.Most megacap and growth stocks including Apple and ​Microsoft were trading in the flat-to-lower band. Salesforce shed 3.1 per cent after the cloud software p ...
World’s Top Money Managers Favor Emerging Markets, Citi Says
Yahoo Finance· 2026-02-26 12:17
Bloomberg Global asset managers who collectively oversee more than $20 trillion of assets have grown more bullish across emerging-market equities, currencies, domestic bonds and credit, potentially offering fresh momentum to the sector’s record-busting rally. Citigroup Inc., which reviewed the published outlooks of some of the world’s biggest asset managers, found that funds had added to long positions in markets across Asia, Latin America, as well as Europe, the Middle East and Africa. The findings came ...