ALAMEDA, Calif.--(BUSINESS WIRE)-- #AIRAN--Wind River, an Aptiv company and global leader in software for the intelligent edge, and Vodafone are collaborating to operationalize AI-RAN for Open RAN networks. The joint solution will be showcased at MWC Barcelona, March 2–5, in the Wind River booth (Hall 2, Stand 2F25). Open RAN is transforming how networks are built. AI-RAN is transforming how they are operated. As operators deploy more disaggregated infrastructure, traditional operations models are reach. ...

Domo Announces Timing of its Fourth Quarter and Full-Year Fiscal 2026 Earnings Conference CallFeb 27, 2026 9:00 AM Eastern Standard Time# Domo Announces Timing of its Fourth Quarter and Full-Year Fiscal 2026 Earnings Conference CallShare---SILICON SLOPES, Utah--([BUSINESS WIRE])--Domo (Nasdaq: DOMO) today announced that results for its fourth quarter and full-year fiscal 2026 (ended January 31, 2026) will be released on Tuesday, March 10, 2026, after market close. The company will host a conference call at ...

In 2023, Goldman Sachs (NYSE: GS) put out a report titled "The Potentially Large Effects of Artificial Intelligence on Economic Growth. ...

OpenAI 表示，本轮融资带来的估值提升，使 OpenAI 基金会在 OpenAI 集团中所持股份的价值增至超过 1800 亿美元（现汇率约合 1.23 万亿元人民币），进 一步强化了这本就史上资源最雄厚的非营利组织之一，并扩展了其在健康突破、AI 韧性等领域资助慈善事业的能力。 今天，OpenAI 宣布扩大与英伟达的长期合作，包括使用 3 吉瓦专用推理算力，以及在 Vera Rubin 系统上运行 2 吉瓦的训练算力。这一合作建立在已在微 软、甲骨文云基础设施和 CoreWeave 部署的 Hopper 与 Blackwell 系统基础之上。 据介绍，ChatGPT 是大众接触 AI 的起点，目前拥有超过 9 亿的周活跃用户，消费者订阅用户已超过 5000 万。年初以来，订阅用户增长显著加速，一至二 月有望成为其历史上新订户增长最多的月份。 IT之家 2 月 27 日消息，OpenAI 今日发布公告，宣布以 7300 亿美元的投前估值，完成 1100 亿美元（IT之家注：现汇率约合 7537.6 亿元人民币）的新一轮 融资，其中包括来自软银的 300 亿美元、来自英伟达的 300 亿美元以及来自亚马逊的 ...

Fund Performance - Harbor Mid Cap Value Fund outperformed the Russell Midcap Value Index in Q4 2025, returning 4.07% compared to the index's 1.42% [1] - For the full year 2025, the Fund gained 15.95%, exceeding the benchmark's return of 11.05% [1] - The S&P 500 Index rose 2.7% in Q4 and 17.9% for the full year, while the Russell Midcap Index only increased by 0.2% in Q4 [1] Investment Strategy - The Fund's excess return of 2.82% in Q4 was primarily driven by selection effects, highlighting a quantitative value discipline focused on fundamental undervaluation, improving momentum, and risk control [1] - Management noted that mid- and small-cap value stocks are trading at more attractive multiples compared to AI-driven large-cap stocks, positioning the Fund to capitalize on opportunities in economically sensitive and cash-generative businesses [1] Company Focus: Amkor Technology, Inc. - Amkor Technology, Inc. is a semiconductor packaging and test services provider, with a one-month return of 0.39% and a market capitalization of approximately $11.999 billion [2] - The stock price of Amkor traded between $14.03 and $57.09 over the last 52 weeks, closing at about $48.52 on February 26, 2026 [2] - The Fund trimmed its position in Amkor due to concerns over valuation despite strong stock price momentum, as earnings and cash flow have not kept pace with the stock price increase [3]

Core Insights - The market surge in the previous year was primarily driven by AI spending and infrastructure development, rather than mere investor sentiment [1][2] - Earnings growth accounted for 13.6 percentage points of the S&P 500 Index's 17.9% return in 2025, indicating that companies generated more profits rather than investors simply paying higher prices for existing profits [2] Investment Landscape - Alger identifies approximately $4.2 trillion in annual private nonresidential fixed investment, which constitutes about 14% of U.S. GDP, with capital being deployed across various sectors including data centers and power infrastructure [3] - The Alger AI Enablers & Adopters ETF (ALAI) targets a diverse range of companies within the AI infrastructure ecosystem, suggesting a multi-trillion dollar spending wave beyond traditional tech names [4] Sector Performance - The projected U.S. AI infrastructure investment is estimated to reach around $10 trillion, with significant initiatives from major companies like Apple Inc. and collaborations such as Project Stargate over the next four years [6] - Power generation and electrical components are critical for building AI data centers, as AI queries require approximately ten times more computing power than traditional searches, leading to increased demand for electricity and cooling systems [7] Portfolio Composition - ALAI's portfolio includes major players like Nvidia Corp., Microsoft Corp., and Meta Platforms Inc., as well as lesser-known infrastructure companies such as Nebius Group and Talen Energy Corp [5][8] - The fund captures a wide range of companies supplying the necessary physical infrastructure to support AI workloads, indicating a comprehensive approach to investment in the AI sector [8] Market Trends - Communication services and information technology sectors have led the S&P 500 Index performance for three consecutive years, with industrials also showing strong performance, reflecting a market preference for companies engaged in capital spending themes beyond just AI [9]

Core Viewpoint - The article discusses the high valuations of U.S. equities, particularly the S&P 500, and argues that these valuations are justified by strong economic fundamentals rather than being overvalued [1] Group 1: Economic Fundamentals - Economic and earnings growth remain resilient, with global earnings revisions trending higher and profitability expanding beyond the technology sector [1] - Rising productivity and ongoing adoption of artificial intelligence (AI) are expected to reinforce record-level profit margins and long-term earnings growth [1] Group 2: Sector Performance - The technology sector contributes significantly to the high valuations of the S&P 500, as it has a higher price-to-earnings ratio compared to the index itself [1] - Earnings growth is broadening across various sectors and regions, including U.S. small-cap stocks and international equities in Japan and Europe [1] Group 3: Investment Strategies - The BNY Mellon Concentrated Growth ETF (BKCG) offers a focused approach to investing in large-cap securities, aiming to capitalize on opportunities within the S&P 500 [1] - BKCG employs a buy-and-hold strategy, selecting 25-35 companies based on fundamental analysis, which allows for returns driven by individual stock performance rather than overall market momentum [1] - As of December 31, 2025, BKCG's net asset value (NAV) increased by 14.58% year-to-date, demonstrating the effectiveness of its concentrated investment strategy [1]

The Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 ...

Key Takeaways AES and Entergy expand renewables and grid tech to meet rising clean energy demand.AES targets coal exit, posts 18.83% ROE and 16.8% three-month share gains.Entergy plans $43B in 2026-2029 capex, advancing renewables and AI-driven grid ops.The demand for clean electricity is accelerating worldwide, supported by a combination of long-term structural trends and rapid technological advances. As this need intensifies, utility companies like AES Corporation (AES) and Entergy Corporation (ETR) are b ...

Core Insights - Zscaler, Inc. reported strong second-quarter fiscal 2026 results, with non-GAAP earnings of $1.01 per share, exceeding estimates by 12.94% and reflecting a year-over-year increase of 29.5% driven by revenue growth and cost management [1][9] - The company's revenues for the second quarter reached $815.8 million, surpassing estimates by 2.22% and management's guidance, marking a 26% year-over-year growth [2][9] - Zscaler raised its fiscal 2026 revenue guidance to a range of $3.309-$3.322 billion, up from the previous forecast, indicating a projected growth of 23.2% from fiscal 2025 [7] Financial Performance - Non-GAAP gross profit increased by 25.6% year over year to $654 million, with a stable gross margin of 80% [4] - Non-GAAP operating income rose to $181 million from $140.5 million in the previous year, maintaining an operating margin of 22% [5] - The company generated operating cash flow of $204 million and free cash flow of $169 million in the second quarter, with total cash and short-term investments amounting to $3.5 billion [6] Customer Metrics - Zscaler added multiple large customers, ending the quarter with 728 customers generating $1 million or more in annual recurring revenues (ARR) and 3,886 customers with ARR exceeding $100,000 [4] - Remaining Performance Obligations (RPO) reached $6.1 billion, reflecting a 31% year-over-year increase, with current RPO representing approximately 47% of total RPO [3] Future Guidance - For the third quarter of fiscal 2026, Zscaler projects revenues between $834 million and $836 million, indicating a year-over-year growth of 22.5% [10] - Non-GAAP earnings per share for the third quarter are expected to be between $1.00 and $1.01, compared to the Zacks Consensus Estimate of 94 cents [10]