Jan 6 (Reuters) - Buyout firm Hg Capital has agreed to acquire financial software maker OneStream in an all-cash deal worth $6.4 billion, the ​company said on Tuesday, less than two years after its Nasdaq ‌debut. Shareholders will receive $24 a share in cash, representing a 31% premium to OneStream's closing price ‌on Monday. The stock jumped more than 28% in afternoon trading. Global mergers and acquisitions activity showed a steady rebound in 2025, extending a gradual recovery despite uncertainty over ...

Investment Rating - The report maintains a positive outlook on global equities, expecting a rise of around 15% by the end of 2026, driven by strong performance in sectors such as technology, healthcare, and utilities [125][126]. Core Insights - The report emphasizes the potential of AI and innovation to drive market growth, suggesting that these trends could help economies achieve "escape velocity" from traditional economic constraints [5][27]. - It highlights the importance of capital expenditure (capex) in AI, projecting a cumulative USD 4.7 trillion in global AI capex between 2026 and 2030, with USD 571 billion expected in 2026 [58][70]. - The longevity market is anticipated to grow significantly, with annual revenues projected to reach USD 8 trillion by 2030, driven by advancements in healthcare and technology [90][91]. Summary by Sections Growth - AI-linked innovation is identified as a key driver of market performance, with IT and communication services stocks accounting for 36% of the MSCI AC World index [48][49]. - The report projects that AI can automate a third of tasks, potentially generating around USD 2 trillion in annual revenues from end-users [60][62]. Economic Backdrop - The economic outlook for 2026 is supportive, with expected real GDP growth of close to 2% in the US and over 1% in the Eurozone, driven by fiscal stimulus and improving consumer confidence [102][106]. - In Asia, growth is expected to remain robust at just under 5%, with China focusing on technology innovation and industrial upgrades [109][110]. Investment Opportunities - The report recommends allocating up to 30% of equity portfolios to structural growth ideas, particularly in AI, power and resources, and longevity sectors [70][96]. - Commodities are highlighted as attractive investments due to supply constraints and rising demand, with copper prices expected to exceed USD 13,000 per metric ton in 2026 [85][88]. Sector Focus - The US healthcare sector is expected to benefit from improved policy clarity and growing markets, particularly in obesity and oncology [128][129]. - Utilities are favored due to AI-driven power demand and ongoing infrastructure investments, with significant earnings growth anticipated [129][130]. Currency and Diversification - The report suggests favoring the euro and Australian dollar over the US dollar, anticipating that US rate cuts may weigh on the greenback [45][46]. - A diversified investment approach is recommended, including alternatives like hedge funds and private markets to mitigate risks [45][46].

Core Insights - CrowdStrike Holdings (CRWD) is leveraging partnerships to drive growth and enhance its market presence, particularly through the Falcon platform [1] Partnerships and Growth - The partnership with Amazon Web Services (AWS) allows CrowdStrike's Falcon Next-Generation Security Information and Event Management (SIEM) to be integrated directly into AWS Security Hub, facilitating easier access for AWS customers [2] - Collaborations with global system integrators like EY, Deloitte, and Wipro are enabling CrowdStrike to attract large enterprise clients looking to upgrade from legacy security tools [3] - The partnership with F5 enables Falcon to operate on F5 appliances, enhancing infrastructure security, while the Kroll partnership is transitioning approximately 500,000 endpoints to Falcon, targeting mid-market customer segments [4] Financial Performance and Estimates - The Zacks Consensus Estimate predicts a revenue increase of around 21% year-over-year for both fiscal 2026 and 2027 [5] - CrowdStrike's shares have decreased by 2.4% over the past three months, outperforming the Zacks Security industry's decline of 8.4% [8] - The forward price-to-sales ratio for CrowdStrike is 21.23, significantly higher than the industry average of 11.79 [12] - Earnings estimates indicate a decline of 5.6% for fiscal 2026, followed by a growth of 28.7% for fiscal 2027, with recent upward revisions of 4 cents and 3 cents respectively [15]

Core Insights - CrowdStrike's Falcon Flex model is rapidly growing and is integral to the company's expansion strategy, with Annual Recurring Revenue (ARR) from Falcon Flex customers reaching $1.35 billion in Q3 fiscal 2026, more than tripling from the previous year [1][9] Group 1: Falcon Flex Growth and Impact - Falcon Flex facilitates quicker adoption of new modules without lengthy contract processes, resulting in increased platform usage and strong re-Flex activity, with over 200 customers expanding their contracts in Q3 [2][9] - The model is driving growth in key product areas such as Next-Generation Security Information and Event Management, cloud security, identity security, and endpoint protection, as it reduces procurement friction and encourages multi-module adoption [3][9] - Falcon Flex is expected to remain a significant growth engine for CrowdStrike, contributing to increased ARR, larger deal sizes, and deeper platform utilization, with revenue estimates indicating a year-over-year increase of around 21% for fiscal 2026 and 2027 [4] Group 2: Competitive Landscape - Competitors like Palo Alto Networks and SentinelOne are also experiencing growth through platform expansion and AI innovations, with Palo Alto Networks reporting a 29% year-over-year increase in its Next-Gen Security ARR in Q1 fiscal 2026 [5] - SentinelOne achieved a 23% year-over-year growth in its ARR for Q3 fiscal 2026, driven by the adoption of its AI-first Singularity platform [6] Group 3: Financial Performance and Valuation - CrowdStrike's shares have increased by 9.6% over the past three months, contrasting with a 3.3% decline in the Zacks Security industry [7] - The company trades at a forward price-to-sales ratio of 21.56, significantly higher than the industry average of 11.83 [11] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings suggests a year-over-year decline of 5.6%, while fiscal 2027 earnings are expected to grow by 28.8%, with recent upward revisions in estimates [14]

Welcome back to Morning Trade Live. It's time now for the big picture. So, let's welcome in the team from Charles Schwab, Cooper Howard, director of fixed income research and strategy, Schwab Center for Financial Research, and Michelle Gibli, the director of international equity research and strategy, Schwab Center for Financial Research.Michelle, I suppose we better start with you just because of course we got this data out of China overnight showing that while it does continue to operate over a $1 trillio ...

RT Rapid Response 47 (@RapidResponse47)President Donald J. Trump signs an Executive Order to protect American AI innovation from an inconsistent and costly compliance regime resulting from varying state laws."We have to be unified. China is unified..." https://t.co/II9gz5yDx7 ...

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Core Insights - Cheetah Mobile Inc. reported its first quarterly operating profit in six years for Q3 2025, with total revenue increasing by 49.6% year-over-year to RMB287.4 million (US$40.4 million) [2][8] - The AI and others segment saw a significant revenue increase of 150.8%, contributing to over half of the total revenue, indicating a strong growth engine for the company [2][8] - The company is focusing on AI innovations, including the development of AI-native tools and enhancements to existing products [2] Financial Performance - Total revenue for Q3 2025 was RMB287.4 million (US$40.4 million), a 49.6% increase from the previous year [8] - Gross profit rose by 64.4% year-over-year to RMB214.4 million (US$30.1 million), with a gross margin of 74.6%, up from 67.9% in the same quarter last year [8] - Operating profit was RMB3.9 million (US$0.6 million), a significant improvement from an operating loss of RMB72.0 million in Q3 2024 [8] - Non-GAAP operating profit reached RMB15.1 million (US$2.1 million), compared to a non-GAAP operating loss of RMB60.5 million in the same period last year [8] Segment Performance - The Internet business segment generated RMB142.4 million in revenue, while the AI and others segment contributed RMB145.0 million [8] - The AI and others segment's revenue accounted for 50.4% of total revenue, up from 30.1% in the same period last year [8] - The adjusted operating loss in the AI and others segment narrowed significantly in this quarter [2] Balance Sheet and Liquidity - As of September 30, 2025, the company had cash and cash equivalents of RMB1,597.3 million (US$224.4 million), indicating strong liquidity [8] - Long-term investments stood at RMB761.4 million (US$107.0 million) [8]

Core Insights - Zoom Communications, Inc. reported a total revenue of $1,229.8 million for the third fiscal quarter, reflecting a year-over-year increase of 4.4% as reported and 4.2% in constant currency [4][5] - The company emphasized its commitment to an AI-first platform, highlighting the growth in adoption of its AI Companion 3.0 and Custom AI Companion, contributing to strong customer experience metrics [2][4] - The financial results indicate significant profitability, with GAAP EPS increasing by 204.5% year-over-year to $2.01, and non-GAAP EPS rising by 10.1% to $1.52 [4][5] Financial Performance - Total revenue for Q3 was $1,229.8 million, with Enterprise revenue at $741.4 million, up 6.1% year-over-year, and Online revenue at $488.4 million, up 2.0% [4][5] - GAAP operating margin stood at 25.2%, while non-GAAP operating margin was 41.2% [5][36] - Operating cash flow reached $629.3 million, marking a 30.2% increase year-over-year, with a cash flow margin of 51.2% and free cash flow margin of 50.0% [4][5][37] Shareholder Returns - The company repurchased approximately 5.1 million shares in Q3, totaling 32.5 million shares repurchased under the current plan [4][9] - The Board of Directors authorized an additional $1.0 billion for stock repurchase, increasing the total authorization to $1.310 billion [9][11] Customer Metrics - The number of customers contributing over $100,000 in trailing 12 months revenue increased by 9.2% year-over-year, totaling 4,363 customers [4][13] - The trailing 12-month net dollar expansion rate for Enterprise customers was reported at 98% [13] - Online average monthly churn remained stable at 2.7% year-over-year, with 74.4% of total Online MRR from customers with a continual term of service of at least 16 months [13] Financial Outlook - For Q4 FY 2026, total revenue is expected to be between $1.230 billion and $1.235 billion, with non-GAAP income from operations projected between $477.0 million and $482.0 million [13] - The full fiscal year 2026 revenue guidance is between $4.852 billion and $4.857 billion, with non-GAAP income from operations expected between $1.955 billion and $1.960 billion [13]

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