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RBC Lowers Oracle (ORCL) PT to $195 While Eyeing 2026 as a Pivotal Year for AI-Driven Growth
Yahoo Finance· 2026-01-08 14:13
Oracle Corporation (NYSE:ORCL) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, RBC Capital analyst Rishi Jaluria lowered the firm’s price target on Oracle to $195 from $250 and kept a Sector Perform rating on the shares. The firm suggested that 2026 will serve as a turning point where the benefits of AI become increasingly visible for companies prepared for enterprise adoption. Enterprise spending is stabilizing and showing signs of recovery in certain sectors, fueled ...
DA Davidson Upgrades CoreWeave (CRWV) to Neutral Citing OpenAI Fundraise as Short-Term Catalyst
Yahoo Finance· 2026-01-08 14:12
CoreWeave Inc. (NASDAQ:CRWV) is one of the best up and coming stocks to buy according to Wall Street. On January 5, DA Davidson analyst Gil Luria upgraded CoreWeave to Neutral from Underperform with a price target of $68, up from $36. Despite expressing some reluctance, the firm upgraded the stock and cited OpenAI’s potential $100 billion fundraise as a significant catalyst for CoreWeave. Although the firm noted that the success of this capital raise is not guaranteed, a successful round would enable Ope ...
Firstsource recognized as a Leader in Banking Operations by Everest Group and NelsonHall
Prnewswire· 2026-01-06 13:30
MUMBAI, India, Jan. 6, 2026 /PRNewswire/ -- Firstsource Solutions Limited (NSE: FSL) (BSE: 532809), a leading global provider of business process management services and an RP-Sanjiv Goenka Group company, has earned dual analyst recognitions for its Banking Operations capabilities – named a Leader and Star Performer in the Everest Group Banking Operations – Services PEAK Matrix® Assessment 2025 and a Leader in the NelsonHall NEAT 2025 evaluation for GenAI & Process Automation in Banking across both Operatio ...
Aon’s Eric Andersen named AIG President and CEO as Peter Zaffino transitions to Executive Chair
ReinsuranceNe.ws· 2026-01-06 13:09
Peter Zaffino, President and CEO of global insurer American International Group, Inc. (AIG), has informed the firm’s Board that he plans to transition to Executive Chair of AIG and retire as CEO by mid-year 2026, with Aon’s Eric Andersen named as his successor.Most recently, Andersen served as a member of insurance and reinsurance broking group Aon’s Executive Committee and served as a strategic advisor to the firm’s President and CEO.He has been with the broker for almost 30 years, holding senior leadershi ...
Intuit (INTU) Slid on Cautious FY2026 Guidance
Yahoo Finance· 2026-01-02 12:19
Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) in the third quarter, compared to a 10.5% return for the Russell 1000 Growth Index and an 8.1% return for the S&P 500 Index. SGA’s investment objective is to invest in high-quality growth businesses expected to achieve consistent mid-teens earnings growth, acc ...
BTIG Assumes Coverage of HubSpot (HUBS) Stock
Yahoo Finance· 2025-12-31 16:56
Core Viewpoint - HubSpot, Inc. (NYSE:HUBS) is identified as a high growth large cap stock with a consensus "Buy" rating from approximately 36 analysts, and an average price target of $579.55, indicating a potential increase of about 45.6% from its closing price as of December 26 [1]. Group 1: Analyst Coverage and Ratings - BTIG initiated coverage of HubSpot with a "Buy" rating and a price target of $500, highlighting the company's durable growth, margin expansion, and consistent execution as key strengths [2]. - Despite the positive outlook from analysts, HubSpot's stock has underperformed year-to-date (YTD), declining over 42% due to concerns about potential disruptions from GenAI and slowed growth [3]. Group 2: Growth Potential and Strategic Focus - HubSpot's strategic focus on AI integration is seen as a significant growth opportunity, with AI-powered features like Breeze Intelligence and Breeze Agents expected to enhance customer retention [4]. - The company provides a cloud-based CRM platform, which positions it well for leveraging AI advancements in its offerings [4].
VCs predict strong enterprise AI adoption next year — again
Yahoo Finance· 2025-12-29 14:00
Alexa von Tobel, founder and managing partner, Inspired Capital: 2026 will be the year AI reshapes the physical world — especially in infrastructure, manufacturing, and climate monitoring. We are moving from a reactive world to a predictive one, where physical systems can sense problems before they become failures.Marcie Vu, partner, Greycroft: We’re very excited about the opportunity in voice AI. Voice is a far more natural, efficient, and expressive way for people to communicate with each other and with m ...
计算机行业GenAI系列(二十三):火山多模态和千问高德:硬核能力成生态
Sou Hu Cai Jing· 2025-12-28 17:08
今天分享的是:计算机行业GenAI系列(二十三):火山多模态和千问高德:硬核能力成生态格局新基石 报告共计:23页 GenAI领域技术迭代与生态拓展总结 当前GenAI领域竞争重心正从商业模式转向底层硬科技实力,头部企业凭借长期技术积累与生态整合,推动行业快速发展,其中 火山引擎豆包大模型与阿里千问APP的最新动态尤为引人注目。 火山引擎在FORCE原动力大会上发布多款升级产品,豆包大模型1.8在工具调用、复杂指令遵循及OS智能体等关键维度实现显著 增强,其多模态理解与智能体执行力已与Qwen3比肩,在数学推理、长视频解析及文档图表理解等核心场景表现突出。视频生 成模型Seedance 1.5 Pro凭借"声画一体"原生架构,在音频质量、同步性及表现力等方面优于同类产品,Draft样片功能可提升创 作效率65%。此外,图像创作模型Seedream 4.5和语音识别模型2.0进一步丰富了豆包模型家族,语音识别的上下文关键词召回率 提升20%,还支持多模态视觉识别。截至2025年12月18日,豆包大模型日均Tokens使用量已突破50万亿,较9月大幅增长,在单 位推理成本降低的趋势下,商业化路径逐渐清晰。 阿里千 ...
SIGGRAPH Asia 2025最佳论文 | 港中大、曼彻斯特大学获奖
机器之心· 2025-12-28 09:00
作为 SIGGRAPH 系列的两大主会之一,SIGGRAPH Asia 是毫无争议的 "天花板级会议"。每年,这里汇聚了全球顶尖的研究团队,展示着计算机图形学、3D 视 觉、计算机辅助设计及数字化制造等领域的最新突破,指引着学术界与工业界的技术风向。在 2025 年的评审中,大会共收到 1,106 篇技术论文投稿,最终录用 201 篇会议论文和 100 篇期刊(ACM Transaction on Graphics)论文。其中,获得 "最佳论文奖"(Best Paper Awards)的仅有 5 篇。 过去几年,消费级 3D 打印的普及有点像一场 "悄悄发生的产业级爆炸"。从桌面 FDM 到越来越亲民的光固化(DLP/SLA),从手办模型到小型功能件,3D 打印 正在成为设计师与工程师手中的 "新型生产力"。随之而来的是一个有趣的趋势:科研界的关注点正在发生转移 —— 人们不再仅仅满足于用 GenAI 生成一个漂亮的 3D 模型,更在意它能不能在现实世界中被 "完美" 地制造出来 。毕竟,屏幕上再精美的模型,一旦打印出来满身支撑、表面全是粗糙的层纹,甚至物理性能也因 层间结构缺陷而受损,其实用价值和美学价值都 ...
AI大神吴恩达:很多计算机专业应届生找不到工作,是因为高校课程严重
Xin Lang Cai Jing· 2025-12-27 23:23
来源:爆角追踪 在AMD Advancing AI 2025大会上,AI布道者吴恩达就 AI 的普及、开放生态和硬件基础设施展开交 流。 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 我们现在看到一种新的刻板印象——"一个新毕业的大学生能超越一个有十年经验的全栈工程师"。这是 真的,因为新毕业的大学生对于AI技术非常熟悉,而那些经验丰富的工程师可能还在用2022年以前的 技术,跟不上新技术的步伐。 然而,另一个被忽视的事实是,最优秀的工程师并不是刚刚毕业的大学生,尽管我对他们并无偏见。实 际上,是那些有着丰富经验、深入理解架构和计算机思维框架的工程师,他们不仅理解架构,还不断学 习并跟进AI技能。 我知道最近有一种令人焦虑的现象:找工作变得越来越难,尤其是对于计算机科学专业的新毕业生。一 方面,很多公司表示找不到足够的GenAI应用开发者——这些是能够快速使用AI编码助手、掌握构建模 块并快速创建高价值应用的开发者。 但遗憾的是,许多教育体系,特别是大学的课程更新速度跟不上这些变化,导致技能与市场需求之间出 现了脱节 ...