智通财经APP获悉，IBM(IBM.US)已签署最终协议，将以收购方式获得位于得克萨斯州达拉斯市的 Cognitus 公司。Cognitus 是一家提供基于 SAP S/4HANA 服务的公司，其解决方案具有行业特性和人工 智能驱动的特点。该交易的财务细节未予披露。 Cognitus 将进一步增强 IBM在复杂且受监管行业的(如航空航天与国防、能源与公用事业以及制造业)的 SAP 能力。该业务将带来关键任务的 SAP 技能，包括在 SAP 的 RISE 和 GROW 方面的技能，以及一系 列丰富的软件资产。 ...

Richard Drury/DigitalVision via Getty Images By Grace Su & Jean Yu, CFA, PhD Improvers Positioned Where Energy and Efficiency Converge Market Overview Global equity markets generated positive returns in the third quarter, as continued progress on tariff negotiations between the U.S. and its trade partners helped to soften lingering macro uncertainty and shift attention toward the possibility of further Federal Reserve rate cuts. Investor sentiment improved alongside a late-quarter rally in information ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in Focus on Wall Street. On October 13, Barclays reiterated the stock as “Overweight” and raised its price target on the stock to $367 per share from $347. The firm is optimistic about the stock as we head into Financial Analyst Day, taking place on October 16th. “Bullish Sentiment around Shares Heading into Financial Analyst Day (FAD) on 10/16.” Investment bank Mizuho also reiterated the stock as “Outperform” on October 6th with a price target of $ ...

How to Add Us to Google News Sending You to Google News in 3 Key Points Shares of Amazon.com Inc. (NASDAQ: AMZN) lost 3.65% over the past five trading sessions after gaining 1.04% the five prior, bringing the stock's year-to-date loss to 1.65%. Amazon announced in August that it will begin offering customers same-day grocery delivery. In July, it was reported that the company's founder Jeff Bezos sold nearly 3 million shares worth $665.8 million. The stock sale is part of a plan announced earlier this year ...

Core Insights - The cloud service industry is experiencing intense competition, referred to as the "cloud war," with various companies focusing on different aspects of the market [1] - ByteDance's Volcano Engine is strategically targeting the enterprise-level MaaS (Model as a Service) sector, emphasizing specific business scenarios [1][2] - The collaboration between Volcano Engine and companies like Seres and Zeekr highlights the growing demand for intelligent data solutions in the automotive industry [1] Group 1: Market Dynamics - The cloud service landscape includes IaaS, PaaS, and MaaS, with each serving different needs, akin to different types of housing [1] - By 2025, the total call volume of public cloud services for large models in China is projected to reach 536.7 trillion tokens, with Volcano Engine's MaaS platform capturing a market share of 49.2% [2] - The focus of Volcano Engine is on selling tokens rather than computing power, which is a strategic differentiation from other cloud service providers [2] Group 2: Future Growth Potential - The generative AI software market in China is expected to reach a scale of 48.24 billion yuan by 2028, indicating significant growth potential [3] - Both C-end and B-end markets present vast opportunities for expansion, with multimodal models and agent applications identified as key growth drivers [3]

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks on the Market’s Radar. On October 7, Mizuho analyst Siti Panigrahi reiterated an Outperform rating on the stock with a $350.00 price target. The firm noted how shares traded down after an article from “The Information” which called out weakness in AI margins. However, the firm sees “minimal incremental information” in the article beyond issues that have already been discussed. It also noted how parts of the article actually support the view that Oracl ...

Summary of Alibaba Group Holding (BABA) Conference Call Company Overview - **Company**: Alibaba Group Holding (BABA) - **Industry**: Internet & New Media Key Financial Insights - **2Q26 Earnings Forecast**: Expected consolidated revenue growth of **4% year-on-year** to **CNY 246 billion** [1] - **Adjusted EBITA**: Anticipated drop of **83%** to **CNY 6.7 billion** due to increased investments in Quick Commerce (QC) and proprietary Large Language Model (LLM) [1] - **China E-commerce Group (CEG)**: Projected revenue growth of **15% year-on-year**, with **CMR** (Customer Management Revenue) growing **10%** and QC revenue increasing **50%** [1] - **CEG EBITA**: Expected to decline to **CNY 10 billion** from **CNY 44 billion** a year ago, primarily due to a **CNY 36 billion** loss from QC [1] - **Cloud Business**: AliCloud revenue growth of **30%**, up from **26%** in the previous quarter, with EBITA margin stable at **8.5%** [1] Investment and Strategic Focus - **AI Investments**: Alibaba is a leading player in China's LLM market, focusing on expanding its user base rather than immediate monetization [2] - **"All Others" Segment Losses**: Expected losses of **CNY 5 billion** in the September quarter, up from **CNY 2 billion** a year ago, due to increased investment in LLM [2] - **AIDC (Alibaba International Digital Commerce)**: Shifted focus towards profitability, achieving breakeven for the first time compared to a **CNY 2.9 billion** loss a year ago, despite slowed revenue growth to **12%** from **29%** [1] Valuation and Target Price - **Target Price Increase**: Raised to **USD 215** from **USD 170**, based on a higher valuation for AliCloud [3] - **AliCloud Valuation**: Now valued at **USD 207 billion** based on **7x FY26F P/S**, aligning with global cloud and software peers [3] - **Earnings Estimates Revision**: FY26F EBITA trimmed by **4.7%** to account for potential higher losses in the "All Others" segment [3] Financial Projections - **Revenue Projections**: FY26F revenue estimated at **CNY 1,051,529 million**, with a gross margin of **40.9%** [4] - **Net Profit**: Expected to be **CNY 107,136 million** for FY26F, with a normalized EPS of **CNY 43.84** [4] - **Valuation Ratios**: Normalized P/E for FY26F at **29.4x**, with a projected dividend yield of **0.6%** [4] Risks and Challenges - **Investment Risks**: Potential margin downside due to increased investments and regulatory risks in the payment and internet finance sectors [14][26] Additional Insights - **Market Performance**: Alibaba's stock has shown significant performance, with a **55.5%** increase over the past 12 months [9] - **Market Capitalization**: Currently at **USD 432.3 billion** [5] - **E-commerce Leadership**: Alibaba operates China's largest e-commerce platform, Taobao and Tmall, and is the largest cloud service provider in China [12] This summary encapsulates the key points from the conference call, highlighting Alibaba's financial performance, strategic focus, valuation adjustments, and potential risks.

Oracle Corporation (NYSE:ORCL) is included among the 12 Most Promising Dividend Stocks According to Wall Street Analysts. Oracle Corporation’s (ORCL) Dividend History Reinforces its Place Among Promising Dividend Stocks Photo by Annie Spratt on Unsplash Oracle Corporation (NYSE:ORCL) is a Texas-based multinational technology company. The stock is generating strong returns this year, surging by nearly 74% since the start of 2025. The company h‌as‌ rece⁠nt⁠ly outpace​d m‌any of its‍ c⁠omp‌etitors, thanks​ ...

Two companies capture the boom-or-bubble split better than any chart. Nvidia proves there’s real money in AI now, with record data-center revenue ($46.7 billion in Q2 2025 revenue ) and guidance that’s turned once-surreal numbers into baseline expectations — even if growth showed its first signs of cooling after an unprecedented run. Oracle, meanwhile, shows how frothy the future bets can get — a backlog inflated by a reported five-year, $300 billion deal with OpenAI that doesn’t even start until 2027 and a ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, Mizuho reiterated the stock as “Outperform” with a price target of $350. The firm believes shares of Oracle have more room to run ahead of its financial analyst day on October 16th. “We remain bullish on ORCL heading into the Financial Analyst Day, viewing it as a key catalyst to refocus attention on Oracle’s long-term AI growth story.” The firm holds a positive outlook on the stock, particularly a ...