Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG. Uh, it seems like the market is moving on a little bit from the State of the Union address last night, but President Trump did talk up the economy. He talked of markets, this new 401k. He talked about housing. Take us through some of your takeaways as it relates to the markets and the economy. >> I don't think we actually heard anything that was different from what President Trump has actually ...

2.我们认为随着AI的发展，未来会进入自主决策阶段，AI不仅仅是决策，还可以自主执行，自主执行要 调用技能（比如新增单据、自动审核等），这就要求ERP每一个功能都是独立的微服务，BIP基于原生 微服务架构，这就是BIP的优势。传统的ERP系统就会被替换为BIP； 3.随着AI的发展，数据价值越来越高，多数企业（特别是大客户）内部信息化厂商众多，形成各种历史 数据孤岛，BIP统一底座，10大领域，如果统一更换为BIP，数据治理工作量大幅减少； 有投资者问用友网络(600588.SH)，Anthropic旗下Claude系列AI及智能体技术，已对传统企业服务软件 形成颠覆性冲击，甚至可能直接替代传统ERP、财务、人力等管理软件。请问公司是否评估过该类技术 对用友现有BIP、YonGPT及核心业务的实质性替代风险？ 用友网络在互动平台表示，从昨晚发布会来 看，Cowork及插件系统不是要把现有软件的功能做完整的替代，而是从底层智能OS和任务编排层的维 度，来打造面向知识工作者的企业Agent平台。 产品形态保留现有软件作为system of record/专业执行界面，强调与合作企业（如Salesforce）之间的 ...

Quantum computing is still years away from becoming practical for mainstream use, but we're seeing incredible progress in the industry. There's massive long-term potential in quantum computing, and the technology could impact our daily lives in many ways. Quantum computers could eventually enable processing speeds orders of magnitude greater than today's computers can manage. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensa ...

Nasdaq tipped to lead gains ahead of Nvidia and Salesforce earnings Proactive uses images sourced from Shutterstock US stocks are set to continue to rebound on Wednesday, after Donald Trump's State of the Union speech last night and ahead of key earnings from Nvidia and Salesforce this evening. Nasdaq futures were in the lead ahead of the open, up 0.5%, while those for the Dow Jones and S&P 500 were both up 0.3%. Wall Street staged a broad-based recovery in the previous session, led by gains for small ...

格隆汇2月25日｜摩根士丹利策略师表示，由人工智能颠覆性影响担忧引发的跨行业过度抛售，为选股 者创造了机会。投资者应当寻找那些"人工智能老牌企业"、增长强劲的企业以及高质量的公司，以利用 价格优势以及AI技术应用的普及所带来的市场动力。包括安德鲁·帕克尔在内的策略师表示，对于拥有 强大定价权的AI应用者而言，其投资理由愈发坚实。短期内人工智能的广泛应用有助于抵消受影响领 域以及整个市场所面临的长期变革带来的担忧。软件业是投资者恐慌情绪冲击最严重的行业之一，市场 似乎已假定现有企业无法利用人工智能创新。但相反的是，策略师们认为人工智能正在扩大企业软件的 可触达市场，微软、Intuit和Atlassian等公司出现了"有吸引力的切入点"。 ...

美国企业刚刚交出了近年来最强劲的一份财报季答卷，但美国股市并未随之起舞，强劲的盈利表现与低迷的市场走势形成了显著的脱钩。 据彭博报道，标普500指数成分股公司第四季度的盈利增长了13%，比预期高出近6个百分点。然而，在以摩根大通和沃尔玛公司发布财报为起止 的六周时间里，标普500指数却下跌了1.7%，追平了过去10个季度财报季期间的最差表现。 人工智能引发的"恐慌交易"、全球地缘政治风险以及对私募信贷的担忧，共同压制了市场的乐观情绪。投资者正对那些容易受AI技术应用冲击的 行业进行快速重新定价，导致市场资金从高估值板块流出，转向更为安全的资产。 尽管短期内多重不确定性导致美股呈现横盘震荡态势，但市场参与者依然认为，企业基本面的韧性最终将主导市场走向。一旦投资者理清了AI颠 覆性影响的范围与步伐，美股有望重拾升势。 强劲业绩遭遇市场冷眼 第四季度美国企业的盈利基本面极其稳健。据彭博援引Jefferies Financial Group Inc.的数据显示，不仅盈利增速超出预期，企业对来年的盈利前景 也充满乐观。罗素3000指数中，上调业绩指引的公司数量与下调指引的公司数量之比达到了4比1，这一比例上次出现还是在 ...

深度价值投资者李·罗奇（Lee Roach）指出，当市场预期一家公司会"立即死亡"，而实际上它只是"缓慢 衰退"时，投资回报可能非常惊人。罗奇认为，尽管人工智能（AI）削弱了软件公司的"护城河"，但这 并不意味着其终值为零。许多软件股的市盈率已跌至2008年危机以来罕见的水平。 来源：滚动播报 ...

Core Insights - DISCO has launched an all-inclusive platform for litigation, investigations, and regulatory responses, integrating eDiscovery, Cecilia AI, deposition management, and timelines into a single solution at a transparent price [1] - The new platform aims to address the inadequacies of one-off eDiscovery products by providing a seamless end-to-end solution for modern litigation [1] - A new pricing model has been introduced, featuring a single, transparent per GB price on processed data without ingest fees, facilitating clearer cost comparisons [1] Group 1: Product Features - The DISCO platform includes premier eDiscovery technology for instant access to critical data [1] - Cecilia AI offers advanced AI-powered legal tools to streamline and accelerate litigation processes [1] - Deposition management and timeline capabilities are now integrated into the platform, previously sold separately as Case Builder [1] Group 2: Strategic Direction - The company emphasizes the importance of integrated tools that address the full litigation lifecycle for complex matters [1] - DISCO's CEO highlighted the need for innovation in response to fast-evolving generative AI capabilities [1] - The platform will be showcased at Legalweek, indicating the company's commitment to demonstrating its advancements in legal technology [1]

2026 has gotten off somewhat to a rocky start. At the time of writing, the S&P ( SP500 ) is in the red, driven by the decline in Technology ( XLK ) stocks as AI disruption fears in software continueFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for ...

Core Insights - Workday reported strong Q4 FY2026 results with a non-GAAP EPS of $2.47, exceeding the consensus estimate of $2.32, and total revenue of $2.532 billion, reflecting a year-over-year growth of 14.5% [1] - The company's guidance for FY2027 subscription revenue is projected between $9.925 billion and $9.950 billion, indicating a growth rate of 12-13%, which is a deceleration compared to FY2026 [1] - Following the guidance announcement, Workday's shares fell 8% in after-hours trading and nearly 13% in premarket trading, signaling investor concerns about future growth [1] Financial Performance - Workday's Q4 FY2026 non-GAAP EPS increased by 28.6% year-over-year to $2.47 [1] - Total revenue for the quarter reached $2.532 billion, driven by subscription revenue of $2.36 billion, which grew by 15.7% year-over-year [1] - The non-GAAP operating margin improved by 420 basis points to 30.6%, and full-year free cash flow rose by 26.86% to $2.777 billion [1] Guidance and Market Reaction - The FY2027 subscription revenue guidance of $9.925 billion to $9.950 billion represents a slowdown from the previous year's growth rate [1] - The 12-month subscription backlog stands at $8.833 billion, reflecting a 15.8% increase, which suggests sustained demand [1] - The market's reaction to the guidance was negative, with shares dropping significantly, raising questions about whether the guidance reflects conservative estimates or actual demand weakness [1] Strategic Initiatives - Co-founder and CEO Aneel Bhusri emphasized the company's commitment to innovation in HR and finance through AI, highlighting the completion of 1.7 billion AI actions across its platform in FY2026 [1] - Workday has made strategic acquisitions, including Paradox, Sana, and Pipedream, to enhance its AI capabilities [1]