Here at the start of a mid-week trading day, where we're seeing pre-market futures push higher after gains of 0.75%+ in yesterday's trading, futures are higher once again. The ebb-and-flow of market activity continues as it has so far in 2026, where only the Dow is in negative territory week-to-date, but only the Nasdaq is negative year-to-date. We don't see any major economic reports hitting the tape this morning, though we will hear public speeches from Richmond Fed President Tom Barkin, Kansas City Fed P ...

Subscription and support revenues accounted for 48.3% of the total revenues in the quarter compared with 55.6% in the prior year, as services made up a larger portion of the revenue mix. Margin Expansion Drives Operating Turnaround Gross profit improved to $9 million, representing 48% of net revenues, from 44.5% in the year-ago quarter. Cost of sales increased to $9.8 million, primarily reflecting higher salaries and travel expenses, but operating leverage more than offset the higher cost base. Income from ...

Key Takeaways Adobe is expanding AI partnerships, including WPP, to deliver agent-led media and creative solutions. ADBE integrates Firefly and Acrobat AI Assistant to boost subscriptions and premium upgrades.The Zacks Consensus Estimate for fiscal 2026 revenues is pegged at $26.04B, indicating 9.5% y/y growth.Adobe’s (ADBE) expanding partner base and AI-related initiatives are expected to help the stock navigate a tricky business environment in which conventional SaaS software stocks have suffered from ong ...

Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]

Press ReleaseParis, February 25, 2026 74Software: Guidance Increased as Operational Discipline Drives Significant Margin Expansion FY 2025 revenue reached €707.2m, up +3.8% organically, with both Axway (€337.9m, +4.6%) and SBS (€371.2m, +3.0%) contributing to the Group’s performance.Annual recurring revenue expanded further, with ARR growth of 11.8% at Axway and 8.9% at SBS, strengthening predictability and supporting the durability of the business model.Full-year operating profitability improved signific ...

AppLovin Corp (NASDAQ:APP) shares are up on Wednesday as the company continues to navigate ongoing scrutiny from U.S. regulators regarding its data-collection practices. The broader market is moving higher Wednesday morning, with the Nasdaq-100 climbing 1.1% on the day. AppLovin's gains are tracking that strength, suggesting the stock is rising alongside the broader tech rally rather than on company-specific news alone for the session.Here’s what investors need to know.AppLovin stock is among today’s top pe ...

Nasdaq lead gains as tech stocks resurgent ahead of Nvidia and Salesforce earnings Proactive uses images sourced from Shutterstock 11:35am: Circle, Cava soar Circle Internet Group (NYSE:CRCL), the issuer of the world’s second-largest stablecoin, saw its shares surge 23% on Wednesday after reporting a strong fourth-quarter profit, driven by growing demand for its USDC stablecoin. The company posted revenue of $770 million, beating analyst estimates of $744 million and marking a 77% increase from a year e ...

Nassim Taleb issued a new warning for those enjoying the AI rally. The author of "The Black Swan" recently sounded an alarm that the artificial intelligence-driven rally is entering a more fragile phase. This can potentially lead to escalating volatility and potential bankruptcies in parts of the tech sector. Related: FTX, Luna, Celsius, Voyager: The Year of Crypto Bankruptcies The AI trade may be narrower than it looks Taleb argues markets are underpricing structural risks while overestimating the du ...

Feb 25 (Reuters) - Investors' and economists' concerns that artificial intelligence will upend established industries are deepening, as Goldman Sachs warned on Tuesday that accelerating AI adoption could push U.S. unemployment higher this year, with job losses already emerging ‌in sectors most exposed to automation. Goldman economists estimated that the technology was responsible for 5,000 to 10,000 monthly net ‌job losses in the most exposed U.S. industries last year, and accounted for 7% of total plan ...

今天是 2 月 25 日 农历正月初九 今天是开工第一天 人已经在工位上了 魂还在过年 怎么感觉这假期 放完了跟没放似的 下面是今天的其他大新闻 微信可快速查找图片包含的聊天 （ IT 之家）2 月 25 日消息，微信派官方今日发文，介绍了近期新上线的两项新功能。除了" 面对面收照片和文件 "功能，还 有一项帮助用户快速查找图片流向的功能。 对于" 面对面收照片和文件 "功能，用户可以在微信首页点击右上角的「 + 」再点击「 扫一扫 」，然后依次点击「 我的二维 码-面对面收照片和文件 」，此时对方扫描二维码即可发送相关文件。 有网友表示，实测下来，这一功能必须要打开 WLAN 才能使用，传输速度比较快，100 多M的视频几秒钟就传完了，适合面 对面分享大内存文件。 ：记性不好的人有救了。 库克宣布 Macmini 首次在美生产 （ 新浪科技）2 月 24 日，苹果 CEO 蒂姆 · 库克在社交平台发文称，作为公司 6000 亿美元投资计划的一部分，Mac mini 将于 今年晚些时候首次在美国生产。 据媒体报道，这是自 2013 年 Mac Pro 在美国本土生产失利后，苹果又一次将核心硬件生产线迁回美国的 ...