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Microsoft Holds Buy Rating at TD Cowen After New AI Agent Control Systems Launched
Financial Modeling Prep· 2025-11-19 21:49
TD Cowen reaffirmed a Buy rating and $655 price target on Microsoft (NASDAQ:MSFT), citing confidence in the company’s expanding AI capabilities following announcements at its Ignite conference in San Francisco. The analyst said Microsoft advanced its AI strategy with new product releases aimed at democratizing access to intelligence, embedding AI deeper into workplace functions, and addressing challenges tied to implementation and adoption. Notable additions included new Intelligence and Agent 365 control p ...
Wix Shares Drop Despite Higher Bookings and Revenue Forecast Following AI-Driven Demand
Financial Modeling Prep· 2025-11-19 21:44
Wix.com (NASDAQ:WIX) raised its full-year bookings outlook on Wednesday after reporting strong third-quarter results and increased demand tied to Base44, the AI coding platform it acquired earlier this year. Shares, however, fell more than 14% intra-day. The company now expects 2025 bookings of $2.06 billion to $2.08 billion, up from a prior range of $2.04 billion to $2.08 billion. Wix also raised its full-year revenue forecast to $1.99 billion to $2.00 billion, compared with previous guidance of $1.98 bill ...
Julius Baer to replace Swiss IT system with Temenos product, sources say
Reuters· 2025-11-19 16:52
Julius Baer has chosen software provider Temenos to replace its ageing core banking system in the Swiss home market, four people familiar with the matter said, in a quest by the bank to update critica... ...
Fastly (NYSE:FSLY) 2025 Conference Transcript
2025-11-19 16:40
Fastly (NYSE:FSLY) 2025 Conference November 19, 2025 10:40 AM ET Speaker2Come back. For those that don't know me, Rishi Jaluria, I cover software here at RBC. I'm delighted to have with me from Fastly Kip Compton, who's the CEO, and Richard Wong, who is the CFO. Both relatively new team members here. Maybe let's just kick it off into gear with the evolution of the business. Fastly is obviously a very different business than the one that went public back in 2018. Maybe can you talk about the evolution of the ...
NCR Voyix (NYSE:VYX) 2025 Conference Transcript
2025-11-19 16:40
NCR Voyix (NYSE:VYX) 2025 Conference November 19, 2025 10:40 AM ET Speaker0Joining us today. My name's Dan Perlin. I head up the FinTech practice here at RBC, and I'm delighted to have NCR Voyix as our next speaker. From the company, I have Jim Kelly, who's the Chief Executive Officer. Jim's been, I would say, a good friend of mine in terms of support around this space for a very long time. So here you find yourself again.Speaker1I feel that way. Yes.Speaker0Yeah. Thank you so much for being here today.Spea ...
Melius Research's Ben Reitzes on what to expect from Nvidia's earnings
Youtube· 2025-11-19 16:39
Let's talk to Ben Ritz, the head of tech research at Melius by rating 300 uh on Nvidia. Um before we get to it, I did want to just start with Alphabet. You covered that as well. Y >> move up has been extraordinary in the stock price just in the last three days, let alone the last month. Um Gemini 3, I don't know if you had a chance to look at it at all, but give me your take and whether or not this move up is justified on hopes for that latest uh latest version. >> Well, I was impressed by it. I think it's ...
Meta发布新一代Segment Anything Models(SAM)
Hua Er Jie Jian Wen· 2025-11-19 16:20
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 Meta发布新一代Segment Anything Models(SAM)。 风险提示及免责条款 ...
Tyler Technologies Acquires CloudGavel
Businesswire· 2025-11-19 16:17
"We began partnering with Tyler in 2023, working diligently to transform how our shared clients manage electronic warrants through real-time, cloud-native technology and demonstrating the innovative potential of our combined capabilities,†said CloudGavel CEO and Founder Pratyush Kumar. "We are energized to continue building on that strong foundation that is united by shared values and an entrepreneurial spirit.†This acquisition aligns with Tyler's mission to empower the public sector to create smarter, sa ...
Adobe to buy Semrush for $1.9 billion, sending marketing platform's shares up 70%
CNBC· 2025-11-19 16:06
Adobe CEO Shantanu Narayen speaks during an interview with CNBC on the floor at the New York Stock Exchange on Feb. 20, 2024.Adobe said Wednesday that it reached a deal to acquire search engine marketing platform Semrush for $1.9 billion to boost its tools for marketers in the age of artificial intelligence.Semrush shares skyrocketed more than 70%, while Adobe fell about 2%.The design software firm said it will pay $12 a share for Semrush in an all-cash transaction. The deal is expected to close during the ...
Unity shares rise on Epic Games partnership
Proactiveinvestors NA· 2025-11-19 15:53
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...