Key Takeaways IBM partners with Contiem to deliver the UK MoD's DEEAMS program.The contract replaces 17 legacy systems with a single AI-driven platform.IBM also secures $31M with FEMA, expanding its government services portfolio.International Business Machines Corporation (IBM) has partnered with Contiem, a global provider of content software and services, to support the UK Ministry of Defence’s (MoD’s) Defence Equipment Engineering Asset Management System (DEEAMS) program. The deal strengthens IBM’s positi ...

One analyst sees a path to $200, as Palantir's new government contracts and expanding margins could help the stock rebound. ...

You know that expectations for a company are sky high when it can report a 60% year-over-year jump in profits, a 17% rise in revenue, a 45% increase in users of its flagship product, and $12.7 billion returned to shareholders that quarter ... and the stock still tanks by 10% the next day. Microsoft (NASDAQ: MSFT) was the victim of this expectations hit last Thursday, as Wall Street digested its Q2 2026 earnings report released the day before. The sell-off wiped away a staggering $357 billion from the tech ...

Palantir Technologies Inc. (NASDAQ:PLTR) will release earnings for the fourth quarter after the closing bell on Monday, Feb. 2.Analysts expect the Denver, Colorado-based company to report fourth-quarter earnings of 23 cents per share. That's up from 14 cents per share in the year-ago period. The consensus estimate for Palantir's quarterly revenue is $1.34 billion (it reported $827.52 million last year), according to Benzinga Pro.On Jan. 29, Innodata said it was selected to support Palantir Technologies with ...

The share price of Microsoft (NASDAQ: MSFT) cratered last week -- down 11% on Thursday, the largest one-day drop in the tech giant's stock since March 2020. Shares rebounded a tiny bit in the afternoon to end 10% down on the day. What's going on? And what should investors expect now? Microsoft released results Thursday morning for its fiscal second quarter, ended Dec. 31, 2025. Based on the headline numbers, you would have expected a great reaction from Wall Street. Revenue of $81.3 billion in the quarter ...

Core Viewpoint - The F5 class action lawsuit alleges that F5, Inc. and its executives misled investors regarding the company's revenue outlook and growth potential, particularly in light of a significant security incident that impacted its operations and stock price [1][4]. Company Overview - F5, Inc. is a global multi-cloud application security and delivery company that enables customers to deploy, secure, and operate applications both on-premises and via public cloud [3]. Allegations of the Lawsuit - The lawsuit claims that F5 created a false impression of having reliable information about its projected revenue and growth while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is alleged that F5 was experiencing a significant security incident that jeopardized client security and the company's future prospects [4]. - On October 15, 2025, F5 disclosed a security breach involving a nation-state threat actor, leading to a nearly 14% drop in stock price over two trading days [5]. - Following the breach, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, resulting in an 11% decline in stock price over two trading days [6]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased F5 securities during the Class Period to seek appointment as lead plaintiff in the class action lawsuit [7]. - The lead plaintiff represents the interests of all class members and can select a law firm to litigate the case [7]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [8].

转载请注明央视财经 编辑：令文芳 （央视财经《天下财经》）当地时间2月1日，美国甲骨文公司宣布，将在今年募集至多500亿美元资金，用于扩建云基础设施。 甲骨文公司宣布，计划于2026年采用股权与债务并行的方式，募集450亿至500亿美元资金，主要用于扩充云基础设施的配套产能，以满足核心客户的合约需 求。此前，甲骨文已与包括超威半导体、Meta、英伟达、OpenAI等在内的头部科技公司签订了服务合约。为履行这些合约，公司亟需扩大产能。甲骨文拟 通过发行与股权挂钩的证券及普通股的方式，募集约半数资金，相关工具包括强制可转换优先股，以及一项规模最高达200亿美元的新增市价发行股权计 划。剩余半数资金通过发行优先无担保债券募集。 据报道，由于市场对甲骨文公司的募资能力担忧加剧，多家美国银行已明确停止向其人工智能数据中心项目提供贷款，为缓解融资困境，甲骨文公司计划裁 员2万至3万人，此举预计将释放80亿至100亿美元的现金流。不仅如此，甲骨文还在考虑出售部分业务。 ...

Core Viewpoint - Europe is pursuing tech sovereignty, which may negatively impact companies like Zoom and Microsoft as they could lose business opportunities in the region [1] Group 1: Impact on Companies - Companies such as Zoom and Microsoft are identified as potential losers in the European market due to the continent's push for technological independence [1] - The shift towards tech sovereignty in Europe may lead to increased competition for these companies from local firms that align with the region's regulatory and operational standards [1] Group 2: Industry Implications - The move towards tech sovereignty reflects a broader trend in Europe to reduce reliance on non-European technology providers, which could reshape the competitive landscape in the tech industry [1] - This initiative may encourage investment in local tech companies, potentially leading to a more robust European tech ecosystem [1]

招采工作看似是 "文件流转、流程执行"，实际上确面临"效率、合规、成本"的三重考验。而这，正是讯飞招采智能体平台要解决的核心问题。 上期技术篇拆解了科大讯飞招采智能体平台的技术跃迁和落地革新，本期通过对具体应用场景的透视，解读招采智能体平台如何将技术优势转化为招采人 能直接感知的工作便利，把招采全流程的"难点"变成"亮点"。 全方位风险预警 全过程智能辅助 科大讯飞招采智能体平台，以 "阳光合规、降本增效" 为核心目标，深度融合AI技术，通过构建招标文件智能编制、招标文件合规质检、投标异常行为检 测、AI辅助评标等智能体，打造全流程智能化采购解决方案，同时基于自研全国产化"招采大模型"底座，提升产品在理解复杂条款、识别风险等痛点场景 的高效精准处理，实现"招-投-评"全链路的全方位风险预警、全过程智能辅助。 （来源：CSHIA） 招标文件编制智能体 智能生成 协同可控 招标文件编制是招采工作的起点，也是最耗精力的环节，招标文件编制周期长、手工输入易出错，优质编标经验分散难复用，且新手上手慢，导致编标质 量参差不齐。 招标文件编制智能体打通业务系统与编标流程，让标书编制走向 "一键精准"，大幅降低编标门槛与合规 ...

Oracle has said it expects to raise between $45 billion and $50 billion in 2026 to expand capacity for its cloud infrastructure, signalling one of its largest capital-raising efforts as demand for art... ...