Snowflake Inc. (NYSE:SNOW) will release earnings for the fourth quarter after the closing bell on Wednesday, Feb. 25.Analysts expect the Bozeman, Montana-based company to report quarterly earnings at 27 cents per share. That's down from 30 cents per share in the year-ago period. The consensus estimate for Snowflake's quarterly revenue is $1.25 billion (it reported $986.77 million last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for more than 15 straight quarters.Shares ...

Snowflake Inc. (NYSE:SNOW) will release earnings for the fourth quarter after the closing bell on Wednesday, Feb. 25.Analysts expect the Bozeman, Montana-based company to report quarterly earnings at 27 cents per share. That's down from 30 cents per share in the year-ago period. The consensus estimate for Snowflake's quarterly revenue is $1.25 billion (it reported $986.77 million last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for more than 15 straight quarters.Shares ...

软件工程独占了49.7%的智能体工具调用量，像一根拔地而起的烟囱。 剩下的16个垂直行业——医疗、法律、金融、教育、客服、物流，每一个的份额都是个位数：医疗1%。法律0.9%。教育1.8%，没有任何一个超过9%。 Y Combinator的CEO陈嘉兴（Garry Tan）盯着这张图，得出了一个让很多创业者坐不住的结论：那片几乎空白的区域，藏着下一代300个独角兽。 他的原话更直白：「如果我今天创业，我会盯着那张柱状图上那一大片红色区域，直到从中看到自己的未来。」 Anthropic最新报告揭示，AI智能体近半数使用量集中在软件工程，其余16个垂直行业各占不到9%。AI已具备连续工作5小时的能力，但用户目前最多只 让它跑42分钟，信任远未跟上技术。Y Combinator CEO陈嘉兴断言：这片几乎空白的行业版图里，藏着下一代300个独角兽。 你所在的行业，可能还没见过哪怕一分钟的AI智能体。 这个事实本身蕴含着巨大的机会。 2026年2月18日，Anthropic发布了一份关于AI智能体实际使用情况的大规模研究报告（报告：https://anthropic.com/research/measuring-ag ...

Benchmark equity indices Sensex and Nifty ended marginally higher on Wednesday (February 25, 2026), trimming most of their sharp intra-day gains, amid profit-taking.After a volatile day of trading, the 30-share BSE Sensex ended 50.15 points or 0.06% higher at 82,276.07. During the day, it jumped 731.99 points or 0.89% to 82,957.91.The 50-share NSE Nifty went up by 57.85 points or 0.23% to settle at 25,482.50.From the Sensex pack, HCL Tech, Tata Steel, Tata Consultancy Services, InterGlobe Aviation, Sun Phar ...

Group 1 - The technology stock trade has faced challenges in 2026, primarily due to fears surrounding artificial intelligence disruptions and a shift in investor interest towards lagging sectors [1] - The S&P 500 technology sector has declined by 3.5% year-to-date, marking its worst start since 2022 [1] - Software companies have been particularly affected, with the S&P 500 software and services index down 23% in 2026, the worst start on record for this group [1] Group 2 - Nvidia's upcoming quarterly report is seen as a critical test for the tech sector, as it is a key player in AI and its results could significantly impact the industry [1] - The semiconductor and hardware sectors have shown resilience, with gains of 7% and over 4% respectively in 2026, contrasting with the struggles of software companies [1] - The "Magnificent Seven" group of megacap stocks, including Nvidia, has had a mixed performance in 2026, with Nvidia being the best performer, up over 3%, while Microsoft has dropped nearly 20% [1] Group 3 - Despite the tech sector's struggles, it remains crucial for major benchmark indexes, holding a 33% weighting in the S&P 500, making it difficult for indexes to rise significantly without tech's support [1] - Other sectors such as materials and energy have performed well, with both climbing over 20% since the tech sector peaked in late October 2025 [1] - The overall market has remained relatively unchanged since late October, indicating that the tech sector's performance is pivotal for broader market movements [1]

By Sameer Manekar and Roshan Thomas Feb 25 (Reuters) - Australian software company WiseTech Global will axe about 2,000 jobs, nearly a third of its global workforce, in a two‑year restructuring that could ‌rank among the country's largest artificial intelligence-linked job cuts. WiseTech, which makes shipping and logistics management software, ‌on Wednesday said it plans to integrate AI into its customer software as well as internal operations, affecting around 29% of its global ​workforce of around 7,00 ...

AI编程助手正在帮助开发者更高效地编写代码。但为什么大多数企业实际上并没有交付更多软件？这 是GitLab CEO Bill Staples在一年多前接任该职位后，不断从客户那里听到的问题。 "他们会说：我们已经投资了，正在使用这些编程工具。我们的工程师很喜欢它们，但我们没有看到创 新速度的加快，"Staples在与客户交谈时听到这样的反馈，"我们没有更快地交付更多软件。" 在本期The New Stack Makers节目中，我们与Staples坐下来讨论了为什么编程从来不是真正的瓶颈， GitLab新发布的Duo智能体平台如何旨在自动化完整的软件开发生命周期（SDLC），以及为什么上下 文而不仅仅是代码生成，是让智能体AI在企业中发挥作用的关键。 编程不是瓶颈 拥抱创新生态系统 在这个快速变化的环境中，许多企业必须问自己应该投注于哪些工具。 Staples说他在担任CEO的前100天里与60多位客户进行了交谈。他惊讶地发现，即使是像金融服务和公 共部门这样高度监管的企业也在全力投入AI。但即使他们全力投入AI编程工具，软件交付速度并没有 明显加快。 正如Staples所指出的，开发者每天只花费10%到20 ...

SAP (NYSE:SAP) 2026 Conference February 25, 2026 04:50 AM ET Company ParticipantsWalter Sun - Senior VP and Global Head of Artificial IntelligenceNone - Company RepresentativeConference Call ParticipantsElena Rogovina - Senior Equity Research Analyst and Portfolio ManagerNone - AnalystNoneGreat. Thanks everyone for joining us for the next session. We're delighted to have SAP back at the conference, and particularly Walter Sun, who's the Chief AI Strategy Officer. Walter, I think this is the probably third y ...

Core Viewpoint - Workday's stock price fell approximately 10% due to increased macroeconomic uncertainty and a pessimistic revenue forecast, reflecting broader concerns in the software sector regarding spending cuts by enterprises [1] Group 1: Financial Performance and Forecast - Workday's subscription revenue for fiscal year 2027 is projected to be between $9.93 billion and $9.95 billion, which is below analyst expectations of around $10 billion [1] - The company's stock has declined about 40% year-to-date, exacerbated by fears that automation could impact traditional software revenue streams [1] Group 2: Market Dynamics and Competition - The software sector has experienced widespread sell-offs following the launch of new enterprise-level tools by AI startup Anthropic, raising investor concerns [1] - Piper Sandler analysts indicated that the performance guidance is unlikely to alleviate general investor worries about application-layer enterprises in the current environment of heightened scrutiny [1] Group 3: Leadership and Strategic Focus - Aneel Bhusri, co-founder of Workday, has resumed the role of CEO after stepping down in 2024, while continuing as chairman [2] - During the earnings call, Bhusri downplayed the notion that AI would replace traditional software [2] Group 4: Sales Cycle and Market Challenges - Workday reported elongated sales cycles, particularly in government, education, healthcare, and certain commercial markets, leading to delays in large enterprise transactions [1] - Despite the delays, most projects are still progressing, with some completed ahead of schedule in the first quarter [1]

Investors are misinterpreting what the future holds for this small business platform.Every software stock is getting tossed around by the market, either determined to be an artificial intelligence (AI) winner or an AI loser. Most are getting put into the AI loser camp, including Wix.com (WIX +4.09%). The website-building and small-business management platform is at risk of disruption from new zero-code tools like Claude, which enable people to build their own websites from scratch. Or, at least, that's how ...