strategy stock, mstr stock, bitcoin price. Photo by BeInCrypto Strategy (formerly MicroStrategy) stock (MSTR) had a difficult 2025, declining 49.3% as sustained selling pressure drove shares to their lowest level since late September 2024. As 2026 begins, the outlook remains challenging, with the company facing growing uncertainty over a potential exclusion from the MSCI index as the decision deadline looms on January 15. Why (Micro) Strategy's Stock Struggled in 2025 2025 proved to be a tough year for ...

Core Viewpoint - 74Software has transferred its liquidity contract from Kepler Cheuvreux to NATIXIS ODDO BHF SCA, effective January 2, 2026, to enhance liquidity and market surveillance for its shares on Euronext Paris [1][2]. Group 1: Contract Details - The new liquidity contract is established in compliance with AMF Decision No. 2021-01 and adheres to the AMAFI code of ethics [2]. - The contract aims to provide liquidity and market animation for 74Software shares, with resources allocated for its implementation [2]. - The contract can be suspended or terminated by either party with prior notice, allowing flexibility in management [2]. Group 2: Company Overview - 74Software is an enterprise software group formed by the merger of Axway and SBS, focusing on mission-critical software solutions [3]. - The company has over 11,000 clients, including more than 1,500 in the financial services sector, showcasing its extensive market reach [3]. - Axway has been a pioneer in enterprise integration solutions for 25 years, while SBS offers cloud-based architecture for financial institutions [3].

Core Insights - The article highlights a significant divergence in the global AI software sector, contrasting standardized SaaS giants like Salesforce with customized solution providers like Palantir, which has accelerated revenue growth and stock revaluation amid the AI wave [1][3]. Group 1: Palantir's Business Model and Success - Palantir, originally focused on government and intelligence data analysis, has expanded its capabilities to various industries, integrating data and processes into a "decision operating system" [3][5]. - The company has secured substantial contracts, including a long-term agreement with the U.S. Army worth up to $10 billion, which positions its platform as a central operational hub, leading to significant long-term revenue and high switching costs [3][5]. - Palantir's approach differs fundamentally from Salesforce's standardized model; it embeds AI deeply into clients' operations, making it difficult for clients to switch providers once integrated [5][12]. Group 2: Fourth Paradigm's Position in China - Fourth Paradigm, established in 2014, serves large organizations in sectors like banking and energy, focusing on embedding AI models into specific business scenarios rather than offering general applications [7][12]. - The company has transitioned from project-based delivery to developing a platform called "Prophet," which standardizes and automates the AI deployment process, similar to Palantir's evolution [8][11]. - In the Chinese market, Fourth Paradigm faces unique challenges, such as concentrated budgets on hardware, necessitating a "soft and hard integration" approach to deliver AI solutions effectively [9][12]. Group 3: Market Positioning and Strategy - Fourth Paradigm is positioned as an "organizational-level AI infrastructure provider," distinct from traditional SaaS or IT outsourcing firms, focusing on embedding AI into critical decision-making processes [15][16]. - The company emphasizes the importance of a platform-based approach and partnerships to scale its operations, which is crucial for reducing marginal costs and achieving efficiency [16][17]. - The article suggests that the true competitive advantage lies in how extensively AI is utilized within client operations, rather than just the algorithms themselves [16][17].

【文/观察者网专栏作者 心智观察所】 在过去一年里，全球AI软件领域出现了一种颇具象征意义的分化： 一边是Salesforce这样的标准化订阅制SaaS巨头，持续推出AI功能，却面临收入增速放缓、资本市场反 应平淡； 另一边则是Palantir——一家起家于政府与情报系统、长期以"定制化""重交付"著称的公司，却在AI应用 浪潮中实现收入加速与股价重估。 这一对比背后，隐藏的是一个更深层的变化：AI正在改变软件的价值交付方式。在这个背景下，中国 的第四范式，正越来越多地被拿来与Palantir相提并论。 为什么AI时代重新"奖励"Palantir这样的公司？ 先简单交代背景。 Palantir是一家美国软件公司，最早为政府、军方和情报机构提供数据分析系统，其核心产品并不是某 个具体应用，而是把分散的数据、模型和业务流程整合成一个"决策操作系统"。后来，它把同样的能力 推广到医疗、制造、能源等行业，用于支持复杂决策和跨系统协同。 近年来Palantir接连拿到大型政府与企业合同，例如被报道的与美国陆军达成的长期企业级协议（未来 十年上限约100亿美元）以及面向海军舰船供应链和核潜艇项目的数亿美元合同。这些都不是 ...

Core Viewpoint - The article discusses the rapid growth of "pick-and-shovel" companies in the AI sector, suggesting that these companies may offer better investment opportunities than traditional AI firms like OpenAI, Microsoft, and Alphabet due to their impressive revenue and profit growth rates [1][2]. Revenue Growth - Alphabet has increased its trailing-12-month (TTM) revenue by 37.3% over the last three years, while Microsoft has seen a TTM revenue growth of 44% during the same period [4]. - In contrast, Vertiv Holdings has experienced a TTM revenue growth of 70.4%, and Arista Networks has achieved a remarkable 92.8% growth over the same timeframe [6]. Profit Growth - Microsoft’s net income has grown by 55.5% since December 2022, and Alphabet's net income has more than doubled, with a three-year growth of 107.2% [9]. - Arista Networks has reported a net income growth of 148.2%, while Vertiv has seen an extraordinary 1,250% increase in net income over the same period [9][10]. Market Valuation - Vertiv is trading at 40.6 times forward earnings, and Arista at 45.8 times forward earnings, compared to Microsoft and Alphabet, which are valued at approximately 30 times and 29.7 times forward earnings, respectively [12]. - The higher valuations for companies like Vertiv and Arista indicate investor confidence in their growth potential within the AI infrastructure space [13]. Investment Strategy - Investors are encouraged to monitor "pick-and-shovel" AI companies for potential short-term price dips that may present attractive buying opportunities as the AI buildout continues [14].

Market Overview - U.S. stocks experienced small gains on the first trading day of 2026, with the S&P 500 rising 12.97 points, or 0.2%, to 6,858.47, following a gain of over 16% in 2025 [1] - The Dow Jones Industrial Average increased by 319.10 points, or 0.7%, to 48,382.39, while the Nasdaq composite fell 6.36 points, or less than 0.1%, to 23,235.63, impacted by losses in Microsoft and Tesla [2] Technology Sector - The technology sector, particularly companies focused on artificial intelligence, was a significant driver of market activity, continuing the trend that led to record highs in 2025 [2][4] - Nvidia saw a 1.3% increase, contributing positively to the market, while Microsoft experienced a 2.2% decline, and Tesla dropped 2.6% due to falling sales for the second consecutive year [3] Company Developments - Alibaba's stock rose by 4.3%, and Baidu's stock jumped 9.4% in Hong Kong after announcing plans to spin off its AI computer chip unit Kunlunxin, with a potential listing in Hong Kong in early 2027, pending regulatory approvals [5] - Furniture companies gained following President Trump's decision to delay increased tariffs on upholstered furniture, with RH rising 8% and Wayfair increasing by 6.1% [4] Commodity Prices - Crude oil prices remained stable, with U.S. crude oil prices falling 0.2% to $57.32 per barrel and Brent crude also decreasing by 0.2% to $60.75 per barrel [5]

你的视频推荐流，正在被AI"吞噬"。 这不是危言耸听，正经新调查发现： YouTube算法向新用户展示的视频中，有超过 20% 的内容是 AI制造 的低质量视频。 再扎心点说就是，我们平时在YouTube刷到的每5条视频中，可能有1条就是AI随手糊出来的。（不活了.jpg） 梦瑶 发自 凹非寺 量子位 | 公众号 QbitAI 不仅如此，这样没啥营养的AI小视频还在逐渐 产业化 ，甚至被做成了一门越——滚——越——大的《生意》。 好好好，这个世界到底还有什么是真实的啊！！！ 当AI低质量视频开始按"产量"出现 结论来自美国的一家创意软件公司Kapwing。 他们调查了全球15,000个最受欢迎的 YouTube 频道，结果您猜怎么着： 其中278个频道的内容几乎全部由AI生成……（纯·AI原创）。 对了，Kapwing并不是把所有AI产的内容都视作低质量，而是做了进一步区分，主要分三类： 第一类，是几乎 未经审核、直接被丢进平台 分发系统的AI生成内容。 第二类，是虽然经过审核，但只 勉强踩在最低质量线 上的AI内容（哪怕它是可口可乐的AI圣诞广告）。 第三类更激进，指的是所有被 大规模 、 低成本生产 出来 ...

Core Viewpoint - The article suggests that despite skepticism surrounding AI investments, Apple remains a strong stock option due to its business model and performance, which are less dependent on AI compared to other tech companies [1][5]. Group 1: AI Market Context - The AI boom has significantly influenced stock market gains, with AI-related stocks contributing to 75% of S&P 500 returns since the launch of ChatGPT in November 2022 [2]. - Major tech companies are investing heavily in AI infrastructure, with hundreds of billions of dollars allocated to high-powered chips and data centers [2]. - Recent skepticism has emerged regarding the profitability of AI investments, highlighted by an MIT study indicating that 95% of generative AI projects failed to deliver measurable ROI [3][4]. Group 2: Apple's Position - Apple is not categorized as an "AI company" like Oracle or Nvidia, as it spends less on AI and does not rely on AI's future potential for its business model [6][7]. - The company has avoided the costly AI arms race, focusing instead on its core business of selling devices [8]. - Apple's stock has increased by approximately 33% over the past six months, outperforming the S&P 500 and major AI stocks [9]. Group 3: Financial Performance - In fiscal year 2025, Apple achieved record revenue of $416 billion, with a fourth-quarter revenue of $102.5 billion, marking an 8% year-over-year increase [11]. - iPhone revenue rose by 6% year-over-year, setting a new record for the September-ended quarter [11]. - Services revenue grew by 15% year-over-year, with a gross margin of about 75%, indicating a shift towards higher-margin digital services [12][13]. Group 4: Future Outlook - Apple anticipates 10%-12% revenue growth in Q1 2026, driven by double-digit growth in iPhone sales during the holiday season [14]. - Analysts have raised EPS estimates for Apple to $2.67 for the current quarter, reflecting positive investor sentiment [14]. - Despite a price-to-earnings ratio of 34, Apple may appear more attractive compared to high-priced AI stocks if AI investments do not yield quick returns [15]. - Apple is well-positioned for sustained profitability, regardless of the potential AI bubble [16].

还在沉迷于鲁大师的百万跑分？其实注重CPU性能的玩家可以关注一下CineBench这个软件，同样免费 而且口碑不错。这不，Maxon 正式发布了CineBench 2026，带来了渲染引擎升级、测试压力倍增、硬件 支持扩容等一系列更新。 当然，CineBench2026的分数与此前的版本（包括2024，R23等等）完全不具备可比性。Maxon解释，这 是由于渲染引擎、测试算法的全面优化，使得新版软件对现代硬件的评估维度更精准，用户在对比性能 时需聚焦同版本测试结果，避免跨版本误判。 在处理器支持方面，新版软件全面兼容Intel、AMD、NVIDIA、苹果、高通的最新处理器，而在显卡方 面，CineBench 2026还纳入了 NVIDIA Hopper/Blackwell 数据中心 GPU、AMD Radeon Pro 专业显卡， 但仍未加入对 Intel 显卡的支持。 聊到这里，大家更关注的问题可能是，谁更需要 CineBench 2026呢？ CineBench依托 Cinema4D的默认渲染引擎Redshift，通过模拟专业3D渲染任务，精准衡量硬件的实际运 算能力，而非单纯的理论性能。此次CineBe ...

Rep. Marjorie Taylor Greene (R-Ga.) is one of the most followed members of Congress when it comes to tracking stock trading activity, thanks to years of strong returns. Microsoft Corp (NASDAQ:MSFT) co-founder Bill Gates is one of the richest people in the world and also owns a portfolio of stocks in the Gates Foundation Trust. Here’s a look at five stocks that appear in both Greene's investment portfolio and the Gates Foundation Trust. The 5 Shared Stocks The Benzinga Government Trades page for Greene s ...