Bill Holdings has a strong business, but you wouldn't know it by looking at the performance of its stock.Bill Holdings (BILL +1.36%) offers a portfolio of software products designed to help small and medium-sized businesses (SMBs) manage their accounts receivable, accounts payable, and budgeting workflows more efficiently. Software stocks have fallen out of favor recently as investors worry that artificial intelligence (AI) will shrink the workforce (and therefore demand for software licenses), and also hel ...

分组1: Meta and AMD Deal - The deal between Meta and AMD is seen as a strategic move for Meta to diversify its supply base and ensure adequate supply for its buildout plans, with a 10% equity stake involved [1][2][4] - There are concerns regarding AMD's need to give up equity to meet demand, raising questions about its long-term strategy compared to competitors like Nvidia [3][6] - The ongoing partnerships and equity stakes in companies like AMD and Nvidia indicate a competitive landscape where both companies are vying for market share in the semiconductor space [4][6] 分组2: Apple Manufacturing in the U.S. - Apple is set to manufacture the Mac Mini in the United States for the first time, which is viewed as a significant win for local job creation [7][11] - While some investors may care about the location of manufacturing, it is not a primary concern for all investors, particularly those focused on long-term growth and capitalizing on market opportunities [8][10] - Apple's growth is projected at 5% for topline revenue, potentially reaching 10% when accounting for buybacks and growth in its services business, indicating a stable long-term outlook [10] 分组3: Software and Financial Sectors - The software sector has faced challenges, but there are still pockets of opportunity, particularly in companies like HUD 8 Corp and GitLab, while larger firms like Adobe are less favored [12][14] - The financial sector has been exited completely by the company, reflecting a cautious approach amid concerns about increasing correlations with the software sector [15]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：独角兽IPO 主要业务围绕室内空间场景下的实时渲染、工业生产制造以及虚拟物理世界训练展开。 公众号回复"群核科技"获取最新招股书 本文为独角兽IPO编辑撰写 作者 | 独角君 2026年2月25日，群核科技日前向港交所主板递交上市申请书，这是群核科技第三次向港交所递表，摩 根大通与建银国际担任联席保荐人。 群核科技已于2026年2月获得中国证监会境外发行上市备案通知书，拟发行不超过约3.12亿股境外上市 普通股。 1► | 讓]項下的[編纂]數目 : [編纂]股(視乎[編纂] | | --- | | 獲行使與否而定) | | [編纂]數目 . [编纂]股(可予重新分配) | | : [编纂]股(可予重新分配 [编纂]數目 | | 及視乎[編纂]獲行使與否而定) | | 最高[編纂] : 每股[編纂][編纂]港元,另加1.0%經 | | 紀佣金、0.0027％證監會交易徵 | | 費、0.00015%會財局交易徵費及 | | 0.00565%聯交所交易費(須於[編纂] | | 時以港元繳足,多繳款項可予退還) | | 面值 : 每股 ...

have been pummeled in recent weeks, driven by fears their business models would be upended by AI tools, including those from Anthropic. On Tuesday, Anthropic said it was developing new tools, the so-called "plug-ins", ‌with its partners that ⁠could help ⁠with investment banking, wealth management and HR tasks."We feel positive to see companies partnering with Anthropic, and we think that that might be the next chapter of this ​discussion," said Eric Kuby, chief investment officer at North Star Investment M ...

Ries and joining me with the big picture here on what's going on with this market. Luke Lloyd, president and CEO of Lloyd Financial Group is with me. So, we talked yesterday about how many of the names got hit pertaining to AI and Anthropic at least was part of it as it really uh announced some breakthroughs and some concerns about cyber security, concerns about financials.Um, and so many names were caught in the crossfire from Door Dash to American Express. Um, you don't particularly love the Mag 7 names a ...

Workday is betting on artificial intelligence taking over more work. While software stocks — including Workday's — have sunk recently amid concerns over AI advancements, the company framed the technology as a growth opportunity on its Tuesday earnings call."We're working really hard to figure out how do we improve business process execution for our customers at a lower cost," CEO Anil Bhusri said. "I think that's where the agentic model fits in. What can agents do to replace human labor?" he said. "And then ...

Workday CEO布赫里 凤凰网科技讯北京时间2月25日，据彭博社报道，在投资者担心AI将颠覆软件行业之际，美国财务管理 和人力资本管理软件公司Workday CEO阿尼尔.布赫里(Aneel Bhusri)表示，Anthropic等领先AI公司实际 上都在使用他公司的产品。 "不管说这个有没有用，Anthropic、谷歌和OpenAI都在使用Workday的产品。"布赫里周二在与分析师举 行的电话会议上表示。 他表示："这些是真正的记录系统，必须以绝对的准确性和速度处理交易，执行复杂的安全模型，并遵 守全球各地的法定和监管要求。无论怎样的'氛围编程'都无法打造出HR或ERP系统。"ERP指企业资源 规划软件，它将许多基础业务任务整合到单一系统中。(作者/箫雨) Workday开发用于办公事务的软件，例如薪资发放和员工管理。投资者日益担忧，AI工具将使这类工作 变得更加简单，从而削弱对这些产品的需求。今年以来，Workday的股价已暴跌约40%，与其Salesforce 等同行的跌势如出一辙。 作为Workday联合创始人，布赫里本月早些时候回归重新担任CEO。他在2024年辞去联席CEO一职，但 继续担 ...

ServiceNow and UiPath could become agentic AI leaders.Artificial intelligence (AI) is changing the world we live in, and the next big change is coming in the form of AI agents. Many agentic AI stocks have been thrown out with the bathwater during the software-as-a-service (SaaS) stock sell-off, and this has opened up some nice opportunities in the space.Two of the stocks with the best agentic AI prospects come from companies that are looking to be agentic AI orchestration platforms. In a world becoming a sp ...

New York, New York--(Newsfile Corp. - February 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Varonis Systems, Inc. (NASDAQ: VRNS) between February 4, 2025 and October 28, 2025, both dates inclusive (the "Class Period"), of the important March 9, 2026 lead plaintiff deadline.SO WHAT: If you purchased Varonis common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a continge ...

IT之家援引博文介绍，附上相关价格调整情况如下： 邮件中还特别汇总了平台近期上线的一系列重磅新功能，这些功能涵盖了更便捷地保存登录凭证与支付详情、全面防范网络钓鱼攻击的保护机制，以及速度 显著提升的跨设备设置体验。 个人套餐的订阅费用将从目前的每月 3.99 美元（折合每年 35.88 美元）直接上调至每月 4.99 美元（折合每年 47.88 美元），年费上调 12 美元，涨幅为 33% 家庭套餐的订阅费用也将从原先的每月 6.95 美元（折合每年 59.88 美元）上涨至每月 7.99 美元（折合每年 71.88 美元），上调 12 美元，涨幅 20% 对于新订阅用户，上述调价将于 2026 年 3 月 27 日生效；对于现有订阅用户，调价将会在用户续订时生效。 至于本次涨价，1Password 官方指出其产品在核心价值和综合功能方面已经实现了实质性的跨越与增长，但其服务定价在过去很多年里基本保持在原有水 平，并未进行过与产品价值相匹配的调整。 为进一步证明提价的合理性，1Password 表示涨价所带来的收益将帮助公司继续投资于技术创新，并维持用户所期待的世界级安全防护标准。 ...