In an attempt to accelerate growth, ServiceNow (NOW) has been pursuing acquisitions. While NOW stock has declined by almost 30% year-to-date (YTD), there appears to be a strong case for reversal in momentum with the recently announced deal for Armis. On Dec. 23, ServiceNow announced the acquisition of Armis for a consideration of $7.75 billion. The company believes that ServiceNow and Armis will be positioned to create an “end-to-end security exposure and operations stack.” More News from Barchart Fur ...

Core Insights - The investment focus is shifting towards AI and its integration into software applications, with a significant increase in data center spending projected to reach $1 trillion annually, up from $550 billion [2] - The anticipated combined spending of $5 trillion over the next several years could imply a potential value of $45 trillion in software and application layers, indicating a major investment opportunity [3] Industry Trends - The current market is witnessing a separation between companies that can successfully integrate AI and those that may struggle, with first-generation cloud and software as a service being viewed as oversold but not obsolete [4] - Companies like ServiceNow and Viva are highlighted as potential beneficiaries of AI integration, while others like Cloudflare and Snowflake may be overvalued in the current market context [5][6] Future Outlook - The foundation models of AI are established, but there is skepticism about their ability to dominate the entire software landscape, suggesting a wave of new companies will emerge [7][8] - By the end of 2026, transitional companies may begin to appear as candidates for IPOs, with a more significant emergence of AI-native application companies expected by 2027 [9]

Whales with a lot of money to spend have taken a noticeably bullish stance on Oracle.Looking at options history for Oracle (NYSE:ORCL) we detected 45 trades.If we consider the specifics of each trade, it is accurate to state that 37% of the investors opened trades with bullish expectations and 35% with bearish.From the overall spotted trades, 15 are puts, for a total amount of $3,497,825 and 30, calls, for a total amount of $1,966,394.What's The Price Target?After evaluating the trading volumes and Open Int ...

分组1 - Consumer demand for online platforms has proven resilient in the latter half of the year, benefiting companies like Amazon, DoorDash, and Expedia Group, setting them up for a strong 2026 according to Evercore ISI analysts [5] - The trends in consumer demand span various sectors including ride-sharing, online travel, and e-commerce, indicating robust performance across multiple industries [5] - The article highlights the ongoing competition among major tech companies, particularly in the AI space, with Amazon naming a new AI group leader amid its battle with Microsoft and Google [10]

Core Viewpoint - Analyst recommendations play a significant role in influencing stock prices, but their reliability is questionable due to potential biases from brokerage firms [1][6]. Group 1: Analyst Recommendations - Unity Software Inc. (U) has an average brokerage recommendation (ABR) of 2.00, indicating a "Buy" based on recommendations from 22 brokerage firms [2]. - Among the 22 recommendations, 11 are classified as "Strong Buy" and one as "Buy," accounting for 50% and 4.6% of all recommendations respectively [2]. Group 2: Limitations of Brokerage Recommendations - Studies indicate that brokerage recommendations have limited success in guiding investors towards stocks with the highest price increase potential [5]. - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, issuing five "Strong Buy" recommendations for every "Strong Sell" [6][11]. - The interests of brokerage firms may not align with those of retail investors, leading to a lack of insight into future stock price movements [7]. Group 3: Zacks Rank vs. ABR - Zacks Rank is a proprietary stock rating tool that categorizes stocks from Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell) and is based on earnings estimate revisions, making it a more effective indicator of near-term stock performance [8][12]. - The ABR is calculated solely from brokerage recommendations and may not be up-to-date, while the Zacks Rank reflects timely earnings estimate revisions [13][10]. - The Zacks Consensus Estimate for Unity Software has remained unchanged at $0.82, indicating steady analyst views on the company's earnings prospects [14]. Group 4: Current Investment Outlook - The Zacks Rank for Unity Software is 3 (Hold), suggesting caution despite the Buy-equivalent ABR [15].

AndresGarciaM / Getty Images Quick Read BBEU returned 36.9% year-to-date through late December 2025. The S&P 500 gained 17.8% in the same period. The fund saw $678.7M in inflows during one October week. Outstanding units surged 16.4%. European defense contractors and luxury brands drove gains. Tech exposure remains lower than U.S. indexes. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. When curr ...

Group 1: Market Overview - The equity market rally continued in Q3 2025, driven by strong corporate earnings, rising AI investment, and expectations of economic support from US fiscal policy and lower interest rates [1] - Artisan Value Fund's Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.83%, 0.91%, and 0.90% respectively, underperforming the Russell 1000 Value Index which returned 5.33% [1] Group 2: Salesforce, Inc. (NYSE:CRM) Performance - Salesforce, Inc. reported a one-month return of 14.28% but experienced a 20.75% decline in share value over the last 52 weeks, closing at $266.08 per share with a market capitalization of $253.308 billion on December 26, 2025 [2] - In Q3 2025, Salesforce was highlighted as a new purchase by Artisan Value Fund, alongside Accenture and Elevance Health, despite concerns about being disrupted by AI [3] Group 3: Investment Insights - Artisan Value Fund believes fears regarding AI disrupting established companies like Salesforce are overblown, attributing growth slowdowns to broader macroeconomic conditions rather than AI [3] - Salesforce's revenue for Q3 2026 was reported at $10.26 billion, reflecting a 9% year-over-year increase and an 8% increase in constant currency [4]

MNTN Inc. (NYSE:MNTN) is one of the best beaten-down technology stocks to buy according to hedge funds. On December 4, analysts at Canaccord Genuity reiterated a Buy rating and a $20 price target on MNTN Inc. (NYSE:MNTN). Cannaccord Genuity Flaunts MNTN Inc. (MNTN) Prospects in CTV Advertising Market According to the research firm, MNTN boasts of a strong position in the growing connected TV CTV advertising market. The company’s outlook remains strong, as the connected TV market is increasingly replacing ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses in Synopsys to Contact Him Directly to Discuss Their OptionsIf you purchased or acquired securities in Synopsys between December 4, 2024 and September 9, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information]New York, New York--(Newsfile Corp. - December 2 ...

据港交所12月29日披露，用友网络（600588）科技股份有限公司(简称：用友网络，600588.SH)向港交所主板递交上市申请，招银国际、中信证券为其联席 保荐人。这是该公司年内第二次递表港交所，曾于6月27日递交过上市申请。根据弗若斯特沙利文的资料，以2024年收入计，公司是中国企业软件及服务市 场最大的市场参与者，市场占有率达4.1%，且按2024年海外收入计，公司亦为中国最大的境内企业软件公司。 | [編纂]的[編纂]數目 | : [編纂]股H股(視乎[編纂] | | --- | --- | | | 行使與否而定) | | [編纂]數目 .. | [编纂]股H股(可予[編纂]) | | [編纂]數目 | :「編纂]股H股(可予[編纂]及 | | | 視乎[編纂]行使與否而定) | | 最高[編纂] .. | 每股H股[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(須於申請時 | | | 以港元繳足,多繳款項可予退還) | | 面值 .. | 每股H股人民幣1.00元 | | 「编 ...