Core Insights - Brown Capital Management's Small Company Fund underperformed in Q4 2025, with a decline of 1.50% compared to the Russell 2000® Growth index's gain of 1.22% [1] - The Fund's performance for the entire year of 2025 was down 11.46%, significantly lagging behind the Index's return of 13.01% [1] - The Fund's investment strategy is based on company fundamentals, which showed strong revenue and earnings growth in 2025 [1] Company Focus: Veeva Systems Inc. - Veeva Systems Inc. (NYSE:VEEV) is a technology company providing a cloud-based software platform for the life sciences industry, with a market capitalization of $29.64 billion [2] - The stock of Veeva Systems Inc. experienced a one-month return of -19.57% and a 52-week decline of 20.26% [2] - Veeva Systems was identified as a detractor from the Fund's performance in Q4 2025, despite its strong market position and innovative solutions in the life sciences sector [3] - The company's offerings include Veeva Customer Relationship Management (CRM) and Veeva Vault, which have established a dominant market position and present opportunities for growth in clinical applications [3] - Veeva's client base includes major global pharmaceutical companies such as GlaxoSmithKline, AstraZeneca, Eli Lilly, Merck, and Novartis [3]

IMAX To Present at the Morgan Stanley Technology, Media & Telecom ConferenceFeb 23, 2026 8:30 AM Eastern Standard Time# IMAX To Present at the Morgan Stanley Technology, Media & Telecom ConferenceShare---NEW YORK--([BUSINESS WIRE])--IMAX Corporation (NYSE: IMAX) today announced that the Company will participate in the Morgan Stanley Technology, Media & Telecom Conference.Event: Morgan Stanley Technology, Media & Telecom Conference Location: San Francisco, CA Fireside Date: Monday, March 2nd Fireside Time: 4 ...

NEW YORK, Feb. 23, 2026 (GLOBE NEWSWIRE) -- ToltIQ, the leading AI-powered platform for private equity due diligence, today announced a partnership with Intapp (NASDAQ: INTA), a global leader in AI-powered solutions for professionals at advisory, capital markets, and legal firms. The integration connects ToltIQ's due diligence platform with Intapp DealCloud, enabling private equity and private credit firms, Family Offices and other private markets investment professionals to share diligence findings directl ...

CI&T To Announce Fourth Quarter 2025 Results on March 11, 2026Feb 23, 2026 8:17 AM Eastern Standard Time# CI&T To Announce Fourth Quarter 2025 Results on March 11, 2026Share---NEW YORK-- ([BUSINESS WIRE])--CI&T (NYSE: CINT, "Company†), a global partner in tech-integrated business solutions, announces that it will report its fourth quarter and full-year 2025 financial results after the market closes on March 11, 2026.Following the earnings release, CI&T's senior management team will host a video conference ...

Core Viewpoint - Calix, Inc. has postponed its 2026 Investor Day due to a major weather event affecting the New York Metro area, prioritizing the safety of attendees. The event will be rescheduled for later in the spring, with details to be confirmed [1]. Company Overview - Calix, Inc. is an AI and cloud platform company that assists communications service providers (CSPs) in transforming into communications experience providers (CXPs) [1]. - The company offers Calix One, an AI-native broadband platform that enables CXPs to enhance subscriber experiences, grow revenue, and build loyalty across various markets [1]. - Calix has over 1,600 customers globally, ranging from regional providers to large operators, leveraging its solutions to compete effectively [1]. Event Details - The postponed Investor Day was originally scheduled for February 24, 2026, at the New York Stock Exchange and will include executive presentations, demos, and roundtables with the leadership team [1]. - The new date for the rescheduled Investor Day will be announced once confirmed [1]. Strategic Focus - Calix aims to share its strategy, platform progress, and long-term financial framework during the rescheduled Investor Day [1].

Group 1: Supreme Court Ruling and Tariff Implications - The Supreme Court ruled 6-3 to void most tariffs imposed by Trump, stating the emergency law used did not permit such tariffs [1] - Trump announced a new global levy of 10% to 15% that may last five months while seeking more sustainable solutions [1] Group 2: Market Reactions and Corporate Concerns - The stock market reacted positively to the Supreme Court's decision, with all three main indexes showing weekly gains, and the Nasdaq ending a five-week losing streak [4][5] - Corporate America is facing significant uncertainty regarding planning due to fluctuating tariffs and supply chain issues, as highlighted by Arthur Laffer Jr. [2] Group 3: Sector Performance and Earnings Outlook - High stock valuations and fears of AI disruption have pressured technology and other sectors, with the S&P 500 software and services index down over 20% this year [7][10] - Major software firms' earnings, including Salesforce and Intuit, are anticipated this week, as investors seek insights into the impact of AI spending [7][10] Group 4: Individual Stock Movements - Eli Lilly's stock rose 4% following positive trial results against a competitor's obesity drug [8][10] - Cryptocurrency-related stocks fell as Bitcoin dropped approximately 2%, affecting companies like Coinbase Global [8][10] - Gold and silver miners saw gains, with Newmont and Hecla Mining increasing by 1.1% and 2.5% respectively [8][10]

By Matt Tracy and Saeed Azhar Feb 23 (Reuters) - Software companies are delaying debt deals as higher borrowing costs and tougher scrutiny from lenders weigh on the sector, at a time when mounting pressure from artificial intelligence threatens their business models, industry sources said. Software firms both in the U.S. and elsewhere have already paused or postponed fundraising efforts as ‌lenders and investors expect AI to upend the industry. These concerns have been underscored in loan markets, where ...

计算机周观点第 34 期：中美大模型竞赛 白热化，国内 AI 应用政策红利释放 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 杨蒙(分析师) | 021-23185700 | yangmeng@gtht.com | S0880525040072 | | 钟明翰(研究助理) | 021-38031383 | zhongminghan@gtht.com | S0880124070047 | 本报告导读： 本周，国内外大模型集中发布，重点提升 Agent 与多模态能力；国家发展改革委等 部门发布关于加快招标投标领域人工智能推广应用的实施意见。 投资要点： [Table_Report] 相关报告 计算机《君逸数码战略投资并签约银河通用机器 人》2026.02.13 计算机《Seedance2.0 发布，AI 视频迎来创作平 权与产业奇点》2026.02.11 计算机《从能力领先到入口级产品：阿里押注模 型 ...

计算机 2026 年 02 月 23 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -36% -24% -12% 0% 12% 24% 2025-02 2025-06 2025-10 计算机 沪深300 相关研究报告 《周观点：2026 年，多模态模型有望 迎来 DS 时刻—行业周报》-2026.2.8 《周观点：SpaceX 申请部署百万颗卫 星，剑指太空算力 — 行 业 周 报 》- 2026.2.1 《AWS 和谷歌拉开"云涨价"序幕， 重视 AI 基建产业链 —行业点评报告》 -2026.1.28 周观点：全年维度看好 AI 的价值落地与商业化 ——行业周报 刘逍遥（分析师） liuxiaoyao@kysec.cn 证书编号：S0790520090001 市场回顾：2026.2.9-2026.2.13 期间，沪深 300 指数上涨 0.36%，计算机指数 上涨 4.35%。 （2）2026 年，多模态模型有望迎来 DS 时刻 OpenAI 于 2024 年 2 月推出的初代 Sora 模型，堪称视频领域的 GPT‑1 时刻， 2025 年 9 月底，OpenAI 推出 Sora 2，视频领域 ...

In this article, we’ll look at the 11 AI Stocks That Will Go to the Moon.The artificial intelligence trade is alive and well, even as valuation concerns continue to send shockwaves on Wall Street. Five companies committing to spend $700 billion on AI infrastructure is the clearest indicator that the AI boom is only getting started. Famed portfolio manager Cathie Wood, who projects data center capital expenditure will climb to $1.4 trillion, further underscores the tremendous opportunities around AI plays.At ...