Cloudflare Inc. (NYSE:NET) is among the best software infrastructure stocks to buy according to hedge funds. In a mid-December report, Stifel reiterated its positive view on Cloudflare Inc. (NYSE:NET) amid AI-driven security requirements becoming more central to enterprise risk management. The firm highlighted that organizations are expanding the usage of generative and agentic AI. This expansion would mean cybersecurity teams will increasingly focus on controlling how AI is accessed and used internally, ...

Core Insights - Descartes Systems Group has successfully modernized Supergasbras' logistics operations through its cloud-based route planning and fleet management solution, enhancing efficiency in the distribution of liquefied petroleum gas (LPG) across Brazil [1][2] Group 1: Company Operations - Supergasbras operates one of the largest LPG distribution networks in Brazil, utilizing over 400 trucks and a workforce of more than 900 people to transport over 400,000 tons of LPG monthly [1] - The implementation of Descartes' solution has led to faster, safer, and more transparent route planning, resulting in fewer stockouts, lower operational costs, and improved delivery reliability, particularly in regions with fluctuating demand [2][3] - The solution provides real-time visibility of tank levels, consumption rates, and customer demand, allowing for automatic route planning based on up-to-date data [2] Group 2: Technological Integration - Descartes' solution integrates seamlessly with Supergasbras' existing enterprise systems, including sales and financial applications, replacing outdated processes that relied on plain text file exchanges [3] - The integration with the Faton billing application enables drivers to manage the entire delivery process within a single environment, reducing errors and administrative workload [3] Group 3: Strategic Impact - The project signifies a new phase in Supergasbras' digital transformation, enhancing control over distribution operations and demonstrating that logistics innovation extends beyond technology to include collaboration and understanding of operational workflows [4]

2026年1月6日上午，以"数转儋洋 智造未来"为主题的2026儋州市中小企业数字化转型政策宣贯日活动 在儋州举行。海南飞晟科技有限公司（简称：飞晟科技）作为儋州市中小企业数字化转型城市试点服务 商之一，以场景服务商身份受邀参加此次重要活动。 儋州市作为全国第三批中小企业数字化转型试点城市，此次宣贯日活动由儋州市人民政府主办，儋州市 科学技术和工业信息化局与中国信息通信研究院联合承办。活动旨在贯彻落实国家数字化转型战略，助 力中小企业把握海南自贸港建设机遇，推动数字技术与实体经济深度融合，为儋洋一体化高质量发展注 入强劲"数智"动能。 海南省工业和信息化厅副厅长贾宏伟、儋州市人民政府副市长陈评、中国信息通信研究院产业与规划研 究所所长徐志发出席活动并致辞。来自全国的权威专家、优质服务商代表及100余家重点企业负责人齐 聚一堂，共商转型路径、共谋产业升级。 据悉，海南飞晟科技有限公司是新三板上市公司翔晟信息（证券代码：836874）在海南自贸港布局的关 键子公司，定位为软件开发企业。公司自主研发的"点签"电子合同平台基于电子签章签名和数据安全技 术，服务于政务、企事业单位，为客户提供安全、高效、经济的电子签章生 ...

Core Viewpoint - The company, Zhuoyi Information (688258.SH), has announced that its AI programming products are still in the market introduction phase and have not yet formed a scalable product system, leading to potential underperformance in technology iteration and commercialization progress [1] Group 1: Product Development and Market Position - The current user base for the company's two AI programming products primarily consists of free users, indicating a lack of stable and sustainable revenue sources [1] - There is a high level of uncertainty regarding the future revenue scale, profitability, and cash flow contribution from these products [1] Group 2: Competitive Landscape - The company's AI programming products utilize open-source large language models such as DeepSeek and Tongyi Qianwen, which allow any user to train and develop personalized models for specific needs [1] - The company does not directly develop AI large models and has no direct business dealings with companies that provide AI large model systems [1]

作者 | 木子、允毅 程序员中的超级"保守派"、 Linux 之父 Linus Torvalds， 现在也用起了 AI 编程。 图源：GitHub 最近，Linus 在 GitHub 上悄悄上传了一个小项目。项目本身不大，但特别的是，它是他用一款 谷歌系 AI 编程助手 进行 Vibe Coding 完成的。 这个仓库很快就被眼尖的网友挖了出来，目前已经收获了 1600+ 颗 Star 。 | Platform v | | | Solutions v Resources V Open Source v Enterprise v Pricing | | | Q Search or jump to ... | | Sign in | Sign up | 能 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | a torvalds / AudioNoise (Public | | | | | | | A Notifications | ಲ್ Fork 61 | 2 Star 1.6k | | | <> Code | · Is ...

Core Viewpoint - Twilio Inc. is viewed as a strong software infrastructure stock by hedge funds, despite a recent downgrade by Piper Sandler from Overweight to Neutral, with a slight increase in price target to $148 from $145 [1][2]. Group 1: Downgrade and Valuation - The downgrade by Piper Sandler is primarily due to expectations that Twilio's growth re-acceleration may slow down in 2026, along with limited potential for further increases in free cash flow estimates [2]. - Piper Sandler believes Twilio has met its capital-return expectations and is currently trading at a "relatively fair valuation" [2]. Group 2: Strategic Positioning and Growth Potential - Despite the cautious rating, Piper Sandler maintains a positive outlook on Twilio, considering it the "best house in this neighbourhood" within the communications software sector [3]. - The firm highlights the Voice AI infrastructure as a small but rapidly growing segment that could contribute to future growth [3]. Group 3: Future Catalysts - Piper Sandler suggests that a more positive stance on Twilio could emerge if the stock price decreases, with the upcoming fourth-quarter results and initial 2026 guidance being potential catalysts for reassessment [4]. Group 4: Analyst Perspectives - Analysts from RBC Capital and Citizens JMP have raised their price targets for Twilio, with Citizens JMP's analyst setting a target of $185, which is below the consensus high of $200, driven by strong trends in the AI voice business [5].

每经AI快讯，1月12日，星环科技(688031.SH)发布股票交易异常波动公告称，经公司自查发现，截至本 公告披露日，公司并不实际开展商业航天业务且与上海星环聚能科技有限公司无关。公司目前正就AI 数据库等相关技术开展前期研发与联合调优，上述工作尚处于初期探索阶段，相关技术方案、应用场景 及市场效益均存在不确定性，暂未对公司业绩产生重大影响，敬请广大投资者理性看待。公司未发现对 公司股票交易价格可能产生较大影响的媒体报道或市场传闻，未发现其他可能对公司股价产生较大影响 的重大事件。 ...

Core Insights - Tailwind, a company known for its front-end infrastructure, has experienced an 80% drop in revenue due to the success of its AI programming tool, leading to a drastic reduction in its workforce by 75% [1][10][21] - The CEO, Adam Wathan, expressed despair over the situation, stating that if conditions do not improve in six months, the company will be unable to pay any employee salaries [1][3][22] Company Performance - Tailwind's AI tool has achieved a remarkable monthly download rate of 75 million [1][21] - Despite the high download numbers, the company's revenue has plummeted by 80%, resulting in a significant financial crisis [1][21] - The team size has been reduced from four engineers to just one, highlighting the severity of the situation [10][12] Industry Impact - Tailwind CSS has been a transformative force in front-end development, widely adopted by major companies and projects, yet the company behind it is struggling to survive [7][14] - The rise of AI tools has led to a decline in the usage of Tailwind's paid components, as developers increasingly rely on AI to generate user interfaces directly [16][19] - The traffic to Tailwind's documentation, which serves as a key customer acquisition channel, has decreased by 40%, further exacerbating the company's financial woes [19] Community Response - Following the news of Tailwind's struggles, Google AI Studio announced its sponsorship of the Tailwind CSS project, aiming to support the open-source community [23][24] - Vercel's CEO also pledged support, emphasizing the responsibility of the community to assist foundational projects like Tailwind [27] - The situation has sparked discussions about the sustainability of open-source projects in the age of AI, with concerns about the potential collapse of the tech ecosystem if foundational projects are not supported [31][32]

Group 1 - Nutanix Inc. (NASDAQ:NTNX) is recognized as one of the top software infrastructure stocks favored by hedge funds [1] - RBC Capital has reduced its price target for Nutanix from $74 to $65, indicating a shift in near-term momentum rather than a change in long-term outlook, as the stock retains an Outperform rating [1] - The company is identified as a leading candidate for potential mergers and acquisitions in the infrastructure, security, and analytics sectors, with M&A activity in the software space increasing over 50% year-to-date compared to the previous year [3] Group 2 - RBC anticipates that 2026 will showcase clear advantages for software companies that are well-positioned to benefit from enterprise AI adoption, while those perceived as vulnerable to the "AI is the death of software" narrative may struggle [2] - Management teams in the software sector are entering 2026 with conservative guidance, although enterprise spending trends are stabilizing and GenAI-driven innovations are enhancing various areas [2]

F5 Inc. (NASDAQ:FFIV) is among the best software infrastructure stocks to buy according to hedge funds. On January 5, RBC Capital Markets upgraded F5 to Outperform from Sector Perform and raised its price target to $325 from $315, implying a further 27% upside potential. This upgrade came after substantial erosion in the stock’s value over the last few months following a security incident in October. According to RBC’s analysis, the financial impact of the incident for the company will be lower than initi ...