Investors turn to financial results from artificial intelligence bellwether Nvidia Corp in the coming week to steady a U.S. stock market ​that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump's sweeping trade tariffs. Besides that overhang on markets and Nvidia's results, Wall Street will ‌focus on other tech-sector quarterly ⁠reports. These include ⁠key software companies that are under siege from concerns that AI will upend their businesses.Nvidia' ...

Policy dominated the market's attention this past week, culminating in Friday's long-awaited Supreme Court decision, which struck down President Trump's sweeping tariff regime. On Friday, all three major indexes swung into the green on the Supreme Court ruling, and all three major indexes finished the week higher. The S&P 500 (^GSPC) rallied to close up 0.7%, finishing the week up 1.1%, while the blue chip-heavy Dow Jones Industrial Average (^DJI) gained 0.5% on Friday to close the week up a narrow 0.3 ...

Group 1: Datadog - Datadog is an artificial intelligence-powered observability and security platform, with a buy rating and a price target of $180 from Baird analyst William Power [3][6] - The company aims for an adjusted operating margin of over 25%, balancing future growth and near-term profitability [3] - Datadog has solid demand for its products and significant opportunities in AI, logs, developer tools, and security, with 8,500 security customers [4][5] - Security currently represents only 2% of total annual recurring revenue (ARR) from large customers, indicating a vast expansion opportunity [5] Group 2: Vertiv Holdings - Vertiv Holdings provides power and cooling solutions to data centers, reporting a 252% surge in organic orders for Q4 2025 [7][8] - Bank of America analyst Andrew Obin reiterated a buy rating and raised the price target to $277, expecting strong order momentum to continue in 2026 [7][8] - Obin projects 2026 orders to grow by 5% to $18.6 billion, which would add $5 billion to backlog, reflecting a 33% year-over-year increase [9] - Key trends from Vertiv's 10-K filing include strengthening services capabilities and strategic deals with Nvidia and Caterpillar [10] Group 3: Arista Networks - Arista Networks provides networking solutions for AI and data center environments, delivering strong Q4 results and guidance [12] - Following Nvidia's deal with Meta Platforms, Needham analyst Ryan Koontz reiterated a buy rating with a price target of $185, emphasizing minimal impact on Arista's supplier position [13][14] - Meta accounted for 16% of Arista's 2025 revenue, and Koontz views Arista as a dominant supplier for Meta's AI applications [14] - The announcement regarding Nvidia's networking sales to Meta does not reflect new developments in networking, according to Koontz [16]

The technology sector has provided great returns since the emergence of generative AI, and it was expected to continue performing strongly this year as well. However, fears about infrastructure spending have once again emerged, alongside speculation that certain domains, such as software engineering, face an existential threat due to extremely powerful AI. This is driving down the tech sector.On 17th February, this sentiment was echoed by Nick Evans, a fund manager at Polar Capital.  He believes only a few ...

此前，Anthropic PBC推出一款能够扫描代码库漏洞并建议修复方案的新AI工具，引发投资者对AI代理 工具可能蚕食传统威胁检测市场的担忧。 有分析指出，网络安全概念股的下跌，是AI竞争担忧引发的软件股抛售的又一例证。 网络安全概念股跳水 当地时间周五（2月20日），美股三大指数集体上涨，网络安全概念股却集体大跳水。截至当天收盘， SailPoint下跌9.44％，Okta跌9.18％，Cloudflare跌8.05％，Crowdstrike跌7.95％，Zscaler跌5.47％。Global X网络安全ETF下跌近5％，创下2023年11月以来最低收盘纪录。 （来源：经济日报） 转自：经济日报 "AI恐慌交易"，仍未完全消散！ 当地时间周五，在美股市场上，网络安全软件类股集体大跌，Cloudflare跌超8％，Crowdstrike跌近8％， SailPoint、Okta跌超9％。 稍早之前，Anthropic PBC发布Claude Code Security，一款能够扫描代码库漏洞并建议修复方案的新 AI工具。据悉，Claude Code Security不仅仅像传统的静态分析工具那样扫描已知模式 ...

lake 打造 AI 智能体 Insight: 软件市场的 "默认选择" 权正在转 移。开发者不再仅仅依赖 GitHub 星标或 Stack Overflow，而是听从 LLM 的推荐。 为"非人类"构建 28882 Agent Identit 问题:传统的反垃圾邮件系统 (CAPTCHA) 阻碍了自动化程序。 趋势:赋予 AI 独立的数字身份,使其能像人 当AI代理开始"替人做决定"，将重塑软件分发与新一代基础设施。 在他们的叙述中，工具被选择的原因也在变。过去更像"开发者之间交流"的结果，"溢出，堆栈溢出……或者像GitHub上那些由人创建的热门代码库"；而现 在，开发者市场一方面因AI而急剧扩容："从大约2000万受过计算机科学训练的开发者，扩展到现在世界上任何人都可以成为开发者。"主持人补了一 句："现在可能已经是数亿人了。"另一方面，代理本身也在成为新的"使用者"和"决策者"。 文档/知识库成"新投放位"：优化对象从人转向智能体 在YC的讨论中，一个高频结论是：文档与知识库正在成为代理推荐工具的关键入口。 嘉宾提到邮件工具Resend的案例：Resend在2023年冬季做邮件发送客户端时，"当你在C ...

Core Viewpoint - The long-term investment philosophy emphasizes that while the market may fluctuate in the short term, it ultimately reflects the true value of companies over time, as illustrated by the performance of Adobe [1] Group 1: Company Insights - Adobe is highlighted as a software giant that has experienced significant market fluctuations, indicating a disconnect between short-term market perceptions and long-term value [1] Group 2: Investment Philosophy - The investment approach focuses on a long-term, buy-and-hold strategy, particularly favoring stocks that can consistently deliver high-quality earnings, often found in the dividend and income sectors [1]

Core Viewpoint - The long-term investment philosophy emphasizes that while the market may fluctuate in the short term, it ultimately reflects the true value of companies over time, as illustrated by the performance of Adobe [1] Group 1: Company Analysis - Adobe is highlighted as a software giant that has experienced significant market fluctuations, suggesting a disconnect between its short-term market performance and long-term value [1] Group 2: Investment Strategy - A long-term, buy-and-hold investment approach is favored, particularly for stocks that can consistently deliver high-quality earnings, often found in the dividend and income sectors [1]

目前，Edge浏览器内置的密码管理器为用户提供了两种安全选项，用于保护密码并实现自动填充功 能，分别是Windows Hello和独立自定义主密码。然而，微软现已做出决策，将停止使用主密码这一方 式，转而全力支持设备登录或Windows Hello。 具体而言，自Edge 146版本起，用户将无法再创建自定义主密码。不过，微软考虑到现有用户的使用习 惯，给予了一定的过渡期，现有用户仍可在未来几个月内继续使用主密码功能。但到2026年6月4日，微 软将正式停止为现有用户提供主密码功能，并全面切换至设备身份验证模式。（青山） 来源：环球网 【环球网科技综合报道】2月22日消息，据科技媒体neowin报道，微软Edge浏览器即将到来的下一次功 能更新，将为使用其内置密码管理器的用户带来一项重大变革。随着时间推移，Edge浏览器的内置密 码管理器功能日益强大，微软最终决定停止提供独立密码管理器，将用户使用场景限制在Edge浏览器 内，并对密码管理器及其安全性展开重大调整。 ...

Palantir is under pressure around the world but in Australia it is mollycoddled. Michael West on the regulators’ double standards.Palantir. Rejected by Switzerland, its large military and health contracts under pressure in the UK, politicians in the US returning their campaign donations,  protestors forcing office changes. The controversial tech company is under fire under the world.Not so in sleepy Australia however.Palantir, whose executives brag about how their lethal software kills people, has been welc ...