Core Insights - The COO of ServiceNow, Amit Zavery, indicated that some software companies may face consolidation if they fail to transform their businesses to adopt artificial intelligence [1][2] - Zavery emphasized that companies not utilizing the latest technologies and encouraging customer adoption will be at risk of being eliminated from the market [1] - ServiceNow is focused on providing comprehensive AI support, ranging from security to solutions [2] - Zavery highlighted the importance of safe AI, stating that without it, chaos could ensue, and the goal is to ensure that users control AI rather than being controlled by it [2]

Palantir (NASDAQ: PLTR) and Microsoft (NASDAQ: MSFT) have both had rocky starts to 2026. Microsoft is down nearly 20% while Palantir is down more than 25% so far, which is disappointing considering how good they have been as investments over the past few years. However, if you take a look at what Wall Street analysts have to say about each stock, it's less clear which is a better buy. So, which one am I picking? Let's take a look. Will AI create the world's first trillionaire? Our team just released a repo ...

Management attributes the surge in demand to AI coding assistants compressing development cycles, shifting the bottleneck from building software to understanding if features actually work. The company is repositioning as a 'system of context' for AI agents, arguing that LLMs on raw data warehouses lack the behavioral logic and structured data required for accurate reasoning. Q4 performance was driven by balanced execution in the enterprise, achieving the highest net new ARR since 2021 without relying ...

Q1 2025 Earnings Call Presentation Q4 2025 Earnings Call Presentation For a discussion of the material risks and other important factors that could affect our actual results, please refer to our most recent annual report on Form 10-K, quarterly reports on Form 10-Q, and other filings with the SEC. These documents are also available on our investor section of our website. Additionally, non-GAAP financial measures will be shared. Refer to the tables included within this presentation as well as in our earnings ...

Explanation of Non-GAAP measures Q4 2025 Earnings Presentation ( N A S D A Q : N I C E ) Disclaimer Forward Looking Statements Disclaimer This presentation contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements may be identified by words such as "believe", "expect", "seek", "may", "will", "intend", "should", "project", "anticipate", "plan", and similar expressions. Forward-looking statements are based on ...

NEW YORK, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join The Oracle Class Action Lawsuit: Do you, or did you, own shares of Oracle Corporation (ORCL)?Did you purchase your shares between June 12, 2025 and December 16, 2025, inclusive?Did you lose money ...

（来源：吴说） World（原 Worldcoin）宣布开源其由 Tools for Humanity 开发的 GKR + Hyrax 证明系统 Remainder。该 系统允许用户在移动设备本地针对隐私数据运行机器学习（ML）模型，并生成正确执行的零知识证 明。借助 Remainder，World 用户无需重新前往 Orb 即可在设备端直接完成 IrisCode 的升级。目前该项 目的开源代码及配套技术文档均已对外发布。 ...

Core Viewpoint - Nutanix, Inc. (NTNX) is identified as an infrastructure software company that aids enterprises in managing their IT infrastructure more efficiently, but it has not been beneficial for its shareholders [1]. Company Summary - Nutanix focuses on providing solutions for IT infrastructure management [1]. - The company has faced challenges in delivering value to its shareholders, indicating potential issues in performance or market perception [1].

Core Viewpoint - The potential for Salesforce to be acquired is significant due to its undervalued stock and strong financials, but CEO Marc Benioff's influence makes a buyout unlikely [1] Financial Profile - Salesforce's stock has decreased by 30% year-to-date, closing at $184.29, down from $264.91 at the end of the previous year [1] - The company generated $2.18 billion in free cash flow in Q3 FY2026, with non-GAAP operating margins of 34.1% [1] - Annual revenue is reported at $40.3 billion, with a quarterly revenue growth of 8.6% [1] - The market capitalization stands at $175 billion, with a forward P/E ratio of 14x, significantly below the analyst consensus price target of $323 [1] Shareholder Actions - Salesforce repurchased $3.8 billion in stock during Q3 FY2026, returning a total of $4.2 billion to shareholders, including dividends [1] CEO Influence - CEO Marc Benioff's significant influence is a primary obstacle to a potential buyout, as he emphasizes the company's AI strategy and future growth [1] - Benioff's recent comments indicate a focus on long-term innovation rather than a sale, particularly with the launch of the AI platform Agentforce [1] Institutional Ownership - Institutional ownership of Salesforce is at 84.0%, with no visible activist pressure currently [1] - Director G. Mason Morfit's purchase of 96,000 shares at $260.58 reflects confidence in the company's future despite current stock prices [1] Upcoming Earnings Report - The Q4 FY2026 earnings report is anticipated on February 25, 2026, with analysts expecting an EPS of $3.03 and revenue of $11.17 billion [1] - There is an 83% probability that the earnings will exceed expectations, which could influence shareholder dynamics [1]

想象一下，你让 AI 助手结合搜索工具探索一个复杂问题。它第一次探索时走错了方向，但第二次、第三次，它依然重复同样的错误探索路径。虽然你可能 可以从最终得到的多次探索结果中挑选出一个勉强满意的答案，但是这既低效，也需要人工干预。这就是当前大多数深度搜索智能体面临的困境——它们无 法「记住」之前的探索经验，每次都是从头开始，导致大量冗余搜索和资源浪费。 现有的深度搜索智能体大多基于 ReAct 框架构建，采用线性推理方式：「思考→调用工具→观察→再思考 」 。这种设计在简单任务上表现良好，但在需 要多轮探索的深度搜索任务中，往往陷入局部最优、重复探索和低效搜索的困境。 来自东南大学、微软亚洲研究院等机构的研究团队提出了一种全新的解决方案—— Re-TRAC （REcursive TRAjectory Compression） ，这个框架让 AI 智能体能够「记住」每次探索的经验，在多个探索轨迹之间传递经验，实现渐进式的智能搜索。 让探索变成「渐进式学习」过程 为什么 ReAct 会失败？ ReAct 框架的核心问题在于其 线性设计 。每个探索轨迹都是独立的，模型无法回顾先前尝试的状态。在长上下文场景下，早期制定 ...