西风 发自 凹非寺 量子位 | 公众号 QbitAI 你敢信，国内大厂的万人年度大会，从邀请函、官网到留资、参会、签到、现场活动的 整套系统由A I凭几句话 生成 ，智能体正在从"可 玩"走向"可用"。 没错，就是下面这一整套： 靠几句 大白 话驱使AI搞定，程序员只负责坐等结果： 过去大 家还把这种工具当个"玩具"随便试试，谁能想到，现在它已经能扛起企业级的正儿八经业务了。 在刚刚结束的百度世界大会2025上， 无 代 码对话式 应用 搭建平台——"秒哒"，宣布进化到2.0 。 相比上一代，2.0有两大升级点： 基于这套能力，大会全链路系统就是它从0到1吭哧吭哧建出来的。据估算，相比传统纯人工开发，其综合 成本暴降99% 。 更有意思的是，会上百度秒哒产品负责人还跟观众了进行现场互动，同样是一行代码不写，当场构建了一个个人闲置物品电商平台。 全栈应用一键生成 ：把做应用的开发、调试、线上部署等整套环节全包了。 一站式开发与分发 ：由秒哒打造的应用可一键发布到公网，同时能打通搜索引擎得到曝光，支持发布成微信小程序。 这不是个只靠好看界面撑场子的展示品，而是个 前 后端逻辑 、数据库、AI试衣插件、支付能力全都 ...

Scryb Highlights New U.S. Institutional Fund Investment in Cybeats; Strengthens Long-Term OutlookNovember 17, 2025 7:00 AM EST | Source: Scryb Inc.Toronto, Ontario--(Newsfile Corp. - November 17, 2025) - Scryb Inc. (CSE: SCYB) ("Scryb'' or the "Company"), is pleased to highlight the closing of an investment by U.S.-based IFCM MicroCap Fund LP, managed by Intelligent Fanatics Capital Management, into Cybeats Technologies Corp. ("Cybeats"). The investment fund was the sole participant in this $1 ...

Autodesk's ( ADSK ) stock has performed poorly in recent years, which is largely due to the multiple expansion that occurred between 2016 and 2021. While growth is currently being boosted by a shift to direct billings, Autodesk's businessRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses w ...

Core Insights - Cognyte Software Ltd. will showcase its latest intelligence solutions for homeland security at Milipol Paris 2025, scheduled for November 18-21, 2025 [1][13]. Company Overview - Cognyte is a global leader in software-driven technology for investigative analytics, focusing on solutions that enable law enforcement and national security agencies to generate actionable intelligence [6]. - The company leverages advanced technologies such as Artificial Intelligence (AI), big data analytics, and machine learning to enhance decision-making and operational efficiency [6]. Event Details - The Milipol Paris event is recognized as a leading platform for homeland security and safety, organized under the patronage of the French Ministry of Interior, with over 30,000 visitors and 1,100 exhibitors expected [5]. - Cognyte will present multiple workshops during the event, focusing on topics such as border intelligence and financial crime investigations [7]. Product Offerings - Cognyte's solutions aim to help security, defense, and law enforcement agencies convert fragmented data into actionable intelligence, addressing evolving security threats [2][4]. - The company emphasizes the importance of advanced capabilities for border security, mission planning, and disrupting financial crime and terror financing [4]. Recent Developments - Cognyte recently secured a deal valued at approximately $5 million with a Tier-1 law enforcement agency in the EMEA region, indicating strong demand for its solutions [9].

中信证券分析指出，AI原生开发平台正推动软件行业进入"效率革命" 新阶段。其认为，AI不仅将 软件开发效率提升，更通过低代码/无代码化显著降低专业门槛，使业务专家可直接参与应用构建。这 一变革一方面加速了软件在金融、医疗等垂直领域的渗透，另一方面推动行业竞争从"代码实现能力"转 向 "场景理解与架构设计能力" 。机构强调，具备平台化能力、拥有行业知识库且能实现"需求-设计-开 发"闭环的企业，有望在AI重构软件价值链的过程中占据主导地位。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070）。 每日经济新闻 今日A股三大股指调整，但软件相关个股迎来逆势大涨，盘面上，能源金属、IT服务、通信服务、 软件开发等板块表现较为强势。创业板软件ETF华夏（159256）盘中大涨超1.12%，持仓股东方国信大 涨超12%，软通动力、润和软件、诚迈科技、北信源等纷纷上涨超3%。 消息面上，全球权威IT研究与顾问咨询公司Gartner近期发布的《2026年十大战略技术趋势》报告 中，AI原生开发平台被列为核心趋势之一，标志着软件开发范式将迎来根本性变革。 ...

Palantir has been a terrific long-term investment.Most investors don't have $1 million to invest in a single stock. But it's fascinating to see what would happen if you went all in on one of the best investments in recent history: Palantir Technologies Inc (PLTR +1.09%). Want to know what a $1 million investment during Palatir's IPO would be worth today? Prepare to be shocked.NASDAQ : PLTRPalantir TechnologiesToday's Change( 1.09 %) $ 1.87Current Price$ 174.01Key Data PointsMarket Cap$415BDay's Range$ 164.5 ...

Core Insights - Multiverse and Palantir Technologies are collaborating to enhance staff skills in utilizing the NHS Federated Data Platform (FDP) [1] - The partnership aims to launch new apprenticeship programs specifically designed for the FDP, focusing on AI and data skills to improve patient care and operational efficiency [1] Company Overview - Multiverse is an AI upskilling platform that focuses on training individuals in critical skills [1] - Palantir Technologies Inc. is a leading provider of AI-enabled software, known for its contributions to data management and analytics [1] Industry Impact - The initiative targets the National Health Service (NHS) in the UK, aiming to elevate the capabilities of its workforce through specialized training [1] - By equipping NHS staff with essential AI and data skills, the partnership seeks to enhance overall healthcare delivery and operational performance [1]

A small-cap AI stock that is taking on the likes of Microsoft Corp.’s (NASDAQ:MSFT) Power Apps, with its low/no-code, AI-powered business process management solution, is beginning to heat up, with its Momentum scores surging in Benzinga’s Edge Stock Rankings.The stock in question is Appian Corp. (NASDAQ:APPN) , which allows businesses to build apps to power and optimize internal processes.Microsoft Challenger Sees Momentum Scores SurgeThe Momentum score in Benzinga’s Edge Rankings assesses the relative stre ...

Core Points - Epic Games CEO Tim Sweeney publicly criticized Microsoft for its changes to the Windows operating system, particularly the removal of the taskbar repositioning feature and the mandatory use of Microsoft accounts for login [1][2] - Elon Musk expressed support for Sweeney's views, particularly regarding the Microsoft account requirement [2] Summary by Sections - **Criticism of Microsoft**: Sweeney has been vocal about his discontent with Microsoft's decision to eliminate the ability to reposition the taskbar and the enforcement of Microsoft account logins, which he finds unacceptable [2] - **Public Support**: Musk's endorsement of Sweeney's comments highlights a growing sentiment among users who are calling for Microsoft to restore the taskbar customization options [2] - **Microsoft's Focus**: Despite the user backlash, Microsoft appears to be prioritizing the development of Windows as an intelligent operating system, positioning the taskbar as a dynamic center for artificial intelligence [2]

Core Financial Performance - CoreWeave reported a 134% increase in revenue to $1.3 billion, driven by strong demand for AI infrastructure [1] - The company's GAAP loss improved to $0.22 per diluted share, compared to $1.82 per diluted share in the previous year [1] - Cash from operations more than doubled to $1.7 billion [1] Market Position and Recognition - SemiAnalysis recognized CoreWeave as a technology leader in AI services, scoring its platform above competitors like Amazon Web Services and Microsoft Azure [2] - CoreWeave is categorized as a neocloud, providing AI-specific cloud services with superior performance compared to traditional cloud providers [3] IPO and Stock Performance - CoreWeave completed its IPO on March 28, 2025, and the stock has advanced 93% since then, with a median target price of $130 per share indicating a 68% upside from its current price of $77 [4] - The current price-to-sales (P/S) multiple for CoreWeave is 7.5, significantly lower than the average of 13 times sales since its IPO, suggesting it is undervalued [7] Future Growth Potential - Earnings for CoreWeave are forecasted to increase at 92% annually through 2027, making the current P/S multiple reasonable for long-term investors [7] - Despite a recent reduction in full-year revenue guidance due to a partner's delay in a data center build, the overall contract value remains intact, indicating future revenue recognition [6]