前阵子跟几个老 PM 喝咖啡，聊到今年最闹心的事——不是需求又双叒叕改了，而是老板突然甩过来一句："人家公司都用 AI 管项目了，咱们什么时候 上？" 这一问直接把全场问沉默了。回家路上我翻了翻最近半年的选型报告，发现 2026 年的项目管理工具市场确实变天了：国产化替代已成定局，信创成 了硬通货，AI 不再是噱头而是标配。今天咱们就掰开揉碎，看看真正能打的是哪几款。 当项目管理开始"卷"到毛细血管 说实话，今年的项目管理工具比 2025 年卷了不止一个档次。以前是"能管任务就行"，现在要求"从战略到回款全闭环"；过去"支持敏捷"就算先进，如今 得"兼容瀑布、IPD、CMMI 还能跟 ERP 掰手腕"。更狠的是，甲方爸爸们学会了对标：金融的要看有没有银行案例，制造业的必问 APQP 怎么落地，国企的 直接甩一张信创兼容清单。 我整理了下采购方的核心诉求，大概就这么几条： 信创别含糊：数据库、中间件、操作系统，全栈国产化一个都不能少 带着这几个硬指标，我重新盘了市面上的产品，发现真正能进决赛圈的，就这十款。 战略别掉线：项目必须能往上追溯到企业战略，证明钱花得值 资源别打架：几千人的企业，一个人跨五个项目是常态 ...

Fears of a software apocalypse are pummeling markets again to start the week. US stocks dropped on Monday as traders reacted to new tariff uncertainty, while software in particular was pummeled by renewed fears of AI disruption prompted by a downgrade of Salesforce stock and a note making the rounds that theorized the AI boom could ultimately lead to a white-collar recession and a stock crash. Major indexes lost more than 1% as investors continued to digest recent trade policy changes, including President D ...

SAN DIEGO, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating whether Commvault Systems, Inc. (NASDAQ: CVLT) or its executive officers complied with the federal securities laws. The investigation focuses on investors’ losses and whether they may be recovered under federal securities laws. What if I purchased Commvault securities?If you purchased Commvault securities and suffered losses on your investment, join our investigation now: Click Here to Join the Investigation.Or for more infor ...

Group 1 - A significant shift is occurring in the tech sector in 2026, with momentum stocks that previously drove software sector gains since COVID losing substantial value [1] - Investors are starting to re-rate many previously overlooked technology companies, indicating a potential change in market sentiment [1] - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, is actively contributing insights on the evolving themes in the tech industry [1]

So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgottenWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Despite their compact size, they outperform significantly larger models with 7B to 14B parameters and achieve best-in-class results on the MMTEB (Multilingual MTEB) benchmark among models of comparable size and purpose. Their small footprint enables outstanding hybrid search at lower infrastructure cost, faster query response, and new deployment scenarios where memory and compute budgets are tight - including edge devices and resource-constrained environments. The Jina v5 models are now available through th ...

Group 1 - Cybersecurity stocks experienced a significant decline due to concerns over new AI security tools that may disrupt traditional business models in the sector [1][2] - Major cybersecurity companies such as CrowdStrike and Zscaler saw their stock prices drop approximately 9%, while Netskope fell nearly 10% [2] - The iShares Cybersecurity & Tech ETF decreased by nearly 4%, indicating a broader market impact on cybersecurity investments [2] Group 2 - CrowdStrike's CEO George Kurtz emphasized that the new AI tool addresses different cybersecurity issues and does not replace the company's Falcon platform [3] - The introduction of AI tools capable of rapidly creating websites and applications has caused significant concern across the software sector, with cybersecurity being the latest area affected [3] - Other software companies, such as Salesforce and ServiceNow, have also faced substantial declines in their stock values, with Salesforce losing about one-third and ServiceNow dropping more than 34% since the beginning of the year [4]

Core Insights - Zoom Video Communications (ZM) is expected to report fourth-quarter fiscal 2026 results on February 25, with projected revenues between $1.23 billion and $1.235 billion, indicating a year-over-year growth of 4.08% [1] - Non-GAAP earnings per share are anticipated to be in the range of $1.48 to $1.49, reflecting a year-over-year increase of 4.96% [2] - The company has maintained a steady consensus estimate for earnings at $1.48 per share, with an average surprise of 8.9% over the last four quarters [2] Revenue and Earnings Expectations - The Zacks Consensus Estimate for revenue is currently pegged at $1.23 billion, aligning with the company's expectations [1] - The Earnings ESP for ZM is 0.00%, and it currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook for earnings performance [3] Business Environment and Growth Factors - Zoom is navigating a mature growth phase, leading to cautious optimism among investors [4] - The launch of AI Companion 3.0 in December 2025 and new agentic tools are expected to drive enterprise upsell activity [5] - Strategic partnerships with Oracle and NVIDIA are seen as potential growth levers, enhancing customer engagement and enterprise AI capabilities [6] Competitive Landscape and Challenges - The competitive environment remains challenging, with Microsoft Teams, RingCentral, and Cisco Webex aggressively targeting enterprise collaboration budgets [7] - ZM's net dollar expansion rate is at 98%, but online segment growth is only 2%, indicating constraints in expanding within the existing customer base [7] - The projected non-GAAP operating margin for Q4 is 38.9%, slightly down from 41.2% in the previous quarter, suggesting near-term profitability pressure [7] Investor Sentiment - Given the modest growth trajectory and limited near-term catalysts, investors may consider holding existing positions or waiting for a more favorable entry point before increasing exposure [8][9]

Core Viewpoint - Alphabet has significantly outperformed its peers in the "Magnificent Seven" over the past year, with a year-over-year increase of over 75%, while other major companies like Meta, Microsoft, and Amazon have seen declines [1]. Group 1: Stock Performance and Analyst Ratings - Alphabet's stock is currently trading higher, up 1.21% to approximately $315 [2]. - Wells Fargo has upgraded Alphabet, raising its price target to $387, which is considered optimistic compared to the average analyst targets of $350 to $370, implying a potential upside of 10% to 20% [5][6]. - The consensus among analysts remains strong, with no significant sell ratings noted [5]. Group 2: AI and Capacity Analysis - Wells Fargo emphasizes Alphabet's leadership in key AI traits: customer data, disruption, distribution, and compute capacity, suggesting that Alphabet can leverage these advantages for consumer and enterprise AI products [3]. - Alphabet's project to expand compute capacity to 35 gigawatts by 2028 from 15 gigawatts by the end of 2025 is highlighted as a significant competitive edge [4]. Group 3: Market Context and Competitive Landscape - The overall market sentiment is bearish, particularly regarding heavy AI capital expenditures, which may dampen near-term margin expansion for tech companies [9]. - Alphabet is viewed as a steady performer, with diverse revenue streams beyond just Google Cloud, providing more resilience compared to competitors like Meta [11][12].

Nasdaq, Dow Jones start the week lower as Trump resets tariffs Proactive uses images sourced from Shutterstock 11:25am: Week ahead Global markets are heading into a week shaped by a mix of trade policy uncertainty, key corporate earnings, and economic data. Following last week’s US Supreme Court decision striking down the Trump administration’s previous tariff measures, attention has turned to how the administration plans to replace the revenue stream. Over the weekend, President Trump announced an inc ...