Core Insights - The market has been challenging for certain companies in 2026, particularly those affected by the AI arms race that began in 2023, leading to potential value investment opportunities as some stocks are undervalued [1] Group 1: The Trade Desk - The Trade Desk has disrupted itself by launching its AI-powered ad-buying platform, Kokai, which received mixed reviews, resulting in customer attrition and reduced usage [3] - The entry of Amazon into the advertising market has further impacted The Trade Desk, as Amazon possesses superior consumer data [4] - The Trade Desk's stock has declined over 70% from its all-time high, currently trading at 18.5 times forward earnings, which is below the S&P 500 average of 22.1 times [6][9] - Despite challenges, The Trade Desk's revenue grew 18% year over year in Q3, with Wall Street projecting 16% growth for 2026, indicating potential for recovery [9] Group 2: Adobe - Adobe is perceived to be at risk of disruption from generative AI, yet it has integrated these tools into its platform, maintaining its relevance in creative design [10][13] - The company continues to grow despite market skepticism, trading at a low valuation of 14.4 times forward earnings, making it an attractive value investment [14] Group 3: PayPal - PayPal is currently the cheapest stock among the three, trading at just 10 times forward earnings, while managing to maintain mid- to high-single-digit growth [15] - The company is actively repurchasing its stock at depressed prices, which is expected to enhance its diluted earnings per share (EPS) significantly [16] - PayPal's strategy positions it well for future appreciation, making it a compelling buy for investors [17]

Core Insights - Bill Gates has transitioned from Microsoft to focus on philanthropy through the Bill & Melinda Gates Foundation, investing billions annually in various projects [1] Group 1: Bill Gates' Investment in Farmland - Bill Gates is the largest private farmland owner in the U.S., owning over 250,000 acres, which constitutes approximately 1/4000 of all U.S. farmland [2][3] - The investment in farmland is seen as a hedge against inflation, with U.S. farmland values reaching a record $4,350 per acre, reflecting a 4.3% year-over-year increase [6] - Despite challenges such as tariff restrictions and the trade war with China, which impacted farmers' market access, farmland values have continued to rise [4][6] Group 2: Challenges in Farmland Investment - Investing in farmland requires significant capital, and financing can be difficult to obtain, especially for those without farming expertise [7]

Ajay Suresh / Wikimedia Commons Quick Read Walmart (WMT) will join the Nasdaq 100 on Jan. 20 after switching from the NYSE to Nasdaq in December. Walmart’s stock returned 150% over the past few years compared to 104% for the Nasdaq 100. The addition could attract up to $19B in index-fund inflows to Walmart. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected. The Nasdaq 100 is an index mos ...

Group 1: Permian Resources - Permian Resources (PR) is an independent oil and natural gas company with a base dividend of 15 cents per share, resulting in an annualized dividend of 60 cents per share and a yield of 4.3% [3][5] - Analyst Gabriele Sorbara from Siebert Williams has a buy rating on PR with a price forecast of $19, highlighting operational execution and a focus on 4Q25 production guidance of approximately 187.4 Mbbls/d [4][6] - The company has a $1 billion buyback authorization with no end date and is expected to raise its dividend next year, supported by a strong balance sheet and cash reserves of $500 million to $1 billion [5][7] Group 2: IBM - IBM has returned $1.6 billion in dividends to shareholders in Q3 2025, with a quarterly dividend of $1.68 per share, leading to an annualized dividend of $6.72 per share and a yield of 2.2% [9] - Jefferies analyst Brent Thill upgraded IBM to buy with a price target increase to $360, citing improved fundamentals and a clearer path to software acceleration [10][14] - The company is expected to benefit from synergies from recent acquisitions and a growing software mix, with projected pretax margins increasing from 19% in 2025 to 21% in 2027 [12][13] Group 3: Kinetik Holdings - Kinetik Holdings (KNTK) offers a quarterly cash dividend of 78 cents per share, resulting in an annualized dividend of $3.12 per share and a yield of 8.5% [15] - Analyst Justin Jenkins upgraded KNTK to buy with a price target of $46, noting that the stock is down approximately 38% TTM, which reflects a reset in investor focus towards 2026-27 [16][17] - KNTK is trading at about 8x 2027 EV/EBITDA, which is at the low end of the midstream peer group valuation range, and the company may be a potential buyout target for midstream firms [19][20]

Core Insights - Oracle has launched a new cloud solution, Oracle Retail Supply Chain Collaboration, aimed at enhancing retailers' operational oversight, efficiency, vendor coordination, and compliance in a complex supplier landscape [1][4] - The solution provides actionable, data-driven insights to improve forecast accuracy and alert retailers to potential supply chain disruptions, thereby protecting margins and customer satisfaction [2][4] Enhanced Supplier Coordination and Compliance - Retailers can manage merchandising operations globally by aligning practices with business objectives, compliance standards, and sustainability goals, from pre-selection to order fulfillment [5] - The solution includes categorized activity lists and assignment views to streamline workflow management and improve productivity [5] - Planned AI digital assistant capabilities will help retailers quickly find and summarize key supplier information, reducing hassle and saving time [5] Data Sharing and Collaboration - The solution facilitates sharing of practices, policies, and critical information with suppliers, fostering transparency and better coordination [7] - It allows for the collection of sustainability certifications and compliance audits to support informed decision-making [7] - Retailers can evaluate and continuously monitor suppliers through scoring and grading, enhancing ongoing compliance [7] Streamlined Merchandising Operations - The centralized portal enables retailers to delegate responsibilities to suppliers and share data, improving merchandising efficiency [7] - Contextual workflows are provided for creating, reviewing, and approving essential merchandising data, ensuring a structured process [7]

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [7] Core Insights - The report discusses the implementation of the "Artificial Intelligence + Manufacturing" initiative by eight government departments, aiming to promote the dual empowerment of AI and manufacturing, accelerate the intelligent, green, and integrated development of the manufacturing industry, and support the construction of a manufacturing power, cyber power, and digital China [13][14] - By 2027, the initiative aims to achieve reliable supply of key AI technologies, deep application of 3-5 general large models in manufacturing, and the creation of 100 high-quality industrial data sets [13] - The report emphasizes the importance of integrating AI with industrial software across five major application scenarios, enhancing capabilities in design assistance, simulation model construction, production scheduling, and predictive maintenance [15][16] Summary by Sections Section 1: Industry Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [7] Section 2: Key Government Initiatives - The "Artificial Intelligence + Manufacturing" initiative outlines seven key tasks and 21 specific measures to enhance AI technology application in manufacturing [13] - The initiative aims for significant advancements in AI technology and its integration into manufacturing processes by 2027 [13] Section 3: AI Infrastructure Development - The report highlights the need for advancements in computing power, model development, and data integration to support industrial AI [14] - It calls for the development of high-performance algorithm models tailored to the manufacturing sector's needs [14] Section 4: Application Scenarios - The report identifies five key application scenarios for AI in manufacturing, focusing on enhancing various stages of the production process [15] - It emphasizes the integration of AI with industrial software to improve operational efficiency [15] Section 5: New Product Development - The report discusses the development of new AI products, particularly in robotics and intelligent systems, to enhance manufacturing capabilities [16] - It suggests monitoring specific companies that are positioned to benefit from these trends, including Baoxin Software and Runze Technology [16]

转自：青蕉视频 【#开发者回应死了么APP爆火#：热度不会一直都在，#死了么APP爆火后该低调#】近日，一款名 为"死了么"的App@死了么APP 爆火，这款需付费8元下载的安全守护应用，在互联网上掀起讨论热 潮。1月10日晚，记者联系到该公司的法定代表人、"死了么"App开发者之一郭先生。对于这款正处讨 论风口的应用，郭先生认为，火是必然的，"因为用户的需求在那里"，只是没料到如此大范围。郭先生 表示，团队将适当调整重心，把"死了么"App的优化优先级提前，但不会盲目扩张。"我们也清楚热度 不会一直存在，接下来会更低调，专注把产品打磨好。"（九派新闻） ...

以下文章来源于硅基观察Pro ，作者硅基君 来 源丨硅基观察pro（ID： wuyazhinengshuo ） 作者丨硅基君 图源丨Midjourney 在硅谷，围绕一个问题的争论正在升温： AI，尤其是 Agent，会不会取代 SaaS？ 最早给出明确判断的是SaaS 领域的知名专栏作者 Jamin Ball。 在《Long Live Systems of Record》一文中，他直言不讳地反对"Agent 会杀死一切旧系统"的说 法。 在Ball 看来，Agent 越强大，对底层数据准确性的要求就越高。因此，作为数据"看门人"的传统记 录系统（Systems of Record），其壁垒非但没有消失，反而因掌握了解释权而变得更昂贵。 但Foundation Capital 的合伙人 Jaya Gupta 认为，Ball 只看到了硬币的一面。 人人都能读懂的AI商业 硅基观察Pro . 她在最新文章《人工智能的万亿美元机遇：上下文图谱》中指出，传统系统的盲区不在于"数据"，而 在于"上下文"匮乏。 企业真实的运行逻辑，往往不记录在CRM 的标准化表格里，而是藏在例外的特批、临时的调整、跨 部门的 Slack ...

近日，一款名为"死了么"的APP突然走红网络， 等相关话题冲上微博热搜。目前该APP位列苹果工具类付费榜首位。 公开信息显示，该应用是为独居人群打造的轻量化安全工具，用户需要设置紧急联系人并签到，若连续多日没在应用内签到，系统将于次日自动发送邮件 告知紧急联系人。 1月11日，"死了么APP"官方微博发文回应： 团队由三名95后共同创立并独立运营。 企查查信息显示，月境（郑州）技术服务有限公司成立于2025年3月，法定代表人为郭某初，注册资本10万元。 为了让项目能够健康、持续地发展，并覆盖日益增长的短信、服务器等成本，将基于成本推出8元的付费方案。 "死了么"的界面和功能设计也非常简单直白，只有"设置名字""今日签到""紧急联系人邮箱"三个功能。至于为何能让不少用户心甘情愿付费下载，恐怕主 要戳中了用户心理上的痛点，实用价值倒可能是其次。 针对网友建议"产品名字'死了么'不好听，建议改成'活着么'"，文中表示，"都会认真研究和考虑。" "欢迎更多资本方关注和联系我们，我们会选择最能助力项目成长的机构或个人进行合作。" 微博截图 公开信息显示，"死了么"App由月境（郑州）技术服务有限公司开发，目前仅在苹果A ...

据介绍，这是一款为独居人群打造的轻量化安全工具，通过提前设置一位紧急联系人，若连续多日未在 应用内签到，系统将于次日自动发送邮件告知对方，及时传递安全异常信号，为潜在风险争取干预时 间。 "死了么"APP爆火后，陆续有网友提出优化建议，有人提出可以改成通过短信通知紧急联系人、优化签 到形式等，但更多网友认为软件名字"死了么"不好听，建议改成"活着么"。 1月11日，据死了么APP，针对近期的热度，"死了么"团队回应称："我们原本只是一个默默无闻的小团 队，由三名95后共同创立并独立运营。能够获得如此广泛的关注，我们深感荣幸，也由衷感激。" "感谢大家对新名称的积极建议，我们都会认真研究和考虑。" 近日，苹果应用商店一款名为"死了么"的付费APP引发关注。据悉，该款APP收费8元，截至发稿，位 列苹果APP付费榜首位。 郭先生认为，爆火的原因有三点：一是"名字确实会有一定的娱乐属性"，容易引发讨论和传播；二 是"确实有非常多的一二线城市的独居人士，有非常强烈的守护安全的需求"，切中了真实的社会痛点； 三是当下发达的网络为这种裂变传播提供了条件。 尽管投入微小，但"死了么"APP已实现盈利。郭先生称，迅猛的增长也 ...