Adobe Inc. (NASDAQ:ADBE) is one of the AI Stocks Analysts Are Watching Closely. On January 5, Jefferies downgraded the stock to “Hold” from Buy with a price target of $400, down from $500. While Adobe’s AI tools show adoption and increasing usage, it has had limited monetization amid competition. The rating downgrade comes as part of the firm’s adjusted ratings in the software sector. The firm believes that investors should stay underweight in software as growth slows and lags other sectors such as semico ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the AI Stocks Analysts Are Watching Closely. On January 6, Truist initiated the stock as “Buy” with a price target of $223. Analyst calls Palantir a “best in-class asset” with accelerating fundamentals. The firm acknowledged how Palantir already commands a significant valuation premium, but still considers it a buy due to its major opportunity to continue driving GenAI adoption for government and enterprises. Palantir has witnessed material improvement i ...

Core Viewpoint - Figma is positioned for a potential breakout despite its recent IPO volatility, with strong fundamentals and significant growth in AI investments [1][3][12] Company Performance - Figma's stock was initially listed at $33, peaked at $142.92 shortly after its IPO, but has since dropped to $37.33, nearly 75% below its peak [2] - The company reported a revenue increase of 38% to $274.2 million in the third quarter, with an adjusted operating income of $34 million, indicating solid profitability [10][11] Market Valuation - Figma's current market cap is approximately $19 billion, which is below the $20 billion valuation Adobe had proposed for the company four years ago [5][10] - The stock is trading at a price-to-sales ratio of roughly 15 after accounting for $1.5 billion in cash and marketable securities, which is considered reasonable compared to other software stocks [11][12] AI Investments - Figma is making significant strides in AI, launching tools like Figma Make, Figma Sites, and Figma Buzz, and acquiring Weavy, which has been rebranded as Figma Weave [8][9] - Despite initial market punishment for its AI investments, the integration of AI tools is seen as a strategic move that could enhance Figma's position in the web design software market [7][9]

Core Viewpoint - Microsoft clarifies that the Office brand has not disappeared, despite recent claims suggesting otherwise. The Office application has been rebranded as Microsoft 365 Copilot, which is part of the broader Microsoft 365 ecosystem [1][3]. Group 1: Brand Evolution - The naming evolution of Microsoft's applications is as follows: Office Hub → Microsoft 365 → Microsoft 365 Copilot, rather than a direct transition from Office to Microsoft 365 Copilot [5]. - Microsoft has been gradually phasing out the Office brand in favor of promoting Microsoft 365, but the Office name still exists in certain contexts, such as Office 2021 LTSC [6][8]. Group 2: Clarification on Misconceptions - Recent social media posts, particularly from Perplexity AI, inaccurately claimed that Microsoft had abandoned the Office brand, leading to confusion among users [3][9]. - Microsoft 365 Copilot is essentially the original Office Hub application, allowing users to access Office applications like Excel and Word from a single entry point [8][9]. Group 3: Product Offerings - Microsoft 365 remains a subscription service that includes Office applications, OneDrive storage, and Exchange email, and has not been renamed to Microsoft 365 Copilot [9][10]. - Access to Copilot features within applications like Word and Excel may require a paid subscription or an upgrade to a higher version, with limited access for personal or family users [10].

责任编辑：江钰涵 责任编辑：江钰涵 ...

【#独居App死了么被吐槽晦气# 网友：建议更名"活着么"】#8元买个生死提醒划算吗# 近日，一款名 为"死了么"的独居App引发热议，1月10日更是冲上ios软件付费榜第1名。有网友认为该APP名字太晦 气、不吉利，建议更名为"活着么"。针对"死了么"App名字争议，苹果官方客服1月9日回应称，用户可 反馈，客服将同步至相关业务部门，协调联系开发者沟通处理。截至1月10日，开发者方面尚未就改名 等争议公开回应。@封面新闻 记者发现，该APP由月境（郑州）技术服务有限公司开发，定位为轻量 化独居安全工具，仅在ios上架，目前定价8元。用户仅需预设紧急联系人邮箱，每日完成签到即可。若 连续多日未签到，系统将触发紧急预警。记者搜索企查查信息发现，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。 ...

Core Insights - The AI sector is experiencing renewed investor interest in 2026, driven by positive remarks from Nvidia's CEO at the CES Conference [1][2] - A significant majority of AI investors, specifically nine out of ten, plan to maintain or increase their holdings in AI stocks this year, with younger investors showing the most confidence [2] Group 1: AI Infrastructure vs. Semiconductors - The AI sector is not uniform; it consists of various categories, including AI infrastructure and semiconductors, which are experiencing different market dynamics [3] - AI infrastructure companies, such as CoreWeave and Nebius, face higher risks due to substantial capital expenditures on data centers before monetization, with Oracle also facing cash flow challenges [4][6] - Semiconductor stocks are currently favored due to established demand for AI chips, which is outpacing supply, and they do not face the same depreciation risks as infrastructure stocks [7][8] Group 2: Emergence of Software Stocks - While chipmakers have been the primary beneficiaries of the AI boom, the need for software to utilize the built infrastructure suggests that software stocks will also gain prominence [9] - Palantir has emerged as a leading AI software company, showing consistent revenue growth and improved operating margins since 2023 [10] - OpenAI and Anthropic are generating significant revenue, with OpenAI projected to exceed a run rate of $20 billion and Anthropic targeting $9 billion, indicating strong market demand for AI software [11] - Smaller software companies like Appian, Amplitude, and Figma are positioned to capitalize on the AI trend, with potential for significant upside if they successfully integrate AI into their offerings [12][13][14]

Group 1 - The Sunday Investor specializes in U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] - The ranking system includes individual factor scores for costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, which contribute to a composite score ranging from 1 to 10 [1] - The Sunday Investor is actively engaged with readers in the comments section of articles and encourages interaction through comments or the website [1]

Core Viewpoint - The Varonis Systems, Inc. is facing a class action lawsuit alleging that the company and its executives misled investors regarding its revenue outlook and growth potential, leading to significant financial losses for shareholders [3][4]. Group 1: Lawsuit Details - The class action lawsuit is titled Molchanov v. Varonis Systems, Inc., and it involves purchasers of Varonis common stock from February 4, 2025, to October 28, 2025, with a deadline of March 9, 2026, for seeking lead plaintiff status [1]. - The lawsuit claims that Varonis provided a false impression of its financial health, downplaying risks associated with seasonality and macroeconomic factors [3]. - On October 28, 2025, Varonis reported third-quarter results that significantly missed projections, leading to a nearly 49% drop in stock price [4]. Group 2: Allegations Against Varonis - The complaint alleges that Varonis's optimistic growth reports and cost-cutting measures were misleading, as the company struggled to maintain its annual recurring revenue growth without high quarterly conversion rates [3]. - CEO Yakov Faitelson attributed the shortfall in performance to lower renewals in both Federal and non-Federal subscription businesses during the final weeks of the quarter [4]. Group 3: Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Varonis common stock during the class period to seek lead plaintiff status, which involves directing the lawsuit on behalf of all class members [5]. - The lead plaintiff can choose a law firm to represent the class, and participation as lead plaintiff does not affect the ability to share in any potential recovery [5]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a prominent law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [6]. - The firm has been recognized for its success in obtaining significant monetary relief for investors, including the largest recovery in history of $7.2 billion in the Enron case [6].

"我不喜欢它的战略定位和正在进行的投资。它本不必这样做，我也不知道它为何如此。或许是出于自 负，" 伯里在回复读者关于为何选择做空英伟达而非甲骨文的提问时写道。他未披露此次期权交易的具 体细节。 智通财经APP获悉，以押注2008年金融危机而闻名的知名投资人迈克尔·伯里，正将其对人工智能热潮 的质疑转化为对科技巨头甲骨文公司(ORCL.US)的实质性做空。 市场周五收盘后，伯里在其博客中透露，他已持有甲骨文股票的看跌期权。通常，当标的资产价格下跌 时，看跌期权的价值会上升。伯里表示，过去六个月中他亦曾直接做空甲骨文。此前在去年11月，他已 披露了对AI芯片巨头英伟达(NVDA.US)和数据公司Palantir(PLTR.US)的看空头寸。 尽管甲骨文以其数据库软件闻名，但近期正大举押注云计算服务，为此不得不投入巨资建设数据中心产 能，并承担了显著的债务压力。 他认为，这些公司很可能会逐步控制支出，消化产能过剩带来的损失，并可能进行资产减记，但仍将在 核心业务中保持主导地位。"这三家公司不会消失，"他补充道。 伯里表示，若以5000亿美元估值计，他愿意做空OpenAI，这进一步凸显了其对AI建设速度和经济效益 ...