Tech stocks have quietly slipped back into bargain territory — and if Wedbush's Dan Ives is right about a potential 25% upside for the sector this year, some familiar names may be setting up for a rerating rather than a relief rally.Looking at low forward P/E technology names inside the NASDAQ-100 surfaces a small but telling group of stocks where valuation, earnings visibility, and positioning appear misaligned. Micron Technology Inc‘s (NASDAQ:MU) latest surge is drawing the spotlight, but it's not alone.1 ...

最近，英国外包巨头 Capita 因为一句话被网友群嘲： 如果你的养老金账号打不开、密码错误、页面报错——别急着联系我们，等 AI 聊天机器人上线再说。 听起来离谱得像段子？而这一切，却真实发生在了一个覆盖 170 万公务员、管理 1890 亿英镑（约人民币 1.78 万亿）养老金资产的国家级系统上。 一个"史上最大迁移项目"，结果上线第一天就翻车 2023 年 11 月，英国政府将公务员养老金系统（Civil Service Pension Scheme，简称 CSPS）的新一轮运营权交给了外包巨头 Capita，合同金额高达 2.39 亿 英镑（约人民币 22.6 亿元），被官方称为："英国公共部门史上规模最大的养老金系统迁移项目。" 新系统于 2025 年 12 月 1 日正式上线，这原本应当是一场技术与治理能力的里程碑式展示，结果却演变成了全国范围的 IT 灾难。 刚上线第一天，大量用户就发现了各种低级问题： 密码、用户名被"识别为不存在" 登录页面死循环跳转 链接点了没反应，或者互相套娃 页面顶部、功能区还显示着占位的测试文本 总体而言，整个网站看起来像是还没做完就被强行上线，不少用户在社交平台吐槽 ...

LONDON--(BUSINESS WIRE)--Accenture (NYSE: ACN) has agreed to acquire Faculty, a leading UK-based AI native services and products business built on highly technical applied AI skills and a unique decision intelligence product that features advanced simulation and optimization capabilities. The acquisition will expand Accenture's capabilities to help its clients reinvent core and critical business processes with safe and secure AI solutions that result in tangible outcomes. TM Founded in 2014, Faculty has a s ...

Ashi Sae Yang/iStock via Getty Images Performance During the fourth quarter of 2025, Night Watch Investment Management LP depreciated by -1.80% net of fees. 2025 performance ended at 23.61%. Despite high single stock volatility in Q4, we ended the quarter roughly flat. Overall, we are very happy with how 2025 transpired. Similar to 2024, our performance was broad-based and not dependent on one or two securities. Notable Positions Haypp (HAYPP) was our top performer of the year. Haypp is the largest e-co ...

Core Viewpoint - Capgemini SE has appointed Ms. Lila Tretikov as a new director following the resignation of Ms. Megan Clarken, aiming to enhance the board's diversity and expertise in technology and artificial intelligence [4][6]. Board Composition - As of January 5, 2026, the Board of Directors consists of 15 members, with 83% being independent, 40% having international profiles, and 42% being women [7][14]. - The board includes two directors representing employees and one representing employee shareholders, which are not counted in the percentage of independent members [14]. New Director Profile - Ms. Lila Tretikov is recognized for her expertise in Artificial Intelligence and business transformation, currently serving as Head of AI Strategy at New Enterprise Associates, Inc. [5][8]. - She has a background in computer science specializing in AI and has held significant positions at Microsoft and Engie SA, contributing to large-scale AI transformations [9][10]. Transition Details - Ms. Tretikov's nomination is effective immediately and she will serve the remainder of Ms. Clarken's mandate until the AGM in 2027 [6][14]. - The board expressed gratitude to Ms. Clarken for her contributions during her tenure [6].

Core Insights - BigBear.ai's recent actions to eliminate approximately $125 million of convertible debt may significantly impact how the market values the stock, reducing total note-related obligations from about $142 million to just $17 million, primarily through voluntary conversions [1][10] Financial Performance - In Q3 2025, BigBear.ai's revenue declined by 20% year over year to $33.1 million, attributed to lower Army program volumes, yet the company ended the quarter with record liquidity of $456.6 million in cash and $715 million in total cash and investments, allowing for decisive debt reduction actions [2] - The debt conversion is expected to be completed with minimal cash outlay, preserving liquidity while simplifying the capital structure, despite the issuance of approximately 38 million shares increasing dilution [3] Growth Initiatives - With a cleaner balance sheet, BigBear.ai is better positioned to pursue growth initiatives, particularly the integration of Ask Sage, a secure generative AI platform projected to deliver around $25 million in annual recurring revenue (ARR) in 2025 [4] Competitive Positioning - BigBear.ai's debt reduction strategy can be benchmarked against peers like Palantir Technologies and C3.ai, which have maintained stronger balance sheets and revenue growth, influencing market perception and valuation [5][6] - Palantir's lower relative debt and stronger free cash flow have contributed to higher valuation multiples, while C3.ai's stable capital structure and recurring revenue have driven its relative valuation [6][7] Stock Performance - BigBear.ai stock has experienced a decline of 24.9% over the past six months, underperforming major benchmarks and the Zacks Computer and Technology sector [8] - The stock is currently trading at a premium compared to industry peers, with a forward 12-month price-to-sales (P/S) ratio of 14.74 [11] Earnings Expectations - Over the past 60 days, expectations for BigBear.ai's 2026 loss per share have narrowed from 32 cents to 25 cents, indicating a potential improvement in financial outlook [13]

Core Insights - Cognizant has finalized the acquisition of 3Cloud, a Microsoft Azure services provider, effective January 1, 2026, with the aim to enhance its capabilities in Azure, data, AI, and cloud-based application innovation [1][4] - The acquisition will add approximately 1,200 employees to Cognizant's workforce, including around 700 based in the US, and increase its roster of Azure-certified professionals to over 21,000 globally [1][2] Company Strategy - The integration of 3Cloud is expected to strengthen Cognizant's strategic partnership with Microsoft and enhance its enterprise-scale digital and AI transformation offerings [2][5] - Cognizant's CEO emphasized that the acquisition is a significant step towards becoming a leading AI builder for enterprises, leveraging 3Cloud's expertise in Azure, data, and AI [4] Financial Performance - 3Cloud has experienced significant growth under Gryphon Investors, with an average annual organic growth rate exceeding 20% since 2020 [3] - Financial details of the acquisition have not been disclosed [3] Market Context - The demand for AI-led business transformation using Microsoft Azure platforms is increasing, which aligns with Cognizant's strategy to broaden its portfolio of Azure-related services [5] - Microsoft's Azure and related cloud services reported a year-on-year growth rate of 40% in Q3 2025, indicating a robust market for cloud services [6]

Equity benchmark indices Sensex and Nifty declined in early trade on Monday (January 5, 2026), dragged by blue-chip IT stocks. The 30-share BSE Sensex dropped 125.96 points to 85,636.05 during early trade. The 50-share NSE Nifty dipped 30.95 points to 26,297.60. From the 30-Sensex firms, HCL Tech, Infosys, Tech Mahindra, HDFC Bank, Tata Consultancy Services, and NTPC were among the biggest laggards. However, Bharat Electronics, Tata Steel, Axis Bank, and Reliance Industries were among the gainers. Foreign ...

The On the 30-stock Sensex, losses were led by heavyweight technology and banking stocks. Shares of Infosys, Tech Mahindra, In contrast, broader markets showed resilience, with the small-cap index up 0.5% and mid-caps gaining 0.1%.State-owned lenders outperformed, rising 1.3%, driven by gains in Live EventsIT stocks, which derive a substantial portion of revenue from the U.S., declined about 1% amid lingering global uncertainty.Expert viewsThe year 2026 has begun with major geopolitical developments which ...

Women We Admire is pleased to announce The Rising Star Women Leaders in Human Resources for 2025NEW YORK, Jan. 4, 2026 /PRNewswire-PRWeb/ -- Women We Admire is pleased to announce The Rising Star Women Leaders in Human Resources for 2025. HR leaders are increasingly responsible for work that sits at the center of organizational decision-making, from workforce planning and employee relations to restructuring, compliance, and change execution. They are often the point of translation between executive intent a ...