Key Takeaways Salesforce takes the lead over Oracle in the cloud software investment debate.CRM's AI offerings drove $1.4B in Q3 recurring revenues, up 114% year over year.ORCL raised capex to $50B as Q2 free cash flow fell to negative $10B.Salesforce, Inc. (CRM) and Oracle Corporation (ORCL) are two major players in the cloud enterprise software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, enterprise resource planning, database management and ...

每经AI快讯，2月17日，豆包登顶苹果App Store中国区免费应用榜，排名反超阿里系的千问、蚂蚁阿 福。 ...

微信编辑 | 雨林 2月17日，第一财经记者发现，App Store中，豆包App排名反超阿里系的千问、蚂蚁阿福，上升至第一 名。今日字节跳动方面披露，除夕当天豆包AI互动总数达19亿。 ...

Core Viewpoint - Palo Alto Networks shares have been affected by the broader software selloff, yet analysts maintain a positive outlook on the recent growth of its firewall business and the anticipated benefits from acquisitions [1] Group 1: Company Performance - Analysts are optimistic about the momentum in Palo Alto Networks' firewall business, indicating strong performance despite market challenges [1] - The company is expected to benefit from its recent acquisitions, which may enhance its market position and product offerings in the cybersecurity space [1] Group 2: Market Context - The software sector is currently experiencing a selloff, impacting various companies, including Palo Alto Networks [1] - Despite the negative market sentiment, the positive analyst outlook suggests resilience and potential for recovery in Palo Alto Networks' stock performance [1]

Bitcoin (BTCUSD) was originally marketed as a non-correlated digital asset and a hedge against fiat debasement. However, market behavior now contradicts that thesis. Price action in the benchmark digital asset increasingly aligns with risk-on, growth-oriented assets, and not defensive hedges. Correlation analysis shows Bitcoin trading less like digital gold and more like a high-beta software equity. More News from Barchart Correlation Evidence: Bitcoin and IGV The strong correlation between Bitcoin and ...

Tsivin said the company’s strategy is to simplify, modernize, and integrate its legal software portfolio into a unified global operating platform. He emphasized plans to significantly reduce the number of product SKUs and converge toward global product lines, describing the target state as an integrated practice management platform with embedded workflow applications, API-enabled data and due diligence, and a unified customer experience.However, Tsivin said the company’s rapid acquisition-driven expansion o ...

Commenting on the development, President and CTO of Palantir USG Akash Jain said, "We’re proud to continue our work with DISA to give the U.S. Government the flexibility to bring cutting-edge technology wherever the mission demands. This opens the door for true multivendor architectures at the edge, bringing best-of-breed commercial technology to critical national security missions with unprecedented speed.”Why is this a win for Palantir? Well, Palantir has essentially decoupled its high-security software f ...

Core Insights - Figma is launching a new feature called "Code to Canvas" in partnership with Anthropic, which allows users to convert AI-generated code into editable designs within Figma [1][2] - This feature aims to bridge the gap between AI coding tools and Figma's design process, enabling teams to refine and compare design options directly [2] - The introduction of this feature reflects a belief that AI coding tools have not diminished the need for design but rather made it more critical [3] Company Performance - Figma's stock has experienced a significant decline, dropping approximately 85% from its 52-week high of $142.92 reached in August [5] - The company is affected by a broader market trend referred to as the "SaaSpocalypse," which has seen a sell-off in software-as-a-service stocks, impacting major players like Salesforce and ServiceNow [4] - Figma is set to report its earnings after the market close, which may provide further insights into its financial health amidst the current market conditions [5]

Investor Presentation February 2026 DFINsolutions.com © 2026 DFIN. All rights reserved This presentation is the intellectual property of DFIN. The ideas expressed in it may not be adopted or reproduced without prior permission from and compensation to DFIN. Forward Looking Statements and Use of Non-GAAP Financial Measures USE OF FORWARD-LOOKING STATEMENTS This presentation includes certain "forward-looking statements" within the meaning of, and subject to the safe harbor created by, Section 21E of the Secur ...

The integration brings Intuit QuickBooks and Wix users a unified way to streamline their business sales, finances, and operations right alongside their web and eCommerce sites NEW YORK - Today Wix.com Ltd. (NASDAQ: WIX), a leading global platform for creating, managing, and growing a complete digital presence, and Intuit Inc. (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, announced an expanded partnership ...