Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Taking control: Venezuela will give up to 50M barrels of oil to the U.S. and exports to China might be redirected.Legalities: The Supreme Court may soon decide the fate of Trump's tariffs after scheduling Friday as an opinion day.Pay package: Berkshire Hathaway (BRK.B) raises new CEO Greg Abel's salary and he's making more than ...

Core Viewpoint - Zhongke Soft (603927) has announced that by June 30, 2025, the company and its subsidiaries will have a total of 14 associated companies, indicating a strategic expansion in various sectors that align with its core business [1] Group 1: Business Expansion - The associated companies will operate in fields such as computer software and hardware development, cloud computing, medical information technology, financial information technology, and insurance brokerage [1] - The strategic layout aims to ensure the sustainable development of the company's future business [1]

Core Insights - Veeva Systems has announced that Novo Nordisk's International Operations business unit will implement Veeva Vault CRM to enhance its commercial capabilities with advanced AI technology [1][2][3] Group 1: Partnership and Technology - The partnership between Veeva and Novo Nordisk aims to leverage AI-driven technology to improve the delivery of innovative medicines for chronic diseases [2] - Vault CRM is designed to support effective commercial execution across both personal and digital channels, addressing specific business and compliance needs in various countries [2][3] Group 2: Company Overview - Veeva Systems provides cloud-based solutions for the life sciences industry, serving over 1,500 customers, including major biopharmaceutical companies and emerging biotech firms [4] - The company is committed to innovation and balancing the interests of all stakeholders, including customers, employees, and shareholders [4]

With a market cap of $3.5 trillion, Microsoft Corporation (MSFT) is a global technology company that develops and supports a wide range of software, services, devices, and solutions across productivity, cloud computing, and personal computing. It serves consumers, businesses, and partners worldwide through products such as Microsoft 365, Azure, Windows, LinkedIn, Dynamics, Xbox, and Surface devices. The Redmond, Washington-based is slated to announce its fiscal Q2 2026 results soon. Ahead of this event, ...

Microsoft Corporation (NASDAQ:MSFT) is one of the 8 best American stocks to buy and hold in 2026. On December 29, Wedbush released a report highlighting its top five artificial intelligence investment picks for 2026. Microsoft Corporation (NASDAQ:MSFT) remains one of Wedbush’s top five AI picks. Wedbush analyst Dan Ives called the company the “clear front-runner” in enterprise-scale AI. Microsoft Corporation (MSFT): The Acceleration Is Incredible, Says Jim Cramer Northfoto / Shutterstock.com Wedbush ana ...

Founded in 2004, Santa Clara, California-based ServiceNow, Inc. (NOW) provides a cloud-based solution for digital workflows in North America and internationally. The company has a market capitalization of $153.1 billion and is expected to release its Q4 2025 earnings soon. Ahead of the event, analysts expect ServiceNow to report a profit of $0.48 per share on a diluted basis, up 23.1% from $0.39 per share in the year-ago quarter. The company beat the consensus estimates in each of the last four quarters. ...

Stock market benchmark indices Sensex and Nifty drifted lower for the third day in a row on Wednesday as geopolitical tensions and renewed concerns about potential US tariff hikes weighed on investor sentiment.Photograph: Shailesh Andrade/ReutersSustained foreign fund outflows also dragged the markets lower.The 30-share BSE Sensex declined 102.20 points or 0.12 per cent to settle at 84,961.14.During the day, it dropped 445.85 points or 0.52 per cent to 84,617.49.The 50-share NSE Nifty went down by 37.95 poi ...

Core Insights - The AI race is intensifying, with market analysts divided on the prospects of tech giants, particularly highlighting the potential negative impact of generative AI on Google's core advertising business while favoring Microsoft's cloud growth [1] Group 1: Google's Challenges - Google faces an existential threat as it must disrupt its own profitable business model to remain relevant, with generative AI providing direct answers that reduce the need for users to click on search links [2] - The introduction of AI-generated answers is cannibalizing Google's business, as users are less likely to click away to other sites when presented with AI results compared to traditional search results [3] Group 2: Microsoft's Advantages - Microsoft is viewed as a safer investment heading into 2025 and 2026, with significant AI upside through its Azure cloud platform, which has recently experienced 35% growth, without the same internal disruption risks as Google [4] - Core profit engines like Windows and Microsoft 365 are unlikely to be disrupted by AI in the near term, positioning Microsoft favorably in the market [5] Group 3: Infrastructure Investment Opportunities - Both analysts agree that the immediate investment opportunity lies in the infrastructure buildout required to support AI, with a focus on spending towards data centers, networking, and power [6] - Specific recommendations include Micron Technology Inc. and Lam Research Corp. as beneficiaries of the increasing demand for DRAM memory needed for large AI models [6] Group 4: Stock Performance - Alphabet's Class A shares have surged by 76% over the last six months and 65% over the last year, indicating strong market performance despite the challenges posed by generative AI [9]

Artificial intelligence was one of the standout themes for investors in 2025. However, Max Wasserman, Miramar Capital co-founder and senior portfolio manager, believes it’s time for investors to take a closer look at their portfolios.As the AI story begins to mature, market’s heavy reliance of a few tech giants is creating a single, risky point of failure, he believes. Wasserman told Yahoo Finance that investors should start diversifying, understanding what they own and what will happen if anything goes wro ...

Core Insights - Infosys and Cognition have announced a strategic collaboration to scale the AI software engineer Devin across global enterprises, aiming to enhance software development and engineering productivity [1][2][4] - The integration of Infosys Topaz Fabric with Devin is designed to automate engineering processes, reduce technical debt, and modernize systems, thereby accelerating time-to-market for enterprises [3][4] Company Collaboration - Infosys will integrate Devin into its internal engineering teams and client delivery models, facilitating deployment within customer environments to enhance engineering quality and efficiency [2][3] - The collaboration includes the development of shared engineering frameworks and enablement programs to promote the integrated capabilities of Infosys Topaz Fabric and Devin across various industries [2][3] Technological Advancements - Infosys Topaz Fabric and Devin will work together to automate brownfield engineering and create virtual engineers to tackle complex production and maintenance challenges [3] - The partnership will focus on developing industry-specific solutions and AI-native modernization blueprints, supported by co-innovation labs [3][4] Leadership Statements - Scott Wu, CEO of Cognition, emphasized the collaboration's potential to redefine software engineering and accelerate time-to-market for clients [4] - Salil Parekh, CEO of Infosys, highlighted the synergy between Cognition's AI capabilities and Infosys' industry expertise as a significant advancement in realizing AI value for global enterprises [4]