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]

Core Viewpoint - The article discusses the journey of an entrepreneur, Naonao, who has developed an AI animation tool called OiiOii, which aims to revolutionize the animation industry by enabling creators to produce content more efficiently and collaboratively [4][6]. Group 1: Product Development and Features - OiiOii is a professional creation tool that allows users to input story ideas or character designs, with various AI agents collaborating to produce a final piece [4]. - Unlike similar products like Movieflow, OiiOii offers a transparent workflow where users can edit and intervene at different stages, enhancing the creative experience [5]. - The initial market response has been overwhelmingly positive, with 100 planned beta users leading to a queue of 100,000 interested participants [5][6]. Group 2: Market Positioning and Strategy - Naonao has chosen not to focus on AI comic production due to the high demands for scriptwriting and marketing expertise, which are not the team's strengths [7]. - The target market includes approximately 2 million ACG (Anime, Comic, and Game) PUGC (User Generated Content) accounts, addressing their primary pain point of production capacity [7][8]. - OiiOii aims to transform the production frequency of creators from weekly to multiple times a day, significantly increasing output [8]. Group 3: Community and Future Vision - The long-term vision for OiiOii extends beyond being a tool; it aims to build a content community that fosters diverse and rich creative expressions [8]. - The company plans to enhance user experience by developing content templates and will consider international expansion by February 2026 [8]. - Naonao emphasizes the importance of creating high-consumption content from the outset to attract and retain users in a saturated market [8][15]. Group 4: Entrepreneurial Insights and Experience - Naonao's previous entrepreneurial experience taught her valuable lessons about resilience and adaptability in the face of challenges [9][10]. - The transition from her first startup to working at major companies like ByteDance and Bilibili provided her with insights into organizational efficiency and the animation industry's potential [10][11]. - The article highlights the importance of a balanced skill set in both creative and technical domains for success in the AI-driven content creation landscape [20].

The Nasdaq-100 has consistently outperformed other indexes like the S&P 500 because of its high concentration of technology stocks.More than 3,500 companies have chosen to go public by listing their shares on the Nasdaq (NDAQ +2.29%) stock exchange. It's typically the destination of choice for early-stage technology companies, because it offers lower fees and fewer barriers compared to alternatives like the New York Stock Exchange.The Nasdaq-100 is an index featuring 100 of the largest nonfinancial companie ...

Wedbush analyst Dan Ives says Palantir Technologies will be a trillion-dollar company within a year or two.Palantir Technologies (PLTR +3.26%) stock generated triple-digit returns in 2024 and 2025. The data analytics company is currently worth $415 billion, but Wedbush analyst Dan Ives says the stock can climb 140% in the next year or two, such that the company achieves a trillion-dollar market value.That would put Palantir in rarefied air. Only 10 U.S. companies, including Nvidia and Tesla, are worth at le ...

Core Insights - The global test management software market is projected to reach USD 820 million by 2031, with a compound annual growth rate (CAGR) of 8.7% in the coming years [2] - Major players in the global test management software market include IBM, Tricentis qTest, SmartBear (Zephyr), QMetry, and OpenText (Micro Focus), with the top five companies holding approximately 48.8% market share in 2024 [4] Market Size and Segmentation - The cloud-based segment is the largest, accounting for about 78.9% of the market share [7] - Small and medium-sized enterprises (SMEs) represent the primary demand source, holding approximately 61.4% of the market share [8] Market Development Trends - The evolution from "point tools" to "end-to-end quality platforms" emphasizes cross-team collaboration and traceability, integrating with ALM, DevOps, CI/CD, and defect management tools [10] - The shift towards cloud and SaaS delivery models is becoming mainstream, facilitating integration with code hosting and automated testing platforms [11] - Test management tools are adapting to agile and DevOps methodologies, focusing on lightweight configurations and automation [12] - Enhanced data-driven and intelligent analytics capabilities are emerging, with some vendors incorporating AI/ML for defect clustering and risk area identification [13] Market Drivers - Increasing software complexity and faster release cycles necessitate professional test management tools to ensure traceability and consistency [14] - Compliance and audit requirements in regulated industries drive the need for comprehensive traceability in testing processes [15] - The adoption of agile and DevOps practices requires testing to be integrated early in the development cycle [16] - The demand for remote and global team collaboration necessitates unified test management platforms [17] Market Challenges - The complexity of deep integration with existing toolchains can create information silos and hinder user experience [18] - Resistance to change and user habits can impede the adoption of new test management platforms [19] - Balancing customization needs with standardized products poses a challenge for vendors [20] - Price competition and product homogeneity in the market create pressure on vendors to differentiate [21]

Michael Saylor's Strategy (Nasdaq: MSTR) finally breathed a sigh of relief after MSCI announced it will not exclude digital asset treasuries (DATs) from its indices. Following the announcement, the MSTR stock surged more than 5% to trade at $166.50 on Jan. 7. Related: Michael Saylor's MicroStrategy sits on unrealized loss worth billions Understanding Strategy's Bitcoin model Saylor, along with Sanju Bansal and Thomas Spahr, founded MicroStrategy as a software firm in 1989. But when the co-founder and e ...