Core Viewpoint - U.S. stock investors are bracing for volatility due to fears of AI disruption while assessing market rotations and upcoming earnings from Walmart and economic data [1] Group 1: Market Sentiment and AI Impact - Concerns over AI disruption have led to significant stock price fluctuations, particularly affecting software companies and industries like insurance and transportation [1] - The sentiment surrounding AI is described as a "whack-a-mole" game, with investors uncertain about which sectors will be impacted next [1] - The technology sector, which has been a leader in the bull market since October 2022, has seen a decline of over 4% this year due to these fears [1] Group 2: Market Rotations and Sector Performance - Despite the technology sector's struggles, other sectors such as energy, consumer staples, materials, and industrials have risen by at least 10% in 2026, indicating a shift in market leadership [1] - Small-cap stocks have also experienced significant gains, suggesting a broader market participation that could be beneficial for overall market health [1] - The shift in investor psychology towards these lagging sectors is becoming more pronounced, as noted by market strategists [1] Group 3: Upcoming Earnings and Economic Data - Walmart's quarterly earnings report is anticipated to provide insights into consumer spending trends, especially after U.S. retail sales remained unchanged in December [1] - Walmart's stock has increased by 20% this year, pushing its market capitalization above $1 trillion, making it the largest company in the consumer staples sector [1] - Upcoming economic reports include the advance reading of fourth-quarter GDP, a consumer sentiment survey, and the personal consumption expenditures price index, which are crucial for assessing economic stability [1]

Core Viewpoint - The company plans to utilize temporarily idle raised funds for cash management, with a limit not exceeding 20 million yuan (0.20 billion yuan) [1] Group 1: Board Meeting Decisions - The fourth board meeting of the company will be held on February 13, 2026, to review the proposal for cash management using idle funds [1] - The proposal includes investing in cash management products that are safe, liquid, and legally qualified, such as principal-protected products, structured deposits, and time deposits [1] Group 2: Financial Management Strategy - The usage period for the funds is valid for 12 months from the date of board approval [1] - The funds can be used on a rolling basis within the approved limit, ensuring no impact on the progress of investment projects or normal business operations [1]

Group 1 - The core viewpoint of the article highlights the significant rise of AI-related stocks in the Hong Kong market, particularly the "AI model twin stars" Zhiyun and MINIMAX, which both surpassed a market capitalization of HKD 210 billion [5][6] - The Hang Seng Index experienced a decline of 1.72%, closing at 26,567.12 points, while the market turnover increased to HKD 257.58 billion from HKD 238.70 billion in the previous trading day [2][3] - The GEO index, which includes generative engine optimization stocks, rose by 8.87%, driven by the performance of AI-related companies [9] Group 2 - Zhiyun's stock price reached a high of HKD 485.00 per share, marking a daily increase of 20.65% [6] - MINIMAX's stock price rose to HKD 680.00 per share, with a daily increase of 15.65% following the launch of its new text model MiniMax M2.5 [8] - The listing of Haizhi Technology Group, the world's first company focused on AI-based graph computing technology, saw its stock price soar by 242.20% on its debut, closing at HKD 92.60 per share [11] Group 3 - The software industry is facing significant pressure, with predictions that AI could lead to creative disruption within the sector [12] - Capital expenditures by tech giants are expected to increase by 60% by 2026, reaching USD 650-700 billion, which could contribute approximately 1 percentage point to real GDP growth [12] - High-risk AI companies may face challenges in financing, potentially leading to the cancellation of GPU orders if funding is insufficient [12]

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Profitable SaaS Companies for 2026. On February 10, Palantir Technologies Inc. (NASDAQ:PLTR) signed a multi-year contract renewal with Airbus to keep powering Skywise, which is an open data platform for civil aviation. The extension builds upon a decade-long partnership, which started in 2015 with Palantir’s French team handling development. ​Management noted that this strategic expansion comes at a critical time when the aerospace industry is under ...

Core Viewpoint - Autodesk, Inc. is involved in a legal dispute with Google over trademark infringement related to the "Flow" software, which both companies are marketing for the same customer base in the film, TV, and gaming production sectors [1][2]. Group 1: Legal Dispute - Autodesk filed a complaint in the San Francisco federal court, claiming it began using the "Flow" trademark in 2022 for visual effects, and was surprised by Google's launch of similar software in 2025 targeting the same customers [2]. - The complaint alleges that Google made false representations regarding its use of the "Flow" trademark, suggesting it would always use a combination of its own brand and "Flow" to gain time to dominate the market [2]. Group 2: Market Sentiment - Wall Street analysts are optimistic about Autodesk's stock, with Goldman Sachs upgrading it from Hold to Buy on February 2, and J.P. Morgan also upgrading it to Buy while maintaining a price target of $319 [4]. - Autodesk specializes in 3D design, engineering, and entertainment software, serving industries such as architecture, construction, manufacturing, and media, with key products including AutoCAD, Revit, Inventor, Maya, and 3ds Max [4].

Group 1 - Salesforce, Inc. (NYSE:CRM) is viewed positively by Wall Street as it approaches fiscal Q4 2026 earnings, with analysts from Oppenheimer and Stifel Nicolaus reiterating a Buy rating and a price target of $300 [1][2] - The adoption of Agentforce is highlighted as a key factor for Salesforce's resilience, helping the company compete with AI leaders and boost cloud growth [2] - For fiscal Q4 2026, Salesforce expects revenue between $11.13 billion and $11.23 billion, indicating an 11% to 12% growth, with Wall Street anticipating $11.18 billion in revenue and a GAAP EPS of $1.57 [3] Group 2 - Salesforce designs and develops cloud-based enterprise software for customer relationship management, offering a range of solutions including customer service, sales force automation, and marketing automation [4]

Mustafa Suleyman, CEO of Microsoft AI, made a bold prediction about the future of professional tasks, suggesting that “most, if not all, professional tasks” for lawyers, accountants, project managers, and marketing professionals “will be fully automated by AI within the next 12 to 18 months.”Software Engineers Already Experiencing Role TransformationIn a recent interview with the Financial Times, Suleyman pointed to software engineering as evidence that the shift is already underway.“Many software engineers ...

Fears of But other analysts are more optimistic. Economists at Capital Economics, for example, argue that they still believe in the AI rally, and that this year will be a “good year” for the S&P 500, building on the technology-led gains.On Thursday, Wall Street saw sharp losses as AI worries dampened sentiment. The S&P 500 fell for its second-worst day since Thanksgiving, dropping 1.6 per cent, or 108.71, to 6,832.76, but it's still near an all-time high that was set last month. The Dow Jones Industrial Av ...

A bear market for software stocks translates into an opportunity for value-seeking, long-term-minded investors.Collectively, the iconic Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have given investors plenty of reason to smile. The Dow recently eclipsed 50,000, the S&P 500 has gained at least 16% in six of the last seven years, and the Nasdaq Composite has outpaced the gains of the Dow and S&P 500. But narrowing the lens a bit exposes a different reality for software investors. Whereas Wall ...

Market Analysis by covering: Unity Software Inc. Read 's Market Analysis on Investing.com ...