Founded in 1956, the Bozeman, Montana-based Fair Isaac Corporation (FICO) provides analytics software in the Americas and internationally. It develops analytic, software, and digital decisioning technologies and services that enable businesses to automate, enhance, and connect decisions. The company has a market capitalization of $39 billion and is expected to announce its fiscal first-quarter earnings for 2026 soon. Ahead of the event, analysts expect Fair Isaac to report a profit of $5.80 per share on ...

Company Information - 74Software is an enterprise software group formed by the merger of Axway and SBS, specializing in mission-critical software for a data-driven world [3] - Axway has been a pioneer in enterprise integration solutions for 25 years, providing services to major brands and government agencies globally [3] - SBS focuses on empowering banks and financial institutions with a cloud-based architecture for various financial services [3] - The company serves over 11,000 clients, including more than 1,500 in the financial services sector [3] Voting Rights and Shares - As of December 31, 2025, the total number of shares is 29,746,194 [5] - The total number of exercisable voting rights is 40,824,746, while the theoretical voting rights amount to 41,288,507 [5]

Core Insights - QNX Everywhere initiative by QNX, a division of BlackBerry Ltd, aims to democratize access to its QNX Software Development Platform (SDP) 8.0 for embedded systems developers [1] - The initiative has issued over 12,000 non-commercial licenses and established more than 100 academic partnerships globally [1] Academic Partnerships - QNX has signed 80 Memorandums of Understanding (MoUs) with universities in India and has formed collaborative agreements with prominent institutions in North America, including the Massachusetts Institute of Technology (MIT) [1] - The initiative has engaged with over 6,000 students to integrate QNX's tools and technologies into engineering curricula [1] Open-Source Innovation - The rapid expansion of QNX Everywhere reflects a surge in open-source innovation within the embedded systems development community [1]

Core Insights - QNX, a division of BlackBerry Limited, will integrate its technology into BMW's new vehicle generation "Neue Klasse" to enhance safety-critical systems across the automaker's next-generation model lineup [1] Group 1: Partnership and Technology Integration - The integration of QNX technology into BMW's "Neue Klasse" marks a significant milestone in the ongoing collaboration between QNX and BMW Group [1] - This partnership builds on a multi-year agreement established in 2021, focusing on the development and deployment of SAE Level 2/2+ driver assistance systems across various vehicle lines [1]

The people who know Nvidia and Palantir best are speaking volumes with their actions.For only the third time in the S&P 500's existence, Wall Street's benchmark index has rallied at least 15% for three consecutive years. These outsize returns for Wall Street from 2023 through 2025 come courtesy of the artificial intelligence (AI) revolution.Empowering software and systems with the ability to make split-second decisions without the need for human oversight is a technological leap forward that can eventually ...

Core Insights - In the digital economy, data has become a core production factor, and data governance is essential for unlocking data value [1][2] - As enterprises undergo digital transformation, issues like data silos, quality discrepancies, and compliance risks are becoming more pronounced, making quality data governance vendors and products crucial [1][2] - The article analyzes major data governance products such as Lingyang Dataphin, ByteDance Dataleap, and Qidian Cloud DataSimba, focusing on their core advantages, technical highlights, and applicable scenarios to provide a scientific selection reference for enterprises [1][2] Group 1: Importance of Data Governance Selection - The scale of data is expected to explode, with global enterprise data projected to exceed 200 ZB by 2026, but only 40% of this data is usable [2] - Data governance has evolved from a technical operation to a critical infrastructure supporting strategic decision-making, compliance operations, and business innovation [2] - Key trends in the data governance industry include full-link intelligence, cloud-native adoption, and scenario-based customization [2] Group 2: Core Evaluation Dimensions for Data Governance Selection - **Scenario Adaptability**: Products must match business scenarios, covering data collection, cleaning, modeling, and security needs while accommodating different enterprise scales [3] - **Technology and Performance**: Core technical capabilities include data processing efficiency and multi-source data integration, with performance metrics focusing on processing speed and system stability [4] - **Compliance and Security**: A robust data security mechanism is necessary, including data desensitization and compliance with relevant laws like the Data Security Law and Personal Information Protection Law [5] - **Service and Ecosystem**: Comprehensive service offerings should include implementation, maintenance support, and training, with strong ecosystem integration capabilities [6] Group 3: In-depth Analysis of Leading Data Governance Products - **Lingyang Dataphin**: Positioned as a full-link data governance solution provider, it leverages Alibaba's 20 years of experience, suitable for various industries [7][8] - **ByteDance Dataleap**: Offers a one-stop data governance solution, excelling in real-time data processing, particularly for internet and retail sectors [11][12] - **Qidian Cloud DataSimba**: Focuses on data asset activation, providing customized governance solutions for manufacturing, finance, and retail [13] - **Kangaroo Cloud DTinsight**: Targets small and growing enterprises with a lightweight design and high cost-effectiveness [14][15] - **Aisino AISWare DataOS**: Caters to telecom and finance sectors, emphasizing strong system integration capabilities [16][17] - **Star Ring TDS**: Suitable for government and energy sectors, known for its robust data processing performance [18][19] - **Shulan Datahub**: A pioneer in data middle platform services, focusing on rapid data asset construction [20][21] - **International Vendors**: Established players like Talend, Informatica, and Snowflake provide mature technology and global service experience [22][23] Group 4: Selection Recommendations and Principles - Enterprises seeking full-link AI empowerment should prioritize Lingyang Dataphin for its integrated architecture and AI capabilities [24] - Internet and media companies needing real-time data governance should consider ByteDance Dataleap for its efficient processing [25] - Small enterprises with budget constraints should opt for Kangaroo Cloud DTinsight for its high cost-performance ratio [26] - Multinational companies should look at international vendors like Talend for their global compliance capabilities [27] - The selection process should adhere to principles of demand orientation, technology fit, compliance priority, and long-term adaptability [28]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否参与摩尔线程的MUSA系统的开发？ 东华软件（002065.SZ）1月6日在投资者互动平台表示，公司未参与该事项，同时公司是摩尔线程 MUSA系统的重要生态伙伴，双方聚焦国产算力生态建设推进相关协作。公司重大业务信息请以官方公 告为准！ （文章来源：每日经济新闻） ...

Core Insights - The AI race is intensifying, with analysts divided on the future of tech giants, particularly Google and Microsoft, as generative AI could disrupt Google's advertising revenue while benefiting 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 in the age of generative AI [2] - Generative AI provides direct answers to users, reducing the need for clicks on search links, which are essential for Google's revenue [3] - Data indicates that users are less likely to click on other sites when presented with AI-generated answers compared to traditional search results [3] Group 2: Microsoft's Advantages - Microsoft is viewed as a safer investment due to its Azure cloud platform, which has seen a 35% growth, and its core products like Windows and Microsoft 365 are less likely to be disrupted by AI [4] - Analysts favor Microsoft's position heading into 2025 and 2026 due to its significant AI upside without the internal disruption risks faced by Google [4] Group 3: Investment Opportunities - There is a consensus on the investment potential in the infrastructure required to support AI, including data centers and networking [5] - Specific recommendations include Micron Technology Inc. and Lam Research Corp. as beneficiaries of the increasing demand for DRAM memory needed for large AI models [5] Group 4: Stock Performance - Alphabet's Class A shares have surged by 76% over the last six months and 65% over the past year, with the stock priced at $316.54 [6]

Group 1 - The software ETF (515230) rose over 2.3% driven by technological breakthroughs and a recovery in demand within the industry [1] - The computer and software development industry is experiencing rapid growth, particularly in the GPU chip sector [1] - Tianzu Zhixin has developed two major GPU series: Tianpai (training) and Zhikai (inference), with products achieving small-scale batch sales; the average price for Tianpai series is between 30,000 to 40,000 yuan per chip, while Zhikai is around 10,000 yuan per chip [1] Group 2 - Wallen Technology focuses on self-developed GPGPU chips and intelligent computing solutions, with orders expected to exceed 1.2 billion yuan by 2025; the next-generation BR20X chip is anticipated to be commercialized in 2026 [1] - In the large model sector, Zhipu (ToB) and MiniMax (ToC) are undergoing Hong Kong Stock Exchange hearings, representing different business models; Zhipu, backed by Tsinghua University, offers a full range of self-developed base models with a gross margin of 59.1%, while MiniMax emphasizes efficient architecture and product commercialization, with 73.1% of its revenue coming from overseas [1] - AI server manufacturer Inspur Information has launched an open architecture super node product that supports multi-chip collaboration, catering to the training needs of large models [1] Group 3 - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in operating systems, application software development, and cloud computing services to reflect the overall performance of the software and related services industry [2] - This index focuses on technological innovation and information technology, effectively capturing market dynamics and development trends within the software industry [2]

Strategy's mNAV premium falls, $17.4B loss, and yield focus test its Bitcoin leverage in 2026. Photo by BeInCrypto MicroStrategy (now Strategy) is in its most consequential phase since adopting Bitcoin as its primary treasury asset. The company’s mNAV (microstrategic net asset value) premium has fallen to 1.04x, effectively erasing the valuation buffer that once powered its dramatic outperformance versus Bitcoin itself. The shift marks a regime change, with Strategy’s future no longer hinging primarily o ...