You know that expectations for a company are sky high when it can report a 60% year-over-year jump in profits, a 17% rise in revenue, a 45% increase in users of its flagship product, and $12.7 billion returned to shareholders that quarter ... and the stock still tanks by 10% the next day. Microsoft (NASDAQ: MSFT) was the victim of this expectations hit last Thursday, as Wall Street digested its Q2 2026 earnings report released the day before. The sell-off wiped away a staggering $357 billion from the tech ...

Palantir Technologies Inc. (NASDAQ:PLTR) will release earnings for the fourth quarter after the closing bell on Monday, Feb. 2.Analysts expect the Denver, Colorado-based company to report fourth-quarter earnings of 23 cents per share. That's up from 14 cents per share in the year-ago period. The consensus estimate for Palantir's quarterly revenue is $1.34 billion (it reported $827.52 million last year), according to Benzinga Pro.On Jan. 29, Innodata said it was selected to support Palantir Technologies with ...

The share price of Microsoft (NASDAQ: MSFT) cratered last week -- down 11% on Thursday, the largest one-day drop in the tech giant's stock since March 2020. Shares rebounded a tiny bit in the afternoon to end 10% down on the day. What's going on? And what should investors expect now? Microsoft released results Thursday morning for its fiscal second quarter, ended Dec. 31, 2025. Based on the headline numbers, you would have expected a great reaction from Wall Street. Revenue of $81.3 billion in the quarter ...

Core Viewpoint - The F5 class action lawsuit alleges that F5, Inc. and its executives misled investors regarding the company's revenue outlook and growth potential, particularly in light of a significant security incident that impacted its operations and stock price [1][4]. Company Overview - F5, Inc. is a global multi-cloud application security and delivery company that enables customers to deploy, secure, and operate applications both on-premises and via public cloud [3]. Allegations of the Lawsuit - The lawsuit claims that F5 created a false impression of having reliable information about its projected revenue and growth while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is alleged that F5 was experiencing a significant security incident that jeopardized client security and the company's future prospects [4]. - On October 15, 2025, F5 disclosed a security breach involving a nation-state threat actor, leading to a nearly 14% drop in stock price over two trading days [5]. - Following the breach, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, resulting in an 11% decline in stock price over two trading days [6]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased F5 securities during the Class Period to seek appointment as lead plaintiff in the class action lawsuit [7]. - The lead plaintiff represents the interests of all class members and can select a law firm to litigate the case [7]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [8].

转载请注明央视财经 编辑：令文芳 （央视财经《天下财经》）当地时间2月1日，美国甲骨文公司宣布，将在今年募集至多500亿美元资金，用于扩建云基础设施。 甲骨文公司宣布，计划于2026年采用股权与债务并行的方式，募集450亿至500亿美元资金，主要用于扩充云基础设施的配套产能，以满足核心客户的合约需 求。此前，甲骨文已与包括超威半导体、Meta、英伟达、OpenAI等在内的头部科技公司签订了服务合约。为履行这些合约，公司亟需扩大产能。甲骨文拟 通过发行与股权挂钩的证券及普通股的方式，募集约半数资金，相关工具包括强制可转换优先股，以及一项规模最高达200亿美元的新增市价发行股权计 划。剩余半数资金通过发行优先无担保债券募集。 据报道，由于市场对甲骨文公司的募资能力担忧加剧，多家美国银行已明确停止向其人工智能数据中心项目提供贷款，为缓解融资困境，甲骨文公司计划裁 员2万至3万人，此举预计将释放80亿至100亿美元的现金流。不仅如此，甲骨文还在考虑出售部分业务。 ...

Core Viewpoint - Europe is pursuing tech sovereignty, which may negatively impact companies like Zoom and Microsoft as they could lose business opportunities in the region [1] Group 1: Impact on Companies - Companies such as Zoom and Microsoft are identified as potential losers in the European market due to the continent's push for technological independence [1] - The shift towards tech sovereignty in Europe may lead to increased competition for these companies from local firms that align with the region's regulatory and operational standards [1] Group 2: Industry Implications - The move towards tech sovereignty reflects a broader trend in Europe to reduce reliance on non-European technology providers, which could reshape the competitive landscape in the tech industry [1] - This initiative may encourage investment in local tech companies, potentially leading to a more robust European tech ecosystem [1]

招采工作看似是 "文件流转、流程执行"，实际上确面临"效率、合规、成本"的三重考验。而这，正是讯飞招采智能体平台要解决的核心问题。 上期技术篇拆解了科大讯飞招采智能体平台的技术跃迁和落地革新，本期通过对具体应用场景的透视，解读招采智能体平台如何将技术优势转化为招采人 能直接感知的工作便利，把招采全流程的"难点"变成"亮点"。 全方位风险预警 全过程智能辅助 科大讯飞招采智能体平台，以 "阳光合规、降本增效" 为核心目标，深度融合AI技术，通过构建招标文件智能编制、招标文件合规质检、投标异常行为检 测、AI辅助评标等智能体，打造全流程智能化采购解决方案，同时基于自研全国产化"招采大模型"底座，提升产品在理解复杂条款、识别风险等痛点场景 的高效精准处理，实现"招-投-评"全链路的全方位风险预警、全过程智能辅助。 （来源：CSHIA） 招标文件编制智能体 智能生成 协同可控 招标文件编制是招采工作的起点，也是最耗精力的环节，招标文件编制周期长、手工输入易出错，优质编标经验分散难复用，且新手上手慢，导致编标质 量参差不齐。 招标文件编制智能体打通业务系统与编标流程，让标书编制走向 "一键精准"，大幅降低编标门槛与合规 ...

Oracle has said it expects to raise between $45 billion and $50 billion in 2026 to expand capacity for its cloud infrastructure, signalling one of its largest capital-raising efforts as demand for art... ...

软通动力（301236.SZ）公司事件点评 全栈智能开启龙头 AI 时代发展新篇章 glmszqdatemark 2026 年 02 月 02 日 [Table_Author] 分析师：吕伟 分析师：郭新宇 执业证书：S0590525110033 执业证书：S0590525110034 邮箱：lvwei_yj@glms.com.cn 邮箱：guoxinyu@glms.com.cn 软通计算机以"AI+"推进场景落地，在党政、金融等国产替代领域市场份额居第 一梯队：终端产品中标中国联通、某省公安厅等项目，完成 2025 全国两会信创 办公用机供应；企业级产品则中标中国移动 AI 设备集采、福建省农信鲲鹏服务器 采购等项目，持续拓展市场覆盖。 展望业务发展方向，公司以京津冀智造基地为基石，构筑了"智算中心+OS+服 务器"三大自主支柱产品体系。通过推出"天元智算调度平台"、基于开源鸿蒙和 开源欧拉的自有操作系统发行版（软通天鸿、软通天鹤），以及全线智算硬件产品， 为客户提供一站式 AI 算力基础设施，确保企业智能化转型的安全感与自主权。 2）软通天璇 MaaS 平台：AI 时代重要的"AI Factory"。公司 ...

2026 年 2 月 1 日，知名科技巨头甲骨文因 AI 数据中心扩张陷入融资危机，多家美国银行直接停止向其相关 项目发放贷款，引发连锁自救动作。 甲骨文押注 AI 基建，与 OpenAI 签下超 3000 亿美元合作，仅单一项目资本支出就高达 1560 亿美元，年融 资需求超 250 亿美元。 疯狂烧钱却看不到稳定回报，银行不愿再承担风险，直接断贷止损 。其信用违约互换 价格半年翻三倍，市场信心全面崩塌。 为填补资金窟窿，甲骨文被曝计划裁员 2~3 万人 ，预计一次性释放 80-100 亿美元现金流，同时考虑出售四 年前以 283 亿美元收购的医疗业务 Cerner，断臂求生 。 再大的 AI 风口，扛不住现金流断裂，再牛的巨头， 也得向资本低头 。 受融资受阻影响，甲骨文部分 AI 数据中心项目已从 2027 年延期至 2028 年，股价连续下跌。这波裁员与断 贷，也给全球狂热的 AI 扩张潮泼了冷水， 没有盈利支撑的烧钱竞赛，终究会走到尽头 。 （参考： TD Cowen 、每经，本文经由 AI 优化） 甲骨文股价从去年 9 月 10 日的历史高点下跌超过 50％，市值蒸发约 4,630 亿美 元。 ...