Nvidia‘s (NASDAQ:NVDA) 2026 State of AI in Financial Services report shows that around 89% of surveyed professionals in the sector affirm that artificial intelligence is driving simultaneous gains in annual revenue while slashing operational costs. This insight, drawn from responses by over 800 executives, data scientists, developers, and IT specialists worldwide, underscores a maturing AI landscape where tech is no longer experimental but a core driver of profitability.The research report now paints a pict ...

分组1 - The CEO of Palantir Technologies, Inc. emphasized that the company's results stem from non-circular commercial relationships, indicating a focus on sustainable growth rather than short-term gains [1] - The investment strategy discussed involves a balanced portfolio of low-cost funds and individual stocks, with a long-term holding perspective of at least 10 years [1] - The analysis highlights the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing instead on demand and supply interactions and predicting human behavior [1] 分组2 - The approach to investment requires creativity, curiosity, and a willingness to sometimes go against prevailing market trends [1] - The analyst's perspective is shaped by a background in business and a location in Geneva, Switzerland, which may influence their market insights [1]

Company Overview - Opera Limited's shares increased by 13.5% to close at $14.1, following a period of 12.7% loss over the past four weeks, indicating a significant rebound in stock performance [1] - The company is benefiting from its products, including Opera Neon and Agentic AI, along with an expansion of Minipay Wallet and raised financial guidance [1] Earnings Expectations - Opera Limited is expected to report quarterly earnings of $0.33 per share, reflecting a year-over-year increase of 3.1% [2] - Revenue projections for the upcoming quarter stand at $165 million, which is a 13.2% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Opera has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [3] Industry Context - Opera Limited is part of the Zacks Internet - Content industry, which includes other companies like Shutterstock [3] - Shutterstock's consensus EPS estimate for its upcoming report is $1.05, representing a significant year-over-year increase of 56.7%, and it currently holds a Zacks Rank of 2 (Buy) [4]

Global Markets Strategy 29 January 2026 J P M O R G A N Global Machine Learning Conference Paris Conference Overview & Session Reviews • Our 8th Annual Global Machine Learning Conference (Paris, November 25) brought together leading experts from organisations such as IBM, École Polytechnique, UBS AM, Mediobanca, Domyn, Millennium, and AXA. Speakers explored a range of topics including practical applications of agentic AI, synthetic data for portfolio management, AI regulation in financial services, responsi ...

Richtech (RR) shares ended the last trading session 44.6% higher at $5.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20% gain over the past four weeks.RR surged after announcing a strategic partnership with Microsoft to integrate agentic AI into its robotic platforms, boosting investor confidence in its growth prospects.This developer of robotic technologies is expected to post a quarterly loss of $0.02 per s ...

Core Viewpoint - ServiceNow's stock has experienced a slight decline over the past month, but it remains essential for Fortune 500 companies, with high retention rates for its workflow automation tools amid a focus on corporate efficiency [3][6]. AI Price Prediction - An AI model predicts a modest decline in ServiceNow's stock price over the next 60 days, with a current trading price of $133.11 and an average projected price of $128.50 by mid-April [4][8]. - The model suggests that despite short-term negative signals, ServiceNow could potentially reach $1,000.00 by 2030, indicating long-term growth potential [4]. Company Developments - ServiceNow is intensifying its "Agentic AI" strategy, having formed a significant multi-year partnership with OpenAI to integrate advanced AI models into enterprise workflows [6]. - The market is currently cautious, with investors assessing the balance between the long-term benefits of autonomous AI and the immediate costs associated with acquisitions and software valuation compression [6]. Subscription Metrics - A key focus for ServiceNow in the upcoming 60 days will be its ability to maintain high subscription visibility, historically boasting renewal rates above 98%, which provides stability during market fluctuations [7]. - Confirmation of continued enterprise spending on digital transformation in the next quarterly guidance could help mitigate the negative technical signals identified by the AI model [7]. Technical Indicators - Current technical indicators, including MACD and RSI, are showing negative trends, suggesting a potential for further price decline in the short term [9].

Core Insights - Kyndryl has introduced a new Clean Field approach that utilizes agentic AI to enhance the efficiency and effectiveness of SAP transformations for customers, particularly in migrating from SAP ECC to SAP S/4HANA [1][2][3] Group 1: Clean Field Approach - The Clean Field approach aims to create a robust digital foundation for customers, making their SAP migration process more adaptive and versatile to meet future business needs [1][2] - This approach allows for a clean core migration of data, processes, and systems, simplifying the SAP ERP upgrade while promoting a modular and adaptive system architecture [2][3] Group 2: Benefits of the Approach - Kyndryl's Clean Field approach, combined with deep SAP expertise and agentic AI, provides a faster and more disciplined path to SAP S/4HANA, reducing technical debt and manual effort while accelerating outcomes [3] - The approach is designed to be customizable to align with each customer's unique business goals, enhancing the overall modernization process [3] Group 3: Strategic Alliances and AI Integration - Kyndryl has a long-standing strategic alliance with SAP and has been recognized as a global RISE with SAP delivery partner, leveraging AI to support customers in their SAP transformation initiatives [4] - The integration of AI-driven services across various SAP solutions is aimed at accelerating customer adoption and optimization of SAP transformations [4][6]

Core Viewpoint - The AI application sector has emerged as a primary investment theme for 2026, with a year-to-date increase of 19%, leading the A-share market [1] Group 1: AI Application Trends - The acceleration of AI applications is expected to continue, driven by multiple catalysts [1] - The CES 2026 event has provided significant insights into the future directions of AI application deployment [1] Group 2: Hardware and Software Developments - On the hardware side, AI is gradually penetrating daily life, with diverse hardware entry forms including automobiles, robots, smart glasses, smart homes, and wearable devices [1] - Software advancements, particularly in model inference capabilities, are facilitating the rapid deployment of enterprise-level Agentic AI [1] - Next-generation hardware platforms, such as Rubin, are significantly reducing token and inference costs, which is likely to further accelerate application deployment [1] Group 3: Market Position and Growth Potential - China possesses advantages in the pace of application deployment and user scale, indicating substantial growth potential for AI applications [1]

Core Insights - The European tech investment landscape has shifted from exploration to execution, with a focus on industrial logic, financial discipline, and structural scalability [26][27] - December 2025 marked a significant transition in various sectors, particularly in AI, DeepTech, and AgriFoodTech, indicating a maturation of investment strategies and market dynamics [5][6][8] AI and Robotics - There was a notable rise in "Physical AI" robotics through November, transitioning to a software-based autonomous AI layer in December, with investors seeking agents for end-to-end operational workflows [1][2] - AI systems are evolving from advisory roles to independent task execution, exemplified by companies like PolyAI and Equixly [2][3] AgriFoodTech - The narrative in AgriFoodTech has shifted from broad experimentation to rigorous model selection, with a focus on capital efficiency and maturity of business models [4][5] - Companies like Mosa Meat and Those Vegan Cowboys are attracting diverse capital, while others like Meatable have closed operations due to funding challenges [4] DeepTech - December saw the emergence of specialized pipelines in DeepTech, bridging European research and market deployment, moving away from isolated success stories to institutional flows [7][8] - The sector is transitioning to scalable development models, with a focus on reproducible technology rather than handcrafted deals [8] Financial Engineering - The acceptance of financial engineering has transformed European startup financing, with a shift towards non-dilutive instruments and debt financing, particularly for infrastructure-heavy models [12][14] - The €15.2M revenue share deal secured by Reface exemplifies the new era of non-dilutive growth financing [9][10] Industrial Tech Growth - 2025 marked a shift from software narratives to industrial applications, with a focus on physical capacity and infrastructure as key success metrics [15][16] - Companies like QuantumDiamonds are prioritizing infrastructure development over software, indicating a broader trend towards scaling mechanisms in Europe [17] Defense and Sovereign Tech - Defense and sovereign tech have evolved into a distinct capital market, with systematic investment logic and a focus on dual-use technology [18][19] - The €150M first close of the Keen Defence Tech Fund illustrates the growing investment in this sector [19][20] M&A and Market Consolidation - M&A has transformed from a reactive survival tactic to a proactive tool for market stability, with companies acquiring to stabilize category leaders [21][22] - December's deals highlight the focus on long-term viability through strategic acquisitions [22] Market Polarization - The venture market has experienced polarization, with a widening gap between top-tier investments and early-stage activity, leading to a structured division between capital-intensive champions and lean startups [23][24] - December's deals reflect this polarization, showcasing both large-scale investments and smaller micro-rounds [24]

Core Insights - The article discusses the growing potential of agentic AI in business operations, particularly in commercial finance and B2B functions, as highlighted in Deloitte's 2026 trends report [1][3]. Group 1: AI in Business Operations - Companies like Google, PayPal, and Stripe are focusing on agentic AI commerce in consumer markets, but significant opportunities exist in business operations [1]. - Agentic AI is expected to enhance middle and back office functions such as reconciliation, invoice matching, and exception handling [2]. - Initial deployment of AI agents will likely occur in areas with defined ecosystems of buyers and suppliers, such as corporate travel and commercial real estate [3]. Group 2: Impact on Enterprise Software - By 2030, approximately 40% of enterprise software is projected to include custom applications built on AI-native platforms, a significant increase from 2% last year [4]. - Companies with AI pilot programs are expected to leverage their investments more effectively by 2026 [4]. Group 3: Strategic Integration of AI - Organizations that integrate multiple AI initiatives to transform payment processes are likely to achieve greater success [5]. - The introduction of B2B agents will prompt changes in existing operations, allowing managers to adopt a more holistic view of business functions [5]. - Executives will need to consider how to make various AI initiatives work together effectively [6].