By Lucy Raitano LONDON, Feb 6 (Reuters) - The global AI trade is starting to fracture as soaring capex, rising debt loads and doubts over who will profit from the technology force investors to draw sharper lines. Markets are now splitting across stocks, sectors and even regions. When ChatGPT launched ​in November 2022, anything linked to the artificial intelligence theme surged - from chipmakers and software firms to raw-materials suppliers and even companies most exposed to ‌AI disruption. That lifte ...

Key Takeaways CTSH posted Q4 non-GAAP EPS of $1.35, up 11.6% year over year, while revenues of $5.33B topped estimates. CTSH bookings rose 9% in Q4 to support a 1.3x book-to-bill, including 12 large deals and two mega deals. CTSH lifted its outlook, forecasting Q1 revenue growth up to 6.3% and 2026 revenues of $22.14-$22.66B. Cognizant Technology Solutions (CTSH) reported non-GAAP earnings of $1.35 per share in the fourth quarter of 2025, which beat the Zacks Consensus Estimate by 1.96% and increased 11.6% ...

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 ...

Group 1 - The number of internet users in China is projected to reach 1.125 billion by December 2025, with an internet penetration rate exceeding 80% [1] - The digital economy in China is steadily growing, with the added value of core industries accounting for 10.5% of GDP, and the pace of industrial digital transformation accelerating [1] - The user base for generative artificial intelligence has reached 602 million, representing a growth of 141.7% compared to the end of 2024, with a penetration rate of 42.8%, an increase of 25.2 percentage points year-on-year [1] Group 2 - In terms of mobile networks, 4.838 million 5G base stations have been built, covering all towns and 95% of administrative villages, with 5G networks available in over 330 cities [1] - Two-thirds of cities in China have reached the gigabit city standard in fixed networks [2] Group 3 - China has established 42 computing power clusters, ranking among the top globally, which strongly supports the rapid development of the artificial intelligence industry [3] - There are over 60 million small and medium-sized enterprises in China, with more than 17,600 "specialized, refined, distinctive, and innovative" small giant enterprises cultivated, primarily in the industrial foundation sector [3] - Nearly 6,000 small giant enterprises are focused on future industries such as quantum technology, artificial intelligence, and low-altitude economy, playing a crucial role in stabilizing and strengthening supply chains [3]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Good morning. AI is rapidly becoming a board-level priority, pulling CFOs to the center of enterprise AI strategy.That was a takeaway from the first Fortune Emerging CFO webinar of the year, held on Jan. 27 in partnership with Workday, during our discussion with three finance leaders: Tiffany Buchanan, CFO of Dataminr; Dan Durn, CFO and EVP of finance, technology, security and operations at Adobe; and Zachary Wasserman, CFO at Huntington Bancshares.At Dataminr, AI is a standing item in the company’s annual ...

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 ...

The Dow Jones Industrial Average (^DJI) was up 12.19 points (0.0249%) today, reaching 49015.60, as the broader market reacted to a combination of a steady Federal Reserve policy and a mixed bag of corporate earnings reports. The Federal Reserve maintained interest rates as anticipated, following three 25-basis-point increases in the latter half of 2025, with Chair Jerome Powell noting an "improved" economic outlook and a stabilized labor market. This monetary policy stability provided a backdrop for individ ...

Core Viewpoint - The current interest in artificial intelligence (AI) is characterized as a bubble, with expectations of significant future losses for most investors [2]. Group 1: Historical Context of Technology Bubbles - Numerous technology bubbles have occurred throughout history, with revolutionary innovations often leading to greater speculative bubbles [3]. - Historical examples include the British railway mania, the internet boom, and the SPAC bubble, which share common characteristics that can be applied to the current AI situation [3][4]. Group 2: Characteristics of the Current AI Bubble - The emergence of AI has generated extravagant claims, with proponents suggesting it will solve major global issues and transform economies [9]. - There is a climate of easy money, with low interest rates encouraging speculative investments in AI, similar to past bubbles [11][12]. - Investor optimism is high, with significant disparities between investor sentiment and general public sentiment, driven by economic inequality [19][22]. - A surge in publications and media coverage promoting AI has created a narrative that fuels speculation, reminiscent of past technological manias [25][23]. Group 3: Investment Trends and Valuations - AI startups raised over $200 billion in 2025, with significant capital flowing into private markets rather than public equity [32][33]. - Valuations in the AI sector are extremely high, with companies like OpenAI and Anthropic seeing massive increases in their valuations [41]. - The current market cap to GDP ratio and cyclically-adjusted price-to-earnings (CAPE) ratios indicate that U.S. equities are overpriced, with the CAPE reaching 40 [34][40]. Group 4: Risks and Challenges - The AI technology remains immature, with many experts doubting its ability to achieve artificial general intelligence (AGI) in the near future [42][46]. - There is a significant overcommitment of capital in the AI sector, leading to concerns about future returns and profitability [49][53]. - Unscrupulous behavior and dubious accounting practices are present in the AI ecosystem, reminiscent of past bubbles [54][59]. Group 5: Potential Outcomes - The investment boom in AI may be nearing its end, with signs of financial strain among major players and rising costs impacting profitability [65][66]. - Historical patterns suggest that once the bubble bursts, significant corporate bankruptcies and a shakeout phase will follow, leading to a consolidation in the industry [61][62].

Core Insights - Wall Street is significantly investing in AI, integrating it into various operations, which is transforming workflows and workplace culture [1][2] - The adoption of AI is expected to redefine 44% of the work performed at banks by 2030, indicating a substantial shift in the industry [2] Group 1: Investment and Integration - Banks are pouring billions into generative AI, affecting everything from trading floors to back offices [1] - The integration of AI is changing the roles of software engineers and junior bankers, as well as influencing C-suite dynamics [1] Group 2: Future Outlook and Challenges - The shift towards AI is in its early stages, with firms exploring the deployment of autonomous AI agents [2] - Bank leaders are facing challenges related to AI-powered cyberattacks and are under pressure from analysts regarding the return on their significant investments in AI [2]