已收盘 10-02 16:00:00 美东时间
-2.920
-1.34%
The rise of agentic AI, as evidenced by the recent releases of Meta's (META) Muse and OpenAI's (OPENAI) Dots, poses more of a threat to software vendors selling to consumers or small-to-medium-sized b...
10-02 00:18
HubSpot Inc. (NYSE:HUBS) stock fell more than 5% on Monday as rising oil prices and Treasury yields pressured software stocks. Elevated energy prices fueled inflation concerns and expectations that interest rates could stay higher for longer, weighing on growth-oriented technology shares. The Nasdaq...
09-29 00:57
Goldman Sachs says investors should focus on stocks where they see a differentiated view on long-term revenue growth as valuation dispersion remains narrow and growth stocks trade at a sizable premium...
09-27 20:18
此前我们已经报道,企业正将一部分传统软件开支转向 Anthropic 与 OpenAI。采购软件服务商 Zip 发布的报告《AI 预算究竟流向何方》为此提供...
09-23 17:43
亚马逊、微软、Figma、Workday等软件企业与云服务商,正面向客户及咨询合作伙伴推出AI产品新折扣方案。客户此前受定价模式变动困扰,对此已疲惫不堪。 ...
09-23 14:15
亚马逊、微软、Figma、Workday等软件厂商与云服务商,正面向客户和咨询合作伙伴推出AI产品新折扣方案。客户受定价模式频繁变动困扰,已经感到疲惫。 此...
09-22 22:41
今日重点评级关注:HC Wainwright & Co.:维持Gossamer Bio"买入"评级,目标价从2美元升至90美元;巴克莱:维持Ultragenyx Pharmaceutical"超配"评级,目标价从32美元升至35美元
09-22 16:25
今日重点评级关注:康托·菲茨杰拉德:维持Abeona Therapeutics"超配"评级,目标价从28美元升至30美元;HC Wainwright & Co.:维持Oculis Holding"买入"评级,目标价从26美元升至39美元
09-21 16:25
TD Cowen analyst Derrick Wood maintains HubSpot (NYSE:HUBS) with a Hold and lowers the price target from $285 to $260.
09-18 22:59