Palo Alto Networks业绩表现 - Palo Alto Networks发布的业绩超过预期，但其对收益和营收增长放缓的预测导致整个网络安全行业下跌[1] - 公司预测未来的业绩增长将放缓，预计销售额将增长10-11%，至101-102亿美元，营收预计为79.5-80亿美元，分析师认为这一结果令人失望[4] 公司展望和策略 - Palo Alto Networks首席执行官Nikesh Arora表示，公司的展望是基于公司决定成为一个完整的安全平台，而不是因为需求不足，公司计划将人工智能（AI）纳入其产品中[5] - 公司的展望引发了投资者的恐慌，行业正在经历因为人工智能而进行的转变，防火墙和其他点解决方案已经过时，目标是利用人工智能预测攻击并使每个网络安全公司成为其客户的独家供应商[6] 投资者反应和股价走势 - 其他网络安全股票也受到影响，Zscaler下跌近11%，Crowdstrike下跌10%，Fortinet下跌7%[2] - 尽管行业领导者Palo Alto Networks可能会从中受益，但不断上升的成本和不确定的未来意味着投资者正在观望[7] - Palo Alto Networks的股价下跌可能是长期投资者寻找进入市场的机会，但如果今天购买，仍需支付超过10倍的营收[8]

PALM BEACH, Fla., Feb. 21, 2024 (GLOBE NEWSWIRE) -- FN Media Group News Commentary - Experts say that the global data center infrastructure market, which has been substantially growing over the last few years is projected to continue to grow in the years to come. A report from Statista said: "As the demand for highly capable artificial intelligence (AI) data processors continues to rise, the revenue for this market is expected to grow significantly. In 2020, it was estimated that the revenue for AI processo ...

In recent times, there have been trading sessions where artificial intelligence (AI) and specialty tech stocks roared higher in price. Tuesday, however, was not one of them.On investor hedging with a leading title in tech hardware, concern spread throughout the tech sector and affected the stocks of many niche players. AI solutions developer C3.ai (AI -5.85%) took a nearly 6% hit to its price that day, while Pure Storage (PSTG -5.01%) wasn't far behind with a 5% drop. Two other prominent specialty tech comp ...

热门行业 - 2024年的热门行业包括人工智能基础设施和抗肥胖药品[3][7] 投资方向 - 投资者可能会转向半导体供应商，而不是独立的半导体股票[3] 抗肥胖药品市场 - 抗肥胖药品市场估值较高，但需求和盈利前景仍然乐观[9]

C3.ai, Inc. (AI) ended the recent trading session at $29.24, demonstrating a +1.74% swing from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.96%. Elsewhere, the Dow saw an upswing of 0.4%, while the tech-heavy Nasdaq appreciated by 1.3%.The company's stock has climbed by 14.69% in the past month, exceeding the Computer and Technology sector's gain of 6.92% and the S&P 500's gain of 3.69%.Market participants will be closely following the financial results of C3.ai, Inc. ...

CPI comes in hotter than forecasted … how AI will lead to massive wealth concentration … will the future be utopian or dystopian? … leveraging AI for lifechanging portfolio returnsInflation didn’t do what Wall Street wanted this morning.The Consumer Price Index rose 0.3% in January and 3.1% year-over-year. Both readings were higher than the respective forecasts of 0.2% and 2.9%.Core CPI, the Fed’s preferred measure of CPI which strips out volatile food and energy prices, also topped expectations. It was up ...

AI行业动态 - C3.ai (AI)股价在一名AI领域领先高管的评论和海外监管发展的影响下下跌了近8%[1] - OpenAI CEO Sam Altman在迪拜世界政府峰会上对AI技术的快速发展发出了警告[2] 欧盟AI监管 - 欧盟议会的两个委员会通过了AI法案，将成为27个成员国的AI监管框架[3]

The rally we’ve seen in AI stocks has been incredible to watch. Accordingly, investors who have missed this rally may be eager to get in. Fear of missing out is picking up, as investors pile into high-flying names which continue to surge even higher. However, this has led to stocks at risk of a selloff. However, Chris Montagu, a Citigroup strategist has sounded the alarm bells on how increased optimism in United States tech stocks could deepen market downturns. He noted that the investors who have expected ...

FN Media Group Presents USA News Group News Commentary VANCOUVER, BC, Feb. 12, 2024 /PRNewswire/ -- USA News Group  - The world is undergoing a massive AI revolution, that according to analysts at McKinsey Global Institute could add the equivalent of up to $4.4 trillion annually in value in the near future. With such immense potential on the line, an AI arms race is underway, several firms are establishing their positions by developing and acquiring new tech, including Avant Technologies Inc. (OTCQB:AVAI), ...

人工智能相关股票表现 - Super Micro Computer (SMCI)、Applied Materials (AMAT)和C3.ai (AI)的股价分别上涨了6.1%、6.9%和6.2%[1] 政府补贴和项目 - 拜登政府宣布对CHIPS和Science Act进行补贴，同时OpenAI创始人Sam Altman计划为人工智能相关芯片项目筹集资金[3] - 拜登政府宣布了一项50亿美元的芯片研发联合项目，旨在加速芯片创新和美国芯片制造业的发展，特别关注人工智能芯片[4] 公司受益和投资 - Applied Materials可能会受益于政府联合项目，因为该公司是全球最大的半导体设备供应商之一，去年宣布了40亿美元的自有研发平台投资[5] 资金筹集和影响 - OpenAI创始人计划筹集5万亿至7万亿美元的资金，以推动全球半导体制造业的大规模改革，这可能会对整个AI生态系统产生重大影响[7] 人工智能芯片需求 - 人工智能芯片的需求仍然旺盛，成为企业和政府的标配，因此行业领导者和政府继续投资大量资金用于人工智能芯片制造，这有望使相关股票受益[12]