the unemployment rate ticking up for a fourth straight month to 4.6%. Joining me now, Muhammad Alerian, Alian's chief economic advisor. And Muhammad, the listen, I'm having a little bit of trouble with this jobs report.I don't know about you, just in terms of getting that clear picture of what is really going on. >> So, we should really look through this report. >> Okay.>> There are so many distortions and I think Sher Pal was absolutely right when he said we shouldn't take anything out of it. But if you pu ...

Welcome back to Squawkbox. Want to get right to our next guest. Here to talk markets, the economy, the Fed, deal making, uh, M&A, AI, healthcare, and so much more is Peter Rosak.He's the CEO of Lazard, former director, of course, of the Office of Management and Budget under President Obama. And I always think in this role you have, you have a your finger on the pulse of the corner office of businesses around the world, frankly. And I think we're all trying to figure out where things really are.We'll get som ...

Partnership Enhances GTC's Portfolio with Advanced AI-Powered 5G and Edge Computing Solutions for the Global Trillion-Dollar Industrial and Enterprise IoT Markets HALLANDALE BEACH, Fla., Dec. 16, 2025 /PRNewswire/ -- NextPlat Corp (NASDAQ: NXPL, NXPLW) ("NextPlat" or the "Company"), a global consumer products and services company providing healthcare and technology solutions through e-commerce and retail channels worldwide, today announced that its Global Telesat Communications Ltd (GTC) subsidiary has exp ...

It's joining us now, Jordan Jackson, JP Morgan Asset Management, global market strategist. Jordan, great to have you with us. How important, if at all, is this jobs report given we've already had a Fed meeting and we're already looking ahead to 2026.>> I think it matters, but it doesn't move the needle all that much. I think the reality is the markets expect these numbers to be uh a little bit um hazy, cloudy, right. Not not not clear uh data.Um and but I think it's going to continue to confirm the story th ...

美国政府政策与行业动态 - 美国政府通过“胡萝卜加大棒”政策组合支持国内半导体制造业发展 “胡萝卜”指通过《芯片与科学法案》提供税收抵免和资金等激励措施 “大棒”主要指对半导体进口加征关税的提议[3] - 《芯片与科学法案》于2022年成为法律 并在当前特朗普政府任期内持续提供投资[3] - 特朗普政府于8月提议对半导体进口征收100%关税 但在美开展业务或建设产能的公司可获豁免 美国半导体行业协会对此表示支持 然而11月有报道称关税措施将被推迟[7] 公司投资与政府资助 - 德州仪器计划在七座晶圆制造设施上投资超过600亿美元 美国商务部通过《芯片与科学法案》为其新晶圆厂提供高达16亿美元的资助[4] - 安靠科技于10月在亚利桑那州皮奥里亚动工新建半导体封装测试园区 该项目将其总投资扩大至70亿美元 分两阶段进行 公司将获得《芯片与科学法案》提供的4.07亿美元资助[5] 行业领袖调研与观点 - 毕马威第21届年度全球半导体展望报告显示 半导体制造业领导者的首要关注点已从人才和劳动力转变为关税与贸易政策[8] - 约54%的领导者专注于供应链的地理多元化 45%的领导者表示使供应链更灵活、更能适应地缘政治风险是其首要战略重点 该调查于2025年第四季度进行 涵盖151位高管[8] - 尽管存在供应链担忧 93%的领导者预计其公司收入将在2026年实现增长 主要得益于人工智能和数据中心需求的蓬勃发展[8] - 毕马威调查中略超半数的受访者认为有必要在国内建设先进的制造设施 但同样比例的受访者认为接受政府资金会限制市场敏捷性并阻碍公司创新能力[6]

These investments combine high yields and low volatility.Volatile market swings can rattle investors who focus on growth stocks, but there's a type of stock whose prices don't tend to swing as widely as shares do in the broader market: real estate investment trusts (REITs).REITs give investors exposure to various types of real estate holdings. Some exclusively invest in data centers, while others focus on multifamily housing or triple-net retail properties. And most offer relatively high yields.Not all REIT ...

These industry leaders have delivered stunning gains for investors -- and there could be more to come.Stock splits were commonplace in the late 1990s, but the practice fell out of favor and faded into near obscurity. In recent years, however, stock splits have experienced a resurgence as a means to keep popular and high-flying stocks accessible to the masses.Furthermore, the advent of artificial intelligence (AI) and strong corporate results have fueled a robust bull market that just surpassed its third ann ...

报告核心观点 - 2025年SaaS行业表面趋稳，但内部正经历深刻变革，AI原生公司增长远超传统SaaS，同时行业效率战争加剧，毛利率受到挤压，人效要求显著提升 [1][5][7] 调研概况与基准指标 - 报告基于对超过800家私营B2B软件公司的调研，创下新纪录，典型受访公司总部位于美国，ARR在500万至2000万美元之间 [2][3] - 报告提供了不同发展阶段公司的核心SaaS指标基准，包括“良好”（第50百分位）和“优秀”（第75百分位）标准 [3] - 初创阶段（ARR < 100万美元）的优秀增长率为300%，优秀人均ARR为10万美元 [5] - 早期成长阶段（100万-500万美元ARR）的优秀增长率为100%，优秀人均ARR为20万美元 [5] - 成长阶段（500万-2000万美元ARR）的优秀增长率为70%，优秀人均ARR为22万美元 [5] - 规模扩张阶段（2000万-5000万美元ARR）的优秀增长率为40%，优秀人均ARR为35万美元，较2024年增加 [5] 高效增长矩阵 - 长期盈利性增长的两个最强预测指标是CAC回收期和净收入留存率(NRR) [6] - 结合这两个指标，可将公司分为四个区域：高NRR和低CAC回收期（13%受访者）为“现金牛区域”，平均增长率71% [6][14] - 高NRR和高CAC回收期（15%受访者）为“企业级服务区域”，平均增长率40% [14] - 低NRR和低CAC回收期（15%受访者）为“高周转区域”，平均增长率30% [14] - 低NRR和高CAC回收期（12%受访者）为“B2B SaaS危险区域”，平均增长率仅10% [14] - 成功将ARR提升至2000万美元的公司，其NRR在此过程中平均提高了12% [10] AI增长故事 - 70%的受访公司已在产品中推出AI功能，22%将其列入路线图 [11] - 36%的公司表示AI是其产品的核心，64%表示AI仅为辅助功能 [11] - 2022年或之后成立的初创公司中，四分之三以AI为核心 [11] - AI原生初创公司的增长速度是传统B2B SaaS公司的三倍，但毛利率低5个百分点 [15] - 在各个ARR区间，AI原生公司的增长率中位数均显著高于传统SaaS公司 [19] - ARR < 100万美元：100% (AI原生) vs. 75% (传统SaaS) - ARR 100万-500万美元：110% vs. 40% - ARR 500万-2000万美元：90% vs. 30% - ARR 2000万-5000万美元：60% vs. 35% - ARR > 5000万美元：40% vs. 15% AI对岗位与效率的影响 - 大型上市SaaS公司生产力大幅提升，前20大公司人均ARR超过58万美元，中位数超过39万美元，同比增长超10% [17][18] - Shopify员工数量比2022年减少30%，营收翻倍，人均ARR增至约130万美元 [18] - ARR超过5000万美元的公司中，76%表示因AI而缩减了人员编制 [18] - 受AI影响最大的岗位是工程研发（42%的公司因此缩减编制），其次是客户成功与支持（27%）和市场营销（26%） [21] - 过去两年，要求具备AI技能的B2B软件市场推广岗位数量增长了14倍 [21] 定价策略与增长 - 数据显示，交易规模在1万-2.5万美元或5万-10万美元区间的软件公司增长最快，留存率最好 [22] - 平均合同价值在1万-2.5万美元的B2B SaaS公司中，21%增长迅速（39%），且拥有高于平均的NRR（106%） [25] - 5万-10万美元的交易规模是另一个临界点，基于大客户的策略成为主流市场推广模式，且可能面临较少的审查流程 [26]

Workday, Inc. (NASDAQ:WDAY) is one of the Best SaaS Stocks to Buy Right Now. The share price of Workday, Inc. (NASDAQ:WDAY) fell by more than 7.85% a day after its fiscal Q3 2026 earnings release on November 25. The stock also remains down by 10.73% on a year-to-date basis. On December 1, Robert Simmons, CFA from Rosenblatt Securities, initiated a Hold rating on the stock with a price target of $45. Analyst Simmons maintained a cautiously optimistic outlook on the stock based on the company’s future pros ...

​ServiceNow, Inc. (NYSE:NOW) is one of the Best SaaS Stocks to Buy Right Now. On December 2, ServiceNow, Inc. (NYSE:NOW) announced its intent to acquire Veza, which is a leader in Identity Security. The share price has risen by around 5% since the announcement. However, the stock remains down 17.95% year-to-date. ​Management noted that this acquisition targets a critical cybersecurity gap between managing access permissions for humans, machines, and AI agents with the rise of AI-powered threats. With the ...