We came across a bullish thesis on Oracle Corporation on Jordi Visser’s Substack. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation's share was trading at $301.41 as of September 17th. ORCL’s trailing and forward P/E were 69.77 and 44.05 respectively according to Yahoo Finance. Qualys Inc. (QLYS) Cybersecurity Platform Attains FedRAMP High Authorization Oracle’s latest earnings report delivered one of the most extraordinary signals yet of AI’s real-world adoption. The compa ...

Ever since hitting the highs of $442 in July this year, the Strategy (MSTR) stock has been moving sideways, eroding all of the 2025 gains, as per the $309 closing price on Friday, September 26. Market analysts note that the MSTR stock is echoing the 2021-2023 fractal pattern, which triggered a 50% crash after losing support. Peter Schiff noted that Michael Saylor would have been better off owning Gold instead of Bitcoin. Is MSTR Stock Price Eyeing Another 50% Crash? As the MSTR stock performance goes dow ...

September 26, 2025 04:01 AM GMT Microsoft More Than Just GenAI; Elevating to Top Pick | What's Changed | | | | --- | --- | --- | | Microsoft (MSFT.O) | From | To | | Top Pick Added | TEAM.O | MSFT.O | | Price Target | $582.00 | $625.00 | Questions around the evolving relationship w/ OpenAI, durability of Azure growth, and health of its Productivity apps given Agentic computing have weighed on shares. Confidence in a path to shedding those weights and a broadening set of growth drivers elevates MSFT to Top P ...

（原标题：微信上线新功能！网友：正好假期需要） 来源：微信派、网友评论 据"微信派" 最新消息 微信推出新功能 聊天，能动了 提问，微信哪些地方能发实况图？ A. 微信状态 B. 朋友圈 C. 聊天框 *IOS 用户更新至 8.0.61 及以上版本即可体验。 误删，能撤回 给手滑的你一个机会，让你的聊天重生一回。 在微信，左滑删除单个好友或群聊聊天对话时，5秒内可以撤销删除。 *IOS 用户更新至 8.0.61 及以上版本即可体验。 新功能上线后 网友纷纷点赞 "太及时了" "正好国庆假期用上" 早早发现小变化的人，直接全选。 是的，现在微信聊天能发实况照片了。打开聊天框-照片，即可选中并发送实况照片，照片包含动态画 面和声音。 ↓↓↓ ...

微信功能更新 - 微信推出聊天框实况照片功能 支持发送包含动态画面和声音的照片 需iOS用户更新至8.0.61及以上版本[1] - 微信新增左滑删除聊天对话5秒内撤销功能 适用于单个好友或群聊 需iOS用户更新至8.0.61及以上版本[3] - 新功能上线后获得用户积极反馈 网友评价包括"太及时了"和"正好国庆假期用上"[6][7]

公司股价表现 - Palantir股价截至发稿时报177.57美元 年初至今上涨136% [1] - Snowflake股价自IPO以来呈横盘走势 营收保持连续季度稳定增长 [2] 业务发展动态 - Palantir获得美国陆军100亿美元合同 与波音防务部门达成重要合作 北约采用其Maven智能系统 [4] - Snowflake收购Crunchy Data以增强PostgreSQL和AI应用开发能力 与Salesforce及dbt Labs等合作开放语义交换计划 [4][5] - Snowflake平台从数据仓库向全AI基础设施扩展 直接与Databricks竞争 [4] 资本运作与投资者行为 - Snowflake完成30亿美元股票回购计划 长期首席财务官Mike Scarpelli在此后离职 [5] - 机构投资者持续增持Snowflake股份 反映对公司增长轨迹的乐观情绪 [6] 行业趋势分析 - 数据成为AI应用的核心基础 推动相关平台需求增长 [3] - Palantir通过政府和企业AI平台需求激增实现爆发式上涨 [1] - Snowflake图表形态与Palantir突破前阶段相似 正处于AI优先企业平台的基础建设期 [2][6]

Palantir Technologies (PLTR) has quickly progressed from a backstage player to one of the most talked-about artificial intelligence (AI) winners in the market. Investors are excited about its major government contract wins, booming commercial usage, a new AI product stack, and a succession of high-profile partnerships. PLTR stock has climbed an impressive 138.2% year-to-date (YTD), and its strong second-quarter results explain why investors are taking a fresh look at the company. More News from Barchart ...

Box (NYSE: BOX ) is no longer simply "where files live." Over the last decade it has become the permissioned memory layer for thousands of enterprises, the repository where canonical contracts, SOPs, PRDs, audits, tickets, training materials, etc. reside under fine-grained governance. That role is significant now"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deploym ...

公司业务与市场地位 - 公司是国内领先的金融信息化综合方案商 深耕多年形成以银行为核心 覆盖保险 证券等领域的优质客户群 [1] - 公司积极与蚂蚁合作 聚焦银行信贷场景 探索金融AI Agent落地 打造第二成长曲线 [1] 行业趋势与增长动力 - AI应用在金融领域推广 有望带动传统银行IT需求增长 [1] 财务表现与盈利能力 - 公司作为软件企业 边际成本低 利润效应显著 净利润预计高增长 [1] - 公司通过探索金融AI Agent落地提升综合毛利率 [1] 估值与投资评级 - 当前股价对应2025年PE 215倍 2026年PE 32倍 2027年PE 23倍 [1] - 根据PS估值法 给予公司2026年目标价51.5元 首次覆盖给予"买入"评级 [1]

L’IA : La Nouvelle Poule aux Œufs d’Or pour les Royalties des Entreprises Américaines ?Yves Choura - Portfolio Manager6 min read·Just nowJust now--Press enter or click to view image in full sizeIntroductionL’intelligence artificielle (IA) est en train de redéfinir notre monde, s’infiltrant dans tous les secteurs comme le smartphone l’a fait il y a deux décennies. À l’époque, les géants technologiques américains, tels que Qualcomm et Apple, ont amassé des fortunes grâce aux royalties sur les brevets essentie ...