在网络被关闭的时段，伊朗国营媒体几乎成为唯一的信息源。信息真空之中，大量影像只能在社交平 台上传播，却很难被证实或证伪。 网民和非营利组织通过自发事实核查发现，伊朗官方发布了使用后期编辑和 AI 生成影像，刻意营造 了"反骚乱"的舆论氛围。这类内容在 X 平台上获得了数万次观看。 一场从线下蔓延至线上的舆论战争，正发生在伊朗。 线下，伊朗当局正在组织"反骚乱"集会；线上，断网、媒体管制和信息封锁同时发生。 撰稿 | 陈姚戈、高允毅 编辑 | 王一鹏 与此同时，另一方同样出现大量 AI 生成内容。一段被广泛转发的视频显示，有人从建筑物上扯下国 旗，发布者称有人撤下了伊朗国旗。这段视频经过反向图片搜索后，被证实拍摄于 2025 年 9 月尼泊 尔抗议活动。 非营利组织 WITNESS"技术威胁与机遇"项目副主任 Mahsa Alimardani 指出，在传播过程中被 AI"增 强画质"的现场照片，反而被当局用来否定影像本身的真实性，对抗议事实进行整体抨击。 真假在这一过程中被同时稀释，AI 让"知晓真相"这件事变得更难了。 这并非人们第一次意识到 AI 的风险。近几年，从《要求暂停更强模型训练的公开信》，到《针对 ...

Group 1 - The fourth quarter earnings season is ongoing, with significant results from major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with analysts estimating an 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts initially expected an 8.3% increase in earnings per share heading into the reporting period, which was revised from a previous growth rate of 13.6% in the third quarter [4] Group 2 - The capital expenditures of major tech companies are influencing the AI trade, with ongoing themes from 2025 such as artificial intelligence and economic policies continuing to impact investor sentiment [5] - Updates from various companies including Disney, Chipotle, PepsiCo, Uber, and Snap were also highlighted during this earnings season [5]

There you go, the bear market in Palantir Technologies Inc. ( PLTR ) is wreaking havoc on the psychology of its investors. And the irony is thatJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have con ...

Supply and demand drive the market. If there is more supply than demand, meaning there are more shares to sell than to buy, the price will go down.This is because the investors and traders who wish to sell must undercut each other's prices to attract buyers. This action results in a downtrend.These downtrends tend to end or at least pause when they reach support levels. At these levels, there is enough demand, or shares to be bought, to absorb all the supply, or shares that are for sale.As you can see on th ...

Core Insights - The article highlights a shift in the AI sector from infrastructure development to software solutions that leverage existing infrastructure [1] Group 1: Industry Trends - There is a notable rotation in AI investments, moving away from infrastructure and focusing more on software applications [1] Group 2: Analyst Background - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, which aims to create diversified investment portfolios [2]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style S ...

The market clearly disagreed — or at least decided to take profits first and ask questions later. What makes the selloff more intriguing is not just the 11% plunge, but who's selling into it.Palantir Insider SellingJust as the numbers were hitting headlines, Director Alexander Moore dumped roughly $3 million in Palantir stock under a pre-arranged plan. It wasn't a panic move — but it wasn't reassuring either. Moore's sale adds to a broader pattern of insider trimming over the past year, including sales from ...

Core Insights - Cognizant has announced a strategic partnership with Palantir Technologies to accelerate AI-driven modernization in healthcare and enterprise operations [1][2] - The collaboration aims to leverage Palantir Foundry and AIP to enhance AI integration within Cognizant's TriZetto healthcare business and pursue broader enterprise AI transformation opportunities [1][3] Group 1: Partnership Objectives - The partnership is designed to create enterprise-grade AI solutions that deliver real business value, focusing on responsible adoption, security, and operational integrity [2][3] - Cognizant will explore how AIP can optimize TriZetto's healthcare platforms and Business Process as a Service (BPaaS) operations, particularly in regulated and labor-intensive environments [3][4] Group 2: Strategic Importance - This collaboration reflects Cognizant's commitment to using frontier technologies for client value and internal business transformation, enhancing its ability to modernize mission-critical platforms [3][5] - Palantir's experience in deploying AI platforms in critical environments complements Cognizant's global delivery scale, supporting the expansion of AI-powered solutions while ensuring governance and security [4][5] Group 3: Future Initiatives - Cognizant and Palantir plan to collaborate on enterprise AI transformation initiatives beyond healthcare, indicating a broader application of their partnership across various industries [5][6] - The partnership aligns with Cognizant's recent AI investments, reinforcing its strategy to build a composable ecosystem of leading AI platforms for internal and client innovation [6]

Over the past month, one of the worst stocks in the market has been Palantir ( PLTR ). The Software and Security/Artificial Intelligence company has seen its shares fall more than 20% to their lowest point since last July. While the stock certainlyI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investme ...

Core Viewpoint - The software sector in the US stock market has recently faced significant sell-offs due to the rapid development of artificial intelligence (AI), but Wedbush believes the market is overreacting to these concerns, labeling the situation as an exaggerated "doomsday scenario" for the software industry [1][2] Group 1: Market Sentiment and Analysis - The IGV index, which measures software industry performance, has dropped approximately 18% year-to-date, while the S&P 500 index has remained relatively stable, indicating a market pricing in worst-case scenarios for the software sector [2] - Concerns about AI potentially disrupting traditional SaaS models have led to widespread investor panic, especially following the launch of AI tools by companies like Anthropic [3] - Approximately 80% of CIOs currently prioritize AI and machine learning in their IT budgets, raising fears that software budgets may be squeezed by AI investments [3] Group 2: Company-Specific Insights - Microsoft is maintained with a target price of $575, with expectations that its Azure cloud business and AI commercialization will accelerate, potentially marking a key turning point by 2026 [4] - Palantir is given a target price of $230, with its AI platform AIP showing strong demand in commercial and government sectors, particularly in critical applications [4] - Snowflake is assigned a target price of $270, as it is seen as a crucial intermediary for connecting enterprise data with external AI models, emphasizing the importance of data governance and security [4] - Salesforce is maintained with a target price of $375, with its high-quality enterprise data assets viewed as irreplaceable in the AI era [5] - CrowdStrike is given a target price of $600, with the belief that the rise of AI will enhance the importance of cybersecurity, positioning its AI-driven security operations platform as a leading solution [5] Group 3: Long-Term Investment Perspective - Despite the current negative sentiment surrounding the software sector, Wedbush suggests that this "software doomsday" scenario presents a unique opportunity for long-term investors to position themselves favorably [6]