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]

Palantir Technologies Inc. (NASDAQ:PLTR) has deepened its defense ties with Ukraine, joining a broader push by tech firms to support the country's war effort against Russia. As AI reshapes modern conflict, Ukraine has become a testing ground for private‑sector battlefield technology.The Denver-based company announced on January 20 that it would provide the Ukrainian defense ministry with a software platform, known as Brave1 Dataroom, to counter Russian drones. Brave1 will deploy real-time war data to protec ...

Core Insights - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies [4] Group 1: Earnings Performance - The S&P 500 is projected to achieve its fifth consecutive quarter of double-digit earnings growth, reflecting a robust earnings season [2] - The earnings growth estimate for the fourth quarter has been raised from an initial expectation of 8.3% to 11.9%, indicating a positive trend in corporate profitability [4] Group 2: Market Influences - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports from companies like Disney, Chipotle, PepsiCo, Uber, and Snap are anticipated to provide further insights into market trends and consumer behavior [5]

科技板块的焦虑情绪正在引发连锁反应，投资者对人工智能及其颠覆性影响的看法出现逆转，市场波动性显著加剧。 在此背景下，软件行业的抛 售潮迅速蔓延至芯片制造商和巨型科技股，导致卖盘压力自我强化，进而波及全球股市、加密货币及大宗商品市场。 最新交易显示，芯片行业成为重灾区，AMD股价暴跌17%，Palantir下挫12%。与此同时，Alphabet宣布今年资本支出将翻倍，较分析师预期高出 50%以上，这一激进的支出计划引发了市场对其回报前景的担忧，导致其股价在盘前一度大幅下挫，尽管随后跌幅收窄，但仍处于亏损状态。 AMD NASDAQ: AMD : 200.19 USD 十 关注 -41.92 (17.31%) ↓ 今天 帕兰泰尔 NASDAQ: PLTR : 139.54 USD -18.34 (11.62%) ↓ 今天 收盘时间: 2月5日 GMT-5上午8:19 • 免责声明 开盘前 135.03 -4.51 (3.23%) | 1 天 | 5 天 | 1 个月 | 6 个月 | YTD | 1 年 | ５年 | 最大 | | --- | --- | --- | --- | --- | --- | --- | ...