Key Takeaways Apple is expanding Apple Intelligence across devices, powered by a new Google Gemini collaboration.AAPL's fiscal 2026 EPS estimate rose 3% to $8.41, signaling 12.7% year-over-year growth.Adobe trades at 3.98X forward sales vs Apple's 8.48X, but AI revenues remain minimal. Apple (AAPL) and Adobe (ADBE) are infusing AI into their core offerings. While Apple is infusing Apple Intelligence into its core operating systems that power iPhone, iPad, Mac and Wearables, Adobe is incorporating AI into it ...

Key Takeaways IBM secured a five-year, up to $112M DeCA contract to upgrade ESL systems at 235 commissaries worldwide.The deal enables real-time price updates, cuts manual work, and supports DoW's digital transformation goals.IBM also launched its Defense Model AI to aid secure military planning and decision-making missions.International Business Machines Corporation (IBM) has secured a five-year contract worth up to $112 million from the Department of War's (DoW) Defense Commissary Agency (DeCA) to upgrade ...

AI冲破旧序，洞开新局，深刻影响着每一个时代同频者：谷歌、微软、IBM、甲骨文，这些顺潮水而行的科技公司，悄然将AI融入核心业务，加速面向智能 时代转身。 在中国，也有一家穿越周期的企业，默默深耕技术，在算力芯片、云、大模型、AI应用、无人驾驶等领域全面开花。走远路，见微光，抢先拿到通往 AI时 代的新船票，它就是「百度」。 百度是中国最早躬身AI的科技公司之一，在最新财报中我们看到，各个业务线的AI含量都在飙升。数据显示，百度2025年总营收达1291亿元，AI业务营收 达400亿元；四季度，百度总营收327亿元，AI业务收入占百度一般性业务收入的43%，超出市场预期。 这意味着，百度全栈AI能力驱动的"技术-商业"闭环被验证，AI不再是噱头，而是切实的新质生产力，在多个业务中开始产生真实收入。 值得注意的是，这些收入主要来自企业和用户为实际效果付费，而非短期流量或补贴。 百度AI正从"成本中心"向"利润中心"转化，兑现全栈AI公司的价值逻辑，成为互联网巨头AI转型的典型样本。 读懂百度AI的增长逻辑 科技产业的投入往往漫长，只有耐得住寂寞，才能抵达爆发的临界点。英伟达、Google们无一不是如此，以技术投 ...

据美国阿克西奥斯新闻网站25日报道，美国多家技术巨头企业代表拟于下周前往白宫面见总统特朗普， 其间将签署书面文件，承诺自行供应或购买人工智能(AI)数据中心所需电力。不过，美国一些民主党籍 议员和清洁能源组织认为，这类措施无法解决美国电网"技术过时"等真正问题。 海洋 报道称，在国会中期选举年，此举旨在回应选民诉求。不少美国民众担忧数据中心会推高电力需求，可 能导致电费上涨。 美媒：AI巨头将签署自主供电承诺 国际能源署去年4月发布报告称，到2030年，全球数据中心的电力需求预计将增长一倍以上，达到约945 太瓦时，人工智能将成为这一需求的强大推动力量。 美国多名民主党籍议员和一些清洁能源组织认为，特朗普政府的举措不足以保障民众利益。美国有线电 视新闻网去年年底报道称，美国数据中心网络迅速扩大，需要大量电力。一些民主党人已开始呼吁全面 限制新建数据中心。 非营利组织"清洁经济项目"主席阿利娅·哈克认为，大型技术企业理应支付更多电力成本，但其所作承 诺并未解决真正问题——美国电网像是"技术过时的地狱"。"我们需要对电力市场进行认真改革，让其 进入21世纪。" 随着科技企业越来越依赖电网运营商提供电力，可靠性问题 ...

行业研究 证 券 研 究 报 告 计算机行业重大事项点评 政策落地，数据+AI 驱动要素价值释放 事项： ❑ 2026 年 2 月 7 日，国家数据局与工信部等多部门联合发布《关于培育数据流 通服务机构加快推进数据要素市场化价值化的意见》，提出到 2029 年底，数 据流通服务机构能力显著提升，流通交易形态更加多元，数据产品和服务更加 丰富，各类主体供数用数意愿持续增强，全社会数据流通利用水平明显提高。 计算机 2026 年 02 月 26 日 推荐（维持） 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 337 | 0.04 | | 总市值(亿元) | 61,676.90 | 4.81 | | 流通市值(亿元) | 55,806.98 | 5.39 | 评论： 《计算机行业重大事项点评：CPU：供需格局优 化，国产龙头或迎价值重估机遇》 2026-01-29 《计算机行业重大事项点评： Agent ：海外 Clawdbot 引爆市场 ...

Company Performance - Nvidia reported a 73% year-on-year rise in quarterly revenue to $68.1 billion for Q4 of fiscal year 2026, marking the highest-ever quarterly revenue for the company and exceeding analysts' expectations of $65.8 billion [1][10] - The company anticipates next quarter revenue could reach $78 billion [1] - Nvidia's gross profit margin was around 75%, and it generated $34.9 billion in free cash flow [2][10] - The diluted EPS increased by 98% year-on-year to $1.76 during the quarter [2][10] Market Reaction - Following Nvidia's results, US stock markets rose, with the Nasdaq Composite gaining approximately 1.3%, the Dow Jones Industrial Average increasing by 0.63%, and the S&P 500 rising by 0.81% [6][10] - The S&P Software & Services index saw a jump of 2.9%, while Nvidia shares increased by around 3% [6][10] Industry Insights - Nvidia's CEO Jensen Huang highlighted the exponential growth in computing demand and the significant rise in enterprise adoption of AI technologies, indicating a pivotal moment for AI [5][10] - Indian IT stocks have experienced volatility, with the Nifty IT index dropping 21% this month, influenced by new AI tools from Anthropic that raised concerns about potential disruptions in the sector [7][10] - Research Analyst Sushovon Nayak from Anand Rathi Institutional Equities believes the AI technology cycle is in its early monetization phase, with Indian IT likely to benefit from increased AI spending [8][10] - Nayak suggests that investors should consider gradually accumulating select IT stocks, especially during price declines of 5-7%, as the recent weakness may be nearing a bottom [9][10]

All three major U.S. stock indexes advanced, with the Nasdaq, powered by chips, enjoying the largest ‌percentage gain as markets ⁠near the ⁠end of a tumultuous month that was marked by concerns over massive investment in AI infrastructure and the extent to which it could disrupt myriad industries.Nvidia, at the forefront of the AI revolution, reported fourth-quarter revenue of $68.13 billion, beating analyst estimates. Its shares were up about 3% in extended trading.The Philadelphia SE Semiconductor index ...

Major U.S. stock indexes closed higher on Wednesday, with the Dow Jones Industrial Average gaining 0.6% to 49,482.15, the S&P 500 advancing 0.8% to 6,946.13 and the Nasdaq climbing nearly 1.3% to 23,152.07.These are the top stocks that gained the attention of retail traders and investors through the day:Nvidia Corporation (NASDAQ:NVDA)Nvidia shares rose by 1.44%, closing at $195.62. The stock reached an intraday high of $197.63 and a low of $193.79, with a 52-week range between $212.19 and $86.63. The compa ...

Speculation regarding AI's possible impact on a wide variety of sectors has prompted oversized moves in stocks and indexes in recent weeks, with Monday's steep decline the latest example of on-again, off-again risk appetite amid ‌these uncertainties. "We're in ⁠for a ⁠period of time where the market will be going through some uncertainty and today we're seeing a little bit of a buy on the dip," said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. "We' ...

Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race. The ‘Sinister’ Accounting Trick Burry, in an X post, targeted a group of Big Tech companies, including Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META), accusing them of “understating depreciation” to protect their bottom lines. ...