Priyank Kharge, the IT minister of Karnataka - home to Bengaluru city which is known as India's Silicon Valley - told the state assembly that the government was discussing responsible use of artificial intelligence and social media, and referred to a "digital detox" programme involving around 300,000 students and 100,000 teachers that the government launched in partnership with Meta.
Priyank Kharge, the IT minister of Karnataka - home to Bengaluru city which is known as India's Silicon Valley - told the state assembly that the government was discussing responsible use of artificial intelligence and social media, and referred to a "digital detox" programme involving around 300,000 students and 100,000 teachers that the government launched in partnership with Meta.
While most AI stocks sell dreams, Globant sells execution. This forgotten name is proving that disciplined growth and real AI adoption can still exist in a hype-driven market. If you've been watching this market over the last two to three years, you know what an "AI play" looks like: chip designers that burn cash today for speculative gains tomorrow, or giant hyperscalers that trade on headlines i...
While most AI stocks sell dreams, Globant sells execution. This forgotten name is proving that disciplined growth and real AI adoption can still exist in a hype-driven market. If you've been watching this market over the last two to three years, you know what an "AI play" looks like: chip designers that burn cash today for speculative gains tomorrow, or giant hyperscalers that trade on headlines instead of fundamentals. I know I sound cynical but there's almost no middle ground anymore with AI companies. Yet, oddly, that's where Globant (NYSE:GLOB) lives. It's not sexy. It doesn't ride the daily AI meme wave. But if you look deeper, you'll see it's embedding AI into its core while keeping profits and cash flow on its balance sheet. The combination of tangible AI impact paired with disciplined execution is exactly why I'm personally inclined to lean into this stock for AI exposure without the vaporware premium. A controlled climb to consistent profits In the third quarter of 2025, Globant reported revenues of $617.1 million, slightly above the top end of its guidance range, and with modest year-over-year growth despite currency pressures. Margins expanded and the company produced $67.5 million in free cash flow. The numbers may not look flashy, but they matter. They mean that Globant is growing without burning cash at a time when many digital services peers are seeing stalled growth and shrinking margins. Management expected low-single-digit revenue growth last year while holding adjusted operating margins around 15% , which may not excite headline readers but reflects discipline in a cautious spending environment. Step back, and the bigger picture is clear: revenue has reached nearly $2.5 billion over the past year and has compounded close to 30% annually since 2014 . Globant has grown through multiple tech cycles and that consistency matters more than short-term noise. Expand NYSE : GLOB Globant Today's Change ( 3.80 %) $ 2.21 Current Price $ 60.30 Key Data Points ...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Google parent Alphabet beat Wall Street's expectations for its fourth quarter but a new, high bar for expected spending on artifi...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Google parent Alphabet beat Wall Street's expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. Despite exceeding expectations on revenue, earnings per share and cloud, the Google parent's shares kept dipping in extended trading Wednesday, showing Wall Street remains sensitive toward AI spending. Alphabet said it expects 2026 capital expenditures to be in the range of $175 billion to $185 billion. The top end of that forecast would be more than double its 2025 capex spend. With the projection, Alphabet is resetting the year's expectations for how it'll spend in 2026 and testing its favor with Wall Street. The company said in October that it expected "a significant increase" to capex in 2026, but the projections shared Wednesday surpassed those of its hyperscaler peers. In its quarterly report last week, Microsoft didn't provide a specific forecast for the year, but said capex will "decrease on a sequential basis" this quarter, after the company reported spending of $37.5 billion in the latest period. Meta said it expects to spend between $115 billion and $135 billion in 2026, which at the high end would be almost double last year's figure of $72.2 billion. Amazon reports results on Thursday. Analysts expect the company's capex for 2025 to close at about $124.5 billion and for that figure to increase 18% this year to $146.6 billion, according to FactSet. Alphabet's spend increase comes at a time when Wall Street has been particularly sensitive to extra AI spend. Despite positive tech earnings, the software sector as a whole has lost 30% of its value in the last three months, CNBC's Michael Santoli said . That's due ...
(RTTNews) - Cerence Inc. (CRNC) announced Loss for first quarter of -$5.24 million The company's bottom line came in at -$5.24 million, or -$0.12 per share. This compares with -$24.29 million, or -$0.57 per share, last year. The company's revenue for the period rose 126.1% to $115.08 million from $50.90 million last year. Cerence Inc. earnings at a glance (GAAP) : -Earnings: -$5.24 Mln. vs. -$24.2...
(RTTNews) - Cerence Inc. (CRNC) announced Loss for first quarter of -$5.24 million The company's bottom line came in at -$5.24 million, or -$0.12 per share. This compares with -$24.29 million, or -$0.57 per share, last year. The company's revenue for the period rose 126.1% to $115.08 million from $50.90 million last year. Cerence Inc. earnings at a glance (GAAP) : -Earnings: -$5.24 Mln. vs. -$24.29 Mln. last year. -EPS: -$0.12 vs. -$0.57 last year. -Revenue: $115.08 Mln vs. $50.90 Mln last year. -Guidance: Next quarter EPS guidance: $ -0.01 To $ 0.08 Next quarter revenue guidance: $ 58.00 M To $ 62.00 M Full year EPS guidance: $ -0.18 To $ 0.25 Full year revenue guidance: $ 300 M To $ 320 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The wheat complex was lower across the board on Wednesday. Chicago SRW futures were 1 to 2 cents in the red at the close. KC HRW futures were 4 to 5 cents lower on the day. MPLS spring wheat was down 2 to 3 cents so far. Large world supplies continue to weigh on the market. Don’t Miss a Day: Export Sales data will be released on Thursday morning, as analysts are looking for between 300,000 and 600...
The wheat complex was lower across the board on Wednesday. Chicago SRW futures were 1 to 2 cents in the red at the close. KC HRW futures were 4 to 5 cents lower on the day. MPLS spring wheat was down 2 to 3 cents so far. Large world supplies continue to weigh on the market. Don’t Miss a Day: Export Sales data will be released on Thursday morning, as analysts are looking for between 300,000 and 600,000 MT in wheat sales in the week of January 29. Mar 26 CBOT Wheat closed at $5.26 3/4, down 2 cents, May 26 CBOT Wheat closed at $5.36 1/4, down 1 1/2 cents, Mar 26 KCBT Wheat closed at $5.30 1/4, down 4 1/2 cents, May 26 KCBT Wheat closed at $5.42 3/4, down 4 cents, Mar 26 MIAX Wheat closed at $5.66, down 2 1/4 cents, May 26 MIAX Wheat closed at $5.80 1/2, down 2 cents, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Corn futures ended the Wednesday session with contracts a penny to 2 cents higher across the front months. The CmdtyView national average Cash Corn price was up 2 cents at $3.96 1/4. Some spillover support was from the rally in soybeans. USDA reported a private export sale of 130,480 MT of corn to unknown destinations this morning. Weekly data will be out on Thursday, with traders looking for betw...
Corn futures ended the Wednesday session with contracts a penny to 2 cents higher across the front months. The CmdtyView national average Cash Corn price was up 2 cents at $3.96 1/4. Some spillover support was from the rally in soybeans. USDA reported a private export sale of 130,480 MT of corn to unknown destinations this morning. Weekly data will be out on Thursday, with traders looking for between 0.8-2.1 MMT in corn sold for the week ending on 1/29. Don’t Miss a Day: EIA data from this morning showed a total of 956,000 barrels per day of ethanol production in the week of 1/30, down 158,000 bpd from the previous week. Stocks of ethanol were down 264,000 barrels to 25.136 million barrels. Export were up 59,000 bpd to 216,000 bpd, with refiner inputs of ethanol dropping 92,000 bpd to 791,000 bpd. A South Korean importer purchased a total of 65,000 MT of corn in a private tender on Tuesday. Mar 26 Corn closed at $4.29 1/2, up 1 cent, Nearby Cash was $3.96 1/4, up 2 cents, May 26 Corn closed at $4.37, up 1 1/4 cents, Jul 26 Corn closed at $4.43 1/4, up 1 1/4 cents, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
March Nymex natural gas (NGH26) on Wednesday closed higher by +0.154 (+4.65%). March nat-gas prices moved sharply higher on Wednesday amid the outlook for colder US weather to persist and expectations of a record drawdown in weekly nat-gas inventories on Thursday. The Commodity Weather Group said Wednesday that very cold weather is expected in the Northeast through February 8, potentially boosting...
March Nymex natural gas (NGH26) on Wednesday closed higher by +0.154 (+4.65%). March nat-gas prices moved sharply higher on Wednesday amid the outlook for colder US weather to persist and expectations of a record drawdown in weekly nat-gas inventories on Thursday. The Commodity Weather Group said Wednesday that very cold weather is expected in the Northeast through February 8, potentially boosting nat-gas heating demand. Don’t Miss a Day: Nat-gas prices also have support from expectations of a record drawdown in US storage supplies. The consensus is that Thursday's weekly EIA nat-gas inventories will fall by -379 bcf for the week ended January 30, well above the five-year average for this time of year of -190 bcf and the largest weekly withdrawal on record. Natural gas prices surged to a 3-year high last Wednesday, driven by the massive storm that just crossed the US and the Arctic blast of cold weather. The cold weather caused freeze-ups in gas wells, disrupted production in Texas and elsewhere, and drove a spike in demand for natural gas for heating. About 50 billion cubic feet of natural gas came offline last week, or about 15% of total US natural gas production. US (lower-48) dry gas production on Wednesday was 111.2 bcf/day (+5.6% y/y), according to BNEF. Lower-48 state gas demand on Wednesday was 115.6 bcf/day (+18.8% y/y), according to BNEF. Estimated LNG net flows to US LNG export terminals on Wednesday were 19.7 bcf/day (+10.3% w/w), according to BNEF. Projections for lower US nat-gas production are supportive for prices. The EIA on January 13 cut its forecast for 2026 US dry nat-gas production to 107.4 bcf/day from last month's estimate of 109.11 bcf/day. US nat-gas production is currently near a record high, with active US nat-gas rigs recently posting a 2-year high. As a bullish factor for gas prices, the Edison Electric Institute reported Wednesday that US (lower-48) electricity output in the week ended January 31 rose +21.4% y/y to 99,925 GWh (gigawatt...
Experts say period blood tests are not an immediate alternative to current cervical screening because only women who menstruate could use them. Others say the study could have overestimated the performance of the test because not all women had a biopsy - a more detailed test - to double check the result.
Experts say period blood tests are not an immediate alternative to current cervical screening because only women who menstruate could use them. Others say the study could have overestimated the performance of the test because not all women had a biopsy - a more detailed test - to double check the result.
SlavkoSereda/iStock via Getty Images U.S. crude oil fell to ~$64.50/bbl after-hours Wednesday following confirmation from Iran that it would hold nuclear talks with the U.S. , easing the immediate risk of military strikes that could disrupt the flow of oil from the Middle East, which supplies about a third of the world's crude. Iranian Foreign Minister Araghchi said in a social media post that the...
SlavkoSereda/iStock via Getty Images U.S. crude oil fell to ~$64.50/bbl after-hours Wednesday following confirmation from Iran that it would hold nuclear talks with the U.S. , easing the immediate risk of military strikes that could disrupt the flow of oil from the Middle East, which supplies about a third of the world's crude. Iranian Foreign Minister Araghchi said in a social media post that the negotiations will be held in Oman on Friday. Oil prices had surged ~3% in regular trading following a report from Axios that suggested planned U.S.-Iran talks were on the verge of collapse , which prompted President Trump to say in an NBC News interview that Iran's supreme leader "should be very worried." Concern over a potential conflict in the Middle East helped lift prices last month despite signs of a growing global oversupply, while also keeping the cost of bullish options high relative to bearish bets for the longest stretch in more than a year. While the U.S. and Iran apparently will start talks on Friday, Trump's threat that "bad things would happen" if no agreement is reached over Iran's nuclear program justifies a risk premium, CBA analyst Vivek Dhar said in a note. Meanwhile, U.S. crude oil inventories fell last week as lower production amid winter storm Fern partially offset higher imports, according to data released by the Energy Information Administration. Commercial crude oil stocks excluding the Strategic Petroleum Reserve fell by 3.5M barrels to 420.3M barrels in the week ended January 30 and were ~4% below the five-year average for the time of year, the EIA reported . Gasoline inventories gained 685K barrels at 257.9M barrels, or 4% above the five-year average, and gasoline demand fell by 604K bbl/day to 8.2M bbl/day, while distillate fuel stocks fell by 5.6M barrels to 127.4M barrels, or 2% below the five-year average. In regular trading Wednesday, front-month Nymex crude ( CL1:COM ) for March delivery closed +3% to $65.14/bbl, and front-month Brent crud...
Anthropic’s Super Bowl commercial, one of four ads the AI lab dropped on Wednesday, begins with the word “BETRAYAL” splashed boldly across the screen. The camera pans to a man earnestly asking a chatbot (obviously intended to depict ChatGPT) for advice on how to talk to his mom. The bot, portrayed by a blonde woman, offers some classic bits of advice. Start by listening. Try a nature walk! And the...
Anthropic’s Super Bowl commercial, one of four ads the AI lab dropped on Wednesday, begins with the word “BETRAYAL” splashed boldly across the screen. The camera pans to a man earnestly asking a chatbot (obviously intended to depict ChatGPT) for advice on how to talk to his mom. The bot, portrayed by a blonde woman, offers some classic bits of advice. Start by listening. Try a nature walk! And then twists into an ad for a fictitious (we hope!) cougar-dating site called Golden Encounters. Anthropic finishes the spot by saying that while ads are coming to AI, they won’t be coming to it’s own chatbot, Claude. Another one features a slight young man looking for advice on building a six pack. After offering his height, age, and weight, the bot serves him an ad for height-boosting insoles. The Anthropic commercials are cleverly crafted at OpenAI’s users, after that company’s recent announcement that ads will be coming to ChatGPT’s free tier. And they caused an immediate stir, spawning headlines that Anthropic “mocks,” “skewers” and “dunks” on OpenAI. They are funny enough that even Sam Altman admitted on X that he laughed at them. But he clearly didn’t really find them funny. They inspired him to write a novella-sized rant that devolved into calling his rival “dishonest” and “authoritarian.” First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic… — Sam Altman (@sama) February 4, 2026 In that post, Altman explains that an ad-supported tier is intended to shoulder the burden of offering free ChatGPT to many of its millions of users. ChatGPT is still the most popular chatbot by a large margin. But the OpenAI CEO insisted they were “dishonest” in implying that ChatGPT will twist a conversation to insert an ad (and possibly for an off-color product, to boot).”We ...
Palantir Technologies Inc. ((PLTR)) has held its Q4 earnings call. Read on for the main highlights of the call. The latest Palantir Technologies Inc. earnings call radiated confidence as management celebrated an exceptional quarter marked by surging U.S. demand, record-setting AI-driven revenue momentum, expanding profitability, and robust cash generation, even while acknowledging lingering geogra...
Palantir Technologies Inc. ((PLTR)) has held its Q4 earnings call. Read on for the main highlights of the call. The latest Palantir Technologies Inc. earnings call radiated confidence as management celebrated an exceptional quarter marked by surging U.S. demand, record-setting AI-driven revenue momentum, expanding profitability, and robust cash generation, even while acknowledging lingering geographic concentration risks and slower adoption overseas. Record Revenue Growth Palantir posted its fastest growth as a public company with Q4 revenue up 70% year over year to $1.407 billion, outpacing even the 19% sequential lift; full-year 2025 revenue climbed 56% to $4.475 billion, underscoring a business scaling rapidly on the back of AI-powered demand. US Business Surge American customers fueled the acceleration: U.S. revenue hit $1 billion in the quarter—77% of the total—growing 93% year over year and 22% sequentially, while U.S. commercial revenue alone soared 137% year over year to $507 million in Q4. Rule of 40 & Profitability Expansion Operational efficiency remains a standout, as Palantir’s Rule of 40 score leapt to 127 in Q4, supported by a 57% adjusted operating margin that produced $798 million in adjusted operating income for the quarter and $2.254 billion for the year at a 50% margin. Record TCV Bookings and Strength in Bookings Bookings hit new highs with $4.3 billion in total contract value, up 138% year over year, including $2.6 billion from commercial clients; duration-weighted TCV surged 166%, reflecting deepening customer commitments across industries. Customer Expansion & Strong Retention The customer roster expanded 34% to 954 logos, yet the real story is wallet share: top-20 customers increased trailing-12-month revenue 45% to $94 million each, pushing net dollar retention to an impressive 139%. Robust Cash Generation Cash from operations reached $777 million in Q4 with $791 million in adjusted free cash flow, both surpassing 55% margins; the full year...