Spencer Platt/Getty Images News GoDaddy ( GDDY ) shares had tumbled 15%, demonstrating the largest decline among the S&P 500 Index ( SP500 ) during early market trading on Wednesday after its 2026 guidance missed expectations. For the quarter in progress, the website development platform expects revenue ranging from $1.25B to $1.27B, which is less than the $1.28B consensus estimate. For the entire...
Spencer Platt/Getty Images News GoDaddy ( GDDY ) shares had tumbled 15%, demonstrating the largest decline among the S&P 500 Index ( SP500 ) during early market trading on Wednesday after its 2026 guidance missed expectations. For the quarter in progress, the website development platform expects revenue ranging from $1.25B to $1.27B, which is less than the $1.28B consensus estimate. For the entirety of 2026, GoDaddy projects 6% revenue growth at the midpoint of $5.195B to $5.275B, which is also below the $5.28B consensus. The results led to multiple financial firms reducing their price target on the stock. Barclays reduced its target to $118 from $200, Morgan Stanley lowered its to $100 from $145, and RBC Capital Markets slashed theirs in half to $100 from $200. "While Q/Q net adds improved (+9K), subs still declined y/y," said Oppenheimer analysts, led by Ken Wong, in an investor note. "Moreover, investors questioned the quality of the new cohort activated through the new GTM strategy/promotion. Our conversations indicate investors worry the soft 4Q/1Q bookings might be structural (artificial intelligence), forcing management to discount to prop up growth. Some worry lumpy bookings comps (3Q) could introduce noise to any potential improvements." UBS also reduced its target price to $105 from $145 and retained its Neutral rating. "Taking a step back, while we walked away from the print encouraged by the increased pace of GDDY's AI product velocity and reported internal efficiency unlocks, we continue to find the GenAI vibe coding bear thesis too hard to disprove at the moment," said UBS analysts, led by Stephen Ju, in a note. GoDaddy competitor Wix.com ( WIX ) was down 4%. More on GoDaddy GoDaddy Inc. (GDDY) Q4 2025 Earnings Call Transcript GoDaddy Inc. 2025 Q4 - Results - Earnings Call Presentation GoDaddy: Improving Fundamentals And A Valuation Rerating (Rating Upgrade) GoDaddy outlines $5.2B–$5.3B revenue target for 2026 as AI-driven products scale and strategic ...
Dilok Klaisataporn/iStock via Getty Images Market Review International equities added another 5% in the fourth quarter, finishing up more than 30% for the year, the largest gain since 2009. Non-US markets also had their biggest gain versus the US since 1993. This differential was driven by the extreme valuation discount, narrowing earnings gap, US policy uncertainty, and a weaker dollar. Even afte...
Dilok Klaisataporn/iStock via Getty Images Market Review International equities added another 5% in the fourth quarter, finishing up more than 30% for the year, the largest gain since 2009. Non-US markets also had their biggest gain versus the US since 1993. This differential was driven by the extreme valuation discount, narrowing earnings gap, US policy uncertainty, and a weaker dollar. Even after the rally, we think international relative valuations are attractive versus the US. European markets outperformed Asian markets for the quarter and the year, while banks dominated sector returns. We believe several years of low-quality dominance may now set the stage for a stronger period for high-quality companies. International equities posted their second-largest calendar year performance in more than 20 years. International equities continued their strong run in 2025. The MSCI EAFE and MSCI All Country World ex-US Indexes rose a strong 4.9% and 5.1%, respectively, in the fourth quarter. For the full year, the MSCI EAFE and MSCI All Country World ex-US Indexes rose a strong 31.2% and 32.4%, respectively, the largest gain since 2009. Non-US stocks began the year trading at an extreme valuation discount to the US. Resilient and accelerating corporate profit growth, coupled with US policy uncertainty and a weaker dollar, enabled them to narrow the earnings growth gap that had developed, providing a catalyst for outperformance. Banks continued their historic run, rising roughly 10% during the fourth quarter to end the year up nearly 70% within developed markets. Steeper yield curves provided support for margins, while reasonable loan growth and benign credit costs have enabled bank management to continue favoring shareholders through buybacks and dividends. Despite concerns about an inflating bubble, AI data center commitments continued to fuel very strong performance in semiconductors as well as some utilities to power them. Defense companies lagged during the quarter, fa...
For years, the "last mile" of digital transformation has been littered with forgotten PDFs and ignored training manuals. Organizations spend millions on sophisticated software like SAP or Salesforce, only for employees to struggle with basic navigation. Now, as the era of agentic AI arrives, companies face a double-edged sword: they must teach human employees to collaborate with AI, while simultan...
For years, the "last mile" of digital transformation has been littered with forgotten PDFs and ignored training manuals. Organizations spend millions on sophisticated software like SAP or Salesforce, only for employees to struggle with basic navigation. Now, as the era of agentic AI arrives, companies face a double-edged sword: they must teach human employees to collaborate with AI, while simultaneously teaching AI agents to navigate the labyrinthine interfaces of the modern enterprise. One idea that seems to be gaining momentum among AI-forward businesses: using screen recordings and tutorials/walkthroughs of someone performing an enterprise task — be it creating a new ticket or processing an invoice — and training AI to replicate the flow based on the screen capture. Just this week, a startup called Standard Intelligence went viral on X showing an early demo of open-ended version of this for the physical and digital world. But the truth is, there are already players tackling this problem for the enterprise itself square-on: case-in-point, Guidde , an Israel startup born during the video-centric years of the COVID-19 pandemic, today announced an oversubscribed $50 million Series B funding round led by PSG Equity to address this exact knowledge infrastructure crisis. Instead of feeding an agent a static PDF manual, Guidde provides high-fidelity "Video Ground Truth"—a rich stream of data captured from real human experts as they navigate complex software. The investment signals a shift in how the tech industry views documentation—not as a static byproduct of work, but as the critical telemetry needed to train the next generation of autonomous digital agents. Technology: from video capture to world models At its core, Guidde is an AI Digital Adoption Platform (ADAP). However, its technological breakthrough lies in what happens behind the scenes during a recording. Guidde isn't just recording pixels; it is capturing every click, scroll, and latent interaction with the H...
HSBC believes enterprise software “will not be threatened by AI.” Rather, AI will be embedded within software platforms, the analyst tells investors in a research note titled “Software Will Eat AI.” The firm says enterprise software companies have been “doing the heavy lifting of designing, vibe-coding, and beta testing of embedded agents.” HSBC points out that software valuation levels are at “hi...
HSBC believes enterprise software “will not be threatened by AI.” Rather, AI will be embedded within software platforms, the analyst tells investors in a research note titled “Software Will Eat AI.” The firm says enterprise software companies have been “doing the heavy lifting of designing, vibe-coding, and beta testing of embedded agents.” HSBC points out that software valuation levels are at “historic lows, even though the sector is poised to expand massively.” Software vendors are best suited
After less than two years at Amazon, David Luan, the head of Amazon's San Francisco AI lab, is departing the company. Luan announced the update in a post on LinkedIn on Tuesday, saying, "I'll be leaving Amazon at the end of this week to cook up something new." He added that, "There's incredible work to be done at Amazon and opportunities for me to take on more areas. But with AGI so close, I decid...
After less than two years at Amazon, David Luan, the head of Amazon's San Francisco AI lab, is departing the company. Luan announced the update in a post on LinkedIn on Tuesday, saying, "I'll be leaving Amazon at the end of this week to cook up something new." He added that, "There's incredible work to be done at Amazon and opportunities for me to take on more areas. But with AGI so close, I decided to spend 100% of my time on teaching AI systems brand new capabilities." The loss of a top AI developer at Amazon comes as the company struggles to keep up in the AI race; even its own employees are reportedly calling its in-house AI products " … Read the full story at The Verge.
Fifa to allow traditional Highland accessory into grounds Tournament rules only permit certain types of bags Scotland fans have been given the all-clear to wear their sporrans at the team’s matches at the 2026 World Cup. Tournament rules only permitted certain types of bags into stadiums, and the pouch traditionally worn by Scots at the front of their kilt was deemed too large to meet the strict c...
Fifa to allow traditional Highland accessory into grounds Tournament rules only permit certain types of bags Scotland fans have been given the all-clear to wear their sporrans at the team’s matches at the 2026 World Cup. Tournament rules only permitted certain types of bags into stadiums, and the pouch traditionally worn by Scots at the front of their kilt was deemed too large to meet the strict criteria. Continue reading...
maybefalse/iStock Unreleased via Getty Images Alibaba's ( BABA ) cloud unit on Wednesday launched AI coding subscription plans that offer access and the ability to freely switch between four Chinese open-source models—Qwen3.5, GLM-5, MiniMax M2.5, and Kimi K2.5. The company's new subscriptions aim to attract more users as it pushes to monetize its AI products by offering low-priced API access to t...
maybefalse/iStock Unreleased via Getty Images Alibaba's ( BABA ) cloud unit on Wednesday launched AI coding subscription plans that offer access and the ability to freely switch between four Chinese open-source models—Qwen3.5, GLM-5, MiniMax M2.5, and Kimi K2.5. The company's new subscriptions aim to attract more users as it pushes to monetize its AI products by offering low-priced API access to top LLMs via a single plan. The entry-level plan, which can take up to 18,000 requests per month, starts at $1 for new users in the first month and then will be raised to about $6. The "Pro" plan, which supports 90,000 requests per month, starts at $5.50 in the first month for new subscribers and then will be raised to $29. The rapid advancement in AI coding tools has raised concerns for key players in the tech sector who fear that it could throw a wrench into the software industry. Anthropic ( ANTHRO ) has been in the spotlight lately after it launched a new security feature with its Claude model, which spooked the cybersecurity sector. IBM ( IBM ) stock also suffered steep losses this week after Anthropic said its new tool could modernize COBOL codebases. Most IBM mainframe systems use COBOL. More on Alibaba, Anthropic From Deep Value To High Growth - Rethinking My Alibaba Position Alibaba: Risk Outweighs Reward In Its Q3 Earnings Despite AI Chips Alibaba Q3 Is Critical - But Not A Catalyst Anthropic product event shows competition risk to software overblown: Wedbush Anthropic softens AI safety policy to stay competitive
Is Skynet closer than we think? A new study suggests that the top artificial intelligence models from Google ( GOOG ) ( GOOGL ), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ) overwhelmingly launched nuclear weapons in a series of war games scenarios. The study, which can be found here , found that some of the top models from the aforementioned trio — GPT-5.2, Claude Sonnet 4, and Gemini 3 Flash — nu...
Is Skynet closer than we think? A new study suggests that the top artificial intelligence models from Google ( GOOG ) ( GOOGL ), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ) overwhelmingly launched nuclear weapons in a series of war games scenarios. The study, which can be found here , found that some of the top models from the aforementioned trio — GPT-5.2, Claude Sonnet 4, and Gemini 3 Flash — nuclear weapons in 95% of 21 simulated scenarios when pitted against each other. In total, 329 turns were taken, and roughly 780,000 words to describe their reasoning were produced. “The nuclear taboo doesn’t seem to be as powerful for machines [as] for humans,” Kenneth Payne, one of the study's authors, told New Scientist . Payne was a bit more tempered in his comments on the preprint study but highlighted his concern nonetheless, delving deeper into the fact that nuclear taboo is not an impediment to nuclear escalation. “Yet we also find that the nuclear taboo is no impediment to nuclear escalation by our models; that strategic nuclear attack, while rare, does occur; that threats more often provoke counter-escalation than compliance; that high mutual credibility accelerated rather than deterred conflict; and that no model ever chose accommodation or withdrawal even when under acute pressure, only reduced levels of violence,” Payne added. The findings of the study are notable given the tussle between the U.S. Department of Defense and Anthropic over the use of Anthropic's AI models and removing safeguards from the models. Defense Secretary Pete Hegseth and other Pentagon leaders met with Anthropic CEO Dario Amodei on Tuesday morning in an attempt to resolve the issue. The Pentagon has threatened to remove Claude from its workflows and to force other companies that work with the Pentagon to do the same if Anthropic refuses to ease up on its safeguards. On Wednesday, Anthropic scaled back a key commitment in its central safety policy to maintain its competitiveness in the arti...