Shares of ServiceNow (NOW 3.73%), a workflow automation company, were falling this morning as investors continued to view the company as vulnerable to disruption from artificial intelligence. Investors were also likely disappointed to see that one analyst cut his price target for ServiceNow. shares. The company's share price was down by as much as 6% this morning, but had fallen by 3.5% as of 11:3...
Shares of ServiceNow (NOW 3.73%), a workflow automation company, were falling this morning as investors continued to view the company as vulnerable to disruption from artificial intelligence. Investors were also likely disappointed to see that one analyst cut his price target for ServiceNow. shares. The company's share price was down by as much as 6% this morning, but had fallen by 3.5% as of 11:35 a.m. EST. Some investors are looking for any reason to sell ServiceNow shareholders weren't pleased to see an analyst at Rothschild & Co. Redburn cut his price target for ServiceNow stock from $230 to $215 today. However, he reiterated his buy rating on the stock. Investors have been nervous about ServiceNow as they try to assess how artificial intelligence may disrupt the company. While a price target cut on the stock isn't a specifically negative thing, especially considering the analyst still believes ServiceNow shares are a buy, jittery investors may be using it as a reason to sell their shares. Investors have been more risk-averse lately, and many have pared back their positions of ServiceNow and other software stocks. Despite the company beating Wall Street's top and bottom-line estimates in the fourth quarter and issuing strong guidance, investors haven't been able to shake off their fears that the expansion of artificial intelligence companies will negatively impact the software company. Expand NYSE : NOW ServiceNow Today's Change ( -3.73 %) $ -4.55 Current Price $ 117.38 Key Data Points Market Cap $128B Day's Range $ 114.72 - $ 121.38 52wk Range $ 98.00 - $ 211.48 Volume 780K Avg Vol 18M Gross Margin 77.53 % Patience is a better strategy than panicking The mass exodus from software stocks over the past few months has been a bit dramatic. Investors appear to be guessing which companies will be negatively impacted by AI rather than following their sales and earnings results. ServiceNow isn't immune from disruption, of course, but it's clearly been premature to assu...
Key Points An analyst cut their price target for ServiceNow stock, but reiterated a buy rating. Investors are nervous about ServiceNow being disrupted by artificial intelligence. The best plan of action is likely to stay the course right now. 10 stocks we like better than ServiceNow › Shares of ServiceNow (NYSE: NOW), a workflow automation company, were falling this morning as investors continued ...
Key Points An analyst cut their price target for ServiceNow stock, but reiterated a buy rating. Investors are nervous about ServiceNow being disrupted by artificial intelligence. The best plan of action is likely to stay the course right now. 10 stocks we like better than ServiceNow › Shares of ServiceNow (NYSE: NOW), a workflow automation company, were falling this morning as investors continued to view the company as vulnerable to disruption from artificial intelligence. Investors were also likely disappointed to see that one analyst cut his price target for ServiceNow. shares. The company's share price was down by as much as 6% this morning, but had fallen by 3.5% as of 11:35 a.m. EST. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Some investors are looking for any reason to sell ServiceNow shareholders weren't pleased to see an analyst at Rothschild & Co. Redburn cut his price target for ServiceNow stock from $230 to $215 today. However, he reiterated his buy rating on the stock. Investors have been nervous about ServiceNow as they try to assess how artificial intelligence may disrupt the company. While a price target cut on the stock isn't a specifically negative thing, especially considering the analyst still believes ServiceNow shares are a buy, jittery investors may be using it as a reason to sell their shares. Investors have been more risk-averse lately, and many have pared back their positions of ServiceNow and other software stocks. Despite the company beating Wall Street's top and bottom-line estimates in the fourth quarter and issuing strong guidance, investors haven't been able to shake off their fears that the expansion of artificial intelligence companies will negatively impact the software company. Patience is a better strategy than panicking The mass exodus from software stocks...
wellesenterprises/iStock Editorial via Getty Images Thesis Qualcomm’s (NASDAQ: QCOM ) once-dominant mobile CPU business may someday in the not so distant future be relegated to history. Apple continues to slowly gain market share in the global mobile phone market. Samsung, still the leading Android phone maker, is increasingly using its own chips, and it’s likely only a matter of “when” the compan...
wellesenterprises/iStock Editorial via Getty Images Thesis Qualcomm’s (NASDAQ: QCOM ) once-dominant mobile CPU business may someday in the not so distant future be relegated to history. Apple continues to slowly gain market share in the global mobile phone market. Samsung, still the leading Android phone maker, is increasingly using its own chips, and it’s likely only a matter of “when” the company will abandon Qualcomm’s chips altogether rather than if. Affordable Chinese mobile phone brands, like OPPO and Xiaomi, will likely continue to gain ground, but while these manufacturers use QCOM chips for some models, China’s push for chip independence will have Qualcomm in the crosshairs. If Qualcomm were still primarily a mobile phone chip company, I’d say its days are numbered. Yet Qualcomm has been making aggressive pivots away from the mobile sector, moving into other (literal) mobile computing applications, including automobiles, IoT, and robotics. History is chock-full of companies burying their heads in the sand, continuing to focus on legacy businesses even as industry and market shifts threaten to make them irrelevant. Given how dominant Qualcomm once was in the smartphone sector, I wouldn’t have been the least bit surprised if they had focused on maintaining their mobile phone business, but instead, they are shifting into exciting new areas. All too often, when companies finally make a major pivot, it’s too little, too late, or at the very least, they’re starting behind the curve. Yet QCOM has been making its moves ahead of the curve, and that, in my opinion, highlights prescient and savvy business acumen. Qualcomm will still have to contend with a variety of serious threats, and China, in particular, could prove especially challenging, but high upside coupled with an attractive valuation makes QCOM a buy. Qualcomm’s Chip Business Is On The Move Qualcomm Snapdragon chips were long a standard bearer in the Android space in terms of both volume and the premium-pe...
wellesenterprises/iStock Editorial via Getty Images Thesis Qualcomm’s (NASDAQ: QCOM ) once-dominant mobile CPU business may someday in the not so distant future be relegated to history. Apple continues to slowly gain market share in the global mobile phone market. Samsung, still the leading Android phone maker, is increasingly using its own chips, and it’s likely only a matter of “when” the compan...
wellesenterprises/iStock Editorial via Getty Images Thesis Qualcomm’s (NASDAQ: QCOM ) once-dominant mobile CPU business may someday in the not so distant future be relegated to history. Apple continues to slowly gain market share in the global mobile phone market. Samsung, still the leading Android phone maker, is increasingly using its own chips, and it’s likely only a matter of “when” the company will abandon Qualcomm’s chips altogether rather than if. Affordable Chinese mobile phone brands, like OPPO and Xiaomi, will likely continue to gain ground, but while these manufacturers use QCOM chips for some models, China’s push for chip independence will have Qualcomm in the crosshairs. If Qualcomm were still primarily a mobile phone chip company, I’d say its days are numbered. Yet Qualcomm has been making aggressive pivots away from the mobile sector, moving into other (literal) mobile computing applications, including automobiles, IoT, and robotics. History is chock-full of companies burying their heads in the sand, continuing to focus on legacy businesses even as industry and market shifts threaten to make them irrelevant. Given how dominant Qualcomm once was in the smartphone sector, I wouldn’t have been the least bit surprised if they had focused on maintaining their mobile phone business, but instead, they are shifting into exciting new areas. All too often, when companies finally make a major pivot, it’s too little, too late, or at the very least, they’re starting behind the curve. Yet QCOM has been making its moves ahead of the curve, and that, in my opinion, highlights prescient and savvy business acumen. Qualcomm will still have to contend with a variety of serious threats, and China, in particular, could prove especially challenging, but high upside coupled with an attractive valuation makes QCOM a buy. Qualcomm’s Chip Business Is On The Move Qualcomm Snapdragon chips were long a standard bearer in the Android space in terms of both volume and the premium-pe...
Anna Moneymaker/Getty Images News Robin Brooks of the Brookings Institution argued Tuesday that successfully trading the Trump 2.0 era requires recognizing one consistent pattern: when markets reach extreme levels, they force the administration to reverse course. This dynamic unfolded with elevated China tariffs in April 2025, and Brooks believes it repeated last week with Iran. Just as oil prices...
Anna Moneymaker/Getty Images News Robin Brooks of the Brookings Institution argued Tuesday that successfully trading the Trump 2.0 era requires recognizing one consistent pattern: when markets reach extreme levels, they force the administration to reverse course. This dynamic unfolded with elevated China tariffs in April 2025, and Brooks believes it repeated last week with Iran. Just as oil prices surged past $100 per barrel, President Donald Trump declared the conflict with Iran “almost over,” sending Brent crude ( CO1:COM ) down to $90. The inherent unpredictability of this presidency—spanning foreign policy reversals to IEEPA tariffs struck down by the Supreme Court—makes trend-chasing a losing strategy, according to Brooks. He recommends instead focusing on secondary opportunities, particularly the growing differentiation among emerging market currencies. Despite the recent pullback, Brent remains 24% above pre-war levels—a substantial shock that hasn’t been fully reflected in emerging market valuations. Brooks identifies commodity exporters as the clear beneficiaries: Brazil ( EWZ ) ( BRL:USD ) and South Africa ( EZA ) ( ZAR:USD ) have posted the strongest currency gains, with Australia ( EWA ) ( AUD:USD ) and Canada ( EWC ) ( CAD:USD ) leading among G10 nations. This pattern echoes market behavior following Russia’s invasion of Ukraine. On the other side, commodity importers including Thailand ( THD ) ( THB:USD ), the Philippines ( EPHE ) ( PHP:USD ), and India ( INDA ) ( INR:USD ) face the steepest challenges from persistently elevated energy costs. Brooks maintains this differentiation trade has further to run, especially in chronically undervalued currencies like Brazil’s real. As risk appetite normalizes and repatriation flows ease, he also expects broader dollar ( DXY ) weakness to emerge. Market-moving funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ...
Sorapop/iStock via Getty Images Docusign ( DOCU ) is testing a new pricing and packaging model for its eSignature professional tier, according to Needham. "We spoke to management yesterday, who did confirm the company is testing pricing and packaging but acknowledged no decisions on these changes have been made at this time," said Needham analysts, led by Scott Berg, in a Tuesday investor note. Do...
Sorapop/iStock via Getty Images Docusign ( DOCU ) is testing a new pricing and packaging model for its eSignature professional tier, according to Needham. "We spoke to management yesterday, who did confirm the company is testing pricing and packaging but acknowledged no decisions on these changes have been made at this time," said Needham analysts, led by Scott Berg, in a Tuesday investor note. Docusign is testing a 50% price increase for the professional tier. However, the price increase would also allow customers to increase the number of envelopes sent per year from 100 to unlimited. "We believe the potential impact of this change is impossible to calculate, as we are missing significant data for this exercise, but we would expect any pricing exercise will lead to some growth tailwinds in FY27 and FY28," Berg added. The price testing does not include Docusign's Intelligent Agreement Management, or IAM, platform. This is an AI-powered platform that allows users to automate workflows without coding, manage and analyze documents with AI, and connect agreement data across systems. Docusign is slated to release its fourth quarter fiscal 2026 financial results post-market on Tuesday, March 17. A consensus estimate expects the company to report adjusted earnings per share of $0.95, GAAP EPS of $0.35, and revenue of $828.22M. Docusign has beaten these estimates for 14 consecutive quarters. However, its share price has declined nearly 40% over the past year as AI disruption concerns in the software sector continue to spook some investors. More on DocuSign Docusign: Earnings Preview For An Anti-Bubble Poster Child Docusign: It's Not The E-Signatures, It's The Integrations (And I'm Buying) Docusign: We Should See Growth Acceleration Soon Anthropic adds new plugins for Cowork, expanding reach of potential enterprise clients Workday, Docusign, monday.com, Freshworks downgraded at Jefferies on AI fears
The S&P 500 Index ($SPX) (SPY) is down -0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.13%. March E-mini S&P futures (ESH26) are down -0.16%, and March E-mini Nasdaq futures (NQH26) are up +0.13%. Stocks are being pressured today by fresh disruptions in the Persian Gulf that raised doubts about President Trump’s comment yesterd...
The S&P 500 Index ($SPX) (SPY) is down -0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.13%. March E-mini S&P futures (ESH26) are down -0.16%, and March E-mini Nasdaq futures (NQH26) are up +0.13%. Stocks are being pressured today by fresh disruptions in the Persian Gulf that raised doubts about President Trump’s comment yesterday evening that the Iran war could end “very soon.” In addition, the Pentagon said the US military is today conducting its most intensive day of bombing yet. Stocks are also being undercut by today’s +1.7 bp rise in the 10-year T-note yield. Join 200K+ Subscribers: An Iranian drone attack today caused the biggest refinery in the UAE at the Ruwais Industrial Complex to halt operations due to a fire in the complex. Also, Iran’s semi-official Mehr news agency reported an explosion today involving a tanker near Abu Dhabi, but no further details were available. Despite those disruptions, April WTI crude oil futures prices are down -7% today, erasing part of the sharp rally seen in the past 1-1/2 weeks. Oil prices on Monday spiked to a high of $119.48 after Israel over the weekend bombed 30 Iranian fuel depots. However, WTI oil prices have since fallen to the $ 85-per-barrel area after President Trump said on Monday that the Iran war is “pretty much” over, and after G-7 finance ministers said on Monday that the G-7 nations stand ready to release oil stockpiles if needed. At a press conference Monday evening, President Trump was asked when the war would end, and he answered, “I think soon, very soon.” G-7 energy ministers are meeting today beginning at 1:45pm local time (8:45 am Eastern) at the International Energy Agency in Paris, with most ministers joining remotely, according to French Finance Minister Roland Lescure. Mr. Lescure said today, “We are gathering the G-7 energy ministers today here in Paris; we are going through the process but obviously all options are on the tabl...
Lest you thought Microsoft would have all the fun introducing new AI features for white collar enterprise work this week with its Copilot Cowork announcement yesterday, Google is here to take back the spotlight . The search giant and, increasingly, AI leader today announced a sweeping series of updates to its Gemini AI models embedded into Google Workspace — the productivity suite of cloud-based a...
Lest you thought Microsoft would have all the fun introducing new AI features for white collar enterprise work this week with its Copilot Cowork announcement yesterday, Google is here to take back the spotlight . The search giant and, increasingly, AI leader today announced a sweeping series of updates to its Gemini AI models embedded into Google Workspace — the productivity suite of cloud-based apps including Drive, Docs, Sheets, Slides, and more. They're being made available both to individual consumers and enterprises, though you'll need an AI Pro ($20 per month) or higher subscription plan for the former, and your enterprise will need to be enrolled in the "Gemini Alpha" program and have the features switched on by an administrator. The biggest news: it's now possible to have Gemini automatically create these file types from a single text prompt and fill them out with information gathered from other files and apps throughout you, the user's Google Workspace, including emails, chats, files, and the open web via Google Search. By synthesizing information across these disparate apps and experiences, Gemini acts as an assistant capable of drafting, iterating, and perfecting complex, finished, professional-grade content in seconds, effectively ending the era of the manual "dig" for information. The message is simple: the era of searching across multiple windows, tabs, files and folders for your information is over — Gemini will do it and put it all together for you in a nearly finished product, simply from a plain English (or language of your choosing) natural language text prompt! And best of all for enterprise technical leaders — this feature is now provided first-party by Google themselves, short-cutting or eliminating large parts of the need to build their own orchestration system (if they don't wish to pursue this route and have most of their data in these Google applications, albeit). Prompt to document, spreadsheet, slide deck and more The rollout spans the en...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT People walk near a sign outside of Google headquarters in Mountain View, California. Justin Sullivan | Getty Images News | Getty Images A day after Anthropic sued the Trump administration for designating the artificial intelligence company a supply chain risk, Google is deepening its relationship with the Defense Department and ...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT People walk near a sign outside of Google headquarters in Mountain View, California. Justin Sullivan | Getty Images News | Getty Images A day after Anthropic sued the Trump administration for designating the artificial intelligence company a supply chain risk, Google is deepening its relationship with the Defense Department and expanding the role of its Gemini AI models inside the military bureaucracy. On Tuesday , Google said it will introduce a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI.mil, the Pentagon's enterprise AI portal. The DOD's workforce of more than 3 million people will now be able to use a no-code or low-code tool called Agent Designer to create their own digital assistants for repetitive administrative tasks. Google said that those agents can help with work such as drafting meeting notes, creating action items, and breaking large projects into step-by-step plans. They will initially run on unclassified networks, but talks are reportedly already underway about expanding them to classified and top-secret environments. Emil Michael, the DOD's technology chief, told Bloomberg he has "high confidence" Google will be "a great partner on all networks." Michael also told Bloomberg the Pentagon was "moving on" from its dispute with Anthropic and that the issue would not be resolved through the courts. On Thursday, Anthropic confirmed that it had officially been designated a supply chain risk, an extraordinary move that's historically been reserved for foreign adversaries. In its legal complaint on Monday, Anthropic said the government's actions are "unprecedented and unlawful," and claimed they are "harming Anthropic irreparably." Anthropic was booted for refusing to allow the DOD to use its technology for autonomous weapons or domestic surveillance. Until recently, Anthropic had been the only AI provider operating inside the Pent...
Victor Golmer/iStock Editorial via Getty Images I'm initiating Contemporary Amperex Technology Co., Limited ( CYATY ) ( CTATF ) (3750.HK) with a 'Buy' rating. Its 4Q2025 numbers were outstanding in terms of growth percentages and the degree of outperformance versus consensus. My take is that CYATY can report superior results in 2026, considering favorable read-throughs from the quarterly disclosur...
Victor Golmer/iStock Editorial via Getty Images I'm initiating Contemporary Amperex Technology Co., Limited ( CYATY ) ( CTATF ) (3750.HK) with a 'Buy' rating. Its 4Q2025 numbers were outstanding in terms of growth percentages and the degree of outperformance versus consensus. My take is that CYATY can report superior results in 2026, considering favorable read-throughs from the quarterly disclosures. Corporate Overview CYATY is described by institutional investor Touchstone as "the world’s largest electric vehicle (EV) battery manufacturer." It also supplies "Energy Storage System/ESS" batteries according to SA's stock profile page. Product Snapshot Listing Prospectus Category Leadership IPO Offer Document The firm's home market, China, represented nearly seven-tenths of its FY25 topline. Foreign regions accounted for the remaining 30.6%. CYATY generated 75% and 15% of last year's turnover from EV- and ESS-related solutions, respectively. There's another one-tenth coming from battery raw materials and others. Quarterly Earnings Were A Positive Surprise The group issued an announcement revealing its latest financials on Monday, March 9. CYATY's 4Q2025 bottom line went up 57% year-on-year and 25% sequentially to CNY 23.2B. This surpassed the Bloomberg projection by +17%. In my opinion, there were multiple factors contributing to its solid showing. It recorded a battery volume of 222 GWh for Oct-Dec '25. That's equivalent to QoQ and YoY increases of 35% and 53%, respectively. According to S&P Capital IQ, the consensus estimate was more modest at 181 GWh. I think it's benefiting from structural tailwinds. CYATY attributed the higher units sold to "the growth in global new energy vehicles" and "the clean energy transition goals of various countries" in its results disclosure. The enterprise's "Gross Profit Margin" or "GPM" widened 510 bps YoY to 28.2% in the recent three-month period. This translated into a 2.5ppts beat. Its analyst briefing (S&P Capital IQ's transcript)...
utah778/iStock via Getty Images Portfolio Management Team Start Date Start Date Name Industry Company Rich Weiss 1984 2010 Vidya Rajappa, CFA 1994 2018 Scott Wilson, CFA 1992 1992 Radu Gabudean, PHD 2001 2013 Click to enlarge For the quarter ended December 31, 2025, the Strategic Allocation Portfolios all posted positive returns, while all three underperformed their benchmarks. Market Environment ...
utah778/iStock via Getty Images Portfolio Management Team Start Date Start Date Name Industry Company Rich Weiss 1984 2010 Vidya Rajappa, CFA 1994 2018 Scott Wilson, CFA 1992 1992 Radu Gabudean, PHD 2001 2013 Click to enlarge For the quarter ended December 31, 2025, the Strategic Allocation Portfolios all posted positive returns, while all three underperformed their benchmarks. Market Environment Global stocks advanced in the fourth quarter. Non-U.S. developed markets equities outperformed U.S. stocks. Large-cap equities outperformed small- and mid-cap stocks in the quarter, while value-oriented stocks outperformed growth. The U.S. economy continued expanding, but growth slowed somewhat as the quarter progressed. The U.S. government shutdown that began in October and dragged into early November did not dramatically deter investors, even as it delayed or eliminated key government economic data. The Federal Reserve (Fed), reacting to weakness in the U.S. labor market, reduced its benchmark interest rate twice during the quarter. Bonds had a positive quarter across the board. Nearly all sectors of the bond market advanced. Treasuries slightly outperformed investment-grade corporates. Corporate bond returns were limited by the same economic uncertainty that weighed on U.S. equities during the period. Investment-grade U.S. bonds outperformed non-U.S. bonds on a currency-neutral basis. Key Contributors Select equity holdings buoyed relative performance. Manager selection added the most value compared with the benchmark in Focused Dynamic Growth ETF, Avantis U.S. Small Cap Value ETF and U.S. Small Cap Growth. Key Detractors Manager selection was mixed overall for U.S. equities and negative for non-U.S. equities. Notable detractors from performance compared with the benchmark included Focused International Growth, U.S. Mid Cap Value and Stoxx® U.S. Quality Growth ETF. Positioning for the Future Opportunities remain. The financial markets delivered positive returns in 2025 d...
Google didn't waste time integrating Gemini into its popular Workspace apps, but those AI features are now getting an overhaul. The company says its new Gemini features for Drive, Docs, Sheets, and Slides will save you from the tyranny of the blank page by doing the hard work for you. Gemini will be able to create and refine drafts, stylize slides, and gather context from across your Google accoun...
Google didn't waste time integrating Gemini into its popular Workspace apps, but those AI features are now getting an overhaul. The company says its new Gemini features for Drive, Docs, Sheets, and Slides will save you from the tyranny of the blank page by doing the hard work for you. Gemini will be able to create and refine drafts, stylize slides, and gather context from across your Google account. At this rate, you'll soon never have to use that squishy human brain of yours again, and won't that be a relief? If you go to create a new Google Doc right now, you'll see an assortment of AI-powered tools at the top of the page. Google is refining and expanding these options under the new system. The new AI editing features will appear at the bottom of a fresh document with a text box similar to your typical chatbot interface. From there, you can describe the document you want and get a first draft in a snap. When generating a new document, you can rope in content from sources like Gmail, other documents, Google Chat, and the web. This also comes with expanded AI editing capabilities. You can use further prompts to reformat and change the document or simply highlight specific sections and ask for changes. Docs will also support AI-assisted style matching, which might come in handy if you have multiple people editing the text. Google notes that all Gemini suggestions are private until you approve them for use. Read full article Comments
This article first appeared on GuruFocus. Canada appears to be easing its stance on TikTok, signaling a policy shift that could allow the social media platform to keep operating in the country under tighter oversight. The move follows a fresh national security review and comes after the government previously ordered the Chinese-backed company to shut down its Canadian subsidiary. Officials now say...
This article first appeared on GuruFocus. Canada appears to be easing its stance on TikTok, signaling a policy shift that could allow the social media platform to keep operating in the country under tighter oversight. The move follows a fresh national security review and comes after the government previously ordered the Chinese-backed company to shut down its Canadian subsidiary. Officials now say TikTok Technology Canada Inc. will be allowed to continue operating if it adopts new safeguards aimed at strengthening data protection and platform security. The reversal marks a significant change from the position taken in November 2024 under former Prime Minister Justin Trudeau, when Canada directed ByteDance Ltd., TikTok's parent company, to wind down its Canadian division. That order would not have banned the app itself but would have forced the closure of TikTok's offices in Toronto and Vancouver. In January, however, the government set the directive aside through a legal motion shortly after Prime Minister Mark Carney visited China and announced an agreement with President Xi Jinping to relax tariffs. Industry Minister Melanie Joly said TikTok Technology Canada Inc. will now operate under legally binding commitments designed to tighten controls over Canadian user data. The company plans to introduce security gateways and privacy-enhancing technologies to manage access to data and reduce the risk of unauthorized access. TikTok also agreed to strengthen protections for minors and accept oversight from an independent third-party monitor tasked with auditing and verifying data-access controls. The company says its platform reaches 16 million users in Canada, representing more than 35% of the population, and it intends to continue supporting Canadian content creators and cultural organizations. The decision comes as TikTok's global ownership structure continues to draw scrutiny, even after the company established a U.S. entity earlier this year with managing investors in...
Oracle ORCL faces high-stakes AI test as margins wobble Oracle shares are sliding into earnings under a cloud of uncertainty. The stock is down roughly 23% year to date and trading around the high $140s, with investors pressing management to prove that billions in AI data-center spending are translating into revenue now, not years from now. Analysts have trimmed price targets, media reports point ...
Oracle ORCL faces high-stakes AI test as margins wobble Oracle shares are sliding into earnings under a cloud of uncertainty. The stock is down roughly 23% year to date and trading around the high $140s, with investors pressing management to prove that billions in AI data-center spending are translating into revenue now, not years from now. Analysts have trimmed price targets, media reports point to an unusual round of layoffs and a hiring freeze to rein in costs, and at least one major institution has pared its stake. Oracle’s fiscal third-quarter report lands into that tension: accelerating AI revenue on one side, and near-term margin pressure and cash burn on the other. Stock under pressure ahead of earnings The setup is unforgiving. Oracle’s shares are off about 2% today and lagging megacap tech as traders mark down near-term operating leverage. Scotiabank cut its target to 215 from 220 while keeping a Sector Outperform stance, noting the stock now trades close to its five-year average next-12-month P/E. That rerates the narrative from momentum to execution. The market has largely priced out multiple expansion tied to AI headlines; it wants line items. Investors will scrutinize total cloud revenue, GenAI workloads within Oracle Cloud Infrastructure, and any inflection in backlog. Without a clean beat on growth and a road map for profitability, the stock’s valuation offers little cushion. AI capex boom meets profitability math Oracle has leaned hard into AI infrastructure, racing to build GPU-rich data centers and interconnect. That decision aligns the company with a secular growth theme but front-loads costs in ways that can swamp quarterly optics. Barclays’ Raimo Lenschow expects a meaningful AI-driven revenue acceleration in the fiscal third quarter, while warning the same ramp will likely pressure margins from upfront costs and timing. Translation: the P&L may look worse before it looks better. Power, networking, and depreciation tied to AI clusters weigh on ...
In the Lancashire coastal town of Morecambe, there has been talk of Eden Project’s futuristic biomes being built beside the shoreline overlooking the bay for a decade. But this summer, spades will finally break ground to make the project a reality, with the visitor attraction expected to open in less than two years. As plans are being finalised, and excitement is building locally, a group of young...
In the Lancashire coastal town of Morecambe, there has been talk of Eden Project’s futuristic biomes being built beside the shoreline overlooking the bay for a decade. But this summer, spades will finally break ground to make the project a reality, with the visitor attraction expected to open in less than two years. As plans are being finalised, and excitement is building locally, a group of young people are heading to Chelsea flower show to display the community garden they have helped design as part of the project and offer the world a first glance of Eden Project Morecambe. Designed by the award-winning landscape designer Harry Holding, the Bring Me Sunshine garden will be relocated to Morecambe to form the centrepiece of a new 1.6-acre community garden after the show. It will be a “gift” to the local area, and will sit adjacent to but outside the paid perimeter of the Eden Project and will be free for all to use. View image in fullscreen People attend a workshop to help design the garden for Eden Project Morecambe. Photograph: Christopher Thomond/The Guardian Holding said Chelsea was “an amazing opportunity for Eden Project to really promote the fact that Eden Project Morecambe is happening, but at the heart of that is to put Morecambe on the map”. The new site will have two domes – “the realm of the sun and the realm of the moon” – the former filled with plants, and the latter a digital theatrical space. “What it’s doing is actually helping remind people about nature’s natural rhythms,” said the Eden Project’s chief executive, Andy Jasper. “And the big thing that reminds us of that is the tide that goes out here. “It goes out and reveals about 100 square miles of sand, and when it comes back in, it’s coming in so fast that it’s faster than the galloping horses.” The aim, he said, was to remind visitors that all life on Earth was governed by “the celestial beings in space”. View image in fullscreen CGI plan for Eden Project Morecambe, for which construction is d...
Blooming orchids and hidden faces – readers’ best photographs Click here to submit a picture for publication in these online galleries and/or on the Guardian letters page
Blooming orchids and hidden faces – readers’ best photographs Click here to submit a picture for publication in these online galleries and/or on the Guardian letters page