National Health Investors press release ( NHI ): Q4 FFO of $1.22 in-line. Revenue of $105.8M (+23.4% Y/Y) beats by $10.68M . NHI is introducing its 2026 annual guidance range which includes the following: NAREIT FFO per diluted share range of $4.94 - $4.99 vs $5.11 consensus Normalized FFO per diluted share range of $4.94 - $4.99; and Normalized FAD range of $248.9 million - $251.4 million. More on National Health Investors National Health Investors: A Healthcare REIT Ready For The Senior Housing Supercycle National Health Investors buys nine senior housing properties for $105.5M Top performing healthcare REITs year to date Seeking Alpha’s Quant Rating on National Health Investors Historical earnings data for National Health Investors

Investors seeking relative safety are turning to consistent dividend payers – and Wolfe Research has highlighted a few emerging dividend aristocrats that may offer them some stability. Anxiety around artificial intelligence and its ability to upend business models in an array of industries has weighed down the stock market in 2026. The S & P 500 is up less than 1% year to date as software giants such as Microsoft and Salesforce have tumbled 17% and 25%, respectively, just since New Years. Meanwhile, the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) , made up of companies like McDonald's and PepsiCo that have all raised their dividends every year for the past quarter century, has advanced more than 9% year to date. NOBL .SPX YTD mountain The S & P 500 versus the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) in 2026 Investing in dividend aristocrats is a preferred defensive strategy at Wolfe Research. The group "can be a good place to 'hide' in the event of an economic slowdown or recessionary environment," according to chief investment strategist Chris Senyek. "This cohort of stocks has generally outperformed heading into and out of recession," he said in a Monday report. Wolfe and his team went one step further, identifying what they called emerging dividend aristocrats – companies that have lifted their dividend for at least 15 years. Here are a few of the names that turned up: Verizon Communications last September raised its dividend for the 19th straight year. The stock, up 20% in 2026, has a current dividend yield of about 5.8%. The majority of analysts are hesitant on Verizon after this year's runup, with 16 of 27 rating it a hold, according to LSEG. Consensus price targets see nearly 3% upside from current levels. But Daiwa Capital Markets is more optimistic, upgrading Verizon to buy earlier this month. Analyst Jonathan Kees highlighted the stable profits, dividend and share price that telecom providers like Verizon can offer shareholders. "In a pe...

Morgan Stanley Direct Lending Fund press release ( MSDL ): Q4 net investment income of $0.49. total investment income of $96.6M. Net asset value of $20.26 per share, as compared to $20.41 as of September 30, 2025; Debt-to-equity was 1.20x as of December 31, 2025, as compared to 1.17x as of September 30, 2025; New investment commitments of $146.5 million (net of any syndications), fundings of $163.8 million and sales and repayments of $162.6 million, resulting in net funded deployment of $1.2 million; The Company’s Board of Directors (the “Board”) declared a regular dividend of $0.50 per share to shareholders of record as of December 31, 2025; and More on Morgan Stanley Direct Lending Fund Morgan Stanley Direct Lending - Be Patient MSDL: Time To Buy The Dip And Lock In 13% Yield MSDL And BXSL: High Yields Won't Save You From Negative Total Returns Morgan Stanley Direct Lending Fund Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Morgan Stanley Direct Lending Fund

Talen Energy press release ( TLN ): FY EPS of -$4.79 may not be comparable to consensus of $4.71. Revenue of $2.58B (+21.7% Y/Y) beats by $90M . Reaffirming 2026 Guidance (Millions of Dollars) 2026E (a) Adjusted EBITDA $1,750 - $2,050 Adjusted Free Cash Flow $980 - $1,180 Click to enlarge More on Talen Energy Talen Energy: Riding A Boom In Demand For Electricity, But The Valuation's Too Hot Talen Energy: Everyone's Looking At The Finger, I'm Looking At The Moon Talen Energy: The Recent Pullback Puts A Good Opportunity On Sale Talen Energy Q4 2025 Earnings Preview Pennsylvania county commission denies rezoning request for Talen's data center development

CACI International ( CACI ) priced an additional $500M aggregate principal amount of 6.375% unsecured senior notes due 2033. The new notes will be issued as part of the same series as CACI’s 6.375% senior notes originally issued in June 2025. The offering is expected to close on March 12, 2026. Proceeds will help finance CACI’s acquisition of ARKA Group L.P.. Funding will include a mix of net note proceeds, revolving credit borrowings, incremental term loan B facility proceeds, cash on hand, and potentially bridge facility borrowings. The funds will cover the purchase price of the acquisition and related transaction fees and expenses. More on CACI International CACI International Inc (CACI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript CACI International Inc (CACI) Presents at 47th Annual TD Cowen Aerospace and Defense Conference Transcript CACI International Inc (CACI) Q2 2026 Earnings Call Transcript CACI announces proposed offering of $500 million of senior notes due 2033 Deportation backlash adds fresh uncertainty for DHS contractors

Organogenesis Holdings press release ( ORGO ): Q4 GAAP EPS of $0.24 beats by $0.03 . Revenue of $225.1M (+77.7% Y/Y) beats by $52.42M . Fiscal Year 2026 Outlook: For the year ending December 31, 2026, the Company expects: Total net revenue between $350.0 million and $420.0 million, representing a decline in the range of 25% to 38%, as compared to total net revenue of $564.2 million for the year ended December 31, 2025. The 2026 total net revenue guidance range assumes a significant year-over-year decline in revenue for the three months ending March 31, 2026, and strong quarter-over-quarter growth in the second, third and fourth quarters of fiscal year 2026. More on Organogenesis Holdings Organogenesis: High-Tech Skin Substitute Company On Sale Organogenesis drops as Medicare to pull skin substitute LCDs (update) Organogenesis starts rolling submission for ReNu allograft for knee arthritis Seeking Alpha’s Quant Rating on Organogenesis Holdings Historical earnings data for Organogenesis Holdings

US stocks (^DJI, ^IXIC, ^GSPC) broadly end Thursday trading in negative territory — the Dow Jones Industrial Average only rose by 0.03% — while Nvidia (NVDA) closed nearly 5.5% lower after the AI chipmaker's strong fourth quarter earnings apparently wasn't enough to impress Wall Street investors. Grenadilla Advisory founder and CEO Anna Rathbun speaks with Josh Lipton to share her analysis of Nvidia's earnings release and where the semiconductor manufacturer is seeing the most pressure from AI investors. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

PubMatic press release ( PUBM ): Q4 Non-GAAP EPS of $0.29 beats by $0.14 . Revenue of $80.05M (-6.4% Y/Y) beats by $4.82M . For the first quarter of 2026, we expect the following: Revenue to be in the range of $58 million to $60 million, inclusive of an impact from one of our top DSP buyers. Adjusted EBITDA to be in the range of $(0.5) million to $1.0 million. Adjusted EBITDA expectation assumes a negative foreign currency exchange impact predominantly from Euro and Pound Sterling. Shares +14.85% AH. More on PubMatic 'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen Holiday movies, key games boost viewership for Disney, Warner Bros. in December — Nielsen Seeking Alpha’s Quant Rating on PubMatic Historical earnings data for PubMatic Financial information for PubMatic

jetcityimage Monster Beverage ( MNST ) recorded another quarter of double‑digit sales growth in Q4 and generated higher operating profit despite continued weakness in its alcohol business. Net sales for the fourth quarter rose 17.6% to $2.13B, or 16.1% on a currency‑neutral basis. Excluding its Alcohol Brands segment, sales grew 18.3% (16.7% FX‑neutral), as demand in the core energy portfolio stayed strong. The flagship Monster Energy Drinks segment, which includes Monster Energy, Reign, Reign Storm, and Bang, led the way with an 18.9% increase to $1.99B, while the Strategic Brands segment, which includes Predator and Fury, climbed 7.8% to $110M. Revenue in the Alcohol Brands segment fell 16.8% to $29M. International momentum remained strong in Q4, with sales outside the United States up 26.9% to $903.3M, representing 42% of quarterly revenue. Gross margin inched up to 55.5%, boosted by pricing, supply chain efficiencies, and mix. Operating income jumped 42.3% to $542.6M, helped by lower Alcohol Brands segment impairment charges, while adjusted operating income rose 16.0% to $617.6M. EPS of $0.51 for the quarter topped the consensus expectation of $0.48."Our performance reflects the success of our existing core offerings as well as our product innovations, which are resonating strongly with consumers. Innovation remains central to our long-term growth strategy, and we remain excited about our planned new product offerings for the remainder of 2026 and beyond," highlighted CEO Hilton Schlosberg. Shares of Monster Beverage ( MNST ) were down 2.9% in postmarket trading. More on Monster Beverage Monster Beverage: I Want To Own It But Can't At This Price Monster Beverage: Energy Drink Leader And Financial Fortress, But Valuation Reflects It Monster Beverage: Buy This Global Energy Drink Champion With More Room To Run Monster Beverage Q4 2025 Earnings Preview Monster Beverage is tipped by Morgan Stanley to keep rallying in 2026

格隆汇2月27日｜据CNBC报道，奈飞(NFLX.O)首席执行官Ted Sarandos于周四下午抵达白宫，就其公司收购华纳兄弟部分业务的努力进行会谈。就在此前不久，华纳兄弟发表声明称，派拉蒙收购该公司全部业务的新报价似乎构成了“更优方案”，奈飞现在有四天的竞价期。Sarandos预计不会与特朗普会面。一位白宫官员表示：“奈飞方面正与白宫工作人员进行会谈。”

PM to inaugurate Micron’s ATMP plant in Sanand on Saturday The Times of India

Applied Optoelectronics press release ( AAOI ): Q4 Non-GAAP EPS of -$0.01 beats by $0.10 . Revenue of $134.27M (+33.9% Y/Y) beats by $6.03M . For first quarter of 2026, the company currently expects: Revenue in the range of $150 million to $165 million vs $145.72M consensus Non-GAAP gross margin in the range of 29% to 31%. Non-GAAP net income in the range of a loss of $7.0 million to a loss of $0.3 million, and non-GAAP income per share in the range of a loss of $0.09 to breakeven vs -$0.05 consensus using approximately 76.4 million shares. Shares +15% . More on Applied Optoelectronics Applied Optoelectronics: The AI Networking Dark Horse Wall Street Underestimates Applied Optoelectronics' Breakout Is Just Beginning Applied Optoelectronics: Further Share Price Appreciation In Store Due To AI Applied Optoelectronics Q4 2025 Earnings Preview AI-related stocks edge higher, led by networking, while CoreWeave drags hyperscalers down

Robert Way Zscaler ( ZS ) shares fell more than 5% in extended trading on Thursday even after the cybersecurity company posted fiscal second-quarter results and guidance that topped Wall Street's estimates. For the period ending Jan. 31, Zscaler said it earned an adjusted $1.01 per share as revenue rose 25.9% year-over-year to $815.8M. Analysts had expected the company to earn an adjusted $0.89 per share on $799M in revenue. “We delivered strong second quarter fiscal 2026 results. ARR grew 25%, or 21% excluding the contribution from the Red Canary acquisition, while profitability reached an all-time high with non-GAAP operating margin over 22%,” said Kevin Rubin, chief financial officer of Zscaler. “Our innovation, combined with disciplined execution, enabled us to operate at a Rule-of-62 fiscal year-to-date, significantly outperforming the Rule-of-40 benchmark.” Looking ahead to the fiscal third-quarter, Zscaler said it expects to earn an adjusted $1 or $1.01 per share, with revenue between $834M and $836M. Analysts had expected the company to earn an adjusted $0.94 per share on $831.28M in revenue. Zscaler also raised its outlook for the rest of the fiscal year, as revenue is expected to be between $3.309B and $3.322B, compared to a prior view of $3.282B to $3.301B. A nnual recurring revenue is forecast to be between $3.73B and $3.745B, up from previous guidance of $3.698B to $3.718B. Adjusted earnings are now expected to be between $3.99 and $4.02 per share, compared to a prior range of $3.78 to $3.82 per share. Analysts were expecting the company to earn an adjusted $3.81 per share on $3.29B in revenue for the full year. The company will host a conference call at 4:30 p.m. EST to discuss the results. More on Zscaler Zscaler's AI-Powered Security: A Compelling Case For Aggressive Growth Investors Zscaler Scales Zero Trust And AI Agent Security Zscaler Q2 Earnings Preview: What To Watch And Why AI Fears Are Overblown Zscaler Q2 2026 Earnings Preview Key deals this...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Nvidia’s latest sales forecast, which drew a lukewarm response from investors, with concerns over a potential bubble still weighing on the chipmaker. Plus, Paramount Skydance and Warner Bros. Discovery put out earnings amid renewed takeover talks. And, Snowflake CEO Sridhar Ramaswamy discusses the business’ strong growth outlook. (Source: Bloomberg)

美股三大指数收盘涨跌不一，纳指跌1.18%，标普500指数跌0.54%，道指涨0.03%。大型科技股多数下跌，英伟达跌5.46%，报184.89美元/股，特斯拉跌超2%，谷歌、亚马逊跌超1%，苹果小幅下跌；微软、Meta小幅上涨。存储股涨跌不一，美光跌逾3%，台积电跌2.82%，闪迪涨3%。

Dentsply Sirona press release ( XRAY ): Q4 Non-GAAP EPS of $0.27 misses by $0.02 . Revenue of $961M (+6.2% Y/Y) beats by $34.63M FY 2026 outlook: net sales in the range of $3.5B to $3.6B; adjusted EPS of $1.40 to $1.50 (1) Announced a restructuring initiative to redirect approximately $120 million annually into the Return-to-Growth Action Plan, prioritizing investments in accelerated innovation, clinical education, and sales team education focused on connected dentistry More on Dentsply Sirona 8.5% Yield From IG-Rated Dentsply Sirona Bonds Still Look Interesting DENTSPLY SIRONA Inc. (XRAY) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow DENTSPLY SIRONA Inc. (XRAY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Dentsply Sirona Q4 2025 Earnings Preview Dentsply Sirona gains as BofA upgrades to Buy on risk-reward setup

cemagraphics/iStock via Getty Images Pessimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. Meanwhile, optimism and neutral sentiment decreased. Bullish sentiment, expectations that stock prices will rise over the next six months, decreased 1.3 percentage points to 33.2%. Bullish sentiment is below its historical average of 37.5% for the second time in 13 weeks. Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, decreased 1.5 percentage points to 27.0%. Neutral sentiment is below its historical average of 31.5% for the 84th time in 86 weeks. Bearish sentiment, expectations that stock prices will fall over the next six months, increased 2.8 percentage points to 39.8%. Bearish sentiment is above its historical average of 31.0% for the sixth time in 13 weeks. The bull-bear spread (bullish minus bearish sentiment) decreased 4.1 percentage points to –6.6%. The bull-bear spread is below its historical average of 6.5% for the third time in 13 weeks. This week’s special question asked AAII members how they would describe the earnings guidance given by companies during fourth-quarter 2025 earnings season. Here is how they responded: Better than I expected: 27.2% Approximately what I expected: 43.5% Worse than I expected: 7.6% Not sure/no opinion: 21.2% This week’s Sentiment Survey results: Bullish: 33.2%, down 1.3 percentage points Neutral: 27.0%, down 1.5 percentage points Bearish: 39.8%, up 2.8 percentage points Historical averages: Bullish: 37.5% Neutral: 31.5% Bearish: 31.0% The AAII Sentiment Survey has been conducted weekly since July 1987. The survey and its results are available online . If you want to become an effective manager of your own assets and achieve your financial goals, consider a risk-free 30-day Trial AAII Membership .

AvePoint press release ( AVPT ): Q4 GAAP EPS of $0.07 beats by $0.04 . Revenue of $114.69M (+28.6% Y/Y) beats by $3.75M . For the first quarter of 2026, the Company expects: Total revenues of $115.0 million to $117.0 million, or year-over-year growth of 25% at the midpoint. On a constant currency basis, the Company expects revenue growth of 20% at the midpoint. Non-GAAP operating income of $19.5 million to $20.5 million. For the full year 2026, the Company expects: Total ARR of $525.1 million to $531.1 million, or year-over-year growth of 27% at the midpoint. Adjusted for FX, the Company expects ARR growth of 26% at the midpoint. Total revenues of $509.4 million to $517.4 million, or year-over-year growth of 22% at the midpoint. On a constant currency basis, the Company expects revenue growth of 20% at the midpoint. Non-GAAP operating income of $92.6 million to $96.6 million. Shares +4.55% AH. More on AvePoint AvePoint: High Margins, Growing Recurring Revenue, But Microsoft Is A Risk AvePoint, Inc. (AVPT) Presents at UBS Global Technology and AI Conference 2025 Transcript Seeking Alpha’s Quant Rating on AvePoint Historical earnings data for AvePoint Financial information for AvePoint

Rexford Industrial Realty ( REXR ) said on Thursday it promoted John Nahas to Chief Operating Officer, effective April 1, 2026. Nahas, currently managing director of operations, will continue to oversee operations and investments, including asset management, development and construction, leasing, and property management. The appointment is in conjunction with the previously announced transition of Laura Clark to CEO. The company reaffirmed its 2026 general and administrative expense guidance of about $60 million and said total aggregate executive compensation was reduced by about 50% compared to prior levels. REXR -0.0% after hours to $37.88. Source: Press Release More on Rexford Industrial Realty The Market Was Not Happy About Guidance From Rexford Industrial Realty Rexford Industrial Realty, Inc. (REXR) Q4 2025 Earnings Call Transcript Rexford Industrial Realty, Inc. 2025 Q4 - Results - Earnings Call Presentation Rexford targets $2.35 to $2.40 core FFO per share for 2026 as company accelerates asset dispositions and capital discipline Rexford Industrial Realty FFO of $0.59 in-line, revenue of $248.1M in-line

Matador Resources Company ( MTDR ) on Thursday said it has priced a private offering of $750 million of 6.000% senior unsecured notes due 2034 at a price of 100% of their face value. The offering is expected to close on March 5, 2026. Source: Press Release More on Matador Resources Matador Resources: The Market Is Not Perceiving The Full Valuation Matador Resources projects 3% oil growth and 11% lower CapEx for 2026 while expanding Delaware Basin inventory Matador Resources Q4 2025 Earnings Preview

audioundwerbung/iStock via Getty Images Plug Power ( PLUG ) said Thursday it entered into an agreement with data center developer Stream Data Centers to a dvance the previously announced initiative to generate more than $275M in liquidity improvement. Under the deal terms, Plug ( PLUG ) expects to receive at least $132.5M through a sale of its interest in the Project Gateway site in New York, comprising the land and associated infrastructure, select substation-related assets, and the assignment of certain related agreements. Plug ( PLUG ) said the asset sale allows it to unlock value from existing assets and maintain focus on hydrogen production and fuel cell deployment; two additional initiatives are expected in 2026, with ~$275M in anticipated total proceeds. The company said its agreement with Stream is "the first step in aligning its power infrastructure capabilities with one of the fastest-growing segments of the domestic energy market." More on Plug Power Plug Power Shareholder/Analyst Call Transcript Plug Power Has Bought Time, Not Conviction Seeking Alpha’s Quant Rating on Plug Power

MARA Holdings press release ( MARA ): Q4 GAAP EPS of -$4.52 misses by $3.35 . Revenue of $202.3M (-5.6% Y/Y) misses by $49.04M . As of December 31, 2025, we delivered record energizedhashrate of 66.4 EH/s, increasing 25% from 53.2 EH/s asof December 31, 2024. Cost per petahash per day was $30.5 for Q4 2025, aslight decline of 4% from Q3 2025 and improved 16% forthe full year in 2025. Total blocks won decreased 15% in Q4 2025 to 595 from703 in Q4 2024. For the full year, blocks won grew 21% to2,588 from 2,132 in 2024. Shares +14% . More on MARA Holdings MARA Holdings: Mirroring The Bitcoin Breakdown (Rating Downgrade) MARA Holdings: The Exaion Acquisition Transforms It Into An AI Cloud Power Changes Everything For MARA Holdings MARA Q4 earnings on deck: What to expect CleanSpark tops crypto firms with $2B+ market cap in short interest as of mid-February

A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report.

Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Key PointsServiceNow has set itself up to be an AI orchestration platform.

Innodata Isogen press release ( INOD ): Q4 GAAP EPS of $0.25 beats by $0.04 . Revenue of $72.38M (+22.3% Y/Y) beats by $2.91M . More on Innodata Isogen Innodata: Riding Palantir's Multi-Billion Saddle Innodata: Progress Is Real, Upside Priced In Enterprise software stocks tumble as analysts mull growth acceleration amid AI impact Seeking Alpha’s Quant Rating on Innodata Isogen Historical earnings data for Innodata Isogen

Arcosa press release ( ACA ): Q4 Non-GAAP EPS of $1.15 beats by $0.23 . Revenue of $716.7M (+7.6% Y/Y) misses by $2.76M . More on Arcosa Arcosa's Rise Isn't Over Yet Arcosa: Growth Visibility Keeps The Upside Intact Arcosa Q4 2025 Earnings Preview Arcosa divests barge business for $450M Seeking Alpha’s Quant Rating on Arcosa

Key PointsHahn Capital Management reported a new 241,322-share position in CoreCivic at the end of the fourth quarter.

格隆汇2月27日｜市场消息：英伟达在企业交易上投入了700亿美元，以刺激芯片需求。

由于英伟达的大客户已表明他们大幅增加了硬件支出，市场对其重磅财报早有预期。 英伟达公布第四财季盈利超出预期后，周四其股价下跌逾5%。 该公司一个季度就赚到430亿美元。尽管 摩根士丹利 的约瑟夫·摩尔称这是芯片公司历史性的“盈利超预期并上调指引”的表现，英伟达股价在周四仍下跌超过5%。英伟达的营收比预期高出约30亿美元，其业绩指引比分析师此前的模型预测高出约50亿美元。 这种程度的超预期或许已在预料之中，因为英伟达的超大规模客户最近提高了他们的资本支出预测，预示着芯片支出将持续激增。 摩尔表示，尽管股价反应平淡令人惊讶，但笼罩英伟达股票的争议“本质上是长期性的”。 尽管资本支出预测有所提升，投资者一直担心人工智能支出的可持续性，摩尔表示，从迄今为止的所有投资来看，超大规模企业的自由现金流生成似乎“面临巨大压力”。 他并不那么担心。他说，超大规模企业正在要求更多的计算能力。虽然成本是一个挑战，但需求来自于向推理（即运行AI模型）的转变，这最终会转化为收入。 摩尔在周四的报告中表示，长期来看“情况看起来相当不错”。 根据摩尔的说法，对英伟达股价更大的催化剂可能是英伟达CEO黄仁勋即将在摩根士丹利科技会议上的主题演讲，以及这家芯片制造商在三月举行的年度GTC大会。投资者将寻求有关公司产品路线图的更多细节，包括其Vera Rubin芯片平台以及后续Feynman架构的更新。 伯恩斯坦分析师斯泰西·拉斯冈表示，他“不确定投资者此时还想听到什么”，但随着对其产品的需求“没有任何放缓的迹象”，买方对英伟达2027年的预期“似乎非常合理”。他特别指出，买方观点认为英伟达下一日历年可能实现每股收益12美元或更多。而FactSet的共识预期约为10美元。 与此同时，英伟达也因供应短缺导致的存储芯片价格上涨而受到波及。英伟达的芯片需要大量内存，但在供应紧张的背景下，对内存的强劲需求推高了行业价格。 TD Cowen分析师约书亚·布哈特在周三的一份报告中表示，英伟达“对其75%毛利率传达的自信但保守的信息”对投资者来说应该是个好消息。他补充说，该公司可能在供应紧张之前就锁定了其内存供应和价格。 布哈特对英伟达股价近期的低迷感到有些困惑，因为软件股已经下跌。 他写道：“仅强调一个奇怪的现象——在我们看来，奇怪的是，软件股似乎正在为生存性衰退定价，而能够实现这种未来结果的基础硬件却在为需求的快...