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ph5188

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- ph5188ph5188
  ·04-10
  Bubbles popping
  Amazon CEO Says AI Chip Business Is Booming. It Could Be as Big as Broadcom
  $Amazon(AMZN)$ CEO Andy Jassy dismissed fears of an artificial intelligence bubble and told investors they shouldn't expect any slowdown in the firm's AI investments.Shares of Amazon were up 4% in...
  Amazon CEO Says AI Chip Business Is Booming. It Could Be as Big as Broadcom
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- ph5188ph5188
  ·02-04
  Bottom Line AI weakens Adobe’s narrative, but does not destroy its business. The market punished Adobe for being: • Careful • Enterprise-first • Legally conservative Ironically, those are the traits that keep Adobe relevant for the next decade.
  Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns
  Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...
  Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns
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- ph5188ph5188
  ·02-02
  $Microsoft(MSFT)$ buy buy buy
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- ph5188ph5188
  ·2025-05-15
  $UnitedHealth(UNH)$ buy or not?
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- ph5188ph5188
  ·2024-08-09
  $Tiger Brokers(TIGR)$ Restart and do it again
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popping&nbsp;","listText":"Bubbles popping&nbsp;","text":"Bubbles popping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552077372973728","repostId":"2626620138","repostType":2,"repost":{"id":"2626620138","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1775748768,"share":"https://ttm.financial/m/news/2626620138?lang=en_US&edition=fundamental","pubTime":"2026-04-09 23:32","market":"nz","language":"en","title":"Amazon CEO Says AI Chip Business Is Booming. It Could Be as Big as Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=2626620138","media":"Dow Jones","summary":"$Amazon(AMZN)$ CEO Andy Jassy dismissed fears of an artificial intelligence bubble and told investors they shouldn't expect any slowdown in the firm's AI investments.Shares of Amazon were up 4% in...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> CEO Andy Jassy dismissed fears of an artificial intelligence bubble and told investors they shouldn&#39;t expect any slowdown in the firm&#39;s AI investments.</p><p>Shares of Amazon were up 4% in Thursday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5304ebceb90cc3535d92b6588d81fe6\" tg-width=\"361\" tg-height=\"88\"/></p><p>&#34;I&#39;ve followed the public debate on whether this technology is over-hyped, whether we&#39;re in &#39;a bubble,&#39; and if the margins and ROIC [return on invested capital will be appealing. My strong conviction, at least for Amazon, is that the answers are no, no, and yes,&#34; Jassy writes in a shareholder letter for fiscal year 2025, published Thursday.</p><p>Amazon has projected capital expenditure of around $200 billion this year, largely on AI data centers. That outstrips even the spending of other major U.S. technology companies such as Microsoft or Google-parent Alphabet.</p><p>Jassy says he has the figures to back up the huge spending. Notably, he said Amazon&#39;s in-house chip business is already on track to generate more than $20 billion in annual revenue. Amazon&#39;s CEO says that if the chip unit were a stand-alone business and sold the processors produced this year to third parties, it could generate annual sales of $50 billion.</p><p>&#34;There&#39;s so much demand for our chips that it&#39;s quite possible we&#39;ll sell racks of them to third parties in the future,&#34; Jassy writes.</p><p>Rack-level sales to third parties would bring Amazon into direct competition with leading AI chip makers <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and Broadcom. Amazon is still a big customer for Nvidia chips.</p><p>If Amazon&#39;s Trainium and Graviton chips generated $50 billion in annual revenue, that would be similar to Broadcom&#39;s AI chip business, which is expected to generate around $10.7 billion in revenue in the current quarter.</p><p>Broadcom has a market capitalization of $1.66 trillion, largely due to its AI semiconductor business, although it also has a big software division. Amazon is valued at around $2.38 trillion.</p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon CEO Says AI Chip Business Is Booming. It Could Be as Big as Broadcom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon CEO Says AI Chip Business Is Booming. It Could Be as Big as Broadcom\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-09 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> CEO Andy Jassy dismissed fears of an artificial intelligence bubble and told investors they shouldn&#39;t expect any slowdown in the firm&#39;s AI investments.</p><p>Shares of Amazon were up 4% in Thursday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5304ebceb90cc3535d92b6588d81fe6\" tg-width=\"361\" tg-height=\"88\"/></p><p>&#34;I&#39;ve followed the public debate on whether this technology is over-hyped, whether we&#39;re in &#39;a bubble,&#39; and if the margins and ROIC [return on invested capital will be appealing. My strong conviction, at least for Amazon, is that the answers are no, no, and yes,&#34; Jassy writes in a shareholder letter for fiscal year 2025, published Thursday.</p><p>Amazon has projected capital expenditure of around $200 billion this year, largely on AI data centers. That outstrips even the spending of other major U.S. technology companies such as Microsoft or Google-parent Alphabet.</p><p>Jassy says he has the figures to back up the huge spending. Notably, he said Amazon&#39;s in-house chip business is already on track to generate more than $20 billion in annual revenue. Amazon&#39;s CEO says that if the chip unit were a stand-alone business and sold the processors produced this year to third parties, it could generate annual sales of $50 billion.</p><p>&#34;There&#39;s so much demand for our chips that it&#39;s quite possible we&#39;ll sell racks of them to third parties in the future,&#34; Jassy writes.</p><p>Rack-level sales to third parties would bring Amazon into direct competition with leading AI chip makers <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and Broadcom. Amazon is still a big customer for Nvidia chips.</p><p>If Amazon&#39;s Trainium and Graviton chips generated $50 billion in annual revenue, that would be similar to Broadcom&#39;s AI chip business, which is expected to generate around $10.7 billion in revenue in the current quarter.</p><p>Broadcom has a market capitalization of $1.66 trillion, largely due to its AI semiconductor business, although it also has a big software division. Amazon is valued at around $2.38 trillion.</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - 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My strong conviction, at least for Amazon, is that the answers are no, no, and yes,\" Jassy writes in a shareholder letter for fiscal year 2025, published Thursday.Amazon has projected capital expenditure of around $200 billion this year, largely on AI data centers. That outstrips even the spending of other major U.S. technology companies such as Microsoft or Google-parent Alphabet.Jassy says he has the figures to back up the huge spending. Notably, he said Amazon's in-house chip business is already on track to generate more than $20 billion in annual revenue. Amazon's CEO says that if the chip unit were a stand-alone business and sold the processors produced this year to third parties, it could generate annual sales of $50 billion.\"There's so much demand for our chips that it's quite possible we'll sell racks of them to third parties in the future,\" Jassy writes.Rack-level sales to third parties would bring Amazon into direct competition with leading AI chip makers Nvidia and Broadcom. Amazon is still a big customer for Nvidia chips.If Amazon's Trainium and Graviton chips generated $50 billion in annual revenue, that would be similar to Broadcom's AI chip business, which is expected to generate around $10.7 billion in revenue in the current quarter.Broadcom has a market capitalization of $1.66 trillion, largely due to its AI semiconductor business, although it also has a big software division. Amazon is valued at around $2.38 trillion.","news_type":1,"symbols_score_info":{"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529160423764120,"gmtCreate":1770211598127,"gmtModify":1770213284671,"author":{"id":"3556606246017463","authorId":"3556606246017463","name":"ph5188","avatar":"https://community-static.tradeup.com/news/4b92c6ab18ce7db46f7120355c40eb63","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556606246017463","idStr":"3556606246017463"},"themes":[],"title":"","htmlText":"Bottom Line AI weakens Adobe’s narrative, but does not destroy its business. The market punished Adobe for being: • Careful • Enterprise-first • Legally conservative Ironically, those are the traits that keep Adobe relevant for the next decade.","listText":"Bottom Line AI weakens Adobe’s narrative, but does not destroy its business. The market punished Adobe for being: • Careful • Enterprise-first • Legally conservative Ironically, those are the traits that keep Adobe relevant for the next decade.","text":"Bottom Line AI weakens Adobe’s narrative, but does not destroy its business. The market punished Adobe for being: • Careful • Enterprise-first • Legally conservative Ironically, those are the traits that keep Adobe relevant for the next decade.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/529160423764120","repostId":"1150547147","repostType":2,"repost":{"id":"1150547147","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1770188663,"share":"https://ttm.financial/m/news/1150547147?lang=en_US&edition=fundamental","pubTime":"2026-02-04 15:04","market":"us","language":"en","title":"Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1150547147","media":"Stock News","summary":"Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains...","content":"<p>Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"</p>\n<p>Piper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).</p>\n<p>Despite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler Downgrades Multiple Software Stocks Including Adobe, Citing AI-Driven Structural Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-02-04 15:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"</p>\n<p>Piper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).</p>\n<p>Despite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","ADBE":"Adobe","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","VGT":"信息技术ETF-Vanguard","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4581":"高盛持仓","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4543":"AI","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - 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Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","BK4527":"明星科技股","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150547147","content_text":"Investment firm Piper Sandler downgraded its ratings on three enterprise software stocks on Tuesday and reduced price targets for numerous companies, as investor sentiment towards the sector remains persistently weak. The firm's analysts wrote in a note to clients, \"The bearish thesis can be simplified to two points: first, efficiency gains from AI will suppress or reduce the growth in corporate headcount, creating a headwind for software companies that charge on a per-seat basis; second, the emergence of 'natural language programming' capabilities from leading large language model providers means customers will be able to create applications themselves, rather than purchasing from existing software vendors.\" The analysts added, \"We anticipate 2026 will mark the fifth consecutive year of slowing growth for the software industry. Slowing growth coupled with long-term disintermediation concerns have already driven valuation downgrades for companies within our coverage list.\"\nPiper Sandler downgraded Adobe (ADBE.US), Freshworks (FRSH.US), and Vertex (VERX.US) from \"Overweight\" to \"Neutral,\" and significantly slashed their price targets from $479, $20, and $32 to $330, $12, and $20, respectively. The institution also lowered the price targets for Amplitude (AMPL.US), Asana (ASAN.US), BlackLine (BL.US), Braze (BRZE.US), Figma (FIG.US), HubSpot (HUBS.US), Salesforce (CRM.US), Oracle (ORCL.US), Klaviyo (KVYO.US), monday.com (MNDY.US), ServiceTitan (TTAN.US), and ZoomInfo (GTM.US).\nDespite the ongoing pessimism surrounding the software sector, the analysts added that they remain optimistic about Microsoft and ServiceTitan, naming them as their two top picks for 2026, even as the technology industry remains in the \"early stages of the AI product adoption curve.\" \"We believe Microsoft is perhaps the best pure-play in the AI application space currently,\" the analysts wrote. \"Our survey of CIOs in the second half of 2025 indicates that respondents are becoming more positive regarding Azure and Copilot activity. We recommend buying on any pullback following Microsoft's Q2 FY2026 earnings report.\" The analysts further noted, \"For ServiceTitan, numerous growth drivers (such as the Max/Pro product, commercial business, roofing projects, expansion into new verticals) give us confidence that its FY2027 revenue has the potential to exceed expectations.\"","news_type":1,"symbols_score_info":{"VGT":1,"ADBE":1}},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096961999981430","authorId":"4096961999981430","name":"Sandyboy","avatar":"https://community-static.tradeup.com/news/c0493c8f653046dcb6adcd04d9fbd091","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4096961999981430","idStr":"4096961999981430"},"content":"We know Adobe by pdf. Who uses Adobe pdf anymore : answer no one coz there are plenty of alternatives for enterprises and many much cheaper with more features. So what is Adobe’s main business nowadays? Their photoshop and studio tools. Also under attack. Cheaper alternatives exist, but most people are trained in Adobe products. The he company used to be very lean but they bloated up. No new and innovative products. Have a large holding bought at 430. 🤦🏻","text":"We know Adobe by pdf. Who uses Adobe pdf anymore : answer no one coz there are plenty of alternatives for enterprises and many much cheaper with more features. So what is Adobe’s main business nowadays? Their photoshop and studio tools. Also under attack. Cheaper alternatives exist, but most people are trained in Adobe products. The he company used to be very lean but they bloated up. No new and innovative products. Have a large holding bought at 430. 🤦🏻","html":"We know Adobe by pdf. Who uses Adobe pdf anymore : answer no one coz there are plenty of alternatives for enterprises and many much cheaper with more features. So what is Adobe’s main business nowadays? Their photoshop and studio tools. Also under attack. Cheaper alternatives exist, but most people are trained in Adobe products. The he company used to be very lean but they bloated up. No new and innovative products. Have a large holding bought at 430. 🤦🏻"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528279246161088,"gmtCreate":1769996606955,"gmtModify":1769998009303,"author":{"id":"3556606246017463","authorId":"3556606246017463","name":"ph5188","avatar":"https://community-static.tradeup.com/news/4b92c6ab18ce7db46f7120355c40eb63","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556606246017463","idStr":"3556606246017463"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> buy buy buy","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> buy buy buy","text":"$Microsoft(MSFT)$ buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528279246161088","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435418733346832,"gmtCreate":1747321525512,"gmtModify":1747725546425,"author":{"id":"3556606246017463","authorId":"3556606246017463","name":"ph5188","avatar":"https://community-static.tradeup.com/news/4b92c6ab18ce7db46f7120355c40eb63","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556606246017463","idStr":"3556606246017463"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a> buy or not?","listText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a> buy or not?","text":"$UnitedHealth(UNH)$ buy or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435418733346832","isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336269601862064,"gmtCreate":1723135538296,"gmtModify":1723138622165,"author":{"id":"3556606246017463","authorId":"3556606246017463","name":"ph5188","avatar":"https://community-static.tradeup.com/news/4b92c6ab18ce7db46f7120355c40eb63","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556606246017463","idStr":"3556606246017463"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> Restart and do it again","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> Restart and do it again","text":"$Tiger Brokers(TIGR)$ Restart and do it again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336269601862064","isVote":1,"tweetType":1,"viewCount":3100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}