Salesforce.com Inc (US79466L3024)
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12.01.26 16:45:48 Goldman Sachs empfiehlt 3 US-amerikanische Software-Aktien zum Kauf und 2, die man vermeiden sollte.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Investing.com – Goldman Sachs übernimmt die Aktienanalyse des US-Software-Sektors und nennt drei Aktien, auf die es setzt, während es vor zwei Namen warnt, inmitten der „Ära der agentischen Arbeitsabläufe“.** Microsoft, Oracle und ServiceNow erhalten die Buy-Bewertung, während Adobe und Datadog als Sell bewertet werden. Analyst Gabriela Borges sagte, dass sie „optimistisch ist, dass die Akzeptanz von KI ein positiver Rückenwind für den Software-TAM über die nächsten 5–10 Jahre ist“, aber warnte, dass die jährlichen „Datenpunkte uneben sein könnten, da das Ökosystem reift“. Borges argumentiert, dass die Hauptdiskussion für Investoren darin besteht, welche Unternehmen die Nachfrage nach KI-Infrastruktur in ein „nachhaltiges, profitables Geschäft“ umwandeln können. Sie erwartet, dass Infrastruktursoftware-Anbieter die Bruttomargen von „<40% auf 60%+“ erhöhen. Microsoft ist die wichtigste Idee von Goldman Sachs, wobei das Unternehmen auf „die Aufwärtsbewegung von Azure-Einnahmen im Jahr 2026 unter Berücksichtigung seiner Größe und seines Geschäftsansatzes“ verweist. Auch Oracle erhält die Buy-Bewertung, wobei die Analysten eine verbesserte Transparenz bei den Investitionen in Sachkapital und einen klaren Weg aus dem aktuellen Tiefpunkt im Wachstum der Bruttomargen im Jahr 2026E erwarten. ServiceNow wird als Profitierer von einer Verlagerung des Werts in die „Agenten-Orchestrierungsschicht“ bezeichnet, wo es aufgrund seiner Workflow-Funktionen „gut positioniert“ ist. Auf der Anwendungsseite bevorzugt Goldman Sachs Unternehmen, die sich „weiter in der Umgestaltung ihrer Stacks“ befinden, wobei Salesforce hervorgehoben wird, obwohl es nicht zu den Top Drei gehört. Das Unternehmen vergibt Sell-Bewertungen für Adobe und Datadog und warnt, dass das Wachstum von Adobe „weg von der High-End-Seite abfließt“, während Datadog mit „erhöhtem Wettbewerb und verstärktem Kundenfokus auf Budgetoptimierung“ konfrontiert ist.
12.01.26 15:52:46 Google's market cap hits $4 trillion, cementing its status as an AI trade champion
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Google (GOOG, GOOGL) on Monday became the fourth company to join the $4 trillion market cap club, riding a wave of investor excitement related to its latest AI advancements. It's now the second most valuable company after Nvidia. The search giant joins Apple (AAPL), Microsoft (MSFT), and Nvidia (NVDA) on the short list of names that have crossed the threshold, though Microsoft has since pulled back below the market milestone. Nvidia topped $5 trillion in October but has since fallen back into the $4 trillion range. The company is one of the biggest beneficiaries of the AI trade, thanks to its Google Cloud Platform. On Nov. 18, Google debuted its Gemini 3 AI model, which received full-throated endorsements from executives including Salesforce CEO Mark Benioff. NasdaqGS - Nasdaq Real Time Price•USD (GOOG) Follow View Quote Details 328.46 -0.69 (-0.21%) As of 10:55:24 AM EST. Market Open. GOOGMSFT AMZN Advanced Chart On Nov. 25, The Information reported that the company is in talks with Meta (META) to provide the social media firm with its custom TPU AI chips for use in its own data centers. In October, Google inked a deal with Anthropic (ANTH.PVT) that will see the Claude developer use up to a million of Google's TPUs to power its AI services. Prediction Market powered by Google's potential chip arrangement with Meta puts Nvidia in a difficult spot, as investors questioned whether the AI GPU leader could hold on to its lead with increased competition from one of its own customers. Like Google, Amazon, Meta, and Microsoft have developed their own custom data center chips. Nvidia, however, pushed back against fears that Google posed a threat to its future, saying at the time that its chips are a generation ahead of Google's. Google's milestone marks a stunning turnaround for its AI fortunes. The company was largely caught flatfooted when OpenAI debuted ChatGPT in November 2022, despite Google's involvement in helping to develop the transformative technology behind ChatGPT. A few months later, Microsoft announced it was rolling out its own chatbot powered by ChatGPT, thanks to its early investments in the AI company. Google tried to match that with its own chatbot, but it fell flat. That led to fears that Google's search crown was in jeopardy as consumers began using ChatGPT to find information on the web.Google CEO Sundar Pichai addresses the crowd during Google's annual I/O developers conference in Mountain View, Calif., on May 20, 2025. (Camille Cohen/AFP via Getty Images)·CAMILLE COHEN via Getty Images But over the years, Google has steadily improved its own AI models, incorporating them into its search platform via AI Overviews, found at the top of search pages, as well as its AI Mode. Google has also brought Gemini to its Android operating system, Google Maps, and other services. Still, no company can afford to be complacent in the ever-evolving AI race. Shortly after Google debuted Gemini 3, Anthropic launched its Claude Opus 4.5, which the company said beats Gemini 3 in certain benchmarks. Story Continues OpenAI, xAI, and Meta aren't sitting idly by, either. Expect each company to continue changing places between being the AI model leader in the coming months and years. Google, along with its tech cohort, is also spending billions on new data centers, raising concerns about an AI bubble. And while some analysts say we're still far from something akin to the dot-com bubble of the late 1990s, famed investor Michael Burry claims that some companies, including Oracle (ORCL) and Meta, are inflating their earnings by extending the functional life of their AI chips on paper. And with multiple companies surpassing their capital expenditure records over the past year, those bubble concerns are likely to persist.Sign up for Yahoo Finance's Week in Tech newsletter.·yahoofinance Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley. Click here for the latest technology news that will impact the stock market Read the latest financial and business news from Yahoo Finance View Comments
12.01.26 15:19:19 Descartes wird aufgerüstet, während Snowflake, DoubleVerify und GitLab bei Barclays kürzen.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Barclays hat eine Reihe von Aktualisierungen und Anpassungen seiner Ratings und Kurszielen für verschiedene Softwareunternehmen veröffentlicht, wobei ein optimistisches Ausblick auf 2026 betont wird. Die Analysten der Firma glauben, dass der Softwaresektor nach einer schwierigen 2025 eine Wende erleben wird. Ihr zentrales Argument beruht auf mehreren Faktoren: stabile makroökonomische und IT-Ausgaben, niedrige Bewertungen und eine abnehmende negative Stimmung. **Wesentliche Änderungen und Ausblick:** * **Positive Trends:** Barclays erwartet einen Wandel der Stimmung, der durch zunehmende KI-Einnahmen vorangetrieben wird, insbesondere von Salesforce (CRM) und Oracle (ORCL). Sie gehen davon aus, dass einfachere Vergleichszeiträume (“Comps”) für Applikationssoftwareunternehmen das Wachstum fördern werden. Darüber hinaus werden große wiederkehrende Einnahmen (RPO) aus dem Jahr 2025 für Infrastrukturschwerpunkte wie DigitalOcean (DOCN) im Jahr 2026 erwartet. * **Bevorzugte Aktien:** Die Analysten stellten Salesforce, Oracle und DigitalOcean als ihre bevorzugten Aktien für 2026 vor. * **Wesentliche Aufwertungen:** * **Descartes Systems (DSGX):** Von „Equal Weight“ auf „Overweight“ angehoben mit einem Kursziel von 105 Dollar, was auf eine verbesserte Perspektive aufgrund eines erholten organischen Wachstums und eines günstigen M&A-Umfelds beruht. * **DigitalOcean (DOCN):** Von „Overweight“ auf „Overweight“ angehoben mit einer Kurszielerhöhung von 63 Dollar, aufgrund erwarteter Wachstumsbeschleunigung und erfolgreicher KI-Agent-Implementierung. * **Wesentliche Abstufungen:** Barclays passte die Kursziele für mehrere andere Unternehmen an, darunter CoreWeave (CRWV), Datadog (DDOG), Dynatrace (DT), Elastic (ESTC), Five9 (FIVN), HubSpot (HUBS), Klaviyo (KVYO), Monday.com (MNDY), Paycom Software (PAYC), Commerce.com (CMRC), Paylocity (PCTY), Similarweb (SMWB), Sprout (SPT), Workday (WDAY), ZoomInfo Technologies (GTM), Appian (APPN), Lightspeed Commerce (LSPD) und UiPath (PATH). **Grundlegende Themen:** * **KI-Auswirkungen:** Die Analysten glauben, dass KI der Schlüssel zum Wachstum im Softwaresektor sein wird, insbesondere durch die Einführung von „KI-Agenten“. * **Makroökonomische Bedingungen:** Die aktuelle makroökonomische Situation ist ein Nachteil für Softwareunternehmen, aber Barclays erwartet eine Veränderung, wenn die Ausgaben stabilisieren und einfachere Comps auftreten. * **M&A-Aktivitäten:** Der positive Ausblick auf Descartes ist auf ein günstiges M&A-Umfeld zurückzuführen, das zu Akquisitionsmöglichkeiten führen könnte. **Kurz gesagt, Barclays sieht eine Bodenbildung für den Softwaresektor und erwartet einen Aufschwung, der durch KI-Einführungen, günstigere wirtschaftliche Bedingungen und strategische Übernahmen vorangetrieben wird.**
12.01.26 14:00:04 Here is What to Know Beyond Why Salesforce Inc. (CRM) is a Trending Stock
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Salesforce.com (CRM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this customer-management software developer have returned -0.9% over the past month versus the Zacks S&P 500 composite's +1.9% change. The Zacks Computer - Software industry, to which Salesforce.com belongs, has lost 2.9% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Salesforce.com is expected to post earnings of $3.05 per share for the current quarter, representing a year-over-year change of +9.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -0%. The consensus earnings estimate of $11.76 for the current fiscal year indicates a year-over-year change of +15.3%. This estimate has remained unchanged over the last 30 days. For the next fiscal year, the consensus earnings estimate of $12.99 indicates a change of +10.4% from what Salesforce.com is expected to report a year ago. Over the past month, the estimate has changed +0.1%. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Salesforce.com. Story Continues The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS12-month consensus EPS estimate for CRM Projected Revenue Growth Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For Salesforce.com, the consensus sales estimate for the current quarter of $11.19 billion indicates a year-over-year change of +11.9%. For the current and next fiscal years, $41.51 billion and $46.07 billion estimates indicate +9.5% and +11% changes, respectively. Last Reported Results and Surprise History Salesforce.com reported revenues of $10.26 billion in the last reported quarter, representing a year-over-year change of +8.6%. EPS of $3.25 for the same period compares with $2.41 a year ago. Compared to the Zacks Consensus Estimate of $10.26 billion, the reported revenues represent a surprise of -0.05%. The EPS surprise was +14.04%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period. Valuation No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Salesforce.com is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. Bottom Line The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Salesforce.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Salesforce Inc. (CRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments
12.01.26 14:00:00 LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** LPL Financial Holdings, Inc. Ilan DavidoviciIlan Davidovici Executive Vice President, Corporate Strategy LPL Financial SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across the financial services industry. Most recently, he served as principal and general partner at Edward Jones, where he led client and branch experience management and implemented an experience-first operating model that enhanced advisor and client engagement. Before Edward Jones, Davidovici held senior leadership roles at Salesforce, where he launched and scaled the firm’s wealth and asset management offering globally, and at Deloitte Consulting, where he led transformational programs for global financial institutions. Earlier in his career, he co-founded Citadel Trust Advisors, building a growth-focused wealth and trust administration firm. “Ilan’s deep expertise in strategy, digital transformation and client experience will be instrumental as we advance our long-term vision and accelerate enterprise growth,” said Marc Cohen, LPL’s chief growth officer. “His leadership will help us unlock growth, foster innovation and deliver exceptional experiences for advisors and clients.” Davidovici holds a Bachelor of Science in speech communications, marketing and business studies from the University of Texas and completed international business studies at Hebrew University in Jerusalem. He is based in LPL’s New York office. About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. Story continues Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website. Media Contact: Media.relations@LPLFinancial.com (402) 740-2047 A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/cf10645e-5836-4425-bdd8-2b8d519db191 Tracking #846981 View comments
12.01.26 13:00:00 Endeavour Solutions Inc. Announces Rebrand to Endeavor4, Uniting 4 Leading Brands Under One Vision of Excellence in Microsoft Business Applications
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** TORONTO, ON / ACCESS Newswire / January 12, 2026 / Endeavour Solutions Inc. is proud to announce its rebrand as Endeavor4, marking a significant milestone in our journey to deliver everyday excellence for clients across North America. This transformation brings together Endeavour Solutions, Purely CRM, Express Info, Corterra Solutions, and other recent acquisitions under one unified brand-reflecting our continued commitment to client success and innovation. "Our clients' success drives everything we do. With Endeavor4, we're better positioned than ever to provide tailored solutions that unlock the full potential of their Microsoft Business Applications. Our consultants are committed to living our 4 core values: Knowledge, Integrity, Trust, and Accountability. "Steve Ewing, Vice President, Endeavor4 As a top North American consulting firm and Microsoft Cloud Solutions Partner for Dynamics 365 business applications, Endeavor4 combines deep expertise across 4 key pillars: AI & Advisory, Enterprise solutions, Mid-market & SMB solutions, and Specialty Cloud solutions - with a relentless focus on making business applications work smarter and harder for each client. Our expanded footprint across the United States and Canada positions us to serve a growing base of mid-market and enterprise organizations with tailored solutions that drive measurable results. "This rebrand represents more than a new name-it is a bold step forward in our mission to lead clients to excellence. By uniting our teams and capabilities under Endeavor4, we are creating a stronger, more innovative partner for clients across the United States and Canada." Scott Jorgens, Sr. Director Marketing, Endeavor4 "Adopting the Endeavor4 brand name in 2026 is a pivotal moment in our growth strategy. It sets the stage for accelerated growth and for additional mergers and acquisitions across North America, enabling us to broaden our capabilities and deliver even greater value to our clients." David Shimoni, CEO Endeavor4 Looking ahead, with this rebrand, Endeavor4 is poised to accelerate growth, expand service offerings, and continue empowering organizations to unlock the full potential of their business applications. Endeavor 4 has key North American offices Coast-to-Coast, including: Halifax NS, Boston MA, Toronto ON, Chicago IL, San Antonio TX, and Vancouver BC. Popular product lines supported by Endeavor4 include: Microsoft Power Platform, Dynamics 365 (CRM), Dynamics 365 Finance, Dynamics 365 Supply Chain, Dynamics 365 Business Central, Dynamics GP, Microsoft Copilot, Azure, and several other Cloud-based Business Applications. Story Continues About Endeavor4 Endeavor4 is a North American consulting firm and Microsoft Cloud Solutions Partner for Dynamics 365 business applications - we have the depth and breadth of capability to help each client unlock the full power of their AI, ERP, CRM, and Specialty Cloud Solutions. Building and maintaining a true partnership by living our values of Knowledge, Integrity, Trust, and Accountability are the promises we make and keep. Learn more at https://www.endeavor4solutions.com Media Contact: Scott Jorgens Sr. Director Marketing Endeavor4 sjorgens@endeavor4solutions.com SOURCE: Endeavor4 View the original press release on ACCESS Newswire View Comments
12.01.26 11:00:26 Salesforce, Inc.'s (NYSE:CRM) Stock Has Fared Decently: Is the Market Following Strong Financials?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Salesforce's (NYSE:CRM) stock up by 8.4% over the past three months. Given its impressive performance, we decided to study the company's key financial indicators as a company's long-term fundamentals usually dictate market outcomes. Specifically, we decided to study Salesforce's ROE in this article. ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Put another way, it reveals the company's success at turning shareholder investments into profits. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. How Do You Calculate Return On Equity? ROE can be calculated by using the formula: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Salesforce is: 12% = US$7.2b ÷ US$60b (Based on the trailing twelve months to October 2025). The 'return' is the profit over the last twelve months. So, this means that for every $1 of its shareholder's investments, the company generates a profit of $0.12. See our latest analysis for Salesforce Why Is ROE Important For Earnings Growth? We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don’t share these attributes. A Side By Side comparison of Salesforce's Earnings Growth And 12% ROE To start with, Salesforce's ROE looks acceptable. And on comparing with the industry, we found that the the average industry ROE is similar at 14%. This certainly adds some context to Salesforce's exceptional 28% net income growth seen over the past five years. We reckon that there could also be other factors at play here. For example, it is possible that the company's management has made some good strategic decisions, or that the company has a low payout ratio. We then performed a comparison between Salesforce's net income growth with the industry, which revealed that the company's growth is similar to the average industry growth of 25% in the same 5-year period.NYSE:CRM Past Earnings Growth January 12th 2026 Earnings growth is a huge factor in stock valuation. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. What is CRM worth today? The intrinsic value infographic in our free research report helps visualize whether CRM is currently mispriced by the market. 繼續閱讀 Is Salesforce Using Its Retained Earnings Effectively? Salesforce has a really low three-year median payout ratio of 22%, meaning that it has the remaining 78% left over to reinvest into its business. This suggests that the management is reinvesting most of the profits to grow the business as evidenced by the growth seen by the company. Along with seeing a growth in earnings, Salesforce only recently started paying dividends. Its quite possible that the company was looking to impress its shareholders. Our latest analyst data shows that the future payout ratio of the company is expected to drop to 12% over the next three years. Accordingly, the expected drop in the payout ratio explains the expected increase in the company's ROE to 23%, over the same period. Conclusion In total, we are pretty happy with Salesforce's performance. In particular, it's great to see that the company is investing heavily into its business and along with a high rate of return, that has resulted in a sizeable growth in its earnings. Having said that, the company's earnings growth is expected to slow down, as forecasted in the current analyst estimates. To know more about the company's future earnings growth forecasts take a look at this freereport on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 查看留言
12.01.26 09:45:21 Aktuelle Schlagzeilen: Walmart, Alibaba, Novo Nordisk, BE Semiconductor und British Land
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Okay, here's a 600-word summary of the provided text, followed by a German translation: **Summary (600 Words)** The provided text outlines several key market movements and company news stories on January 9, 2024. The overarching theme is the impact of artificial intelligence (AI) and evolving competitive landscapes within various industries. **Walmart & Google’s AI Partnership:** Walmart (WMT) shares rose 1.6% following a partnership with Google (GOOG, GOOGL) centered around integrating Walmart’s shopping capabilities into Google’s Gemini app. This partnership aims to allow customers to find and purchase products through a conversational AI interface – essentially, shopping via chat. The collaboration, announced by Walmart’s new CEO John Furner and Google’s Sundar Pichai, envisions an "agent-led commerce" future for retail, driven by AI assistants. Walmart and Google intend to initially launch the feature in the US, with broader international expansion planned. **Alibaba Investigation & Industry Consolidation:** Shares in Alibaba (BABA, 9988.HK) surged 5% following an antitrust investigation by China’s top regulatory body into the practices of major food delivery platforms. This signals a potential shift towards greater regulatory oversight and an end to the aggressive subsidy-driven price wars that have characterized the sector. The investigation is expected to curb excessive discounting and foster increased compliance costs for new entrants, ultimately benefiting industry margins. **Novo Nordisk’s Wegovy Expansion:** Novo Nordisk (NVO, NOVO-B.CO) saw significant share increases (7%) due to Amazon Pharmacy’s decision to offer Wegovy, Novo Nordisk’s blockbuster weight loss pill, through insurance plans and a cash payment option. This expands accessibility and provides a convenient alternative to injectable versions, potentially boosting Novo Nordisk’s sales. The FDA approval of Wegovy last December played a crucial role in this development. **BE Semiconductor’s Strong Quarter:** BE Semiconductor (BESI.AS), a Dutch chip equipment manufacturer, experienced a dramatic increase in orders (105% year-over-year) in Q4, leading to a 7% share rise. This growth was fueled by increased demand from Asian subcontractors and renewed capacity investments in the photonics sector. The company revised upwards its guidance for the fourth quarter performance. **British Land’s Leadership Change:** Shares in British Land (BLND.L) dipped over 2% following the announcement that CEO Simon Carter would be stepping down to lead P3 Logistics Parks. This transition signifies a shift in leadership and highlights the evolving dynamics within the real estate sector. **Key Takeaways:** The market movements reflect several trends: the rising importance of AI in retail and commerce, increasing regulatory scrutiny in China's market, expansion of pharmaceutical products, and shifts in leadership roles within major companies. The figures quoted demonstrate significant market sentiment surrounding these developments. The market is keenly watching for the implementation of these new technologies and their impact on profitability and market share. --- **German Translation (approx. 600 words)** **Zusammenfassung (600 Wörter)** Der bereitgestellte Text fasst mehrere wichtige Marktbewegungen und Unternehmensnachrichten vom 9. Januar 2024 zusammen. Das übergeordnete Thema ist der Einfluss künstlicher Intelligenz (KI) und die sich entwickelnden Wettbewerbslandschaften in verschiedenen Branchen. **Walmart und Google’s KI-Partnerschaft:** Die Aktien von Walmart (WMT) stiegen um 1,6 % nach einer Partnerschaft mit Google (GOOG, GOOGL), die sich auf die Integration der Einkaufsmöglichkeiten von Walmart in die Google Gemini App konzentriert. Diese Partnerschaft zielt darauf ab, es Kunden zu ermöglichen, Produkte über eine konversationelle KI-Oberfläche zu finden und zu kaufen – im Wesentlichen das Einkaufen über Chat. Die Zusammenarbeit, angekündigt von Walmarts neuem CEO John Furner und Googles Sundar Pichai, sieht eine zukünftige „agentenbasierte Commerce“-Ära im Einzelhandel vor, die von KI-Assistenten angetrieben wird. Walmart und Google beabsichtigen zunächst die Funktion in den USA einzuführen, mit einer umfassenderen internationalen Expansion, die geplant ist. **Alibaba-Untersuchung und Branchenkonsolidierung:** Die Aktien von Alibaba (BABA, 9988.HK) stiegen um 5 % nach einer Untersuchung durch die chinesische Aufsichtsbehörde in die Praktiken führender Food-Lieferplattformen. Dies deutet auf eine mögliche Verschiebung hin zu größerer regulatorischer Kontrolle und dem Ende der aggressiven, auf Subventionen basierenden Preiswetten gegeben hat, die den Sektor geprägt haben. Die Untersuchung soll übermäßige Rabatte und eine verstärkte Compliance für neue Marktteilnehmer eindämmen und letztendlich die Branchenmarge verbessern. **Novo Nordisk’s Wegovy-Expansion:** Novo Nordisk (NVO, NOVO-B.CO) erlebte deutliche Aktiensteigerungen (7 %) aufgrund der Entscheidung von Amazon Pharmacy, Wegovy, Novo Nordisks Blockbuster-Gewichtsverlustpille, über Versicherungspläne und eine Barauszahlungsoption anzubieten. Dies erweitert die Zugänglichkeit und bietet eine bequeme Alternative zu injizierbaren Versionen, was Novo Nordisks Umsätze potenziell ankurbeln könnte. Die FDA-Zulassung von Wegovy im Dezember spielte eine entscheidende Rolle in dieser Entwicklung. **BE Semiconductor’s Starkes Quartal:** BE Semiconductor (BESI.AS), ein niederländischer Halbleiter-Ausrüstungshersteller, erlebte im Q4 ein dramatisches Ansteigen der Bestellungen (105 % im Jahresvergleich), was zu einem Anstieg der Aktien um 7 % führte. Dieser Wachstum wurde durch gestiegene Nachfrage von asiatischen Auftragnehmern sowie durch erneute Investitionen in Kapazitäten im Bereich der Photonenik angetrieben. Das Unternehmen revidierte seine Prognose für die Leistung im vierten Quartal nach oben. **British Land’s Führungswechsel:** Die Aktien von British Land (BLND.L) fielen um mehr als 2 % nach der Ankündigung, dass CEO Simon Carter das Amt räumen wird, um die Leitung von P3 Logistics Parks zu übernehmen. Dieser Übergang symbolisiert einen Wandel der Führung und unterstreicht die sich entwickelnden Dynamiken im Immobiliensektor. **Schlüsselerkenntnisse:** Die Marktbewegungen spiegeln mehrere Trends wider: die wachsende Bedeutung von KI im Einzelhandel und im Handel, die zunehmende regulatorische Kontrolle in Chinas Markt, die Expansion von Pharmaprodukten und der Wandel der Führungskräfte in großen Unternehmen. Die angegebenen Zahlen zeigen eine deutliche Marktmoral in Bezug auf diese Entwicklungen. Der Markt beobachtet aufmerksam die Implementierung dieser neuen Technologien und ihren Einfluss auf Rentabilität und Marktanteil. --- Would you like me to adjust the translation or provide any further analysis based on the text?
11.01.26 16:09:38 Google erweitert Gemini Shopping mit Walmart, Wayfair und Shopify.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Here's a summary of the text, followed by the German translation: **Summary (approx. 500 words)** Google is significantly expanding the shopping capabilities of its Gemini AI chatbot through strategic partnerships with major retailers like Walmart, Shopify, and Wayfair. This move aims to transform Gemini into a comprehensive shopping assistant and transactional platform, capitalizing on the growing influence of AI in retail. The core of the expansion involves “instant checkout” functionality, allowing users to purchase items directly within the Gemini chat interface without navigating external websites. This is facilitated through integration with various payment providers. The announcement coincided with the National Retail Federation’s annual convention, highlighting the industry’s increasing focus on AI’s impact on consumer behavior. Walmart’s incoming CEO, John Furner, emphasized this shift as the “next great evolution in retail,” signifying a move away from traditional search methods towards “agent-led commerce.” Gemini will provide personalized product recommendations based on user queries – for example, suggesting winter ski equipment – directly from participating retailers. For Walmart customers, integration with their existing accounts allows Gemini to tailor recommendations based on their purchase history. Furthermore, items selected through the chatbot can be seamlessly added to existing online shopping carts on Walmart and Sam’s Club. This expansion builds upon a previous partnership between Walmart and OpenAI, which enables ChatGPT users to purchase items directly from Walmart’s website. Google, OpenAI, and Amazon are all competing to develop AI-driven shopping tools that streamline the entire buying process – from product discovery to checkout – eliminating the need for users to switch between different retail sites. The competition between Google and OpenAI has intensified recently with both companies introducing new commerce features. OpenAI’s own instant checkout option within ChatGPT, introduced ahead of the holiday season, provides similar functionality, including purchases from Etsy sellers. Market research suggests AI's impact on retail sales is substantial, with estimates placing the influence at around 20% of global holiday sales at $272 billion. Google plans a phased rollout of the enhanced shopping tools within Gemini initially for US users, with expansion to other countries planned for later in the year. The move underscores Google's commitment to integrating AI more deeply into the retail landscape and reflects a broader industry trend toward leveraging AI for personalized and efficient shopping experiences. **German Translation (approx. 500 words)** **Google erweitert die Einkaufsmöglichkeiten von Gemini AI Chatbot durch Partnerschaften mit großen Einzelhändlern** Google kündigt an, die Einkaufsmöglichkeiten seines Gemini KI-Chatbots durch Partnerschaften mit großen Einzelhändlern wie Walmart, Shopify und Wayfair erheblich zu erweitern. Ziel dieser Initiative ist es, Gemini in einen umfassenden Einkaufsassistenten und Transaktionsplattform zu verwandeln und die wachsende Bedeutung von KI im Einzelhandel zu nutzen. Im Mittelpunkt der Erweiterung steht die Funktion "Sofortzahlung" (Instant Checkout), die es Nutzern ermöglicht, Artikel direkt innerhalb der Gemini Chat-Oberfläche zu kaufen, ohne externe Websites aufrufen zu müssen. Dies wird durch die Integration mit verschiedenen Zahlungsanbietern ermöglicht. Die Ankündigung fiel mit dem Beginn der jährlichen Konferenz der National Retail Federation in New York zusammen, die die zunehmende Fokussierung der Branche auf den Einfluss von KI auf das Konsumverhalten hervorhebt. Walmart’s künftiger CEO, John Furner, betonte diesen Wandel als die „nächste große Entwicklung im Einzelhandel“, was eine Abkehr von traditionellen Suchmethoden hin zu „agentenbasiertem Handel“ bedeutet. Gemini wird personalisierte Produktempfehlungen basierend auf Nutzeranfragen liefern – beispielsweise Vorschläge für Ausrüstung für eine Skireise im Winter – direkt von beteiligten Händlern. Für Walmart-Kunden ermöglicht die Integration mit ihren bestehenden Konten Gemini, Empfehlungen basierend auf ihrem Kaufverlauf zu personalisieren. Darüber hinaus können Artikel, die über den Chatbot ausgewählt werden, nahtlos zu bestehenden Online-Warenkörben auf Walmart und Sam’s Club hinzugefügt werden. Diese Erweiterung baut auf einer früheren Partnerschaft zwischen Walmart und OpenAI auf, die es ChatGPT-Nutzern ermöglicht, Artikel direkt von Walmart's Website zu kaufen. Google, OpenAI und Amazon sind alle bestrebt, KI-gestützte Einkaufstools zu entwickeln, die den gesamten Kaufprozess – von der Produktentdeckung bis zum Checkout – rationalisieren und Nutzern die Umleitung zu separaten Einzelhandelswebsites verhindern. Der Wettbewerb zwischen Google und OpenAI hat sich in jüngster Zeit verstärkt, da beide Unternehmen neue Commerce-orientierte Funktionen einführen. OpenAI's eigene Funktion zur Sofortzahlung innerhalb von ChatGPT, die kurz vor der Weihnachtszeit eingeführt wurde, bietet ähnliche Funktionen, einschließlich Käufe von Etsy-Verkäufern. Marktforschung deutet darauf hin, dass KI einen erheblichen Einfluss auf den Einzelhandelsumsatz hat, mit Schätzungen, die einen Einfluss von rund 20 % auf den weltweiten Weihnachtsverkauf in Höhe von 272 Milliarden Dollar ausweisen. Google plant, die verbesserten Einkaufstools in Gemini zunächst für US-Nutzer einzuführen, mit geplanten Erweiterungen auf andere Länder im Laufe des Jahres. Die Maßnahme unterstreicht Googles Engagement, KI tiefer in die Einzelhandelslandschaft zu integrieren und spiegelt eine breitere Branchentendenz wider, nämlich die Nutzung von KI für personalisierte und effiziente Einkaufserlebnisse.
11.01.26 11:05:02 Die ausgeklügelte Luxus-Pleite der Saks Global wird US-Geschäftskolosse in Brand setzen.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Im Dezember 2024 investierten einige der größten Namen der Wirtschaft in eine massive, milliardenschwere Fusion von zwei hochpreisigen US-Dezernatsgeschäften. --- **Note on the "Premium" section:** This section is purely promotional and doesn't need to be translated. It's related to the Financial Times subscription model.