-- 摩根士丹利周四在一份报告中指出，受人工智能相关担忧的影响，Appian (APPN) 的按席位计费模式正面临严峻的市场环境。 该投资公司表示，这些担忧主要集中在人工智能可能对席位增长造成压力以及来自人工智能原生应用的竞争。摩根士丹利指出，为了克服这些挑战，Appian 可能需要加快营收增长，通过更高的订阅级别实现人工智能功能的货币化，并转型为混合定价模式。 此外，该投资公司补充道，由于越来越多的投资者倾向于人工智能的商业化，而非长期增长，应用软件领域的投资环境依然充满挑战。 摩根士丹利表示，Appian 有望公布稳健的第一季度业绩，并“适度”上调业绩展望，但这“不太可能消除目前对该股构成压力的广泛争议”。Appian 将于 5 月 7 日公布其第一季度财务业绩。 摩根士丹利将 Appian 的评级从“增持”下调至“中性”，并将目标价从 41 美元下调至 25 美元。 Appian的股价在周四的交易中下跌超过5%。
Price: $20.57, Change: $-1.16, Percent Change: -5.32%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
Meta Platforms (META) CEO Mark Zuckerberg and Apple (AAPL) CEO Tim Cook are not pursuing a bid for the National Football League's Seattle Seahawks, Bloomberg reported on Thursday, citing company and industry sources.A Meta spokesperson said Zuckerberg is not making any investment or bid for the team, while a person familiar with Cook's plans denied his involvement, the report said.Meta and Apple did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $616.43, Change: $-52.69, Percent Change: -7.87%
Axsome Therapeutics (AXSM) said Thursday the US Food and Drug Administration approved Auvelity for the treatment of agitation associated with Alzheimer's disease dementia.The approval was supported by two phase 3 clinical trials that showed the drug significantly improved agitation symptoms and resulted in a longer time to relapse compared with placebo.The medication acts on N-methyl-D-aspartate and sigma-1 receptors in the brain and is also approved for adults with major depressive disorder, the company added.Shares of Axsome were up more than 12% in Thursday trading.Price: $206.45, Change: $+22.50, Percent Change: +12.23%