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AI & Enterprise
AI boom may be built on fake revenue, warning signs flash for big tech \'AI bubble\'
An analysis says big tech companies\' AI investment and cloud revenue structures are reinforcing concerns about an AI bubble, as money invested in AI startups cycles back as cloud spending. Critics cite a “round-trip” funding model that boosts reported growth without new external cash. Examples include Microsoft and OpenAI, and Amazon and Anthropic. The report also points to profit impacts from stake revaluations and weak cash flow amid heavy data centre spending.
AI & Enterprise
UBS downgrades ServiceNow to neutral, citing wavering confidence in AI-era advantage
UBS on Thursday downgraded enterprise software company ServiceNow to neutral from buy and cut its price target to $100 from $170. Analyst Karl Keirstead said UBS had kept ServiceNow as its only buy-rated application software stock on the view it was better positioned than rivals in the AI era, but that conviction has weakened and instances of non-AI software budget pressure are increasing. UBS also flagged three specific concerns raised in customer discussions.
Games & Commerce
SOOP 2025 operating profit rises 7.5 percent to 122.0 billion won
SOOP said it posted 2025 consolidated revenue of 469.7 billion won and operating profit of 122.0 billion won, up 13.7 percent and 7.5 percent from a year earlier, respectively. Net profit fell 4 percent to 98.4 billion won. Fourth-quarter revenue rose 6.7 percent to 119.3 billion won, while operating profit was flat. Advertising revenue jumped 61.4 percent to 131.9 billion won. SOOP set a 3,380 won per share cash dividend.
