Software stocks have faced a significant selloff in the new year amid mounting fears of AI-driven disruption, particularly from new AI tools from Anthropic.
In a move that has sent ripples of relief through the technology sector, Anthropic, the San Francisco-based AI powerhouse, has successfully recalibrated the market’s perception of artificial intelligence from a disruptive threat to a collaborative tool. After weeks of intense volatility that saw billions of dollars in market capitalization
In a bold move that signals a potential bottom for one of the tech sector's most volatile titans, Oppenheimer has upgraded Oracle (NYSE: ORCL) to an "Outperform" rating, setting a price target of $185. The upgrade comes at a critical juncture on February 25, 2026, as the enterprise software giant
On February 6, 2026, the financial world witnessed a watershed moment as the Dow Jones Industrial Average (DJIA) eclipsed the 50,000-point mark for the first time in its 130-year history. This monumental achievement, closing at 50,115.67, represents more than just a psychological victory; it signals a fundamental
NEW YORK — In a milestone that once seemed years away, the S&P 500 (NYSEARCA: SPY) has officially breached the historic 7,000 level, marking a new frontier for American equity markets. This psychological and structural barrier was finally broken in late January 2026, culminating a relentless 14-month climb from
As the closing bell rang on February 25, 2026, all eyes in the financial world turned to the headquarters of Salesforce (NYSE: CRM). The cloud giant’s Fourth Quarter 2026 earnings report, released today, arrives at a moment of existential crisis for the software industry. Following a brutal start to
CRM software giant Salesforce (NYSE:CRM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 12.1% year on year to $11.2 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $46 billion at the midpoint. Its non-GAAP profit of $3.81 per share was 24.9% above analysts’ consensus estimates.
In a move that has fundamentally shifted the narrative surrounding generative artificial intelligence and the future of enterprise software, Anthropic announced a massive expansion of its ecosystem on February 24, 2026. The San Francisco-based AI powerhouse unveiled 10 high-profile integrations for its new "Claude Cowork" platform, marking a decisive pivot
The era of software supremacy is facing its most significant challenge yet as the "Great Rotation" of 2026 sweeps through Wall Street. In a dramatic shift that analysts have dubbed "Software-mageddon," investors are aggressively rotating out of high-flying AI software names and into the "real economy"—a sector-wide migration toward
Zoom Video Communications (NASDAQ: ZM) released its fourth-quarter and full-year fiscal 2026 earnings today, February 25, 2026, marking a pivotal moment in the company’s post-pandemic evolution. Far from the simple video-conferencing tool that became a household name in 2020, the latest results showcase a company that has successfully rebranded
The enterprise cloud sector faced a reckoning on February 25, 2026, as Workday, Inc. (NASDAQ: WDAY) saw its shares crater by 10%, hitting a 52-week low of approximately $117.00. The sell-off followed the company’s fiscal 2026 fourth-quarter earnings report, which, despite beating top and bottom-line estimates, provided a
SAN FRANCISCO – In a high-stakes demonstration of the next evolution in corporate technology, Salesforce (NYSE: CRM) reported its fourth-quarter and full-year fiscal 2026 earnings today, February 25, 2026. The results underscore a definitive shift in the software landscape, as the era of "Generative AI" chatbots gives way to "Agentic AI"
NEW YORK — In a historic realignment of global capital, investors have flooded into precious metals exchange-traded funds (ETFs) at a scale not seen in decades. As of February 25, 2026, the migration of liquidity from high-growth technology and consumer discretionary sectors into hard assets has reached a fever pitch, driven
