An upstart seems to be challenging the fundamental business model of cybersecurity businesses.Artificial intelligence (AI) is indisputably a disruptive technology. On fears that one currently strong industry it'll disrupt is cybersecurity, investors traded out of titles in the sector on Friday. One of the victims of this trend was Palo Alto Networks (PANW 1.52%), which saw its shares slide by 1.5% that trading session.Is Claude coming for them?These worries aren't new, but they were given some oxygen on Fri ...

Anand Chokkavelu has no position in any of the stocks mentioned. Matt Frankel, CFP has no position in any of the stocks mentioned. Toby Bordelon has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. ...

Hilton Grand Vacations operates resorts, serving leisure travelers through vacation ownership and club membership programs.On February 17, 2026, Breach Inlet Capital Management disclosed buying 63,548 shares of Hilton Grand Vacations (HGV +0.83%), an estimated $2.70 million trade based on quarterly average pricing.What happenedAccording to its SEC filing dated February 17, 2026, Breach Inlet Capital Management increased its position in Hilton Grand Vacations (HGV +0.83%) by 63,548 shares. The estimated valu ...

The industrial company whiffed on both the top and bottom lines in its fourth quarter of 2025.Energy products manufacturer DNOW (DNOW 19.16%) had quite the forgettable Friday on the stock exchange. The specialized industrial company's shares fell by more than 19% in value, due largely to quarterly earnings that missed on both the top and bottom lines. Integration challengesThat morning, DNOW took the wraps off its fourth quarter and full-year 2025 results. These showed that revenue nearly doubled year-over- ...

Kosmos Energy rallied after Ghana extended its key offshore licenses through 2040 and the company outlined a 20-well drilling expansion. NYSE : KOSKosmos EnergyToday's Change( 21.19 %) $ 0.38Current Price$ 2.15Key Data PointsMarket Cap$847MDay's Range$ 1.98 - $ 2.1952wk Range$ 0.84 - $ 3.36Volume1.9MAvg Vol18MGross Margin-128.49 %Kosmos Energy (KOS +21.19%), deep-water oil and gas exploration and production, closed Friday at $2.16, up 22.03%. The stock moved higher after Ghana ratified license extensions on ...

The company has some of the best growth opportunities in the midstream space.Energy Transfer (ET +0.42%) is off to a strong start in 2026, with its stock price up about 14% as of this writing. With the company just reporting its Q4 results, let's look at why it is one of the most intriguing master limited partnerships (MLPs) to own right now.NYSE : ETEnergy TransferToday's Change( 0.42 %) $ 0.08Current Price$ 18.98Key Data PointsMarket Cap$65BDay's Range$ 18.80 - $ 19.0752wk Range$ 14.60 - $ 19.88Volume11MA ...

Core Insights - Nalanda India Equity Fund Ltd increased its holding in Genpact by 1,015,556 shares, valued at approximately $43.92 million, reflecting a bullish outlook on the stock [2][7] - Genpact's share price was $39.18 as of February 18, 2026, down 27.3% over the past year, underperforming the S&P 500 by 39.53 percentage points [3][4] - The company reported a revenue of $5.08 billion and a net income of $552.49 million for the trailing twelve months [4] Company Overview - Genpact is a global provider of IT and business process outsourcing services, focusing on large enterprise customers across various industries [6][8] - The company leverages digital solutions and process expertise to enhance operational efficiency and transformation for its clients [6] - Genpact serves sectors including banking, capital markets, insurance, consumer goods, healthcare, manufacturing, and high-tech industries [8] Financial Performance - Genpact's sales for 2025 were $5.1 billion, representing a 7% year-over-year increase, with expectations for another 7% growth in 2026 [9] - The company's price-to-earnings ratio is currently at 12, the lowest in a year, indicating a potentially attractive buying opportunity [10]

The market is giving investors a rare buying opportunity for some of its best stocks.The tech market has hit a bit of a lull. While the S&P 500 (^GSPC +0.59%) is right at all-time highs, many of the biggest tech stocks are down significantly from their highs. This retreat opens up a prime buying opportunity, as the market's current bearish outlook on tech could easily pivot into a bullish one and send these stocks to new highs.I've got five stocks that all look like fantastic buying opportunities, and each ...

Core Viewpoint - Oracle's stock is under pressure due to its significant exposure to OpenAI, with a $300 billion deal for AI infrastructure, leading to concerns about its financial stability and the profitability of OpenAI [2][4]. Group 1: Stock Performance - Oracle's stock has declined by over 5% in a single day and has dropped 34% over the last three months [1][4]. - The current stock price is $147.86, with a market capitalization of $450 billion [7][8]. Group 2: Financial Concerns - Oracle's credit default swaps (CDS) have increased, indicating rising concerns in capital markets regarding its ability to finance the necessary capital investment for its deal with OpenAI [4]. - Analysts speculate that Oracle may consider selling its healthcare software business, Cerner, to improve its financial position, although potential buyers may negotiate hard due to Oracle's current pressures [6]. Group 3: Investment Dynamics - Nvidia's potential $30 billion investment in OpenAI is seen as insufficient compared to earlier expectations of $100 billion, which has not positively impacted Oracle's stock [5]. - The market is treating Oracle's stock as a proxy for OpenAI's funding situation, indicating that OpenAI needs to secure funding for investor confidence in Oracle [8].

The remittance provider posted strong fourth-quarter earnings and issued upbeat guidance for 2026.Shares of Remitly Global (RELY 2.16%) jumped 30% this week, according to data from S&P Global Market Intelligence. The mobile remittance platform reported Q4 earnings and guided to strong growth in 2026, which led investors to bid up the stock. Plus, the company is now producing strong operating leverage at scale, leading to huge profit gains.Here's why Remitly Global stock popped this week, and whether it is a ...