GoDaddy ANS Integrates with Salesforce's MuleSoft Agent Fabric [Accessibility Statement] Skip NavigationThe solution helps organizations discover AI agents and confirm identity to reduce the risk of spoofed toolsTEMPE, Ariz., Feb. 19, 2026 /PRNewswire/ -- GoDaddy (NYSE: GDDY) today announced an integration with Salesforce's MuleSoft Agent Fabric that helps companies of all sizes discover AI agents and verify their identity. This helps prevent rogue agents from interacting with business systems and sensitive ...

Core Viewpoint - The recent decline in software stocks is attributed to valuation risk rather than fears of AI disruption, which may be an excuse for the sell-off [3][6][13]. Group 1: Market Performance - Many popular software stocks, including Palantir Technologies, Adobe, Salesforce, and ServiceNow, have seen declines of approximately 22% to 30% year-to-date in 2026 [2]. - Despite strong financial results and AI being a potential growth catalyst, these stocks have faced significant sell-offs [2][4]. Group 2: Valuation Risk - The concept of valuation risk suggests that stocks trading at high valuations may be subject to market corrections, even if their underlying fundamentals remain strong [7]. - The S&P 500's rise of 78% from 2023 to the end of 2025 has led to many investors being unfamiliar with the implications of valuation risk [7]. Group 3: Company-Specific Insights - Palantir's stock has increased over 80% since the beginning of 2025, with a price-to-sales ratio expanding by over 20% to 75, despite a 22% decline year-to-date [9]. - Adobe, Salesforce, and ServiceNow have also outperformed the S&P 500 over the past 15 years, despite recent declines [10]. Group 4: Broader Market Trends - Other software companies, such as Snowflake, CrowdStrike, and Shopify, exhibit high price-to-sales multiples (14, 23, and 13 respectively), raising concerns about their valuations given their current financial performance [12]. - The overall sell-off in software stocks may reflect a more discerning investor approach to evaluating competitive advantages and sustainability [13].

Core Viewpoint - US stock market experienced a slight increase, supported by gains in financial stocks, but overall gains were limited due to a decline in software stocks [1][10]. Group 1: Market Performance - The Dow Jones Industrial Average rose by 32.26 points, or 0.07%, closing at 49,533.19 points; the Nasdaq increased by 31.71 points, or 0.14%, to 22,578.38 points; and the S&P 500 gained 7.05 points, or 0.10%, ending at 6,843.22 points [3][12]. - Financial stocks such as Citigroup and JPMorgan saw increases, with Citigroup up 2.7% and JPMorgan up 1.7% [3][12]. - Software stocks faced significant declines, with ServiceNow down over 1% (31% year-to-date), Autodesk and Palo Alto Networks down approximately 2% (23% and 11% year-to-date respectively), and Salesforce and Oracle down about 3% (30% and 20% year-to-date respectively) [3][12]. Group 2: Investor Sentiment and Trends - Concerns over artificial intelligence potentially replacing specific software providers have negatively impacted the software industry [5][12]. - A recent Bank of America fund manager survey indicated that the level of stock accumulation has triggered a contrarian sell signal, with the stock overweight ratio reaching its highest level since December 2024 [6][13]. - The Bank of America Bull & Bear Indicator currently reads 8.2, signaling a "sell" recommendation, suggesting that high market optimism may indicate overvaluation of stocks [6][13]. Group 3: Economic Indicators and Future Outlook - The S&P 500 index and Dow Jones both experienced declines over the past week, with the S&P 500 down over 1% and the Nasdaq down over 2% [7][14]. - Concerns regarding AI disruption have overshadowed recent consumer price index (CPI) data, which was milder than expected [7][15]. - Investors are awaiting further information on inflation trends, with a personal consumption expenditures report due soon [7][15]. Group 4: Federal Reserve Insights - Federal Reserve officials are assessing the potential impact of AI on economic growth and productivity, which is crucial for achieving growth without increasing inflation [9][17]. - Fed officials suggest maintaining stable interest rates until more evidence of inflation moving towards the 2% target is observed [9][17].

Core Insights - Figma is launching a new feature called "Code to Canvas" in partnership with Anthropic, which allows users to convert AI-generated code into editable designs within Figma [1][2] - This feature aims to bridge the gap between AI coding tools and Figma's design process, enabling teams to refine and compare design options directly [2] - The introduction of this feature reflects a belief that AI coding tools have not diminished the need for design but rather made it more critical [3] Company Performance - Figma's stock has experienced a significant decline, dropping approximately 85% from its 52-week high of $142.92 reached in August [5] - The company is affected by a broader market trend referred to as the "SaaSpocalypse," which has seen a sell-off in software-as-a-service stocks, impacting major players like Salesforce and ServiceNow [4] - Figma is set to report its earnings after the market close, which may provide further insights into its financial health amidst the current market conditions [5]

达利欧（Ray Dalio）最新观点和持仓都来了！ 近日，全球最大的对冲基金桥水基金创始人、亿万富翁瑞·达利欧正在向充斥着资产价格飙升的市场传递一个 简单却令人不安的信息：财富只是一个数字，除非它能转化为你真正能花费的现金。他表示，今天美国的"财 富与货币（wealth to money）"比例约为850%。这一水平类似于1929年金融危机前和2000年互联网泡沫破裂前 的峰值。 与此同时，桥水基金最新披露的美股持仓报告显示，2025年第四季度大举加码科技股与黄金概念股，包括英伟 达、亚马逊与美光科技，同时增持全球大型黄金生产商纽蒙特。减持幅度最大的五只股票包括Uber、费哲金融 服务、Google、Meta以及微软。 达利欧预警 全球最大对冲基金桥水基金近日披露了其最新的13F表格文件，详细说明了其在美国的股票持股情况。 桥水基金在第四季度增持了以人工智能为核心的股票，如NVIDIA、亚马逊和美光科技，以及全球最大黄金生 产商之一纽蒙特的股票。另外，第四季度投资组合总市值达到274亿美元，较上一季度增长7.4%。前十名持仓 占总投资组合价值的36.33%，其中NVIDIA和亚马逊的持仓数量显著增加。 近日， ...

Core Viewpoint - The release of Anthropic's Claude Cowork tools has negatively impacted the stock market, particularly affecting software companies and AI competitors, but some investors see this as a buying opportunity for Alphabet shares [1][2]. Group 1: Market Impact - Anthropic's Claude Cowork, featuring industry-specific plugins, caused a significant market reaction, leading to declines in stocks of software companies like Salesforce, Intuit, and Atlassian, which are down 27.9%, 33%, and 41.6% year-to-date, respectively [4]. - Alphabet's shares dropped over 6% following the announcement of Claude Cowork, reflecting investor anxiety despite Alphabet not being directly impacted by the specific software offerings [5]. Group 2: Alphabet's Position - Alphabet, with a market cap of $3.7 trillion, has a strong presence in the AI sector, recently launching its own LLM, Gemini 3, which has shown improvements over competitors like OpenAI's ChatGPT [7]. - The rollout of Gemini 3 has resulted in a significant increase in paid subscribers, indicating potential customer shifts from ChatGPT to Gemini, raising concerns that Claude Cowork could attract these subscribers away from Alphabet [7]. Group 3: Investment Opportunities - Notable investors, including Warren Buffett, have taken positions in Alphabet, suggesting confidence in the company's long-term prospects despite recent stock price declines [10]. - Cathie Wood's Ark Invest purchased $21.6 million in Alphabet shares, indicating a strategic move to capitalize on the current dip in stock price [11].

Group 1 - ServiceNow Inc. (NYSE:NOW) has seen its shares decline by 46% over the past year and 27.8% year-to-date [2] - Goldman Sachs added ServiceNow to its US Conviction List in February with a price target of $216 and a Buy rating, projecting a 20% year-over-year growth through 2029 by focusing on untapped areas [2] - Truist reduced its price target for ServiceNow from $240 to $175 while maintaining a Buy rating, indicating that the stock is under pressure from investor sentiment regarding terminal value rather than fundamentals [2] Group 2 - Jim Cramer views ServiceNow as a great company, alongside Salesforce, and believes that the potential of AI stocks may offer higher returns with limited downside risk [3] - The discussion around ServiceNow includes its relationship with AI developments, particularly in the context of competition with firms like Anthropic [3]

Core Viewpoint - The fear among software investors is driven by the potential commoditization of enterprise software due to advancements in AI, particularly with platforms like OpenAI's Frontier [1] Group 1: Company Performance - ServiceNow reported Q3 revenue of $3.41 billion, reflecting a 22% year-over-year increase, yet its stock price fell significantly [1] - Salesforce's stock has dropped 28% year-to-date to $189.72, while ServiceNow's stock has decreased by 30.1% to $107.08 [5] - Microsoft has also experienced a 17% decline this year, indicating that even leading AI companies are affected by market fears [8] Group 2: Market Sentiment and Valuation - The current market is pricing traditional SaaS models as obsolete, leading to a selloff that even positive earnings cannot counter [7] - Goldman Sachs CEO David Solomon believes the selloff is overdone, suggesting that many companies will adapt successfully to AI [3] - Salesforce is trading at a low valuation of 14.4x forward earnings, despite significant growth in its Data Cloud and AI ARR, which increased by 120% year-over-year [3] Group 3: Future Outlook and AI Integration - Analysts like Dan Ives argue that the selloff represents a disconnect between market pricing and fundamental value, similar to past market crashes [11] - The future success of enterprise software companies hinges on their ability to integrate AI into their platforms rather than being displaced by it [12] - Morgan Stanley estimates that generative AI could add approximately $400 billion to the enterprise software market by 2028, indicating potential growth despite current fears [4]

Cryptocurrency Market - Bitcoin has experienced its fourth consecutive weekly loss, down more than 20% year-to-date and nearly 50% from its October 2025 peak of $126,000, resulting in over half a trillion dollars wiped out across the crypto markets this month [1][2] Precious Metals - Gold rebounded above $5,000 per ounce after dipping below that level, while silver also recovered some ground following a steep selloff, managing to close the week with a gain [2][3] Technology Sector - The technology sector, particularly software stocks, showed signs of recovery after a significant selloff, with the IGV index rallying over 2% [4] - Analysts have expressed concerns about the overblown nature of the tech selloff, particularly regarding AI implementation strategies and the associated risks [5][6] Upcoming Earnings Reports - Palo Alto Networks is expected to report strong earnings, with estimates of $0.93 EPS on approximately $2.58 billion in sales, supported by robust demand for AI security solutions [9][10] - Walmart is also set to report earnings, with analysts expecting about $0.73 EPS on roughly $188.4 billion in revenue, which would indicate a modest year-over-year increase [8][10] Economic Data and Market Outlook - A shortened trading week is anticipated, with limited top-tier economic data releases, including updates on the housing market and import prices, as well as the FOMC minutes [12][14] - Market participants are closely watching for potential Supreme Court decisions on tariffs and the implications of the Chinese New Year on trading volumes [13][14]

Market Overview - Wall Street is experiencing significant disruption concerns due to AI, leading to a sell-off in various sectors, particularly software companies, which has resulted in sharp losses in U.S. stocks this week [1][2]. Software Sector - The S&P 500 Software & Services index has lost approximately $2 trillion in value since its peak in October, with half of this loss occurring in the past two weeks due to fears that AI could disrupt traditional subscription and enterprise tools [2]. - Notable declines in the Nasdaq 100 include Atlassian down 47%, Intuit down 40%, and Workday down 33% [4]. - The U.S. software sector is facing its worst drawdown in over three years, impacting alternative asset managers with exposure to software-related loans, with firms like Ares, Blackstone, and KKR seeing declines between 13% and 24% this year [5]. Financial Brokerage, Data Analytics & Legal Services - The financial industry, especially brokerages and data analytics firms, has been negatively affected after Altruist introduced AI-enabled tax planning features, raising fears about the viability of their business models [6]. - Shares of brokers such as LPL Financial and Charles Schwab fell over 7%, while S&P Global's shares dropped more than 25% in February, marking its worst month since 2009 [7]. Real Estate Services - Commercial real estate and investment managers have suffered as investors shift away from high-fee, labor-intensive business models perceived as vulnerable to AI disruption, with CBRE Group and Jones Lang LaSalle each dropping about 12% [8]. Insurance Sector - Insurance stocks have experienced a significant decline, with the S&P 500 insurance index falling 3.9% on a single day, its largest drop since mid-October, following the release of an AI-powered comparison tool by Insurify [10]. - Shares of Willis Towers Watson have decreased by 15% this week, while Aon and Arthur J. Gallagher fell by 9% and 15%, respectively [11]. Trucking & Logistics - The trucking and logistics sector saw unexpected declines, with stocks like Landstar System and C.H. Robinson dropping sharply after Algorhythm Holdings reported a significant increase in freight volumes without a corresponding rise in operational headcount [13].