The Charles Schwab Corporation (NYSE:SCHW) is one of the stocks that was on Jim Cramer’s radar recently. Cramer was bullish on the stock due to its valuation, as he said: Two weeks ago, for instance, an online insurance marketplace called Insurify released a new application that uses ChatGPT to compare insurance rates. Immediately, the insurance brokerage stocks tanked. The next day, a company called Altruist came out of nowhere with an AI-powered tax planning offering to help financial advisors create pe ...

格隆汇2月26日｜Raymond James将数据仓库巨头Snowflake的目标价从250美元下调至200美元。Piper Sandler将其目标价从285美元下调至230美元。 ...

Core Viewpoint - Guardant Health is a significant player in precision oncology, focusing on blood tests for cancer detection and treatment, with recent positive ratings from analysts and mixed investor actions [1][5]. Investment Ratings - Raymond James upgraded Guardant Health to "Outperform" with a price target increase from $115 to $129, reflecting confidence in the company's future performance [1][5]. Investor Actions - Granite Investment Partners LLC reduced its stake in Guardant Health by 52.1%, now holding 185,301 shares valued at approximately $11.6 million, contrasting with other investors [2][5]. - Norges Bank acquired a new stake in Guardant Health worth around $64.1 million during the second quarter [3]. - Franklin Resources Inc. increased its investment by 78.2%, now holding 2,319,947 shares valued at $120.7 million after purchasing an additional 1,018,144 shares [3]. - Invesco Ltd. expanded its holdings by 27.3% during the undefined quarter [3]. Stock Performance - The current stock price for Guardant Health is approximately $100.42, reflecting a decrease of about 2.60%, with fluctuations between a low of $100.29 and a high of $103.58 [4]. - Over the past year, the stock has reached a high of $120.74 and a low of $34.88, with a market capitalization of approximately $13.04 billion and a trading volume of around 274,345 shares [4].

Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00:00 - Bloomberg Surveillance starts 00:03:45 - Max Kettner, HSBC 00:18:05 - Matthew Mish, UBS 00:31:09 - Ed Mills, Raymond James 00:42:08 - Yelena Shulyatyeva, The Conference Board 00:52:15 - Aaron Kennon, Clear Harbor Asset Management 01:07:22 - Tobin Marcus, Wolfe Research ...

Group 1: Investment Commitment - CBRE Investment Management has made a notable equity commitment to support IPUT Real Estate in Dublin, highlighting confidence in Dublin's real estate market and a strategy to expand its investment portfolio in the region [1][6] - This backing is expected to strengthen IPUT Real Estate's capabilities and improve its growth prospects in the competitive real estate sector [1] Group 2: Market Performance and Ratings - Raymond James maintains an "Outperform" rating for CBRE, with the stock priced at $130.77, suggesting confidence in CBRE's performance and aligning with its strategic investments like the one in Dublin [2][6] - Patrick O'Shaughnessy from Raymond James set a price target of $180 for CBRE, indicating a potential price increase of approximately 34.46%, reflecting positive market sentiment towards CBRE's strategic moves [3] - CBRE's current stock price is $151.46, showing a 7.23% increase or $10.22 rise, with fluctuations between $141.68 and $151.52 today [4][6] Group 3: Market Capitalization - CBRE's market capitalization is approximately $45.07 billion, with a trading volume of 2,656,363 shares on the NYSE, supporting its ability to make significant investments [5][6]

🚨 BREAKING: AI FEARS PUMMEL WEALTH MANAGEMENT STOCKS: SCHWAB DROPS 7%, RAYMOND JAMES CRASHES 9%The selloff was triggered by fintech startup Altruist launching an AI powered tax planning tool that automates personalized strategies.$SCHW fell 7.4%, @RaymondJames -8.8% (worst day since March 2020), LPL Financial -8.3%, @MorganStanley -4%, Ameriprise -7%.@CharlesSchwab CEO Rick Wurster called the selloff "disappointing and surprising," arguing AI will enhance advisors, not replace them.At $95.50, $SCHW now trad ...

Group 1 - Snowflake Inc. has signed a $200 million partnership deal with OpenAI to integrate OpenAI's models into Snowflake's Cortex AI offerings, which analysts view positively [1][2] - RBC Capital rates Snowflake as Outperform with a price target of $300, highlighting the potential for joint enterprise customers to deploy context-aware AI applications on Snowflake's platform [1][2] - Raymond James also reaffirmed an Outperform rating on Snowflake, emphasizing the necessity of such partnerships for organizations providing large language models to expand in the enterprise space [3] Group 2 - Snowflake's platform, the Snowflake Data Cloud, supports various workloads including data engineering, analytics, machine learning, and secure collaboration, positioning it as a central data layer for enterprise AI adoption [4][2] - The company reported $100 million in AI-related annual recurring revenue, indicating a strong foothold in the AI market [2]

Company Performance - Apollo Global Management (APO.N) reported a 21.94% year-over-year increase in revenue to $32.102 billion for the fiscal year 2025, but net income fell by 21.10% to $3.492 billion, resulting in a net profit margin of 10.88%, which was below market expectations for high-growth asset management firms [1] - The stock price dropped 4.17% to close at $126.91 on February 11, 2026, following the earnings report [1] Industry Sector Situation - The wealth management industry faced widespread selling pressure due to innovations in AI tools, with non-public company Altruist launching an AI tax planning feature, raising concerns about the disruption of traditional asset management models [2] - Competitors such as Charles Schwab and Raymond James experienced significant declines of 7.4% and 8.8%, respectively, contributing to negative sentiment in the sector [2] Market and Technical Analysis - The trading volume for Apollo Global Management on the day was $804 million, with a volume ratio of 1.11, indicating active selling pressure [3] - The stock broke through a key support level, with a cumulative decline of 4.44% over five days, reflecting short-term weakness in technical indicators [3] - The S&P 500 index also fell by 0.33% due to weak retail data and pressure from financial stocks, leading to a contraction in market risk appetite [3] Latest Valuation - Despite institutional target prices averaging $165.81, indicating a premium over the current price, the decline in net profit for fiscal year 2025 and a trailing P/E ratio of 23.05 may lead some investors to reassess the certainty of continued growth in a high-interest-rate environment [4]

And about 2 minutes away from the end of the trading day. Katie Greifeld here with Scarlet Fu Romaine Bostick out on assignment. And here to help take us through the closing bell, we're joined now by a global simulcast, Carol Massar and Tim Stenovec We bring together all of our different audiences right now, television, radio, you to count the ways, Carol, and it seems like we're going to finish out on the lows of the session.Yeah, we're actually just in these final few minutes of trading, we're seeing anot ...