Heavily shorted growth stocks are not en vogue --but their potential is still enticingThe last thing investors are thinking about right now -- as Wall Street wrestles with AI disruption -- is a short squeeze. But maybe that's what contrarians should be doing now, monitoring stocks to buy the dip on that could send bearish bettors packing. This screen finds stocks where the shorts might be at a big loss and therefore likely to begin covering. Obviously, there are quite a few assumptions so these would be ver ...

More market jitters hit stocks this month, and this time the damage is leaking into the financial services sector. As usual, AI disruption was the catalyst, and several of the largest finance-sector stocks dropped 10% to 20% over just a few days.AI disruption is certainly no surprise to investors anymore. Still, this way this reaction unfolded suggests it was more about profit-taking and high valuations than any actual AI-influenced obsolescence.If this selloff is overdone, several prominent finance stocks ...

Nasdaq lead gains as tech stocks resurgent ahead of Nvidia and Salesforce earnings Proactive uses images sourced from Shutterstock 11:35am: Circle, Cava soar Circle Internet Group (NYSE:CRCL), the issuer of the world’s second-largest stablecoin, saw its shares surge 23% on Wednesday after reporting a strong fourth-quarter profit, driven by growing demand for its USDC stablecoin. The company posted revenue of $770 million, beating analyst estimates of $744 million and marking a 77% increase from a year e ...

The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse - 24/7 Wall St.[S&P 5006,927.00 +0.52%][Dow Jones49,256.00 +0.18%][Nasdaq 10025,269.80 +1.16%][Russell 20002,645.71 -0.22%][FTSE 10010,764.60 +0.47%][Nikkei 22559,490.30 +2.69%][Stock Market Live February 25, 2026: S&P 500 (SPY) Up on Trump and Tech][Investing]# The Trade Desk Faces Its Most Important Revenue Test After a 67% Collapse### Quick ReadTrade Desk (TTD) stock fell 67% over the past year despite 18% revenue growth and custom ...

2026 has gotten off somewhat to a rocky start. At the time of writing, the S&P ( SP500 ) is in the red, driven by the decline in Technology ( XLK ) stocks as AI disruption fears in software continueFormerly known as "The Dividend Collectuh." Top 1% of financial experts on TipRanks. Contributing analyst to the iREIT+Hoya Capital investment group. Dividend Collection Agency is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for ...

IBM just got hit with one of its worst single-day drops in years. Shares fell over 13.2% on Feb. 23, 2026, closing at $223.35. The culprit? Anthropicannounced its Claude Code tool could automate much of the tedious, expensive work involved in COBOL modernization — a key IBM (IBM) business. That panic-driven sell-off pushed IBM stock down more than 24% year to date. For growth investors, that's a problem. But for dividend hunters, the drop may have opened a door worth walking through. The question isn't w ...

Key Takeaways Volatile markets spotlight momentum picks like BKD, LUMN and GOLD after sharp weekly pullbacks.BKD surged 173.8% in a year but dipped 6.5% last week, earning a Momentum Score of A.LUMN and GOLD jumped 72.1% and 114.9% in a year, yet slid over the past week.The broader U.S. equity markets witnessed intense volatility over the past few days, triggered by concerns regarding AI disruption across the spectrum, geopolitical unrest and the annulment of President Trump’s signature tariffs. As simmerin ...

13 February 2026 | 6:07PM GMT Equity Research GS EQUITY RADAR Old economy and Chemicals, AI disruption, GOAL positioning plus Week Ahead and key research from the week Old economy and Chemicals. Peter Oppenheimer wrote this week about the return of physical assets including 'old economy' areas. Chemicals are an area Georgina Fraser thinks are interesting, turning pro-cyclical in her ratings and making seven rating changes to reflect her view that the cycle is already turning despite muted company commentary ...

Christian Mueller-Glissmann, CFA +44(20)7774-1714 | christian.mueller- glissmann@gs.com Goldman Sachs International Alessandro Giglio +44(20)7051-6240 | alessandro.giglio@gs.com Goldman Sachs International Andrea Ferrario +44(20)7552-4353 | andrea.ferrario@gs.com Goldman Sachs International Peter Oppenheimer +44(20)7552-5782 | peter.oppenheimer@gs.com Goldman Sachs International Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and ot ...

Concerns escalated after AI startup Anthropic said its Claude tool can help streamline COBOL code, raising fears of disruption to long-standing revenue streams for technology companies. The announcement sent ripples through global tech stocks. To put things into perspective, shares of IBM plunged 13% overnight, marking the company’s worst single-day selloff in about 25 years.In today’s session, IT stocks tumbled up to 8%. Tech Mahindra, Following the historic correction, the Nifty IT index now trades at an ...