Core Viewpoint - The ongoing tech sell-off in the U.S. is significantly influenced by developments in AI, with IBM experiencing its steepest drop in history, reflecting broader market concerns about the tech sector's sustainability amidst AI advancements [1][5]. Group 1: Market Dynamics - The tech sector is under pressure, with a notable sell-off driven by fears that AI advancements are cannibalizing traditional tech stocks [2][3]. - FAANG ETFs and software stocks like Salesforce and Adobe are among the first to feel the impact, indicating a broader trend of U.S. investors divesting from tech [3][9]. - The consumer discretionary, tech, and financial sub-indices of the S&P 500 remain negative year-to-date, highlighting the rapid growth of investor fears [9]. Group 2: AI Developments - IBM's recent price action is linked to the emergence of AI programs like Anthropic's 'Claude,' which are seen as potential competitors to existing software solutions [5][9]. - Agentic AI, which can autonomously create code and fulfill roles traditionally held by humans, poses a significant threat to companies like Adobe and Salesforce, potentially reducing their revenue from SaaS contracts [6][9]. - The speculative nature of AI's impact on the economy is underscored by a report suggesting that AI could lead to a 'Ghost GDP,' where economic activity does not translate into consumer spending [14][15]. Group 3: Speculative Insights - A speculative blog post titled "The 2028 Global Intelligence Crisis" has contributed to market panic, suggesting that AI disruption could lead to a collapse in labor GDP and the mortgage market [11][12]. - The report's narrative resonates with existing market fears, indicating a consensus view among investors regarding the potential negative implications of AI on the economy [12][15]. - The concept of a 'Ghost GDP' suggests that while investments in AI may increase, they do not benefit the workforce, leading to decreased consumer spending and economic downturn [14][15].

智通财经获悉，据知情人士透露，在股价暴跌导致市值蒸发近一半后，数字支付先驱PayPal(PYPL.US) 正吸引潜在买家的收购兴趣。受此消息提振，该股周一收涨5.76%，盘中一度上涨9.7%。而其他支付公 司的股价周一普遍因Cattrina Research发布的一份关于人工智能(AI)可能对全球经济各领域构成风险的报 告而下跌。 前首席执行官亚历克斯·克里斯(Alex Chriss)在本月因其转型计划未能达到预期而被免职。该公司2025年 第四季度利润和营收均未达到分析师预期，且支付交易量持续放缓。 不过，瑞穗证券分析师表示，鉴于PayPal是"全球四大知名支付网络之一"，该公司目前"被严重低估";该 公司年交易额接近2万亿美元，并拥有"美国最具影响力的P2P网络"Venmo。KBW分析师也在给客户的 报告中表示，PayPal的网络资产稀缺且具有战略价值，特别对于那些"试图在代理型商务领域发挥更大 作用"的公司而言可能尤为重要。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 知情人士称，这家总部位于加利福尼亚州圣何塞的公司在收到意向方主动接触后已与多家银行会面。其 中至少有一家大型竞争对手正 ...

Paymentus (NYSE:PAY) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsCraig Maurer - Managing Director of ResearchDavid Hanover - Head of Investor RelationsDushyant Sharma - CEOSanjay Kalra - CFOWill Nance - VPConference Call ParticipantsDarrin Peller - Managing Director and Senior AnalystMadison Suhr - Research AnalystTien-Tsin Huang - Senior AnalystOperatorGood day, and welcome to the fourth quarter and full year 2025 Paymentus Earnings Conference Call. This call is being recorded. ...

Cannae (NYSE:CNNE) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker5Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings, Inc. 4th Quarter and Full Year 2025 Financial Results Conference Call. During today's presentation, all parties will be in a listen-only mode. Following the company's prepared remarks, the conference will be open for questions with instructions to follow at that time. As a reminder, this conference call is being recorded and a replay is available through 11 ...

We have a proven operating model that is supported by a consistent strategic framework Exceptional client franchises Long-term shareholder value Complete Global Diversified At Scale Unwavering principles Sustainable business practices ⚫ Investing in and supporting our communities 1 ⚫ Customer centric and easy to do business with ⚫ Comprehensive set of products and services ⚫ Focus on safety and security ⚫ Powerful brands ⚫ Continuously investing in the future, while maintaining expense discipline ⚫ Focus on ...

As filed with the U.S. Securities and Exchange Commission on February 23, 2026. Registration No. 333-292285 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Brookline Capital Acquisition Corp II (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standa ...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is among the 10 Unstoppable AI Stocks to Invest In Now. Goldman Sachs Initiates Coverage of Credo Technology Group Holding Ltd (CRDO) Stock Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the Unstoppable AI Stocks to Invest In Now. On February 19, Goldman Sachs initiated coverage of the company’s stock with a “Buy” rating and a price objective of $165, as reported by The Fly. The analyst noted that Credo Technology Group Holding Ltd (NASDAQ:CRDO ...

7,740,013-$13.5411.70%$102.13[CrowdStrike][CRWD]• Vol: 11,752,403-$44.2111.38%$344.39[IBM] [IBM]• Vol: 9,776,304-$26.2210.19%$230.95[KKR][KKR]• Vol: Retirees Are Sleeping Well With These 3 Low-Volatility ETFs - 24/7 Wall St.[S&P 5006,833.10 -1.17%][Dow Jones48,829.20 -1.62%][Nasdaq 10024,659.20 -1.47%][Russell 20002,615.95 -1.86%][FTSE 10010,682.40 -0.49%][Nikkei 22556,770.50 -0.61%][Stock Market Live February 23, 2026: S&P 500 (SPY) Tried to Shrug Off Tariff Uncertainty][Investing]# Retirees Are Sleeping W ...

Key Takeaways LITE sees CPO move from prospect to contracted backlog, extending multi-year AI upgrade visibility. LITE outlined ultra-high-power chip inflection in 2H26 and first CPO scale-up by late 2027.LITE guides Q3 FY26 revenues up to $830M, with midpoint marking a record quarterly high. Co-packaged optics (CPO) is shifting from concept to contracted demand, giving Lumentum Holdings (LITE) a clearer multi-year runway as AI networks upgrade. AI-driven optics upgrades are accelerating, and Lumentum is no ...

Under normal circumstances, U.S. investors maintain a home bias. People generally want to invest in what they know. That means they focus heavily on U.S. ETFs, such as the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the Vanguard Total Stock Market ETF (NYSEMKT: VTI). They're told they should have international stocks in their portfolio, but many avoid the overseas market altogether. Total returns over the past decade have made the case for international investing that much harder given how that group has unde ...