Core Insights - Four high-profile tech stocks have experienced significant declines between 23% and 37% in 2026, while the Nasdaq 100 remains nearly flat, indicating a potential disconnect between market performance and analyst expectations [1][16] - The stocks in question are The Trade Desk, Oracle, ServiceNow, and AppLovin, all of which have strong fundamentals and aggressive analyst price targets despite their recent selloffs [2] The Trade Desk - The Trade Desk's stock has dropped 37% year-to-date, currently trading at $23.95, with an analyst consensus price target of $36.73, suggesting an upside of over 53% [3][16] - The decline lacks an obvious earnings catalyst, as Q4 2025 revenue was $847 million, up 14% year-over-year, and operating income grew 11% to $157 million [4] - The stock is 67% below its level from one year ago, with a bullish analyst sentiment where 20 out of 38 analysts rate it Buy or Strong Buy [5] Oracle - Oracle's stock has decreased by 23% year-to-date, currently priced at $150.31, with a consensus target of $269.94, indicating an upside of approximately 80% [6][16] - The stock has fallen over 56% from its 52-week high of $345.72, trading below its 50-day and 200-day moving averages [7] - Oracle's cloud infrastructure growth is a key driver, with quarterly earnings growth of 91% year-over-year and a 32% operating margin, although concerns about debt and financing have emerged [8][9] ServiceNow - ServiceNow's stock has dropped 29% year-to-date, currently at $109.30, with an analyst consensus target of $190.50, implying an upside of roughly 74% [10][16] - The company reported Q3 2025 revenue of $3.41 billion, up 22% year-over-year, and raised its full-year guidance, indicating strong financial performance [11] - The stock is 42% below its level from one year ago, with a focus on its AI platform and strategic partnerships, although it trades at a trailing P/E of 64x [12] AppLovin - AppLovin's stock has fallen 34% year-to-date, currently priced at $444.93, with a consensus target of $661.59, suggesting an upside of about 49% [13][16] - The company reported exceptional Q4 2025 results, with revenue of $1.66 billion, up 66% year-over-year, and net income of $1.10 billion, up 84% [14] - Despite strong fundamentals, the stock's decline appears driven by valuation concerns and broader market sentiment, with a beta of 2.49 indicating high volatility [15] Summary of Performance Across All Four Stocks - The Trade Desk: Current Price $23.95, Analyst Target $36.73, Implied Upside ~53%, YTD Performance -37%, Analyst Buy % 53% [16] - Oracle: Current Price $150.31, Analyst Target $269.94, Implied Upside ~80%, YTD Performance -23%, Analyst Buy % 73% [16] - ServiceNow: Current Price $109.30, Analyst Target $190.50, Implied Upside ~74%, YTD Performance -29%, Analyst Buy % 91% [16] - AppLovin: Current Price $444.93, Analyst Target $661.59, Implied Upside ~49%, YTD Performance -34%, Analyst Buy % 86% [16]

Fourth quarter earnings season is entering its final stretch. Earnings from Nvidia (NVDA) this week marked the final company among the "Magnificent Seven" tech stocks to report quarterly results. This report offered a crucial update on how demand for its high-tech AI chips — a big part of the hundreds of billions of dollars its Big Tech peers are spending on AI investments — continues to shape up. But concerns about increased competition and the drivers underpinning Nvidia's strong forecast overshadowed t ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent investors, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8] Market Trends - The AI ecosystem is expected to reshape how businesses, governments, and consumers operate globally, indicating a paradigm shift in various sectors [2] - The enthusiasm for AI is reflected in the investments and partnerships being formed by major companies, such as Oracle's collaboration with Nvidia [8]

Core Viewpoint - Amazon plans to invest a total of $50 billion in OpenAI, starting with an initial investment of $15 billion, followed by an additional $35 billion in the upcoming months [1] Business - The investment signifies Amazon's commitment to artificial intelligence and its potential applications within its operations [1] - This move may enhance Amazon's competitive position in the tech industry, particularly in AI development and deployment [1]

In this article, we will take a look at the 13 Best Long-Term Dividend Stocks to Invest in Right Now.According to a recent report by WisdomTree, dividend growth is not a one-size-fits-all concept. Differences in sector exposure, profitability, and earnings growth expectations play a major role in shaping long-term results. In stable markets, these differences may seem less noticeable. During periods of volatility, their impact becomes much more visible.Investors who worry about valuation risk often focus on ...

Group 1 - The company Block announced a significant workforce reduction, planning to nearly halve its employees as part of a strategic overhaul [1] - Following the announcement, Block shares experienced a surge of over 20% in premarket trading, indicating strong market reaction to the news [1] - The overhaul aims to integrate artificial intelligence tools across the company's operations, suggesting a shift towards more technology-driven processes [1]

Core Insights - Duos Technologies Group, Inc. has signed a non-binding letter of intent with Hydra Host to deploy a high-density NVIDIA GPU cluster, expected to generate approximately $176 million in revenue over a 36-month term with projected annual EBITDA exceeding $40 million [1][2] Group 1: Financial Projections - The GPU-as-a-Service partnership is modeled to support gross margins of more than 80% [1] - Incremental colocation revenue from the collaboration is expected to total approximately $25 million over the same 36-month term [2] Group 2: Strategic Developments - Duos has secured a ground lease in Iowa with access to up to 10MW of utility power, establishing a strategic high-density deployment site [3] - The company aims to build up to 75MW of distributed capacity as part of its long-term strategy [3] Group 3: Leadership Changes - Doug Recker has been appointed as Chief Executive Officer effective April 1, 2026, succeeding Chuck Ferry, who will remain on the board [4] - Under Mr. Recker's leadership, Duos will focus on scaling modular Edge Data Centers and expanding GPU hosting capabilities [4][5] Group 4: Market Positioning - The partnership with Hydra Host is seen as a validation of Duos' High-Power Edge Data Center business line, designed to meet the growing demand for AI compute capacity [2][5] - Duos is positioned to pursue high-value infrastructure opportunities with secured power and rapid deployment capabilities [5]

Financial Results for the Quarter and Fiscal Year Ended December 31, 2025 MidCap Financial Investment Corporation February 26, 2026 Unless otherwise noted, information as of December 31, 2025. Confidential and Proprietary - Not for distribution, in whole or in part, without the express written consent of Apollo Global Management, Inc. It should not be assumed that investments made in the future will be profitable or will equal the performance of the investments shown in this document. Disclaimers, Definitio ...

Core Viewpoint - CLPS Incorporation will announce its financial results for the first half of fiscal 2026 on March 6, 2026, before market opening [1] Company Overview - CLPS Incorporation, established in 2005 and headquartered in Hong Kong, focuses on digital transformation and operational efficiency through innovations in artificial intelligence, cloud computing, and big data [1] - The company operates across 10 countries with strategic hubs in Shanghai, Singapore, and California, supported by subsidiaries in Japan and the UAE [1] - CLPS's business lines include fintech, payment and credit services, e-commerce, education, and global tourism integrated with transportation services [1] Financial Announcement - The financial results will cover the six months ended December 31, 2025, marking the first half of the Company's fiscal year 2026 [1]

Powered by XTEND’s proprietary XOS platform, the Seek & Strike demonstration validates scalable, human-guided autonomous fleets for complex defense missions Previously Announced: XTEND and JFB Construction to Combine in All-Stock Transaction, Backed by Strategic Investors; Expected to Close in the first half of 2026 and List on a U.S. national exchange as “XTND” TAMPA BAY, Fla., Feb. 27, 2026 (GLOBE NEWSWIRE) -- XTEND, a leader in software systems and artificial intelligence-powered robotics, deployed in hi ...