The AI ETF Spreading Risk Across 86 Stocks Just Doubled the S&P 500 - 24/7 Wall St.[S&P 5006,942.80 +0.75%][Dow Jones49,419.00 +0.52%][Nasdaq 10025,291.50 +1.24%][Russell 20002,662.95 +0.43%][FTSE 10010,806.60 +0.86%][Nikkei 22559,600.30 +2.88%][Live Nasdaq Composite: Tech Tailwinds Boost Market Sentiment, Reclaiming Lost Ground][Investing]# The AI ETF Spreading Risk Across 86 Stocks Just Doubled the S&P 500### Quick ReadGlobal X AI & Technology ETF (AIQ) returned 29.3% over one year. AIQ nearly doubled SPY ...

Salesforce (NYSE: CRM) reports Q4 FY2026 results after the bell tonight, and there is really only one number that matters. ...

Here at the start of a mid-week trading day, where we’re seeing pre-market futures push higher after gains of 0.75%+ in yesterday’s trading, futures are higher once again. The ebb-and-flow of market activity continues as it has so far in 2026, where only the Dow is in negative territory week-to-date, but only the Nasdaq is negative year-to-date.We don’t see any major economic reports hitting the tape this morning, though we will hear public speeches from Richmond Fed President Tom Barkin, Kansas City Fed Pr ...

Core Viewpoint - NETSOL Technologies (NTWK) demonstrated strong performance in Q2 fiscal 2026, marked by significant revenue growth, improved margins, and a return to operating profitability, prompting management to raise its full-year revenue outlook [1][11]. Revenue Performance - Total net revenues for Q2 fiscal 2026 increased by 21.1% to $18.8 million from $15.5 million in the same quarter last year, driven primarily by a 40.9% rise in service revenues to $9.6 million [2] - Recurring subscription and support revenues grew by 5.1% to $9.1 million, accounting for 48.3% of total revenues, down from 55.6% in the prior year [2][3]. Margin and Profitability - Gross profit improved to $9 million, representing 48% of net revenues, up from 44.5% in the previous year, despite an increase in cost of sales to $9.8 million [4] - Income from operations reached $1.3 million, a turnaround from a loss of $0.5 million in the prior-year quarter [4]. Bottom Line Results - GAAP net income attributable to NETSOL was $0.2 million, or 2 cents per diluted share, compared to a loss of $1.1 million, or 10 cents per diluted share, a year ago [5]. - Non-GAAP EBITDA improved to $1.7 million from a loss of $0.8 million in the prior-year period [5]. Half-Year Performance - For the six months ended Dec. 31, 2025, total net revenues rose to $33.8 million from $30.1 million in the prior-year period, with recurring subscription and support revenues increasing by 7.2% to $18 million [6]. - Gross profit for the first half was $14.9 million, or 44.2% of revenues, but GAAP net loss widened to $2.1 million, or 18 cents per diluted share [7]. Balance Sheet Strength - NETSOL ended the quarter with cash and cash equivalents of $18.1 million, an increase from $17.4 million at June 30, 2025, and a current ratio of 2.3, indicating strong liquidity [8]. Strategic Initiatives - The company launched "Check," an AI-enabled credit decisioning engine, and secured a $50 million, four-year contract extension with a Tier 1 global auto captive, enhancing long-term revenue visibility [9][10]. - Management emphasized that AI investments are being utilized to improve efficiency and scalability across both product offerings and internal operations [10]. Fiscal 2026 Outlook - Management raised its fiscal 2026 revenue guidance to $73 million or better, citing multi-year contracts and continued investment in its AI-enabled Transcend platform as key growth drivers [11]. Summary - NETSOL's Q2 fiscal 2026 results indicate a significant shift towards operating profitability, supported by strong service growth and improved gross margins, with a positive outlook for sustained revenue and margin expansion in the latter half of the fiscal year [12].

Core Insights - Adobe's expanding partner base and AI initiatives are expected to help the stock navigate a challenging business environment, particularly as traditional SaaS software stocks face ongoing AI disruption. An innovative AI-infused portfolio is anticipated to assist Adobe in competing against major players like Microsoft and Alphabet in the near term. Adobe shares have declined by 27.1% year to date [1]. Group 1: Partnerships and AI Integration - Adobe has a robust partner ecosystem that includes Amazon Web Services, Microsoft Azure, Google, and OpenAI, among others. The company is expanding its partnership with WPP to deliver integrated solutions for global brands, optimizing media through AI agents [2]. - Adobe's applications, such as Firefly, Express, and Creative Cloud, are integrating models from various partners, enhancing their capabilities and performance [2]. Group 2: Product Development and Adoption - The continued adoption of Adobe's cloud-based platforms, including Acrobat and Express, is expected to drive growth, supported by AI-powered features like Firefly and Acrobat AI Assistant. These innovations are facilitating faster content creation and improving document productivity, which is positively impacting subscription renewals and premium upgrades [3]. - Users are increasingly relying on Acrobat AI Assistant for efficient content consumption and utilizing Express for creating customized presentations and designs. This trend is expected to contribute to top-line growth in fiscal 2026, with revenue estimates at $26.04 billion, reflecting a 9.5% increase from fiscal 2025 [4][8]. Group 3: Competitive Landscape - Adobe's AI business remains small compared to competitors like Microsoft and Alphabet. Microsoft is experiencing growth in its Intelligent Cloud revenues, driven by Azure AI services and the AI Copilot business, which enhances customer relationships and revenue per user [5]. - Alphabet is leveraging AI across its offerings, including Search and Google Cloud, which is driving monetization opportunities and overall growth [6]. Group 4: Financial Performance and Valuation - Adobe shares have underperformed, losing 42.5% over the past year, compared to a 25.2% return in the broader Zacks Computer and Technology sector [7]. - The stock is currently trading at a lower forward price/sales multiple of 3.94 compared to the sector average of 6.38, indicating a potential undervaluation [11]. - The Zacks Consensus Estimate for fiscal 2026 earnings is $23.47 per share, suggesting a 12.1% growth from fiscal 2025 [14].

Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]

Core Insights - 74Software reported a strong financial performance for the year ended December 31, 2025, with total revenue reaching €707.2 million, reflecting a 2.5% increase compared to the previous year, and an organic growth of 3.8% [2][8] - The company achieved significant margin expansion, with operating profit increasing to €73.3 million, representing a margin of 10.4%, up from 8.2% in 2024 [20][21] - Net profit rose to €40.8 million, a 40.7% increase year-on-year, with earnings per share reaching €1.39, up from €0.99 [23][25] Financial Performance - Total revenue for 2025 was €707.2 million, with a gross profit of €476.1 million, resulting in a gross margin of 67.3%, compared to 65.0% in 2024 [2][21] - Profit on operating activities was €107.3 million, reflecting a margin of 15.2%, an increase from 13.6% in the previous year [20][21] - Unlevered free cash flow reached an all-time high of €80.4 million, representing 11.4% of revenue, compared to €26.3 million in 2024 [28][51] Business Segments - Axway contributed €337.9 million in revenue with an organic growth of 4.6%, while SBS generated €371.2 million with a 3.0% organic growth [8][12] - Annual recurring revenue (ARR) for Axway grew by 11.8% to €273.0 million, while SBS's ARR increased by 8.9% to €243.8 million, indicating a strengthening of the subscription model [16][18] Strategic Initiatives - The integration of SBS is progressing as planned, with measurable profitability gains expected [3][5] - The company aims for organic revenue growth of 3%–5% per year over the next three years, targeting revenue close to €800 million by the end of 2028 [5][34] - 74Software is focusing on AI-driven transformation, embedding AI capabilities into production workflows to enhance operational efficiency and compliance in regulated environments [19][34] Operational Efficiency - The company has implemented a rigorous capital allocation framework and improved operational discipline, leading to enhanced visibility and cash generation [3][5] - Operating cash flow improved significantly to €110.9 million, up from €31.7 million in 2024, reflecting optimized net working capital management [26][28] - The workforce was reduced by 4.5% to 4,571 full-time equivalents, aligning with the focus on operational efficiency [31]

AppLovin Corp (NASDAQ:APP) shares are up on Wednesday as the company continues to navigate ongoing scrutiny from U.S. regulators regarding its data-collection practices. The broader market is moving higher Wednesday morning, with the Nasdaq-100 climbing 1.1% on the day. AppLovin's gains are tracking that strength, suggesting the stock is rising alongside the broader tech rally rather than on company-specific news alone for the session.Here’s what investors need to know.AppLovin stock is among today’s top pe ...

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 ...

Core Insights - The rapid adoption of artificial intelligence (AI) is leading to significant job losses in various industries, with Goldman Sachs estimating that AI was responsible for 5,000 to 10,000 monthly net job losses in the most affected U.S. sectors last year [1] - AI accounted for 7% of total planned layoffs in January, indicating a growing trend of companies restructuring their workforce in response to automation [1] Company Layoffs Linked to AI - AGORA plans to lay off up to 166 employees, or 6.56% of its workforce, to improve its digital business [2] - ALLIANZ intends to cut up to 1,800 jobs in its travel insurance division due to AI replacing manual processes [3] - AMAZON confirmed 16,000 corporate job cuts as part of an AI and efficiency-driven overhaul [3] - AUTODESK will reduce about 1,000 jobs, approximately 7% of its global workforce, to focus on cloud and AI initiatives [4] - BRITISH AMERICAN TOBACCO announced an AI-driven productivity program that will lead to unspecified job cuts [4] - DOW plans to cut about 4,500 jobs, which is 13% of its total workforce, by streamlining processes through automation and AI [5] - HP INC expects to cut 4,000 to 6,000 jobs globally by fiscal 2028 as it adopts AI [5] - MERCADOLIBRE laid off 119 employees as part of its AI expansion [6] - META is cutting over 1,000 jobs at its Reality Labs unit and around 600 positions in its Superintelligence Labs to pivot towards AI devices [6] - NIKE is laying off 775 employees to enhance profits and increase automation [7] - PINTEREST plans to cut up to 15% of its workforce to focus on AI roles and strategy [7] - SEB announced a restructuring plan that may impact up to 2,100 jobs worldwide by 2027 due to AI [8] - TELSTRA plans to cut 650 jobs in an AI-driven restructure [9] - WISETECH will reduce about 2,000 jobs, nearly one-third of its global workforce, as it integrates AI into its operations [9]