Michael Burry sees a cliff. Norway’s sovereign wealth fund sees a runway. While the "Big Short" investor has warned that Palantir Technologies Inc (NASDAQ:PLTR) could fall 58% based on a bearish Head & Shoulders pattern, the Nordic investment behemoth just did the opposite of panic — it went big.Norges Bank Investment Management disclosed a $5.15 billion new stake in Palantir, turning a technical debate into a live battle between chart skeptics and institutional conviction.A $2 Trillion Fund Makes A Top-20 ...

Core Insights - The article discusses the importance of prioritizing business over personal relationships for entrepreneurs, as illustrated by a story shared by Kevin O'Leary [1][4] - O'Leary emphasizes that success in entrepreneurship often requires difficult decisions regarding personal sacrifices [4] Group 1: Entrepreneurial Challenges - A student shared his experience of running a cloud business generating $5 million a year in free cash flow while facing personal relationship issues [2][3] - The student expressed concerns about his fiancée threatening to leave due to his lack of time for her and family [3] Group 2: Strategic Decision-Making - O'Leary advised the student to consider which is easier to replace: a girlfriend or a successful business, framing the decision as a strategic one rather than an emotional one [3][4] - He suggested that if the fiancée is not supportive of the entrepreneurial journey, it may be better to move on, as success is likely to attract new opportunities [4]

Core Insights - The software sector is increasingly viewed as a significant source of value in the stock market, contrary to previous perceptions [1] Group 1: Industry Trends - There is a growing backlash against enterprise software, leading to a shift in investor sentiment [1] - The experience of analysts covering technology companies and working in Silicon Valley is shaping current industry themes [1] Group 2: Analyst Background - Gary Alexander has extensive experience in both Wall Street and Silicon Valley, contributing to his insights on the software sector [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]

Core Insights - The software sector is increasingly viewed as a significant source of value in the stock market, contrary to previous perceptions [1] Group 1: Industry Trends - There is a growing backlash against enterprise software, leading to a shift in investor sentiment [1] - The experience of analysts covering technology companies and working in Silicon Valley is shaping current industry themes [1] Group 2: Analyst Background - Gary Alexander has been a contributor to Seeking Alpha since 2017 and has extensive experience in both Wall Street and Silicon Valley [1] - He has served as an adviser to several seed-round startups, indicating a deep understanding of emerging trends in the industry [1]

Core Insights - Oracle has introduced new AI agents within its Fusion Cloud Applications to enhance supply chain efficiency and decision-making [1][2] - The company reported a 14% year-over-year revenue increase in Q2 fiscal 2026, with cloud revenues rising 34% [3][8] - Oracle maintains its full-year revenue guidance at $67 billion and anticipates third-quarter cloud revenue growth of 40-44% [4] Product Developments - New AI agents include a Planning Cycle Agent, Component Replacement Agent, and others focused on inventory, logistics, order management, and maintenance [2] - The AI agents are integrated at no additional cost for existing customers and are supported by a marketplace of over 32,000 certified AI agent experts [2][5] Financial Performance - Total revenues for Oracle reached $16.1 billion, with cloud revenues at $8.0 billion and SaaS revenues at $3.9 billion [3][8] - Non-GAAP earnings per share increased by 54% to $2.26, while Remaining Performance Obligations (RPO) surged 438% to $523 billion [3] Competitive Landscape - Oracle faces competition from Google and Microsoft, both of which are integrating AI into their cloud applications [5] - Microsoft has launched autonomous AI agents across its Dynamics 365 suite, while Google is expanding its Vertex AI capabilities [5] Stock Performance and Valuation - Oracle's stock has decreased by 37.8% over the past six months, underperforming the sector [6] - The current Price/Earnings ratio for Oracle is 28.15x, above the industry average of 26.41x, indicating a premium valuation [12]

Core Viewpoint - Box, Inc. (NYSE:BOX) is identified as a promising investment opportunity with potential for double-digit growth driven by product expansion and customer upgrades to the Enterprise Advanced tier [1][2]. Group 1: Revenue Growth Potential - Box is guiding for a year-over-year revenue growth of 8% for calendar 2025, but analysts at DA Davidson believe there is a pathway to double-digit growth beyond that [2]. - The company is experiencing better-than-expected seat growth, indicating an increase in users or expanded usage within existing accounts [2]. Group 2: Pricing and Monetization - Box is achieving the high end of expected pricing uplift when customers upgrade, suggesting effective monetization strategies [3]. - The company's free cash flow is projected at 12x for calendar year 2026, indicating potential for multiple expansion if sustained growth can be demonstrated [3]. Group 3: Product Expansion - Box Extract, an AI-powered data extraction tool, reached general availability on January 15, enhancing the company's capabilities in intelligent content management [4]. - This product transforms unstructured enterprise content into structured, actionable metadata, differentiating itself from traditional OCR tools [4]. Group 4: Company Overview - Box, Inc. provides cloud content management and collaboration software, integrating with applications like Microsoft 365, Google Workspace, and Salesforce, and supports various enterprise workflows [5].

Group 1: Financial Performance - Open Text Corporation reported quarterly revenue of $1.33 billion for the December-ending quarter, representing a 0.6% year-over-year decline but exceeding analyst expectations of $1.29 billion [1] - Cloud revenue grew 3.4% year-over-year to $478 million, marking the twentieth consecutive quarter of organic cloud growth [2] - Management reiterated its FY2026 guidance for total revenue growth of 1% to 2% and cloud revenue growth of 3% to 4% [3] Group 2: Strategic Initiatives - The company is strategically pivoting away from non-core assets, which contributed to the modest top-line contraction [1] - OpenText divested the Vertica analytics business for $150 million in cash and completed the divestiture of its eDOCS on-premise solution for $163 million in cash [4] - The faster-growing core business, particularly in content management, is expanding at roughly twice the pace of total revenues [1][2] Group 3: Business Segments - The Content Cloud business generated 43% of total revenue and grew 4.5% overall [2] - Enterprise cloud bookings increased by 18% year-over-year to $295 million, surpassing the company's full-year guidance range of 12-16% growth [2] Group 4: Company Overview - Open Text Corporation develops and sells enterprise information management software, including solutions for content services, business networks, cybersecurity, and digital experience [5] - The company's products assist organizations in managing, securing, and analyzing large volumes of data across cloud and on-premises environments [5]

Core Viewpoint - Dynatrace, Inc. is considered one of the best affordable tech stocks to buy, despite recent price target reductions by analysts due to a mixed outlook and cautious investor sentiment [1][3]. Group 1: Analyst Insights - KeyBanc Capital Markets lowered its price target on Dynatrace from $60 to $50, marking the second reduction in less than a month, citing a "mixed outlook" [1]. - Rosenblatt also cut its price target from $67 to $60 while maintaining a Buy rating, attributing the cut to multiple compression and macro spending concerns [4]. - Analysts expect Dynatrace to report in-line third-quarter results, with anticipated growth of 16% in subscription revenue and 17% in Annual Recurring Revenue (ARR) [5]. Group 2: Company Performance and Potential - Dynatrace's product offerings, including Dynatrace Platform Services (DPS), are expected to drive consumption growth and improve go-to-market productivity [2]. - Positive customer feedback from Dynatrace's recent Perform conference is seen as a bright spot for the company [2]. - The company is focusing on sales coverage realignment around higher-value strategic accounts, which is viewed as a positive factor for growth [5]. Group 3: Market Position and Challenges - Despite potential growth drivers, Dynatrace is not widely viewed as a market leader in a competitive landscape and faces questions regarding its relevance to AI-native companies [3]. - Investor sentiment remains cautious, reflecting broader concerns in the enterprise software market [3].

ZoomInfo Technologies Inc. (NASDAQ:GTM) is one of the best affordable tech stocks to buy right now. On February 3, Piper Sandler analyst Billy Fitzsimmons maintained a Neutral rating on ZoomInfo Technologies Inc. (NASDAQ:GTM) and lowered the price target to $9 from $12. The price target cut was part of a broader Piper Sandler research note that lowered targets across multiple software companies amid what the firm described as a “structural bearish outlook” triggered by artificial intelligence trends. Zoom ...

Core Insights - Dassault Systèmes shares fell approximately 20%, marking their worst day on record, following disappointing fourth-quarter results and a weak outlook for 2026 [1][7] Financial Performance - Fourth-quarter revenue was €1.68 billion (about $2 billion), a 4% decline year-on-year and below expectations of €1.74 billion to €1.75 billion [2] - At constant currencies, growth was only 1%, at the lower end of the company's guidance range [2] - Software revenue remained flat, with transactional license sales decreasing by 7% [3] - Recurring revenue increased by only 3%, missing internal targets, while specific segments like Life Sciences and Medidata saw declines of 4% and 7% respectively [3] - Full-year revenue totaled €6.24 billion, slightly below the consensus estimate of €6.3 billion [4] Guidance and Market Reaction - For 2026, Dassault projected revenue growth of 3% to 5%, falling short of analyst expectations of around 6% [5] - The company also guided for a non-IFRS operating margin of 32.2% to 32.6% and EPS of €1.30 to €1.34 [5] - The market reacted negatively, with shares dropping as much as 22% intraday, resulting in a loss of approximately €6 billion in market value [7] Industry Context - Dassault Systèmes is central to European industrial software, providing tools for 3D design and simulation used in various sectors including aerospace and automotive [8] - The company has been viewed as a beneficiary of digital transformation, but current market dynamics raise questions about its future in the context of advancing generative AI [9] - The software market is experiencing a divide, with AI infrastructure providers thriving while traditional software as a service companies face challenges related to pricing power and revenue erosion [9]