Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Oracle Corporation regarding a class action lawsuit due to alleged misleading statements and financial risks associated with the company's AI infrastructure strategy [1][3]. Group 1: Allegations - The complaint alleges that during the class period from June 12, 2025, to December 16, 2025, Oracle's management made materially false and misleading statements [3]. - It is claimed that the company's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [3]. - The increased spending is said to pose serious risks to Oracle's debt and credit rating, free cash flow, and ability to fund its projects [3]. Group 2: Class Action Details - Shareholders who purchased shares of Oracle during the specified class period are encouraged to register for the class action, with a deadline of April 6, 2026, to seek lead plaintiff status [4]. - Participants will be enrolled in a portfolio monitoring software to receive updates throughout the case lifecycle [4]. - There is no cost or obligation for shareholders to participate in this case [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting the rights of investors affected by deceit and illegal business practices [5]. - The firm aims to ensure companies engage in responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [5].

Core Viewpoint - Varonis Systems, Inc. is facing a class action lawsuit due to allegations of misleading statements regarding its ability to convert its customer base to a SaaS model, resulting in a significant decline in stock price following disappointing financial results [3][4]. Group 1: Allegations and Financial Impact - The lawsuit claims that Varonis provided overly positive statements while concealing material adverse facts about its customer conversion capabilities, leading to reduced annual recurring revenue (ARR) growth potential [3]. - On October 28, 2025, Varonis reported a significant miss in ARR and lowered its full-year guidance, attributing this to weaker-than-expected renewals and conversions in its subscription business [3]. - Following the announcement, Varonis' stock price plummeted from $63.00 per share to $32.34 per share, marking a decline of approximately 48.67% in just one day [3]. Group 2: Class Action Details - The class period for the lawsuit is defined as February 4, 2025, to October 28, 2025, and shareholders are encouraged to register for potential lead plaintiff appointment [3][4]. - The deadline for shareholders to register is March 9, 2026, and participation in the case incurs no cost or obligation [4]. - Registered shareholders will receive updates through a portfolio monitoring software throughout the lifecycle of the case [4]. Group 3: Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [5]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors affected by misleading statements that artificially inflate stock prices [5].

Core Viewpoint - Unity Software Inc. experienced a significant drop in share price by over 28% intra-day following weaker-than-expected guidance for the first quarter of fiscal 2026, despite reporting stronger-than-anticipated fourth-quarter results [1] Group 1: Fourth Quarter Performance - The company reported fourth-quarter earnings per share of $0.24, surpassing analyst estimates of $0.21 [1] - Revenue for the fourth quarter increased to $503.1 million from $457 million a year earlier, exceeding the consensus estimate of $488.95 million [1] Group 2: Segment Performance - Create Solutions revenue rose to $165 million from $152 million in the fourth quarter of 2024 [2] - Grow Solutions revenue increased to $338 million from $305 million a year ago [2] - Adjusted EBITDA for the fourth quarter reached $125 million, reflecting a 25% margin [2] Group 3: First Quarter Guidance - For the first quarter of 2026, Unity projected revenue between $480 million and $490 million, which is below analyst expectations of $491.8 million [3] - The company indicated that Grow revenue would remain flat sequentially, while Create revenue is expected to deliver double-digit year-over-year growth, excluding non-strategic revenue [3] - Unity anticipates first-quarter adjusted EBITDA of $105 million to $110 million [3]

Core Insights - Retail investors are increasingly driving market leadership, with the Retail Kings ETF highlighting where their money is flowing, focusing on momentum and participation [1][2] - The retail community is characterized by a significant wealth transfer, with $68 trillion expected to be inherited by younger generations who are actively stockpicking and following market trends [3][4] Investment Focus - The Retail Kings ETF targets companies with unique intellectual property and technological advantages, often discussed by competitors and involved in the fourth industrial revolution across various sectors [5][10] - The ETF utilizes retail sentiment intelligence, analyzing social media and internet trends to differentiate between genuine long-term investment interest and noise from scams or bots [6][8] Market Trends - The portfolio is tech-heavy but avoids the "Mag 7" stocks, indicating a shift towards smaller to mid-cap companies that are seen as disruptors in their respective fields [9][10] - Retail investors have shown resilience by buying the dip during recent selloffs in software stocks, indicating confidence in the long-term potential of these companies [11][12] Future Outlook - The total addressable market for AI is projected to grow from $390 billion to between $2.5 trillion and $3 trillion by 2030, necessitating energy and infrastructure investments to support this growth [17][19] - Companies involved in AI infrastructure, including those in energy and tech, are expected to benefit significantly as retail investors increasingly allocate funds towards these sectors [20][24] Retail Investor Behavior - There is a notable generational shift in investment habits, with 72% of millennials and younger generations now allocating funds to equities, compared to less than 50% a decade ago [27][29] - Retail sentiment is improving, with high enthusiasm for technology and the fourth industrial revolution, as evidenced by discussions in social media communities [31][32] ETF Composition and Strategy - The Retail Kings ETF may include stocks related to crypto if they meet the momentum scoring criteria, but there is caution regarding current market conditions for cryptocurrencies [33][35] - The ETF undergoes quarterly rebalancing to adapt to market changes and investor sentiment [37]

Core Insights - Tyler Technologies reported its financial results for the fourth quarter ended December 31, 2025, highlighting its position as a leading provider of integrated software and technology services for the public sector [1][1][1] Financial Performance - The company generated revenues of $1.850 billion in 2022, with a net income of $164.2 million for the same year [1][1][1] Shareholder Actions - Tyler Technologies' board of directors approved a share repurchase plan for its Class A Common Stock, amounting to $1 billion [1][1][1] Strategic Developments - The company signed a definitive agreement to acquire For The Record, a pioneer in digital court-recording technology, indicating a strategic move to enhance its service offerings [1][1][1] Upcoming Events - A conference call and webcast is scheduled for February 12, 2026, to discuss the fourth quarter 2025 results, allowing stakeholders to engage directly with the company's leadership [1][1][1]

Core Viewpoint - Veeva Systems is set to announce its financial results for the fourth quarter and full fiscal year ending January 31, 2026, on March 4, 2026, after market close [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call and webcast scheduled for March 4, 2026, at 2:00 p.m. PT (5:00 p.m. ET) [1] - Prepared remarks will be available on Veeva's investor relations website at approximately 1:05 p.m. PT (4:05 p.m. ET) [1] - A replay of the webcast will be accessible on the website following the live event [1] Group 2: Company Overview - Veeva Systems provides industry cloud solutions for life sciences, including software, data, and business consulting [1] - The company serves over 1,500 customers, including major pharmaceutical companies and emerging biotechs [1] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves [1]

Welcome back to Market on Close. I'm Sam Bardis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.So shares of terror data have rallied to a new 52- week high after its latest earnings report. So let's learn more about this overlooked name with George Sllis, a senior markets correspondent. What did the report say.Because this is a real bright spot in the market today up at 28%. George. >> Yeah, it is.It's a it's a bright spot in the market. It's really a bright spot in ...

Apple Stock Eyes Breakout As Unseen Engine Unlocks Agentic AI | Investor's Business DailyMESSY MARKET: [Take These Steps To Stay Profitable And Protected]---Earlier this month, Apple (AAPL) unveiled Xcode 26.3 to unlock the power of agentic coding to help developers leverage coding agents, including Anthropic's Claude Agent and OpenAI's Codex. Alongside that news, Apple stock continues to take aim at two potential buy points as it pops onto the Investor's Business Daily Breakout Stocks Index. The iPhone mak ...

Palantir Technologies (NASDAQ: PLTR) is arguably on a generational run. The stock has been an absolute rocket, soaring more than 1,660% over the past three years. The company recently closed out its fiscal year 2025 with fourth-quarter earnings, and Palantir delivered in a big way. Revenue came in at $1.41 billion, versus analyst estimates of $1.33 billion, while earnings per share of $0.25 topped estimates of $0.23. Will AI create the world's first trillionaire? Our team just released a report on the one ...

Core Viewpoint - Wall Street is worried about the impact of artificial intelligence (AI) on software stocks, leading to a selloff in major companies, including Workday [1][4] Company Overview - Workday specializes in cloud software for human resources and financial management, providing tools for payroll, recruiting, performance tracking, and financial reporting [3] - The company has a market capitalization of $40.3 billion [3] Leadership Changes - CEO Carl Eschenbach previously dismissed concerns about AI disruption but has now stepped down, with co-founder Aneel Bhusri taking over as CEO [2] - Bhusri emphasized that the transformation brought by AI is greater than that of Software-as-a-Service (SaaS) [2] Stock Performance - Workday's stock has seen a significant decline, down 45% over the past 52 weeks and 32% year-to-date, reaching a 52-week low of $142.72 [4] - The stock is currently trading at a forward-adjusted price-to-earnings (P/E) ratio of 28.5 times [6] Financial Results - For Q3 of fiscal 2026, Workday reported total revenues of $2.43 billion, a 12.6% year-over-year increase, surpassing Wall Street's expectations of $2.41 billion [8] - The growth in revenue was primarily driven by increases in subscription services [8] AI Portfolio Momentum - Despite AI-related concerns, Workday's management highlighted the positive momentum of its AI portfolio, contributing over 1.5 points to annual recurring revenue (ARR) growth during the quarter [9]