Group 1 - Box, Inc. is identified as a potentially undervalued stock, currently down 36% from its high, with a focus on document storage and collaboration software [1] - The company is expected to grow its earnings by 15% this year and is trading at 16 times this year's earnings estimates, indicating a relatively low valuation [1] - CEO Aaron Levie provided a strong rebuttal against the notion that AI will lead enterprise customers to abandon third-party software [1] Group 2 - Box, Inc. offers a cloud-based platform for secure management, sharing, and collaboration on digital content across devices [3] - While Box is recognized as a potential investment, there are AI stocks that may present greater upside potential and lower downside risk [3]

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL) between June 12, 2025 and December 16, 2025, inclusive. Should You Join The Oracle Class Action Lawsuit: Do you, or did you, own shares of Oracle Corporation (OWL)?Did you purchase your shares between June 12, 2025 and December 1 ...

Core Viewpoint - Accesso Technology Group PLC is evolving its commercial model by expanding its relationship with Adyen and internalizing payments under its own brand, transitioning from a passive integrator to an active payments facilitator [2] Group 1: Strategic Shift - The decision to internalize payments will eliminate delays and complexities previously faced by Accesso's clients, who are operators of theme parks and attractions, in securing merchant accounts [3] - By white-labelling Adyen's payment infrastructure, Accesso gains tighter control over the guest journey and unlocks a new source of margin [4] Group 2: Market Position and Opportunities - Accesso's substantial transaction volumes, exceeding $5 billion annually, provide leverage to secure preferential terms from Adyen, creating a bundled offer attractive to smaller operators [4] - The integration of payments with Accesso's broader software stack allows for further product innovation, automation, and operational insights [5] Group 3: Analyst Recommendations - Peel Hunt has reiterated a 'buy' recommendation for Accesso with a price target of 435p, noting a slight increase in share price to 266p during afternoon trading [6]

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Core Insights - Nebius has announced an agreement to acquire Tavily, enhancing its AI cloud platform with agentic search capabilities, which is crucial for the rapidly growing agentic AI market [1] - The acquisition aims to create a unified platform for enterprises to build and operate autonomous AI agents, integrating real-time search infrastructure into Nebius's existing offerings [1] - The agentic AI market is projected to grow significantly, from approximately $7 billion in 2025 to between $140 billion and $200 billion by the early 2030s, indicating a compound annual growth rate exceeding 40% [1] Company Overview - Nebius is positioned as an AI cloud company focused on providing a full-stack platform for developers and enterprises to manage their AI initiatives, from data and model training to production deployment [1] - The company is listed on NASDAQ (NASDAQ: NBIS) and is headquartered in Amsterdam, serving a diverse range of clients including startups and Fortune 500 companies [1] Acquisition Details - The acquisition of Tavily will allow Nebius to enhance its software stack, providing developers with the necessary tools to create enterprise-grade agentic systems without relying on multiple vendors [1] - Tavily's technology will complement Nebius's existing offerings, particularly the Nebius Token Factory, which provides high-performance inference for AI agents [1] - The transaction is expected to close in the coming weeks, although the transaction value has not been disclosed [1] Market Potential - The agentic AI market is anticipated to see exponential growth as enterprises increasingly deploy autonomous AI systems, with Tavily's agentic search representing a critical capability in this landscape [1] - Tavily has achieved over 3 million monthly SDK downloads and serves a developer community of more than one million users, indicating strong product-market fit [1] - Major clients of Tavily include Fortune 500 companies such as IBM, showcasing its relevance across various industries including financial services and logistics [1]

Core Viewpoint - Workday (WDAY) has experienced a significant downtrend, with a stock decline of 25.7% over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to analysts' positive earnings outlook [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - WDAY's current RSI reading is 26.52, indicating that the heavy selling pressure may be exhausting, which could lead to a price rebound as the stock seeks to return to its previous equilibrium [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts regarding an increase in earnings estimates for WDAY, with a 0.2% rise in the consensus EPS estimate over the last 30 days, which often correlates with near-term price appreciation [7]. - WDAY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [8].

Core Viewpoint - Paylocity (PCTY) has experienced a significant decline of 24.8% over the past four weeks, but it is now positioned for a potential trend reversal as it enters oversold territory, with analysts expecting better earnings than previously predicted [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a momentum oscillator that indicates whether a stock is oversold, with readings below 30 typically signaling this condition [2]. - PCTY's current RSI reading is 20.7, suggesting that the heavy selling pressure may be exhausting, indicating a possible bounce back towards equilibrium in supply and demand [5]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts that earnings estimates for PCTY have increased by 1% over the last 30 days, which often correlates with price appreciation in the near term [7]. - PCTY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the stock's potential for a turnaround [8].

Concerns that artificial intelligence could disrupt large parts of the software industry have started to spill into credit markets, Morgan Stanley warned, as software accounts for about 16%, or $235 billion, of the $1.5 trillion U.S. loan market. ...

What Folks Are Really Vibe Coding Today. (It’s Not Building Their Own Salesforce.) Anton Osika, the CEO of Lovable, just shared something really interesting — their top 4 actual use cases for vibe coding in businesses right now.Lovable is now the second-fastest growing software product among businesses on Ramp.These are the main use cases for Lovable in businesses right now:1/ Rapid prototyping without waiting on engineering2/ Building internal tools that actually match your process and needs3/… pic.twitte ...

Core Insights - Oracle Corporation (ORCL) experienced a nearly 10% share price increase on February 9 following an upgrade to 'Buy' by D.A. Davidson, amidst a broader tech sector selloff that resulted in a loss of nearly $1 trillion [1][8] Group 1: Upgrade Rationale - Analyst Gil Luria of D.A. Davidson upgraded Oracle, maintaining a price target of $180, citing a market overreaction to a recent 25% drop in Oracle's share price and stabilizing sentiment regarding Oracle's AI exposure [3] - The improved outlook for OpenAI, a significant Oracle cloud customer, was another key factor for the upgrade, with Luria estimating OpenAI's cash reserves at around $40 billion and potential fundraising of $100 billion, which is crucial for financing Oracle's data centers [4] Group 2: Future Growth Potential - Oracle's Cloud Infrastructure (OCI) revenues grew 66% year-over-year in the fiscal second quarter, with GPU-related revenues increasing by 177%, indicating strong growth in cloud services [5] - The company's remaining performance obligations (RPO) reached $523.3 billion, a 433% year-over-year increase, driven by contracts with major clients like Meta and NVIDIA, providing a stable revenue outlook [6] Group 3: Investment Considerations - Oracle's capital raise of $50 billion and significant debt levels could introduce volatility, with a trailing 12-month earnings multiple of 27.57, slightly above the industry average of 27.4, and a long-term debt-to-equity ratio of 328.28, significantly higher than the sector average of 25.35 [7] - Melius Research downgraded Oracle to 'Hold' from 'Buy', citing concerns over its debt load and the expectation of no free cash flow until the 2030s, indicating mixed analyst sentiment [9] Group 4: ETF Exposure - Investors may consider Exchange-Traded Funds (ETFs) for diversified exposure to Oracle, reducing the risks associated with single-stock investments [2][10] - Notable ETFs with significant Oracle exposure include: - iShares Expanded Tech-Software Sector ETF (IGV) with net assets of $7.37 billion, where Oracle holds a 7.30% share [11] - Pacer Data and Digital Revolution ETF (TRFK) with net assets of $453 million, where Oracle holds a 7.20% share [12] - Janus Henderson Transformational Growth ETF (JXX) with net assets of $33.6 million, where Oracle holds a 7.50% share [13] - First Trust NASDAQ Technology Dividend ETF (TDIV) with net assets of $3.80 billion, where Oracle holds a 5.04% share [14]