Palantir Technologies Inc (PLTR) stock may be near a bottom. I discussed this in a recent Barchart article on Feb. 18, “Has Palantir Bottomed? Probably, Based on Huge, Unusual Put Options Activity in PLTR.” PLTR stock is now down $135.24 per share as of Friday, Feb. 20. That's down $58.93 from a recent peak of $194.17 on Dec. 24, 2025, a 30% drop in just 2 months. I showed in my article why PLTR is worth between $189 and $245 per share, or between 40% to 81% more. More News from Barchart PLTR stock - la ...

Core Insights - Microsoft has integrated artificial intelligence (AI) into its products more extensively than most competitors, with tools like Copilot embedded across its software suite [1] - The Azure AI infrastructure is sold out in key regions, indicating strong demand [1] - Current adoption of Copilot remains low at 3.3% of its user base, despite bullish analyses focusing on its monetization potential through paid upgrades [1]

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings I get to chat with a ton of fascinating people each week here at Yahoo Finance. It's one of the perks of the gig. Every day I leave our New York City headquarters smarter than the day before. Phoebe Gates, daughter of Microsoft's (MSFT) Bill and Melinda Gates, took me inside her new startup, Phia. It's a ...

Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

Investors turn to financial results from artificial intelligence bellwether Nvidia Corp in the coming week to steady a U.S. stock market ​that has been rocked by AI-related worries and is digesting a Supreme Court overturn of President Donald Trump's sweeping trade tariffs. Besides that overhang on markets and Nvidia's results, Wall Street will ‌focus on other tech-sector quarterly ⁠reports. These include ⁠key software companies that are under siege from concerns that AI will upend their businesses.Nvidia' ...

Market Overview - The Supreme Court's decision to strike down President Trump's tariff regime positively impacted the market, with all three major indexes closing higher for the week [1][8] - The S&P 500 rose by 0.7% on Friday and finished the week up 1.1%, while the Dow Jones Industrial Average increased by 0.5% on Friday, closing the week up 0.3% [2] - The Nasdaq Composite gained 0.9% on Friday, resulting in a weekly increase of 1.3% [2] Oil Market - Oil prices ended the week approximately 5.5% higher, driven by concerns over potential disruptions in the Middle East due to possible US actions against Iran, leading to a monthly return of around 11% [2] Economic Indicators - The upcoming economic data includes the Producer Price Index on Friday, which will provide insights into upstream input costs amid persistent inflation above the Federal Reserve's 2% target [3] - Recent Personal Consumption Index data indicated a 0.4% increase in both headline prices and core PCE in December compared to the previous month, marking a steeper rise than in November [4] Corporate Earnings - Nvidia's fourth quarter results, set to be released after market close on Wednesday, are anticipated to be a significant indicator of the AI sector's health [6] - Salesforce's results on Wednesday will provide insights into the software sector, which has faced challenges recently [7] - Home Depot and Lowe's earnings will offer a proxy for the housing market, while Constellation Energy and Dominion Energy will shed light on the US power market [7]

Group 1: Datadog - Datadog is an artificial intelligence-powered observability and security platform, with a buy rating and a price target of $180 from Baird analyst William Power [3][6] - The company aims for an adjusted operating margin of over 25%, balancing future growth and near-term profitability [3] - Datadog has solid demand for its products and significant opportunities in AI, logs, developer tools, and security, with 8,500 security customers [4][5] - Security currently represents only 2% of total annual recurring revenue (ARR) from large customers, indicating a vast expansion opportunity [5] Group 2: Vertiv Holdings - Vertiv Holdings provides power and cooling solutions to data centers, reporting a 252% surge in organic orders for Q4 2025 [7][8] - Bank of America analyst Andrew Obin reiterated a buy rating and raised the price target to $277, expecting strong order momentum to continue in 2026 [7][8] - Obin projects 2026 orders to grow by 5% to $18.6 billion, which would add $5 billion to backlog, reflecting a 33% year-over-year increase [9] - Key trends from Vertiv's 10-K filing include strengthening services capabilities and strategic deals with Nvidia and Caterpillar [10] Group 3: Arista Networks - Arista Networks provides networking solutions for AI and data center environments, delivering strong Q4 results and guidance [12] - Following Nvidia's deal with Meta Platforms, Needham analyst Ryan Koontz reiterated a buy rating with a price target of $185, emphasizing minimal impact on Arista's supplier position [13][14] - Meta accounted for 16% of Arista's 2025 revenue, and Koontz views Arista as a dominant supplier for Meta's AI applications [14] - The announcement regarding Nvidia's networking sales to Meta does not reflect new developments in networking, according to Koontz [16]

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 18, Citi lowered its price target on Snowflake Inc. (NYSE:SNOW) to $270 from $300 while maintaining a Buy rating. The firm attributed the stock’s 30% pullback following fiscal third-quarter results to a smaller-than-typical earnings beat and broader software sector concerns related to artificial intelligence spending. Citi characterized the decline as excessive, emphasizing Snowflake’s resilient, consumption- ...

The technology sector has provided great returns since the emergence of generative AI, and it was expected to continue performing strongly this year as well. However, fears about infrastructure spending have once again emerged, alongside speculation that certain domains, such as software engineering, face an existential threat due to extremely powerful AI. This is driving down the tech sector.On 17th February, this sentiment was echoed by Nick Evans, a fund manager at Polar Capital.  He believes only a few ...

Software stocks are sliding. As of Feb. 19, Microsoft stock is down 28% from its all-time high of last fall. Oracle stock is down 55% from its record high, also in late 2025. Salesforce stock has lost 27% of its value this year. Analysts offer competing, somewhat contradictory theories about the software selloff. By one account, stock traders fear artificial intelligence will put software companies out of business by rendering their products obsolete. Another narrative suggests software firms have oversp ...