Core Insights - AI disruption fears are impacting market performance, with some analysts considering these fears to be overblown [1] - Dan Ies from Wed Bush has outlined ten factors that could halt the tech sector's decline, referring to the current market conditions as the "AI ghost trade overhang" [1] Company Developments - OpenAI is expected to raise $100 billion in its next funding round, which could positively influence market sentiment [2] - Nvidia is anticipated to report strong demand in its upcoming earnings report, which is a key event for the market [3] - Oracle has successfully raised capital, alleviating concerns regarding its debt-to-equity ratio [2] - Salesforce, which has faced a decline, is expected to deliver positive earnings next week [2] Market Trends - The tech sector has seen significant capital expenditure commitments, totaling approximately $650 billion from four major hyperscalers [3] - The upcoming week will see earnings reports from about 56 companies in the S&P 500, with a focus on software firms following recent selloffs [5] - Consumer names such as Home Depot, TJX, and Lowe's are also highlighted as important for the upcoming week [5] Geopolitical Factors - Markets are closely monitoring the implications of tariffs and the legal aspects of recent announcements [6] - Tensions in the Middle East are also a point of concern for market participants [6]

As filed with the Securities and Exchange Commission on February 20, 2026 Registration No. 333-293108 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- ...

While computing needs sophisticated hardware and solid infrastructure to support it, it's all just a pile of circuits and wiring without the software to make it operate. Leading software companies can be massively profitable investments, as they develop products that companies need. Two software companies working in the government space are Palantir Technologies (NASDAQ: PLTR) and BigBear.ai (NYSE: BBAI). But while Palantir has enjoyed a massive growth window, BigBear.ai is struggling to gain traction. Wh ...

Group 1 - Wall Street is experiencing a shift where tactical trading is outperforming traditional buy-and-hold strategies, driven by various market uncertainties [1][2] - Hedge funds and active stock-pickers are achieving performance levels not seen since 2007, with quantitative and risk-parity strategies leading the way [2] - The software sector is facing significant selloffs due to fears surrounding AI's impact on subscription-revenue models, affecting various labor-intensive industries [3] Group 2 - Oil prices have risen to near their highest levels since August, influenced by geopolitical tensions and warnings from President Trump regarding Iran [3] - The Supreme Court's decision to strike down most of Trump's global tariffs has led to a temporary stock market advance, despite ongoing policy uncertainty [4][5] - Market strategist Jim Thorne highlights stress signals such as a weakening dollar and high valuations in companies like Walmart, suggesting a need for tactical investment approaches [5]

NEW YORK, Feb. 20, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. ...

On February 17, 2026, Daventry Group, LP disclosed a buy of 80,718 shares of ServiceTitan (NASDAQ:TTAN), with the estimated transaction value at $7.88 million based on average quarterly pricing. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Daventry Group bought 80,718 additional shares of ServiceTitan. The estimated transaction value, based on the mean closing price in the fourth quarter of 2025, is $7.88 million. The stake’s quarter-end value i ...

For more, let's bring in Avery Sheffield, Vantage Rock's co-founder and CIO. It's nice to see you. Thanks for being here.>> Great to be here. >> So, this good timing. You say you told our producers, "The ruling won't have much of an impact on the economy, but I will report back on any additional insights following the Trump press conference." All right.So, we have the Trump press conference. Let's get the insights. Now, now what.>> Well, I mean, he's determined to keep the tariffs at as high of a level as p ...

​ServiceNow, Inc. (NYSE:NOW) is one of the Best Dip Stocks to Buy According to Hedge Funds. On February 17, Barron’s reported that ServiceNow, Inc.’s (NYSE:NOW) CEO William “Bill” McDermott bought $3 million worth of company shares on the open market. ​This move comes as the “SaaSpocalypse” narrative has overtaken Wall Street and has dragged the sector down by more than 22% since the start of 2026. In addition to the share purchase, the report also highlighted that other executives at ServiceNow also canc ...

Core Viewpoint - Oracle's stock is under pressure due to its significant exposure to OpenAI, with a $300 billion deal for AI infrastructure, leading to concerns about its financial stability and the profitability of OpenAI [2][4]. Group 1: Stock Performance - Oracle's stock has declined by over 5% in a single day and has dropped 34% over the last three months [1][4]. - The current stock price is $147.86, with a market capitalization of $450 billion [7][8]. Group 2: Financial Concerns - Oracle's credit default swaps (CDS) have increased, indicating rising concerns in capital markets regarding its ability to finance the necessary capital investment for its deal with OpenAI [4]. - Analysts speculate that Oracle may consider selling its healthcare software business, Cerner, to improve its financial position, although potential buyers may negotiate hard due to Oracle's current pressures [6]. Group 3: Investment Dynamics - Nvidia's potential $30 billion investment in OpenAI is seen as insufficient compared to earlier expectations of $100 billion, which has not positively impacted Oracle's stock [5]. - The market is treating Oracle's stock as a proxy for OpenAI's funding situation, indicating that OpenAI needs to secure funding for investor confidence in Oracle [8].

Solel Partners LP increased its stake in Braze (NASDAQ:BRZE) by 526,300 shares in the fourth quarter, an estimated $15.59 million trade based on quarterly average pricing, according to a February 17, 2026, SEC filing. What happened According to an SEC filing dated February 17, 2026, Solel Partners LP purchased an additional 526,300 shares of Braze in the fourth quarter. The estimated transaction value was $15.59 million, calculated using the average closing price during the quarter. The fund ended the pe ...