CNBC's Jim Cramer offered a blunt takeaway from Monday's selloff: Artificial intelligence concerns have left the stock market incredibly fragile.After the S&P 500 and Nasdaq each shed more than 1%, the "Mad Money" host urged investors to exercise caution because stocks were "just too easy to take down today." The reason for the early-week downturn was a post from Citrini Research over the weekend — arguing the AI boom could hurt the economy and cause unemployment to shoot up to 10% if white-collar jobs were ...

Core Insights - The article highlights three high-growth stocks for February: Meta Platforms, Micron Technology, and ServiceNow, emphasizing their potential for long-term investment growth [1]. Group 1: Meta Platforms (META) - Meta Platforms has shown re-accelerating growth with a recent earnings beat, and full-year earnings are forecasted to rise in the high-teens [1]. - The company has transitioned from a focus on the metaverse to significant investments in AI, particularly with its Llama models, which are expected to enhance future cash flow growth [1]. - Meta's core social media business continues to generate substantial cash flow, positioning it as one of the cheapest and highest-growth options among large-cap stocks [1]. Group 2: Micron Technology (MU) - Micron Technology's stock has surged 330% over the past year, benefiting from supply shortages in the memory market, particularly in DRAM [1]. - The company reported an EPS of $4.78, exceeding Street estimates by over 20%, and revenue increased by nearly 50% year-over-year [1]. - Experts predict that memory demand will continue to outpace production growth, suggesting strong future earnings potential for Micron [1]. Group 3: ServiceNow (NOW) - ServiceNow's stock has been halved in value over the past year due to concerns about AI's impact on enterprise software companies [2]. - Despite these concerns, ServiceNow is experiencing rapid growth, with EPS growth exceeding 50% and cash flow growth above 30% annually [2]. - The company is leveraging AI to enhance its growth rather than hinder it, and it is currently trading at its lowest multiples in years, indicating potential upside [2].

U.S. equity markets are experiencing a volatile start to the week this Monday, February 23rd, 2026, as investors grapple with a rapid escalation in trade policy tensions. Midday trading shows a definitive shift toward a "risk-off" sentiment, with major indexes retreating from recent highs. The primary catalyst for today’s downward momentum is the White House’s announcement of a new 15% global tariff on all imports, a move that follows a landmark Supreme Court ruling on Friday which had briefly struck down p ...

Core Viewpoint - Salesforce's stock has experienced a significant decline of 30.1% year-to-date, prompting major Wall Street firms to cut their price targets ahead of the upcoming Q4 earnings report on February 25, raising questions about the stock's future performance [1] Group 1: Price Target Cuts - Jefferies reduced its price target for Salesforce from $375 to $250 while maintaining a Buy rating [1] - Evercore ISI lowered its target from $340 to $260, keeping an Outperform rating [1] - Barclays cut its target from $338 to $265, also maintaining an Overweight rating [1] - Mizuho adjusted its target from $340 to $280, retaining an Outperform rating, citing AI disruption fears [1] Group 2: Financial Performance - Salesforce reported a net income increase of 36.61% to $2.09 billion in Q3, while revenue grew by only 9% to $10.26 billion [1] - The company's Agentforce ARR reached nearly $1.4 billion, reflecting a year-over-year growth of 114% [1] - Salesforce returned $4.2 billion to shareholders in Q3 alone [1] Group 3: Market Sentiment and Analyst Outlook - Despite the price target cuts, analysts see a potential upside of 35% to 50% from current stock levels [1] - The sentiment on Reddit has turned bearish, with a score of 28 out of 100 [1] - The upcoming earnings report is viewed as a critical test for Salesforce's growth narrative and the performance of Agentforce [1]

Markets enter a critical week dominated by Wednesday's Nvidia (NVDA) earnings and escalating geopolitical tensions as rising U.S.-Iran hostilities push oil prices higher, creating inflation concerns that could derail rate-cut expectations and pressure equities. Adding to the volatile backdrop, President Trump raised the new global tariff rate to 15% on Saturday, just one day after setting it at 10%, following Friday's Supreme Court decision striking down many of his previous tariffs. The rapid tariff esca ...

Core Viewpoint - SAP SE is recognized as a promising investment opportunity, particularly highlighted by its proposed dividend increase and strong revenue growth in its cloud segment [1][2]. Group 1: Dividend Proposal - The Supervisory Board and Executive Board of SAP SE proposed a €0.15 increase in the annual dividend for fiscal year 2025, raising it to €2.50 per share, which is a 6.4% year-over-year increase [1]. - Upon shareholder approval, the total dividend payout will be €2.919 billion, an increase from €2.743 billion in fiscal 2024 [2]. - The payout ratio will decrease to 40.7% from 52.0% in fiscal 2024, aligning with the company's policy to distribute at least 40% of non-IFRS profit after tax [2]. Group 2: Fiscal Q4 2025 Results - SAP SE reported a quarterly revenue growth of 18.46% year-over-year, reaching $11.59 billion, although it fell short of expectations by $66.21 million [3]. - The earnings per share (EPS) of $1.93 exceeded consensus estimates by $0.21 [3]. - The quarterly performance was significantly driven by a 23% year-over-year growth in Cloud revenue and a 28% growth in Cloud ERP Suite revenue [4]. Group 3: Cloud Revenue Performance - Cloud revenue reached €21.023 billion, while Cloud ERP Suite revenue totaled €18.119 billion [4]. - The current Cloud backlog increased to €21.052 billion, reflecting a 16% year-over-year growth [4]. Group 4: Company Overview - SAP SE specializes in developing enterprise application software, primarily focusing on ERP systems that centralize data management and streamline business processes such as finance, supply chain, and HR [5].

Core Insights - The article discusses the best dip stocks to buy according to hedge funds, highlighting the current market conditions and investment strategies recommended by experts [1][4]. Market Conditions - Mohamed El-Erian, Chief Economic Advisor at Allianz, emphasizes that the market is characterized by volatility, dispersion, and fragmentation, differing significantly from the conditions expected in 2025 [2]. - El-Erian suggests that the current market drawdown presents a substantial opportunity for investors to select stocks with strong balance sheets, particularly in sectors impacted by AI [3]. Investment Strategy - The recommended approach for building a portfolio in the current market is a bottom-up strategy, focusing on sectors that have experienced declines [3]. - The methodology for selecting dip stocks involves identifying stocks trading within 0-10% of their 52-week lows and those that have reported significant developments likely to influence investor sentiment [6]. Company Highlights - **Visa Inc. (NYSE:V)**: Visa announced the acquisition of two payment companies, Prisma Medios de Pago and Newpay, to enhance its presence in Argentina's rapidly growing digital payments market. The deal is expected to close in fiscal Q2 2026, pending shareholder approval [8][9][11]. - **SAP SE (NYSE:SAP)**: SAP proposed a €0.15 increase in its annual dividend for fiscal year 2025, raising it to €2.50 per share, which represents a 6.4% year-over-year increase. The total payout will increase to €2.919 billion from €2.743 billion in fiscal 2024 [12][13]. SAP's fiscal Q4 2025 results showed an 18.46% year-over-year revenue growth to $11.59 billion, driven by a 23% increase in Cloud revenue [14][15][16].

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsArjun Bhatia - Partner and Co-Group Head of the Technology, Media and Communications sectorBeth Gaspich - CFOJamie Reynolds - Research AssociateRyan Gilligan - CFASamad Samana - Managing DirectorScott Russell - CEOThomas Blakey - Managing DirectorConference Call ParticipantsKylie Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsArjun Bhatia - Partner and Co-Group Head of the Technology, Media and Communications sectorBeth Gaspich - CFOJamie Reynolds - Research AssociateRyan Gilligan - CFASamad Samana - Managing DirectorScott Russell - CEOThomas Blakey - Managing DirectorConference Call ParticipantsKiley Peterson - AnalystMichael Funk - Stock AnalystPatrick Walravens - Director of Technology Research and Senior AnalystRishi Jaluria - Managi ...

NICE (NasdaqGS:NICE) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Speaker3Welcome to the NICE conference call discussing fourth quarter 2025 results, and thank you all for holding. All participants are at present in a listen-only mode. Following management's formal presentation, instructions will be given for the question and answer session. As a reminder, this conference is being recorded February 19, 2026. I would now like to turn this call over to Mr. Ryan Gilligan, VP, Investor Relations at NICE. ...